Here's How To Update Your Custom Displays With Changed/Retired Codes

How To Maintain Your Custom Displays & Formulas

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While we at Callahan work to maintain and update all Callahan pre-built displays & dashboards with new codes for every user, it’s important to note that you are responsible for updating and maintaining the formulas within your custom-built displays if codes are updated or changed.

Table Of Contents:

1. How to update custom Displays in Peer Classic
2. Common Code Changes & Callahan's Suggested Replacements
3. How to use defined facts to minimize future maintenance
4. FAQs 

To update the formula on your custom display in Peer Classic.     

1. Right click on your desired display on the left rail and select “edit”
2. Here you may update the formula one of two ways
   
   1. Search The Formula Wizard by clicking the binocular icon highlighted in yellow below.
   2. Manually enter the formula/code in the text box highlighted in green below.

   

To update the formula on your custom display in Peer+.

1. Select the More Options (…) icon from the modification bar of your display.
2. Select “Edit” from the drop-down menu.
3. Here you may update the formula one of two ways search for your desired code or defined fact by using the search bar highlighted in yellow below.
   1. Manually enter the formula/code in the text box highlighted in green below.

   Common Code Changes & Suggested Replacements by Category

• Asset Quality
• Investments
• Mortgages
• New Metrics
• Looking for other codes that may have changed not listed in the above common codes? Check out the full list from the NCUA.

How Can I Avoid Manually Maintaining Displays In The Future?

One way to minimize maintenance of your custom displays in the future is by utilizing ‘defined facts’ from the Callahan Defined Fact Dictionary. This replaces the raw code/formula with a shortcut that Callahan maintains.

Have more Questions? Check out our Frequently Asked Questions to get answers to most commonly asked questions.