Navigating Peer Suite's Content
Peer Suite’s left navigation makes it easy to find the resources you need:
Jump to a section to learn more:
Performance Benchmarking:
This section offers valuable resources to help analyze and compare financial performance.
- My Projects: This area serves as the hub for all your custom displays, favorited folders, shared projects, and personalized dashboards. Explore the possibilities for customization with these resources.
- Built-In Library: Access hundreds of dashboards, displays, and pre-formatted reports, ready for your for your analysis. These displays can be used as-is or copied and customized for your needs. Learn how to create copies for customization here.
Learn more about what you can find in Peer Suite's Built-In Library by jumping to this section.
Community Data:
This section serves as the repository for data sets shared by our community of users. One of the standout datasets is our Non-Interest Income Study. This valuable dataset is accessible to subscribers at the Plus level of Peer Suite. Learn how you can contribute and benefit from this data here: From Access to Action: Making the Most of Callahan's NII (Non-Interest Income) Data Set.
Market Share Reporting:
Market Share Reporting gives you access to a wide range of resources, including the Interactive Market Overview Map, census data, mortgage statistics, branch information, deposit insights, and HMDA leader tables. These tools support deeper market analysis and are available to Plus-level subscribers.
Looking for more? Explore related resources in the dedicated Market Share Reporting section of our knowledge base.
Built-In Library Overview
CU Performance Reports:
When you expand the Built-in Library the first category you’ll see is “CU Performance Reports.”
This folder contains pre-formatted reports that allow for at-a-glance analysis into the overall health of a credit union without requiring in-depth knowledge of the 5300 Call Report. If you are looking for a copy of the complete call report? That’s located in this section, too.
Dashboards:
Dashboards are powerful collections of displays that tell a story around a designated topic. They allow you to view multiple displays at once, making data analysis easily accessible or for presentations, seamless. Each of the displays within pre-built dashboards contains a ratio definition, performance analysis, and star ranking.
Learn more the features of built-in dashboards here.
Displays
The Displays section contains categorized folders containing over 300 displays, allowing you to focus on specific metrics related to assets, liquidity, productivity, and more. You can also find folders covering topics such as key ratios, merger analysis, and bank comparisons.
Learn more about the displays with in Peer Suite and how to modify them by referencing these guides.
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Feeling overwhelmed by too many open folders during your analysis? Use the Collapse All button to quickly minimize everything and view only the top-level folders.
Search For Content
Looking to explore a specific topic or find displays featuring a particular metric? Use the Content Search bar at the top of the left navigation
- Enter your search term to see matching results, including highlighted dashboards and displays.
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If a dashboard contains a display matching the search criteria, that dashboard will be highlighted in the results.
- Clear your search by clicking the X on the right side of the search bar.
Why Can't I View This Feature?
You might not be able to view certain features and displays due to your access level.
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An eye with a strike-through, it means you have access to this feature through your subscription, but you need to adjust your access level to view it. |
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An orange lock symbol next to a feature, is a sign that it's not part of your current subscription. Reach out to your account manager for more information and upgrade options. |
Use the dropdown in the upper left corner of your screen to change your access level.
