CU Performance Reports Guide

Profiles Reports Guide

The displays with the Profiles Reports section of the built-in library. This section offers pre-formatted reports that provide at-a-glance insights into credit union health without requiring deep Call Report expertise. Looking for a copy of the complete call report? That’s located in this section, too.

Key Displays In This Section:

• Credit Union Profile: This report offers a high-level view of a credit union and is an ideal starting point for understanding overall performance. At the bottom of the page, an interactive branch map displays branch and ATM locations, helping you see your current footprint or explore new markets when building custom peer groups or considering expansion opportunities.

• Credit Union Profile Map: Located at the bottom of the Credit Union Profile, this map shows the geographic footprint of the credit union selected as your primary, including branch and ATM locations. It provides a clear picture of community presence and overall reach.

• 2-Year Financial Comparison: This report is a convenient, side-by-side look at two years of income statement and balance sheet data, along with key ratios. It offers a fast way to evaluate year-over-year performance and quickly identify areas of strength, weakness, or emerging trends.
• Credit Union Scorecard: The Scorecard includes roughly 100 performance ratios across lending, efficiency, member engagement, earnings, and more. It shows results for every "pill" in your comparison set (individual credit union or peer group). This display is especially helpful when preparing board materials or analyzing competitive position.
• Technology Services Offered: This report draws from the NCUA Credit Union Online Profile to show which digital services and technology offerings a credit union currently provides. It is a valuable tool for benchmarking your member experience and identifying areas where you may want to expand or enhance your service lineup.
• Technology Supplier Partners: This display lists the vendors and technology partners a credit union works with. You can sort and analyze this information directly in Peer Suite to support vendor reviews, contract evaluations, and strategic technology planning.

• 5300 Call Reports(>2022): This folder contains current Call Report templates. You can view data for individual credit unions or peer group aggregates, either by schedule or in full.
• 5300 Call Reports (<=2021):  Historical Call Report data and codes from before the NCUA modernization in Q1 2022.