Analyze Certificate Portfolio

Screen ID: 

Screen Title: 

Panel Number:

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IGLBGT12-02

Selection

5846


Click here to magnify

This screen appears after selecting an option on the initial selection window.

This tool gives a quick a snapshot of your entire portfolio of certificate accounts, including IRA CDs.  This tool is the easiest and best way to get a picture of your rates across member certificates. 

Click any column heading to sort the list by any column (click again to toggle between ascending and descending order).  Use the  button in the # Members column to export this  specific group of members so that you can communicate with them via Member Connect.  Use the  button in the # Members column to see Common Bonds analyses for these specific members.

Use Export Full List to create a file containing all of the products currently displayed in the dashboard, for use with Query or to download to your PC for other purposes.

 

Analytics Booth: Power Line and Web Version

Launching the Web Version (F22) dashboard will provide additional tools to subscribers to analyze data that can only be found in Analytics Booth, including more screen real estate to view more data at one time, different filters and graphics, and new ways to understand the data. Non-subscribers will be presented with a splash page.

Use the Power Line (F23) button to launch an immediate trend line graph in Analytics Booth to help you better understand your data.

Not a subscriber? Learn more in the CU*Answers Store.

Check out this video: Analytics Booth at a Glance (Board Members: More Analytics Booth Videos Below!)

Additional Video Resources

Check out these additional video resources!

Analytics Booth for Board Members: Features

Analytics Booth for Board Members: Password Reset

Analytics Booth for Board Members: First-Time Login

Analytics Booth for Board Members: Analyzing Peer Group Data

Analytics Booth for Board Members: Configuring Primary Peer Group

Analytics Booth for Board Members: Configuring Secondary Peer Group

Visit the CU*BASE video library.

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#IGLBGT12-02.htm