CUAnalyzer Transition Guide
Step into the Future with the Express Level of Peer Suite.
Building on the data and simplicity you've come to love in CUAnalyzer, the Express level of Peer Suite offers enhanced features, stunning visuals, and an effortless user experience to unlock new insights for your credit union.
Quick Navigation
Selecting Your Primary & Peer Groups in Peer Express
In Peer Suite, your primary and peer groups are collectively referred to as your Comparison Set.
- Primary: Indicated in dark blue within your Comparison Set. Data for this institution (or peer group) will be included in both "primary-only" and comparative display
- Comparison Set: Data for these entities (credit unions and peer groups) will be shown in comparative displays. Add items to your Comparison Set using the Comparison Set Search.
Explore more how-tos and guides on setting up an impactful comparison set here: "The Who" of your Analysis: Your Comparison Set.
Creating a Custom Peer Group in Peer Express
Peer Suite Express includes additional filters within its Peer Group Builder, giving you more options for your analysis. To begin, click on the "Create" tab in the top navigation
CUAnalyzer's Peer Group Builder
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The Peer Group Builder in Peer Suite Express
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Explore this guide for a full walkthrough on how to build a custom peer group in Peer Suite: Custom Peer Group Guide.
Exploring Peer Express' Built-In Content
CU Performance Reports
In Peer Suite Express, "Performance Reports" and "Operational Data" have been consolidated into one folder: CU Performance Reports. We've also added additional displays to aid in your analysis, along with historical call reports.
Explore the full display breakdown in this: CU Performance Reports Guide
Peer Pointer!
Peer Suite's built-in 5-Year & 5-Quarter Reports (FPRs) are available at the Premium and Plus levels of Peer Suite.
Built-In Dashboards
In the Express level of Peer Suite, you'll find simplified navigation through dashboards reorganized into three categories: Strengths & Weaknesses, Member Value, and Departmental.
Learn more about the content of each of these dashboards in our Built-in Dashboard Guide.
Unique Features of Built-In Dashboards
To access Built-In Dashboard's unique features:
- Open the Dashboard of your choice.
- Click on the designated buttons for textual analysis at the bottom of each display.
Learn more about these features here: Built-In Dashboards Guide.
Display Modifications
Display Views
Peer Suite Express offers expanded Chart and Table view options.
CUAnalyzer's View Options |
Peer Suite's View Options |
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Want to learn more about the view options available in Peer Suite? Check out our full guide: Exploring Peer Suite's Display Views
Display Toolbar
Dashboards default to show an annual 5-year historical trend based on the most recent data available. Use the toolbar to change the trend length, add data labels, adjust the number of graphs shown per row, and more.
Read more about the modifications available in Peer Suite in this guide: Peer Suite's Toolbar & Display Modification Guide.
How To Download Dashboards & Displays
The default download option will be displayed in blue in the top corner of your canvas. Clicking the dropdown arrow will display other available options.
Export in CUAnalyzer |
Download Options in Peer Suite Express |
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Peer Pointer!
The Textual Analysis you love is still available to add to power point exports.
Automate Your Findings
Reports can be scheduled in Peer Suite from the "more options" dropdown in the upper right corner of each display or dashboard and selecting "Email."
After a report has been scheduled, you can pause, edit, or delete it from the "Collaborate" dropdown in the top navigation.
CUAnalyzer's Report Scheduler
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Peer Suite's Report Scheduler
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Want a step by step guide? Explore this how-to on sending and scheduling automated reports.
How to Access FirstLook Data
Peer Suite will display an alert providing an update on how many credit unions have submitted early 5300 data. Once you see this alert, you'll know FirstLook data is available.
To access FirstLook Data:
- Look for the cycle dropdown in the toolbar at the top of your display.
- FirstLook data will be marked with an asterisk (*) in the dropdown menu.
- Select the FirstLook data option from the dropdown.
You will then be viewing FirstLook data on the selected display or dashboard.
Additional Support
Have additional questions about our transition from CUAnalyzer to Peer Suite Express?
- Visit our Transition FAQs for quick answers.
- Contact your account manager for personalized assistance.
- Register for a live training session here, to see the tool in action.
- Take our self-paced course, Peer Express Foundations, to get up to speed at your convenience.