CU*Answers Enhances the Where Your Member Shops Dashboard with Merchant Export

West Michigan-based cooperative CUSO CU*Answers is expanding the ability of its “Where Your Members Shop” dashboard. The enhancements come with the May 17.05 CU*BASE® release and will add some highly anticipated features to an already popular dashboard. The Where Your Members Shop dashboard, which breaks down member transaction activity by merchant/vendor, will now allow CUs to filter the data of the dashboard and then export up to 100 rows (merchants) to a file at the same time. This way you can filter for members who shop at multiple Walmart locations, for example.

In addition to exporting, you can also now filter the list to show a group of similar merchants then use “Common Bonds” to view a combined analysis of all of the members under all of those merchants at the same time.

Currently you can include merchants based on their name containing certain text. Now look for additional fields that allow you to exclude merchants from your search results based merchant names “not containing” specific text. For example, search for “Walmart” but not “com” to remove Internet sales from the Walmart website.

For more information on this and other features being added at no additional cost to credit unions as part of the 17.05 CU*BASE release, visit the CU*Answers website.