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.
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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 …
P2P Tutorial: How To Select Your Primary & Comparison Set (101)
Properly setting up your primary and comparison set is the first step to using the vast amount of data readily available in Callahan & Associates’ Peer-to-Peer software. Watch this four-part series to learn how to set up your analysis and helpful shortcuts to help make Peer-to-Peer an easy-to-use, helpful tool.
P2P Tutorial: How To Navigate Peer-To-Peer (102)
Peer-to-Peer has a wide variety of built-in displays readily available to meet your benchmarking needs, making it easy to customize and craft your analysis as needed. Watch this series to learn how to navigate built-in displays and drop-down menus in Peer-to-Peer.
P2P Tutorial: How To Use Chart Options (103)
Peer-to-Peer has default settings to graphically present displays, learn how you can change these settings based on your preferences or desired objectives.
P2P Tutorial: How To Create A Custom Display (104b)
Watch a How-To video discussing how to build Detailed Custom Displays and Reports in Peer-to-Peer.
P2P Tutorial: How To Export Your Analysis (201)
Peer-to-Peer users often want to share the insights they’ve learned with colleagues and the Board of Directors. This video will teach you the mechanics of sharing and exporting displays from Peer-to-Peer using a variety of format options.
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!
P2P Tutorial: How To Create A Custom Peer Group By Criteria (203)
Creating a custom peer group can help make your analysis more meaningful by refining your search across various metrics and operational characteristics. Watch this eight part series to learn how to build the right peer group for your analysis.
P2P Tutorial: How To Merge Two Credit Unions (204a)
Watch this short video that will show you how to properly merge two credit unions in Peer-to-Peer!