Peer-To-Peer Tips and Tricks

P2P: How To Create Tabs

Peer-to-Peer now includes tabs so you can open new charts and refer back to old ones all in one session. This feature works very similar to how tabs work in your internet browser.

When you close out of the home screen, you will see a blank canvas to start your analysis. The first graph or chart you pull will be your first tab. If you keep that tab open, each chart you click will replace the current one you have open, just like before. Now you have the option to open a chart, then another in a new tab.

To open a new tab, click the + sign to the right of your last tab. This will open a blank tab. Now you can click a chart to fill this tab and repeat as many as you would like. Peer-to-Peer will remember your tabs the next time you log in, but will reset over night.

To remove an open tab, hover over the right corner and an X will appear. Simply click the X and your tab will disappear.

tabs

Related Content

  • WCMS Support

    WCMS Webinar Guide Document – 2017
  • P2P: How to Change Peer Group Values

    In addition to viewing your peer group as either a summation or a weighted average, we have added the ability for peer group data to be presented with other types...
  • 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...
  • 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...