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

  • P2P: Role and Title Formulas (Updated)

    Peer-to-Peer contains information for thousands of Executives and Senior personnel at credit unions across the entire country. To access these proprietary data, you can use the formulas below to create...
  • Historical ROM Values

    The ROM percentile score is a great indicator for how well a credit union serves its members compared to its peers. Some credit unions use this score to track their...
  • WCMS Support

    WCMS Webinar Guide Document – 2017
  • P2P: How To Use The Formula Wizard

    What is the Formula Wizard? In addition to the pre-built displays and peer groups in Peer-to-Peer, the software allows you to build custom peer groups and custom displays to best...