Shortcuts, Dashboards and Folders: What's The Difference?
When it comes to organizing your data for future use, you have options! Peer Suite allows for Shortcutting your favorite display, organizing displays in dashboards, or creating custom folders.
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Shortcuts
The shortcut feature in Peer Suite is a convenient tool for saving frequently used built-in Callahan Templates. Similar to bookmarking a webpage, this feature allows you to create a shortcut to a Callahan-maintained display and add it to any custom folder you like. Shortcuts allow you to organize content to best suit your needs and give you confidence, as the formulas in these displays are maintained by Callahan.
To create a shortcut in Peer Suite:
- Open your chosen display on to the canvas.
- Click the More Options dropdown in the upper right.
- Then select Shortcut indicated by the interlocking link icon.
- Automatically, a shortcut to this display is placed in your “Shortcuts” folder! Your “Shortcuts“ folder is located within the “My Displays” subfolder of “My Projects.”
Once a Shortcut is established, you can easily add it into a dashboard or custom folder using drag-and-drop functionality.
A shortcut display can be identified using the interlocking links next to the title.
Peer Pointer!
What’s the difference between a shortcut and a copy of a display of a built-in display?
- All displays in Peer Suite’s Built-in Library, including their associated shortcuts, are managed and maintained by Callahan, relieving you of the need to update them when formula or account code changes occur.
- If you create a copy of a display from the library, you gain the flexibility to change the metrics or formulas in the display but you lose the connection back to the original. If the NCUA changes account codes, you will be responsible for ensuring that your copies are maintained.
Follow this guide to learn how to create a copy of a Built-In Display.
Custom Dashboards & Folders
You can organize your Shortcuts and custom displays into folders or dashboards.
Buttons to create folders and dashboards are located just below the content search bar in your left nav.
Once you have created your new folder or dashboard drag displays onto the canvas to begin organizing your content.
Peer Pointer!
Please note the below when organizing built-in displays.
- Folders: When adding a built-in display to a folder, Peer Suite will display an alert letting you know a shortcut to this display is being created.
- Dashboards: Built-in displays that are added to dashboards remain connected directly to the original.
In both cases, these displays will be maintained by Callahan, and you will need to make a copy if you would like to edit the display content.
Click the edit icon next to the title to custom name your new folder or dashboard.
Your new folder or dashboard will now be available under the “My Projects” drop-down.
Want a step-by-step guide to create your own folders and dashboards?