Step 2- Your Analysis: Performance Reports & How to Make a List

After you have determined the intuition(s) you'd like collect data for (learn more about this in Step 1: Setting Up Your Comparison Set) you can focus your analysis in two different way.

CU Performance Reports

Venture into Peer Suite's Built-in Library to explore the curated selection CU Performance Reports.

Learn more here: Profiles Guide: CU Performance Reports

How to Create a List

Custom Lists are great tools for creating custom prospect lists. They allow you to view executive information next to data points and performance metrics helping to craft the marketing and sales frills that work best for your team. Let's get started! 

First: Open the Custom List Builder

Select the "List" option from the "Create" dropdown in the top navigation.

This will open the Custom List Builder. From here you can choose the data points you would like to include in your custom list.

Next: Chose Your Data Points

You can select data points from 5 categories:

• Profile Information
• Executives
• Loans
• Shares
• Performance Ratio

Click the checkboxes next to the items listed with in each category to include them in your list. You can also use the "select all/clear all" option at the top of the window to add or remove all items from your list.

And, Finally: Save Your List

Once you have finished curating your list, name it by typing in the text box located in the top right of the of the list builder screen and kicking the save button.

Once your Custom List has been saved you will be able to find in your "My Displays" folder under the "My Projects" dropdown.

Organizing Your Analysis

Use the below buttons found at the top of your left navigation to help organize your custom content.

Among these are options to create folders to help you to categorize your custom lists and a delete option to remove any you no longer need.