P2P Tutorial: How To Manage Peer Groups (206)
Peer-to-Peer allows you to manage your custom built peer groups by editing, deleting, or combining them. Watch this series on how to manage peer groups to learn more!
How-To Videos Support
P2P Tutorial: How To Use The Search Bar (207)
Peer-to-Peer has a universal search bar which allows you to look for graphs, formulas, account codes, and institutions within the software. This shortcut will allow you to use the software more efficiently. Watch this four part series to learn more!
P2P: How To Select Your Primary And Comparison Set
Peer-to-Peer allows you to select a primary institution as well as any comparisons you would like to use to compare performance. Once you set your primary, all charts and graphs will reflect data for that organization you have selected.
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.
P2P Tutorial: How To Share Peer Groups
Watch the video below to learn how to share peer groups in Peer-to-Peer.
P2P Tutorial: How To Use The RBC Ratio Tools
Watch the video below that covers how to use the RBC Forecasting Tool and RBC Component Breakdown Tool.
P2P Tutorial: How To Use Start Cycle Vs. Cycle
Watch the video below to learn about the difference between “Start Cycle” and “Cycle” in Peer-to-Peer. The video will also discuss how the length of a trend line can dramatically alter the way data is interpreted.
P2P Tutorial: How To Use The 5300 Call Report
Callahan & Associate’s Peer-to-Peer financial benchmarking software drives off of data from the NCUA 5300 Call Report. Watch this series to learn how to navigate through the 5300 and customize your analysis within Peer-to-Peer.