Tips and Tricks Support

Peer-To-Peer Tips and Tricks

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 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 Peer Group Analysis Peer-To-Peer Tips and Tricks

P2P: Analyzing Inactive Credit Unions

What are inactive institutions in Peer-to-Peer Within Peer-to-Peer, you have the ability to analyze inactive institutions, referring to institutions that no longer exist either through mergers or liquidations. Institutions that have changed their names or charter number are not considered inactive. You can recognize inactive institutions by a dagger superscript and the month and year …

Peer-To-Peer Tips and Tricks

How to Clear Your Browser Data

Follow this step-by-step guide on how to clear your browser data (specifically, your cookies and cache) on Chrome, Internet Explorer, and Firefox. [zilla_button url=”/support/wp-content/uploads/2017/01/FAQ_HowToClearBrowserData.pdf” style=”blue” size=”medium” type=”square” target=”_blank”] How to Clear Your Browser Data (PDF) [/zilla_button]

Peer-To-Peer Tips and Tricks

P2P: How To Use Universal Search

Peer-to-Peer includes an advanced search function (located in the top right corner) that allows you to look for individual graphs, formulas, or account codes in the program. From the search bar, you can change your primary, add institutions to your comparison set, pull a graph, or even create a custom display.

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.