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 7 easy steps!
Peer-To-Peer Support
P2P Tutorial: How To Include Or Exclude Institutions From Your Peer Group
Learn how to exclude specific institutions from your custom peer groups.
P2P: How To Create A Merger
Follow these step-by-step instructions on how to create and analyze a merger in Peer-to-Peer.
P2P: List of Merged Credit Unions
View this document to see recent mergers within the credit union industry!
P2P: Quick How-To Guide
Follow this brief How-To Guide to learn the first steps in navigating Peer-to-Peer. The document includes key information on selecting your primary and comparison sets, building custom peer groups, creating a custom displays and much more! [zilla_button url=”/support/wp-content/uploads/2016/06/Peer-to-Peer-How-ToGuide.pdf” style=”blue” size=”medium” type=”square” target=”_blank”] Download/View PDF [/zilla_button]
P2P: How To Use Formula Modifiers
Peer-to-Peer includes pre-programmed formulas and also gives you the ability to create your own. To help you in creating these formulas, here are some helpful factors to keep in mind.
P2P: How To Create A Custom Formula
Peer-to-Peer allows you to create custom formulas if you would like to analyze fields not already built together into Peer-to-Peer or if you would like to save custom ratios for easy use in future displays. Follow these 7 easy steps to create your own custom formulas!
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 performance.
P2P: How To Organize Displays And Folders
Peer-to-Peer allows you to move or reorder displays within the My Displays section. Read this how-to document to learn more!
P2P: How To Create A New Display
While Peer-to-Peer includes hundreds of built-in charts and graphs, you may find the need to create your own charts and graphs using formulas and any accounts code you would like. Peer-to-Peer makes this easy for you to do this under the ‘My Displays’ section located in the bottom left of the program.