How-To Videos Peer Group Analysis Peer-To-Peer

P2P Tutorial: How To Create A Custom Peer Group By Selecting Individual Institutions (202)

Peer-to-Peer allows you to create a custom peer group by selecting individual institutions from a list. This is a quick way to create a small peer group if you know exactly which institutions you would like to include. To learn more watch this three part series!

Watch this series to learn:

  1. How to get started with making your custom peer group;
  2. How to search for an add institutions;
  3. How to edit and save your peer group.

 

Related Content

  • Peer Pro Tips

    PEER PRO TIP | Vol. II Customizing: Upload your Company Logo Did you know you an customize your displays on Peer-to-Peer by uploading your company logo? Company admins have the...
  • P2P: How To Highlight Percentile Rankings On Your Charts

    In Peer-to-Peer, you have the ability to add highlighting on some of your reports to show where you primary ranks against selected peers in key areas. Read more to learn...
  • 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...
  • P2P: Refiled 5300 Call Reports

    To ensure our data is continuously updated, Callahan & Associates processes refiled 5300 Call Reports that individual credit unions submit to the NCUA after the official quarterly data release.