How-To Videos Peer-To-Peer Sharing Your Analysis

P2P Tutorial: How to Export via Email

Peer-to-Peer offers a multitude of options to share analysis, including through email.

Users can do this with pre-built or custom folders and displays on a one-time or reoccurring (only custom displays) basis to colleagues, board members, and other key credit union personnel.

Related Content

  • P2P: Functions Manual

    Learn about the commands you can use on custom displays in Peer-to-Peer to modify account codes. These are essentially "shortcuts" for calculations that finance executives commonly use in evaluating financial...

  • P2P: Weighted Averages

    When working with ratios in Peer-to-Peer, averages will not be a simple summation of the ratio divided by the total number of institutions. Instead, Peer-to-Peer uses a weighted average.

  • P2P: Terms Of Agreement

    View this document to review Callahan & Associates Peer-to-Peer Terms of Agreement.

  • P2P: How To Manage Peer Groups (204a)

    Peer-to-Peer makes it easy to manage your standard and custom peer groups. You can delete, import, combine, and edit peer groups all in one location. To learn how follow these...