Shortcuts, Dashboards and Folders: What's The Difference?
When it comes to organizing your data for future use, Peer Suite offers several options! You can create Shortcuts for quick access to key displays, organize displays in Custom Dashboards, or group them into Folders.
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Shortcuts
Shortcuts allow you to save Callahan-maintained displays in custom folders or dashboards—like bookmarking a webpage. Unlike copied displays, shortcuts remain updated whenever the NCUA makes updates or code changes.
How to Create a Shortcut in Peer Suite:
- Open a built-in display.
- Click the More Options dropdown (upper right).
- Select Shortcut (đź”— interlocking link icon).
- Your shortcut is saved in My Displays > My Projects > Shortcuts.
Peer Pointer!
To add a shortcut to a custom dashboard or folder, open your folder or dashboard on the canvas. Then, drag your desired display(s) from the left navigation panel onto the canvas.
Identifying A Shortcut
Shortcut displays are marked with an interlocking link icon next to the title.
Shortcuts & Analysis Text
A key benefit of shortcuts is that they can include analysis text, which provides additional context and insights. If a built-in display includes analysis text, it will be available in the shortcut automatically.
- To browse displays that include analysis text, check out the Data Dictionary folder or our Data Dictionary Guide
- If a display does not include analysis text, you may see the below vote icon indicating it’s not yet linked to a ratio definition or performance analysis.
- This icon also means you can vote for Callahan to add analysis text to the display. Callahan regularly reviews top-voted displays and updates our Analysis Text archive based on user feedback.
Peer Pointer!
What’s the difference between a shortcut and a copy of a display of a built-in display?
- Shortcuts stay updated automatically when formulas or account codes change.
- Copies allow for formula and metrics editing but must be manually updated when formulas change. Copies do not include analysis text.
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?