P2P: Refiled 5300 Call Reports

5300 Call Report Data FAQ Peer-To-Peer

P2P: Refiled 5300 Call Reports

Dec 11, 2020 / Modified 2 years ago

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.

Data FAQ Peer-To-Peer

P2P: How To Upload Your 5300 Call Report Data

Jun 16, 2016 / Modified 7 years ago

Learn how to upload your credit unions’ 5300 Call Report to analyze in Peer-to-Peer prior to the NCUA data release.

Data FAQ Peer-To-Peer

P2P: How To Identify 5300 Call Report Data

Jun 16, 2016 / Modified 8 years ago

All fields and account codes located on the 5300 call report can be accessed in Peer-to-Peer. Read more to learn how to identify which account codes are being used in each display.

Data FAQ How-To Videos Peer-To-Peer

P2P Tutorial: How To Use The 5300 Call Report

Jun 16, 2016 / Modified 8 years ago

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.

Peer-to-Peer Foundations (Virtual Bootcamp)

May 21, 2020 / Modified 4 years ago

Built for detailed performance analysis, Peer-to-Peer lets you effortlessly compare your credit union to individual credit unions and banks, customized peer groups, and industry averages. Your benchmarking possibilities are nearly limitless since Peer includes all the data points from the NCUA 5300 and FDIC call reports, not to mention numerous Callahan-created ratios that provide an …

Peer Data Upload Tool

May 20, 2020 / Modified 4 years ago

The Peer-to-Peer Data Upload Tool allows users to upload and view data beyond what is available on the NCUA 5300 call report. Once this data is available, Peer-to-Peer users will be able to: Visualize and track historical trends in a growing list of different, non-publicly reported metrics. Benchmark these trends against peers, allowing for a ...

Peer Excel Plug-In

Jan 27, 2020 / Modified 4 years ago

The Peer-to-Peer Excel Plug-In tool allows users to refresh 5300 and vendor data within Excel, reducing the need for repeated quarterly export reporting tasks. The Excel Plug-In allows users to accomplish two key tasks: Exporting table(s) of data from Peer-to-Peer to Excel, which can be refreshed to include the most recent data. Modifying refresh-enabled Excel ...

Peer-to-Peer Foundations

Dec 06, 2019 / Modified 4 years ago

Built for detailed performance analysis, Peer-to-Peer lets you effortlessly compare your credit union to individual credit unions and banks, customized peer groups, and industry averages. Your benchmarking possibilities are nearly limitless since Peer includes all the data points from the NCUA 5300 and FDIC call reports, not to mention numerous Callahan-created ratios that provide an …

Peer-To-Peer Tips and Tricks

Peer Pro Tips

Jan 23, 2019 / Modified 5 years ago

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 option to upload a company logo into Peer-to-Peer that will be available for all company users to show on exported displays in place of Callahan …

Data FAQ Getting Started Peer-To-Peer Tips and Tricks

P2P: Get a Jump Start on Analysis with Early Data

Jul 24, 2018 / Modified 6 years ago

You don’t have to wait for official data to be released to start your quarterly analysis, Callahan makes it easy to get a head start! As the quarter ends, Callahan & Associates begins collecting call reports from credit unions and the NCUA. Analyzing early data only takes a few quick steps to get set up. …