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Navigating Peer Suite's Content

Peer Suite’s left navigation is designed to help you quickly find the resources you need.

Quick Navigation:

Looking for Market Share Reporting?

Market Share Reporting features are located in the new Peer+ experience!

Click the link in the upper-right corner of your screen to access the expanded capabilities.

Callahan's new Peer+ interface includes:
  • Interactive Market Overview Map
  • Census data and mortgage statistics
  • Branch information and deposit insights
  • HMDA leader table
To learn more, explore our step-by-step guides or contact your account manager for personalized support.

Content Navigation

Peer Suite content is organized into two main areas:

My Projects

My Projects is your personal workspace. Use it to organize:
  • Custom dashboards
  • Favorited folders
  • Shared projects
  • Displays you revisit often
  • Reports you built

Explore the possibilities for customization with these resources.

Built-In Library Overview

The Built-In Library sits below My Projects and contains hundreds of dashboards, displays, and pre-formatted reports. You can use them as they are or copy them to My Projects to adjust them for your needs.

Profiles Reports:

This section offers pre-formatted reports that provide at-a-glance insights into credit union health without requiring deep Call Report expertise.
Looking for the full Call Report? You will find it here as well.

Express 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 presentations. Each of the displays within pre-built dashboards contains a ratio definition, performance analysis, and star ranking.

Learn more about the features of built-in dashboards here.

Premium Displays

The Premium Display Library is a curated collection of over 300 displays, thoughtfully organized to help credit union teams move from data to decisions. Each folder focuses on a specific area of analysis, making it easier to explore performance, assess risk, compare peers, and evaluate strategic opportunities.

Navigation Tools

These tools help you work more efficiently while exploring custom and built-in content.

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, folders, and displays.
  • Clear your search by clicking the X on the right side of the search bar.

Collapse All

Feeling overwhelmed by too many open folders?
Select Collapse All at the bottom of the navigation panel to close every open folder and return to a clean top-level view.

Hide Left Panel

Want more workspace?

Use the arrow in the upper-left corner to hide the left navigation panel. This gives you more space on your canvas for analysis.

Clicking the arrow again will reopen the panel.

Drag To Expand Left Panel

Drag the right edge of the panel to widen your view and reveal long display names.

Refresh

Want a quick way to locate the display you currently have open on your canvas so you can add it to My Projects as a shortcut or a copy for editing?
Use the Refresh button to refocus the content panel on that display.

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