Peer to Peer User Manual
Contents
1. Page 23 3 AMy Displays window will pop up You can rename the display and choose the folder that you will save it under You can either choose an existing folder in My Displays or create a new folder for this To create a new folder click Create Folder ACreate New folder window will appear Name your new folder and click Create Folder Peer will notify you thatit created your new folder Important If you create a new folder for your modified built in display the new folder will not show up in the list in the My Displays window after you create it Simply type the name of the folder in the report 4 successfully Click OK text box for Folder Name and Peer will save your display there correctly 5 Once you are happy with the name of the custom display and its folder click Save 6 Peer will alert you with a pop up saying Custom display saved successfully Click OK 7 Peer to Peer saves your custom displays under My Displays My Displays islocated in the drop down menu on the upper left hand side of yourscreen under Select Your Report or Graph the My Displays folder Double click on the My Displays folder to expandit You should see all of your imported custom displays saved in this folder The custom displays are located in 8 Navigate to the folder where you saved your modified built in display Open the report 9 Right click on the chart and select Edit Custom Display 102. To change your default comparison or comparison set from the Default Primary Comparison window click Change to the right of the Comparisons window Visit the Multiple Comparisons section of this user manual for more information about changing your comparison set SelectingGo to Analysis fromthe Default Primary Comparison Primary Selection and Comparison Selection windows saves your selected primary and comparisons as your defaults Page 17 Multiple Comparisons Peer to Peer allows you to compare your primary credit union or peer group to many different types of peers You can compare credit union vs credit union credit union vs peer groups peer groups vs peer groups many credit unions vs many peer groups and more This section is about changing your comparison set and learning how to compare your primary comparison to multiple comparison sets For more information about how to change your primary comparison visit the Set Default Comparisons section of this user manual Note Your comparisons are always visible under the Compari sons drop down menu at the top of the main Peer to Peer screen underneath the top menu bar and can be controlled from there or from the Selections menu click on Selections and then select Comparisons To set up multiple comparisons follow these steps 1 Gotothe Comparisons drop down menu and click on Change Comparisons 2 AComparison Selection window will pop up 3 To select
3. 21 In the Vendors tab choose credit unions based on what vendor they use Select what kind of vendor you would like to search for by clicking on an entry in the pre populated Type of Service box Peer to Peer will display the applicable companies in the Providers box Select a specific provider by clicking on the company name or click Select All toinclude all providers in the selected category If you click Preview Peer to Peer will show you credit unions that also use that service provider Page 20 22 In the Exclude tab you can upload a list of credit unions that you automatically want to remove from your current peer group selections Create a txt or csv file of charter numbers or credit unions you would like to exclude To upload the file click Browse and select your file Click Exclude Peer will display the excluded credit unions inthe Excluded Credit Union s box To remove a credit union from your exclusion list click on the credit union and hit Remove 23 Once you are satisfied with your created peer group click Name amp Save ASave Group pop up will appear You can name your custom peer group in the Name Your Peer Group text box You also have another chance to review your peer group and make any last minute exclusions 24 Once you are satisfied decide whether you would like your peer group to be dynamic or static Important Dynamic peer groups save the specific set of criteria you have selected rather than
4. Peer to Peer User Manual A comprehensive guide from installation and setup to advanced features like merger analysis and econometric data Last Edited March 2010 AEPEER PEER 1001 Connecticut Avenue NW Suite 1001 Washington DC 20036 Financial Analysis Software for Credit meat 800 446 7453 software creditunions com p2psoftware com Table of Contents Getting Started with Peer to Peer Welcometolbeentol Peer N AN AE VEE N EED df 3 Beer to Peer Vervew ae EK Ad AM VN EE AM AE 3 SystenmRequire mertsiiorPpeentolpeer M A D AD 4 Install Peer COREED MO AD ee ese esse ee oe EE e ooo e ED ee ee ee de 5 Install Peer to Peer fONGABit Platforms ee ee ee ee ee ee ese ee oe EE ED ee oe ee ee ee ee ee see dee ee ee 6 Activate and Set Proxy Settings esse ee eed ee GEES ek ee ed ee ese ee WE ee ee ee EA ER GEE EE ES ER ER AA ER EE 7 Determine Version ee EE OE OE EO EE EO R haia aaa iaa aaa aa 8 Check for Software Updates ss EES sees Se se EE ee Oe Ge ee Ge See Se Se Ge Ee EES Ge Be EE es Ge Ee Se Ee 9 Locate License SE AE RE EE RE RO AE ER OE EE aeeai 10 Use dd idee el AE OT EE EE ORE EE OR EO OT OE EE 10 ARENA SE EO OR EE RR ER EO 11 Peer to Peer s Data Sets Know What EISE ERA OE OE RE OR OE OE RO EE ES 12 Become Familiar with the 5300 cccecccecseseececececececececececececececaeaeaeaeececececececececeeecececasacaeaeececeeeeeeeeeeeeas 14 Understand Firsthook AA N KO NE RE RE OR
5. Page 10 3 Peer to Peer will then check for any available upgrades If there are upgrades available the system will notify you with a pop up window in the lower right hand corner of Peer to Peer Click Install Now to install the updates Click Install Laterif you do not want to install the new upgrades If there are no updates available you will see a pop up window that says No update s found Visit the Determine Version Number section of this user manual for tips on when you should uninstall and reinstall Peer to Peer instead of downloading all of the available updates manually Locate License Key Follow these steps to locate your License Key within Peer to Peer 1 Open Peer to Peer Click on the Help menuin the top menu bar Select About Peer to Peer 2 Your License Key displays on the last row of the About Peer to Peer window Use the Reference Guide Below is an outline of what you will see once you have opened Peer to Peer To make navigation as easy as possible the most commonly used areas of Peer to Peer are highlighted below 1 2 3 4 5 6 7 8 Page 11 Top Menu Bar The top menu bar of Peer to Peeris the main navigation within the program File The File menu contains the Import and Export functions of Peer to Peer You can also manage your custom displays here Selections The Selections menu is where you can set your primary comparison and your comparison set s Peer G
6. but Peer displays only one at atime Click the Credit Unions drop down menu to change between your primary comparison and comparison set Peer also displays only one cycle s results ie just 2Q 2009 at atime Single Credit Union or Peer Group Historical Over Time These five reports allow you to view a single credit union or peer group s performance You can toggle between your primary comparison and your comparison set s performance in the same display but Peer displays only one atatime Click the Credit Unions drop down menu to change between your primary comparison and comparison set These reports display quarterly information going as far back as Peer to Peer has data All Comparisons Single Current Cycle These four reports allow you to view your primary comparison and the average of the peer group comparison set against one data point ie Member Growth Peer displays both your primary comparison and your comparison set in the same chart so there is no need to toggle back and forth You will see only one cycle s data at a time All Comparisons Historical Over Time These two reports allow you to view your primary comparison and the average of the peer group comparison set against one data point ie Member Growth Peer displays both your primary comparison and your comparison set in the same chart so there is no need to toggle back and forth You will see quarterly information going as far back as Peer to Peer has da
7. N 14 AE el ad Ao AR N ER N ER N ER EE Re 15 Comparison Sets in Peer to Peer Set Default CompariSONs ees ee see ee EE EE ien aeneis EE EE EE EE ee EE Ee ee ee EG ee ee RE ee ee EE ee ee Ee ee ee Ee ee ee ee ee ee ee ee 16 Multiple Compan sO Se Ee Ee GR OE EG ee EE RAA AA ER ee Ge Ge Ge RS DR ee 17 Peer Groups What You Are Comparing Create Custom Peer GrOUDS EES ERGE ERG RE DE Dee ven DO GE ee caver SS Ee ke We we GE RE od oe EG vara Ge ve GE De ee 18 Import Peer GrOU PS iss sk SE Re EE N Ge SE Se ee EER Ge SR wee EE ER oe Ee Re EE SE RR GR el GR GEN EE Me 20 Export Peer Groups EE EE RE ER EE RR N RE 21 Manage Peer Groups sis eo He ENE ie sk Dee dash ve GE N Ge EN De ee Ge ee Re EE ee De a Oe Deu de ee aiea 22 Custom Displays How You Are Comparing Modify Built in dee RR RE ER RE OE N EE OE N 22 Create CUSTOM DIS PIAS RA N EO N OE N RE OE RO OE N EE N N 23 Page 2 Custom Displays How You Are Comparing Continued JMmPETESIStOMDISPaYs EE N AN AA ME ED AE 25 Expor GistoriDisplays N AT AA WE OE OND 26 Manage C stomiDisplays me aa AN AF VEE VEE VA AE 27 LimitgGraish Axes WsinEZOOM ar L NIE cece cee WE NW AN 28 Formulas How You Are Calculating Know Formula Modifiers EA AD esse ese ee se ee se ee see sees see EE ss cccscesscccecscesscuscecscarseescars 28 Create Custom FORMULAS see see Ee ESE DER EE e we EE Pe ee Ee DE A de ee vee Ge ee GE DER EG se ee Se Ge ee Be 29 Share Your Ana
8. Peer s Data Sets Know What Data is Available Peer to Peer incorporates many different types of data The available data includes 5300 Call Report Data econometric data Return of the Member ROM scores CUPP Credit Union Performance Profile scores performance reports and proprietary survey data 1 5300 Call Report Data all fields and account codes see Become Familiar with the 5300 for more information Page 13 2 Econometric Data Economy Credit Census GDP Money Supply and Interest Rates Stock Market a Economy Retail sales auto sales personal savings rates unemployment rates median CPI b Credit Consumer credit outstanding mortgage purchases mortgage refinances mortgage applications c Census Population information d GDP GDP change GDP due to personal consumption e Money Supply and Interest Rates Money supply LIBOR rates Fed funds rates Treasury rates mortgage rates f Stock Market S amp P 500 Nasdaq Dow Jones 3 Return of the Member ROM Scores ROM scoring ROM for Each Credit Union a ROM scoring Total return to members return to savers return to borrowers member service usage b ROM for each credit union 4 Credit Union Performance Profile CUPP Scores Asset Quality Capital Adequacy Earnings and Operational Effidency Liquidity Summary for Credit Union a Asset Quality Reserves undivided earnings net assets increase decrease capital ratio r
9. Trial versions of Peer to Peer have limited credit union data and will expire so you must eventually activate your version of Peer Page 8 3 Clik Open Trial Version and enter the software as a trial user 4 Peer to Peer will prompt you to select a primary credit union and a primary peer group Your choices do not affect the proxy settings and you will be able to change your selections later 5 After entering the main window of Peer to Peer go to the Tools menu in the top menu bar Select Proxy Settings 6 The Proxy Settings window will pop up Enter in the appropriate information about your proxy server into the text fields Click OK Important Please consult your IT department if you are unsure about these settings Callahan amp Associates will not have this information 7 Close Peer to Peer and then re launch the application This will reopen the Act ivation Trial window 8 Click Enter Activation Key The Activation Detail window will pop up 9 Enter in your contact information and your License Key and click Submit 10 Once you have successfully activated Peer to Peer a message will pop up saying You have successfully activated your copy of Peer to Peer Please restart your software now Click OK Important Your License Key is case sensitive Note Your computer must be connected to the internet for the activation to work properly 11 The next time you open Peer to Peer the program should n
10. a pop up will appear saying Peer group saved successfully Click OK The Manage window will remain visible and Peer to Peer should now list your newly imported peer group at the bottom of Your Peer Group List Click Exit to leave the Manage window Export Peer Groups Peer to Peer allows users to export their standard and custom peer groups You can either archive the saved exported files as back ups or share them with others To export your peer groups follow these steps 1 2 3 4 5 6 7 8 Go to File in the top menu bar Scroll to Export and select Peer Groups An Export window will appear Select the peer group that you would like to export by highlighting it clicking on it The credit unions that are a part of the selected peer group for the current financial quarter will auto populate in the Credit Unions in Peer Group window Choose the file format that you would like use for your export by clicking on Export to p2por Export to CSV Note Exporting to p2p is preferable if you are trying to share your saved set with another Peer to Peer user as he or she can be easily import the file into Peer to Peerin this format Alternatively exporting to csv saves a file that is compatible with Microsoft Excel and many other programs so this format is preferable if you are trying to manipulate your peer groups in a program other than Peer to Peer Regardless of the
11. again in later steps 3 Open Peer to Peer Clik on File in the top menu bar Scroll to Import and then select Custom Displays 4 Inthe Import window select Browse 5 In the Open window access your saved CRC file Select it and click Open 6 Click Import once the appropriate CRC file is open in the Import window 7 When the file has finished loading correctly you will see a pop up saying Custom display s imported successfully Click OK 8 Close the Import window or repeat these steps to import another file Peer to Peer saves your custom displays underMy Displays My Displays islocated in the drop down menu on the upper left hand side of your screen under Select Your Report or Graph The custom displays are located in the My Displays folder Double click on the My Displays folder to expand it You should see all of yourimported custom displays saved in this folder Export Custom Displays Peer to Peer allows you to export custom displays so that you can share you analysis with others and back up and save your work Note These instructions assume that you have already created and saved the custom displays you would like to export For more information about creating custom displays visit the Creating Custom Displays section of this user manual Important There is no way currently to share or backup just one display from a folder You must include all of the individual
12. also contains a link to the latest 5300 so you can locate account codes via the NCUA form After you find the code you are looking for just remember to type an a before the number when you add itinthe Account Selection window 6 If you would like to make changes to the titles that Peer will display for each account code simply edit the titles inthe Titles to Use text box 7 If you would like to change the format that Peer will use to display your account codes click on the Format Type drop down menu and scroll to and select the format that you would like to use 8 If youwould like to change the order of yourformulas place your cursor is in the text box of the formula you would like to change and click the a Up Arrow orthe v Down Arrow to reorder them 9 To delete a formula place your cursor is in the text box of the formula you would like to delete and click Delete 10 If you would like to add more formula rows click Insert New rows will always appear at the bottom of the formula list 11 To view your created display click Preview If you have not saved the display yet Peer to Peer will store your newly created display inthe Temporary Displays folder If you need to make changes to your display right dick on the display and go to Edit Custom Display to go back to the Account Selection page 12 To save your display click Save You can also save your display by right clicking on the report after p
13. format you chose a Save As window will appear Save the file wherever you would like on your computer and nameitinthe File name text box Do not change the default file type Click Save when you are finished A pop up window will appear saying File exported successfully Click OK The Print option allows you to print the list of credit unions to yourlocal or network printer Email creates a p2p file that automatically attaches to a blank email in your default email client Page 22 Manage Peer Groups Peer to Peer makes it easy to manage your standard and custom peer groups You can delete import combine and edit peer groups all in one location To manage your peer groups follow these steps 1 Clik on Peer Groups in the top menu bar and select Manage 2 AManage window will appear that displays your peer groups under Your Peer Group List In the Manage window you have the following options Delete Import Combine Edit and Exit 3 To delete a peer group highlight the group s and click Delete to deselect a highlighted peer group simply cick on the highlighted peer group again 4 To import peer groups you need a txt file of the charter numbers for each credit union you want in the peer group See Import Peer Groups for more information on how to import peer groups 5 To merge peer groups highlight the groups that you would like tojoin and click Combine Review your combined peer group list and
14. name the new groupinthe Peer Group Name textbox Click Save When Peer is finished saving your new peer group a pop up window will appear saying Peer group saved successfully Click OK Important Peer to Peer will not delete the original peer groups that you combined 6 To edit peer groups click on the individual peer group that you would like to edit and click Edit This will bring you back to either the Custom BuildorSimple Select window depending on how you originally built your peer group You can now make any desired changes and resave the peer group For more information about creating and editing custom peer groups visit the Create Custom Peer Groups section of this user manual 7 When you are finished managing your peer groups dick Exit Custom Displays How You Are Comparing Modify Built In Displays Peer to Peer comes with over 235 built in displays You can modify pre built displays and save your changes or create custom displays For more information about how to create custom displays visit the Create Custom Displays section of this user manual To modify a pre built display follow these steps 1 Select a built in display that you would like to modify Open your selected report by clicking on it 2 Right click on the chart and select Edit A pop up will will appear stating This is a built in graph that you are not allowed to edit Would you like to make it a custom graph Click Yes
15. primary comparison you can either select the Change Primary button or click on the Primary tab in the Comparison Selection window For more information about changing your primary see the Set Default Comparisons section of this user manual 9 Once you are finished selecting your comparisons click Go to Analysis to return to the main Peer to Peer window Page 18 Peer Groups What You Are Comparing Create Custom Peer Groups Peer to Peer s power in analytics comes from its ability to customize peer group selection Experiment with both and take advantage of Peer to Peer s full range of functionality To create peer groups follow these steps 1 GotoPeer Groups inthe top menu bar and scroll to New You can choose to select credit unions individually with Simple Select orto walk through the step by step peer building process using Custom Build If you choose Simple Select continue on to Step Two If you choose Custom Build proceed to Step Nine 2 Click Simple Select ASimple Selection window will appear 3 Use the State drop down menu to select the location of the credit union you would like to select Select a state A list of all of the credit unionsin that state will auto populate in the Mat ches box You can sort the list by Name or Assets 4 If you would like to search for credit unions across all states select Al 1 CUs inthe State drop down menu A list of all available credit unions will auto populate You can so
16. reports within any given folder To export custom displays follow these steps 1 Goto File inthe top menu bar and scroll to Export Select Custom Displays 2 An pop up window will appear Inthe Export window select the display that you would like to export Note Peer to Peer will list the displays available for export in the Export window 3 Choose between Export and Email If you select Export Peer to Peer will prompt you to name and save a CRC file onto your computer If you select Email Peer will create a CRC file using the name of your exported folder and will attach the file to a blank email using your default email client Note As CRCfiles are the only file types that you can import into Peer to Peer CRC files are the only types that you can export as well 4 5 6 Page 27 If you chose Email the exporting process is finished If you chose Export select the location on your computer where you would like to save your CRCfile within the Save As window Name the file and click Save Do not try to save the file as a different file type A pop up window will appear saying Custom display exported successfully when the process is complete Click OK Exit the Export window by clicking the Xin the upper right hand corner of the window Manage Custom Displays You can manage your custom displays from a central location You can create new folders reorganize c
17. saving your new credit union Your newly merged credit union now exists and is ready for your analysis Peer to Peer saves merged credit unions under the State drop down menu under Merged CUs at the top of the list above Alaska when you are trying to set your primary and your comparison set s Note You cannot include your merged credit union in a peer group However with multiple comparisons available in Peer to Peer you can see your merged credit union alongside any other peer groups you wish You can treat your merged credit union as any other comparison when you run your standard and custom displays It will behave the same was as your other primary or comparison set credit unions Note Regardless of what you named your merged credit union you will know which credit union it is as Peer adds MERGE to the end of its name PEER BEER Financial Analysis Software for Credit Unions 1001 Connecticut Avenue NW Suite 1001 Washington DC 20036 800 446 7453 software creditunions com p2psoftware com
18. unions and then run financial analyses to see the results of the hypothetical merger This feature makes the uncertainty of merging credit unions together more manageable Page 31 To merge credit unions together follow these steps 1 2 3 4 5 6 7 Under the Tools menuin the top navigation bar select Merge Credit Unions AMerge window will appear Within the Merge window select the credit unions that you would like to combine You can filter credit unions by state or simply look through a list of all credit unionsin the State drop down menu You can also search for a credit union by name in the Search text box Matching credit union s will auto populate in the Matches box Note If you have selected a specific state Search will only search within that state To search through all available credit unions make sure you select the All CUs listfrom the State drop down menu Select the credit union you would like to add to your CUs to Merge List by clicking on it and then selecting the gt right arrow button To remove a credit union from your merge list select it and then click the lt left arrow button Once you are satisfied with the credit unions you are merging name your merged credit union in the Name Merged CU text box Click Save when you are ready to merge your credit unions A pop up window will appear saying Merged credit union saved successfully when Peer to Peer has finished
19. An Account Selection window will pop up You can change the name of the display or graph manipulate the formula that populates the graph and change the name of the formula that shows up on the display when you previewit You can also use the formula wizard to find the exact formula you want to use 11 Make any desired changes to your custom display and click Preview to review the changes that you have made Click Save in the Account Selection window or right dick on the chart and select Save when you are finished Preview also automatically saves your work Create Custom Displays You can create custom displays in Peer to Peer if you want information that is not provided as a built in report Peer to Peer gives you the flexibility to be as creative as you would like in your custom reports To create a custom display follow these steps 1 From Peer to Peer s main window dick onthe Select Your Report or Graph drop down menu Scroll to and select My Displays 2 Click on Create New and choose your display type by click on its icon Click OK Important To select the best chart or graph you must understand each available type 3 4 5 _ Page 24 Single Credit Union or Peer Group Single Current Cycle These four reports allow you to view a single credit union or peer group s performance You can toggle between your primary comparison and your comparison se s performance in the same display
20. We recommend that a member of your IT Department reviews this document and works through these steps because you must have Administrator Level Permissions to install the software correctly Note You do not have to uninstall older versions of Peer to Peer before installing the newest one Important These are the instructions for installing Peer on a 32 bit operating system If you use a 64 bit operating system you will first need to follow a different set of instructions See the Install Peer to Peer for 64 Bit Platforms section below for the installation instructions for 64 bit operating systems To install Peer to Peer follow these steps 1 Go to http www creditunions com peer2 setup exe 2 A pop up window will appear asking you Do you want to run or save this file Click Save Do not select Run You must save the setup exe file to your computer Please be patient It may take a while to download the exe file onto your computer Factors like your computer s amount of available RAM and internet connection will all affect the exact length of time it takes to complete the download 3 Once you have downloaded and saved the file on your computer navigate to where you saved it Open the file by double dicking on it Click Run 4 5 6 7 8 Page 6 An Install Wizard will pop up Followits instructions and prompts Note Peer to Peer will only install correctly on your desktop
21. about uninstalling and reinstalling Peer to Peer visit the Uninstall and Install sections of this user manual If you are not behind one quarter s data and updates it is easier and faster for you to download each update You will not have to select each update individually when you manually update Peer to Peer it will automatically install every available upgrade However you will need to let Peer to Peer run uninterrupted during the updating process Visit the Check for Software Updates section to learn more Check for Software Updates You should periodically check for software updates to ensure that you are always on the latest version of Peer to Peer There are three different ways to check for upgrades Check for Software Updates Using Auto Updates If you currently use Auto Updates that system should always keep you up to date You can see the date that Auto Updates last upgraded Peer to Peer in the bottom right hand corner of the program The notification should read Last updated on xx xx xxxx with the date filled in with the last time that Auto Updates upgraded Peer If the date listed is not current you may want to check for software updates manually There are two circumstances when there may be software updates available even though Auto Updates is functioning normally The first is that Callahan amp Associates released a patch earlier in the day and Auto Updates has not checked for program upgrades yet Auto Updates wi
22. age 19 12 Clidk lt lt Back and Next gt gt to navigate through the different tabs You can also click on the tabs in the top navigation to skip to a specific tab 13 You can remove a matching credit union at any time by clicking on it in the Matching Credit Unions x box and then clicking Remove Note Unlike for the rest of the tabs if you remove a credit union from the Exclude tab it will include the credit union in your peer group 14 In the Financials tab use the pre selected financial criteria Assets Loans Investments and Members or use the Formula Wizard to select credit unions based on other financial criteria Enter the parameters foreach criterion for your peer group in the Minimum and Maximum boxes Note You can use the Formula Wizard Binocular button to locate account codes by category or description key word using the Tree and Search tabs Tree allows you to search by category and Search lets you search by keyword The Formula Wizard contains the most commonly used fields from the 5300 Call Report as well as hundreds of pre programmed formulas To add an account code double click it Your selected formula s will auto populate in the bottom box Click Done whenyou are finished with your selections 15 Click Preview to display credit unions that match your peer group criteria in the Matching Credit Unions x box 16 In the Geography tab Peer automatically selects the entire U S denot
23. ains the raw data related to the selected display Rank The Rank tab shows the ranking of your primary comparison within your comparison set if applicable Display Options The Display Options buttons include the Save Copy Print and Preview functions Export your display with the Excel and PowerPoint buttons Uninstall Peer to Peer Note It is critical that the person logged into the computer has Administrator Level access to his or her computer in order to complete the uninstall process successfully If you are not sure about the permissions associated with your Windows User Account please contact your IT Administrator The most common reason for uninstalling Peer to Peeris to make it easier to upgrade to the newest version of the software when you reinstall it If you are behind more than one quarter s data and updates we generally recommend that you uninstall and then reinstall Peer to Peer instead of downloading all of the available updates manually For more information about when you should uninstall and reinstall Peer to Peer visit the Determine Version Number section of this user manual Page 12 Important Please make a note of your License Key before uninstalling Peer to Peer You will need this key to reinstall the program successfully For more information about how to locate your License Key within Peer to Peer please see the Install section of this user manual To uninstall Peer to Peer for any reason follow
24. arter Important You must download FirstLook data into Peer to Peer in order to accessit Simply being on the latest version of Peer to Peer does not mean that you have FirstLook data available Peer to Peer treats it differently than regular quarterly data so you must proactively download the FirstLook data set in order to use it Follow these steps to download FirstLook data 1 Click on the File menuin the top menu bar Scroll to Import and click FirstLook Data Note You will only be able to select FirstLook Dataif FirstLook is available If you cannot click FirstLook Data then the figures are either not available yet or the final release of quarterly data has already come out 2 Peer to Peer will automatically search for the latest FirstLook data 3 A pop up window will appear asking Would you download it now Click Yes 4 The download process will begin As Peer to Peer updates your peer groups and mergers you will see another pop up window Click OK 5 A pop up window will appear when the download is complete Click OK 6 If your primary credit union does not participate in FirstLook you will see a pop up window prompting you to choose a different credit union as your primary Click OK Page 15 To create a peer group that includes all credit unions partid pating in FirstLook follow these steps 1 Click on the File menuin the top menu bar Scroll to Import and click Peer Groups 2 Inth
25. ate custom displays and formulas using any of the data available in Peer to Peer Peer alsoincludes built in displays for the available data You can locate the different displays under Select Your Report or Graph Page 14 Become Familiar with the 5300 Peer to Peer includes all fields and account codes from the 5300 Call Report and you can find a PDF of the latest Call Report under the Help menu to use as a reference guide When creating reports or using account codes within Peer to Peer you can either enter a Account Code ie account 958 of Used Vehicle Loans is a958 or use the Formula Wizard Binocular button to locate account codes by category or description key word using the Tree and Search tabs Tree allows you to search by category and Search lets you search by keyword The Formula Wizard contains the most commonly used fields from the 5300 Call Report See the Know What Data is Available section to learn what other data sets are accessible within Peer to Peer Understand FirstLook Each quarter Peer to Peer subscribers get access to FirstLook which allows them access to quarterly data weeks before the official NCUA release Each quarter FirstLook includes about 99 of industry assets so Peer users can start their analyses early Note FirstLook data is typically available approximately two weeks before final release data Callahan amp Associates will notify users once it becomes available each qu
26. ay window appears In the Display window you can export your charts and rankings by clicking either the Excel or PowerPoint buttonsin the Display Options toolbar However you can only export data directly to Excel Copy and Paste Your Reports in Any Program You Like In addition to the click to export Excel and PowerPoint buttons the Display window alsolets you save copy print and preview your reports via the similarly named buttons inthe Display Options toolbar Never has communicating with your Board management and staff been easier Note For information on exporting your custom peer groups and custom displays visit the Export Peer Groups and Export Custom Displays sections respectively Share your Analyses with Other Peer Users You can share your analyses easily with other Peer users by exporting a CRC or p2p file that they can import into the program You can export peer groups as a p2p or csv file and custom displays as a CRC file You can also email both peer groups and custom displays Peer groups email as a p2p file and custom displays email as a CRCfile See the Export Peer Groups and Export Custom Displays sections of this user manual for more information on how to share your analyses easily with other Peer users Peer to Peer s Advanced Features Employ Merger Analysis One of Peer to Peer s advanced features is Merger Analysis In Peer to Peer you have the ability to merge two or more credit
27. comparisons are always visible under the Comparisons drop down menu at the top of the main Peer to Peer screen underneath the top menu bar Any graph can also have multiple comparisons displayed For example on a single chart you can show your credit union s performance compared to national averages a peer group composed of all credit unions in your state and another individual credit union in your area Standard Peer Groups Peer to Peer includes two kinds of standard or built in peer groups The first type of peer groupis asset based Peer comes with several asset based national peer groups The second standard peer group is the entire credit union industry all credit unions You can also compare your primary comparison to individual credit unions Custom Peer Groups In addition to the available standard peer groups you can also create and save custom peer groups For example try creating a peer group of comparably sized credit unionsin your region who have similar Fields of Membership to your credit union or select credit unions based on their performance in a specific financial ratio Note Peer groups display the weighted average performance of all selected credit unions Built In Displays Peer to Peer offers over 230 built in displays These performance displays are organized categorically into folders that are available on the left hand side of the Peer to Peer screen You can access the different display categories by clicking on
28. complete click Run Click Run again in the next pop up window Accept the Terms amp Conditions and click Next Clik Install onthe Installing Prerequisites Screen and Next once they have been installed successfully Click Next at the Welcome screen Click Next atthe System Configuration Check screen Onthe Registration Information screen provide Name and Company and uncheck Hide Advanced Configuration Options Onthe Feature Selection screen click Next 10 On the Instance Name screen selectNamed Instance and replace SQLExpress or other text with Peer2 no quotes Click Next Page 7 11 Onthe Service Account screen change the Use built in System account option to Local System Click Next 12 Onthe Authentication Mode screen click Next 13 Onthe Collation Settings screen click Next 14 Onthe Configuration Options screen make sure Enable User Instances is checked Click Next 15 On the Error and Usage Report Settings screen click Next 16 On the Ready to Install screen click Next 17 Click Next when all Setup Progress options read Setup finished 18 Click Finish 19 Continue installing Peer to Peer as normal see Install Peer to Peer After you have installed the 64 version of SQL you are not yet finished installing Peer to peer To finish installing Peer follow the steps in the Install Peer to Peer section of this user manual Once
29. e Manage window click Import 3 In the Open window navigate to C Program Files Peer to Peer 2 0 Download FL 4 Inthe Open window change the file type you are looking for from p2p to txt in the drop down menu above the Open and Cancel buttons 5 You should see at least one txt file appear PEER_FL txt Select this file Click Open 6 The credit unions that partidpate in FirstLook will be listed in the Import window Name your FirstLook peer group and then click Save 7 Exit by clicking Exit or the Xin the upper right hand of the window 8 You can now set your Primary Comparison s and Cycle and start your FirstLook analysis Important FirstLook data is updated often nearly daily during the weeks leading up to a quarterly data release As there are no version numbers associated with FirstLook the only way to ensure that you have the latest data is to update FirstLook daily Note Peer to Peer will automatically remove FirstLook from the Cycle menu after you update to final quarterly data There is no other way to remove it prior to the final release Update Quarterly Data Peer to Peer updates its data quarterly The exact timing of each data release is dependent upon the National Credit Union Association NCUA At Callahan amp Associates we always aim to have the data up and running in Peer to Peer as quickly as possible and it is typically live in the program within one to two business days after a new data
30. ed by the orange states To deselect states click on the individual state or clik Clear All inthe upper right hand corner of the map Unselected states are in white Simply click on states again to reselect them Clicking Al 1 States will also reselect all states 17 You can also select states by region in the NCUA region box To select more than one region hold down Ctr1 while you click on each 18 You can also select individual state counties Double click on a state to open a county map Select counties by clicking on them in the state s map or selecting them from the list in the Counties box on the right hand side Note You geographic peer group can be a combination of individual states regions and counties 19 In the Chart er FOM tab Peer automatically selects all charter types and fields of membership To deselect click on any charter type or FOM or select Clear All Selected charter FOM types are in blue Deselected ones are in white 20 In the Top Bottom tab find credit unions using extremes For example create a peer group using the top 50 credit unionsin ROA Use the Use drop down menu and select Top Bottomor Closest Pick how many credit unions you would like to indude by writing a number in the blank text box the text box to the right of the Use drop down menu In the In text box type the formula description or account code you would like to use to select your peer group You can also use the Formula Wizard
31. ediate and Advanced training sessions Details about trainings are available on p2psoftware com Peer to Peer Overview Peer to Peer has a vast array of functionality Here is an overview of some of the basic functions in Peer to Peer You can find more detailed information about Peer to Peer indudinginformation about its more advanced functionality in later sections of this user manual and at Peer to Peer s website www p2psoftware com RSS Feed The RSS Feed loads when you first open Peer to Peer The RSS Feed includes software updates community information related articles and upcoming events The RSS Feed is a good resource forinformation that may be applicable to you Primary Comparison Your primary comparison is the credit union or peer group against which you are benchmarking all of your comparisons Typically your primary comparison is your own credit union Selecting a primary comparison is the first thing you should do once you have installed and activated Peer to Peer You can change your primary or any of your comparisons or peer groups at any time Note You can set your primary comparison as either a peer group or an individual credit union Comparisons Peer to Peer supports all kinds of comparisons for your charts graphs and reports 1 credit union vs credit union 2 credit union vs peer groups 3 peer groups vs peer groups 4 many credit unions vs many peer groups 5 and more Page 4 Your
32. ers indude the header CDS in your text file and then follow the same formatting as with the charter numbers Note To create a txt file if you have an Excel of your desired charter numbers you must format the number cells as general content To do this highlight the list of charter numbers and right dick on the column containing the charter numbers Goto Format Cells Select the main Number tab and click on General Click OK Copy and paste this Excel list into Notepad and save Make sure you do not save any header information Only save the list of charter numbers To import peer groups follow these steps 1 Once you have a txt file or a p2p file of charter numbers for credit unions in your desired peer group go to File in the top menu bar Scroll to Import and select Peer Groups 2 3 4 5 6 7 Page 21 A Manage window will appear Click on Import An Open window will appear The visible file type defaults to p2p If you are importing a txt file change the file type in the drop down menu Depending on your version of Microsoft it is located either above or to the left of the Open and Cancel buttons Navigate to where you saved your file Select it and dick Open An Import window will pop up This window will show you the names and number of credit unions in your peer group Name your peer group and click Save When you have successfully imported your peer group
33. eserves allowance for loan loss undivided earnings loans solvency indicator delinquent loans allowance forloan loss regular reserve b Capital Adequacy Delinquent loans prior year loans percent change in delinquent loans net charge offs prior year delinquent loans operational income provision expense delinquent loans earnings assets all shares and funding liabilities c Earnings and Operational Effidency Operating expenses total income net operating income provision expense total income net charge offs net operating income return on average net assets net income total expenses d Liquidity Annual share growth liquid funds ratio loans to savings ratio net liquid funds short term savings percent loans maturing in less than one year assets greater than one year net assets 5 Performance Reports Performance Trends Operational Review CUSOs Technology Review a Performance Trends Two year finandal comparison Five year balance sheet five year income statement five year ratio report five year FPR ratios rankings b Operational Review 5300 Call Report ATMs and branches contact information employees members c Credit Union Service Organizations CUSOs d Technology Review Electronic delivery channels electronic financial services technology partners 6 Propriety Survey Data Service providers vendor information detailed position titles and more You can cre
34. individual credit unions go to the Credit Unions box on the left hand side and use the State drop down menu to choose yourlocation Once you have chosen a state Peer to Peer will auto populate a list showing the credit unions in that state You can sort the credit unions by name or asset size 4 To select a credit union as a comparison click on the name of the credit union and then click on w the down arrow button This will add the credit union to your list of comparisons in the Your Selected Comparisons box 5 To select peer groups go to the Peer Groups box on the right hand side of the Comparison Selection window Select a peer group the same way you selected an individual credit union by clicking on it and then clicking v the Down Arrow button This will also add the credit union to your list of comparisons inthe Your Selected Comparisons box 6 To deselect or remove a comparison from the Selected Comparisons box select the comparison you would like to remove and then click a Up Arrow button 7 If you would like to save your selected comparisons as your default set click Save as Default When you do a pop up window will appear letting you know that by saving this set of comparisons as your default Peer to Peer will automatically load with this set as your main comparison Click Yes A second window will pop up asking Do you want to load this comparison set now Click Yes 8 If youwould like to change your
35. is accessible via the binocular button in the Selection windows for creating custom peer groups and custom displays 2 Click on Create NewunderMy Formulain the Tree tab of the Formula Wizard 3 Enter the name of your custom formula in the Name text box 4 Enter your formula in the Formula text box 5 If you would like specify the width of the column in your custom formula enter itin the Width text box If not leave this field blank 6 If you would like to specify the number of decimal places your custom formula displays in its results enter it in the Decimals text box If not leave this field blank 7 Click either Save or Save amp Add if you would like to create another custom formula 8 Once you have created and saved your custom formula Peer to Peer makes it available under My Facts whichis located within My Formulas in the Formula Wizard Page 30 Share Your Analysis Export Your Charts Data and Rankings Callahan amp Associates designed Peer to Peer in such a way that sharing your analyses is as easy as possible There are several click to export options in the Display Options toolbar of Peer to Peer In fact exporting your analyses can both let you share them and save them as back ups in case you ever experience computer problems or need to uninstall and reinstall Peer to Peer To export your analyses you can Click to Export to Excel and PowerPoint When you run a reportin Peer to Peer the Displ
36. ition subtraction multiplication division Peer to Peer supports mathematical order of operations including parenthetical grouping There are also formula modifiers that you can use in Peer to Peer X Growth Growth x Growth of x over last full year ratio of x prior to year x Example In 4Q 2009 growth loans is the annualized loan growth in 2009 12 month loan growth Two Year X Growth Growth2 x The annualized growth of x over the last two years Example In 4Q 2009 growth2 loans is the annualized loan growth from 4Q 2007 4Q 2009 24 month loan growth Page 29 Three Year X Growth Growth3 x The annualized growth of x over the last three years Example In 4Q 2009 growth3 loans is the annualized loan growth from 4Q 2006 4Q 2009 36 month loan growth Four Year X Growth Growth4 x The annualized growth of x over the last two years Example In 4Q 2009 growth4 loans is the annualized loan growth from 4Q 2005 4Q 2009 48 month loan growth Quarter Modifiers X 25 5 75 1 The data for X one two three four one year quarters prior Example In 4Q 2009 assets 75 will show asset numbers from 1Q 2009 Assets 1 will show assets from 4Q 2008 Create Custom Formulas Peer to Peer allows you to create custom formulas if you would like to analyze fields not commonly associated with each other To create a custom formula follow these steps 1 Access the Formula Wizard The Formula Wizard
37. ll only run at the time you selected when you configured the feature Peer to Peer will wait to download it when it runs Auto Updates later that night For example if we release a software patch at 2 00 pm and you have Auto Updates set to run at 3 00 am your system will not download the update until Auto Updates runs at 3 00 am even though the upgrade is available at 2 00 pm Second some updates may have failed during the auto update process and need tbe downloaded again Ifa download fails for any reason Auto Updates will try to download the upgrade again the next time thatit runs You can either wait for the next update to run and see if the upgrades download correctly or you can download them manually You can always manually download available upgrades while you are enrolled in Auto Updates This does not affect the Auto Updates process Check for Software Using the Pop Up Notification If updates are available when you open Peer to Peer a pop up window will appear in the lower right hand corner of the program Click Install Nowtoinstall the updates Click Install Laterif you do not want to install the new updates You can always install available upgrades at another time Check for Software Updates Manually If you do not use Auto Updates or would like to download an upgrade manually at any time while using Auto Updates follow these steps 1 Click on the Tools menuin the top menu bar 2 Select Check for Software Updates
38. ly Click OK Note If you delete an entire folder the pop ups will read Are you sure you want to delete folder and its contents and Custom displays deleted successfully Click X in the upper right hand corner of the My Displays window when you are finished Page 28 Limit Graph Axes Using Zoom You can zoom in on specific quadrants of your built in and custom displays This allows you to get a clearer view of certain areas or time periods of the graph by adjusting the axes on the original graph or chart Note The zoom function works with both charts and rankings To zoom in on displays follow these steps 1 Select and open the display you would like to zoomin on 2 Click and hold the left button of the mouse while you drag the mouse across the area of the display that you would like to magnify You will see a gray box appear as you drag the mouse across the selected area The gray box shows you exactly what you have selected and what will appear in the zoomed in window 3 4 When you are satisfied with the selected area let go of the mouse button Peer to Peer will automatically zoom in on the highlighted area of the display 5 To zoom back out simply click the Zoom Out button Formulas How You Are Calculating Know Formula Modifiers Peer to Peer includes some preprogrammed formulas and the ability to create your own Standard operators function in Peer to Peer add
39. lysis Export Your Charts Data and RankingS esse ese see ee se ee ee RE Ee ee RE ee ee Ee ee ee ee ee ee ee ee ee EE ee RE ee ee ee 30 Share your Analyses with Other Peer USerS iese see ee Se ee EE ee EE ee ER Ge ee Ee ee EE ee ee Ee ee ee ee ee ee ee ee ee 30 Peer to Peer s Advanced Features Employ Merger AN alysis Es SEE de GE GE Ge GEE ee GER GR Re EG GEE ede GE GR GEN GE ee es se ees 30 Page 3 Getting Started with Peer to Peer Welcome to Peer to Peer Welcome to Peer to Peer and thank you for purchasing You are now on your way to understanding your credit union s performance in the most accurate context possible and recognizing strategic opportunities based on credit union data Callahan amp Assodates appredates your business and looks forward to working with you to make your credit union s financial analysis as easy and effective as possible In order to make the process of learning how to use Peer to Peer as simple as possible please read this manual It reviews the basic functionality of the software If at any time you have questions about Peer to Peer please do not hesitate to ask You can find more information online at p2psoftware com or you can contact the Callahan amp Associates Analytics Team by calling 800 446 7453 or emailing software creditunions com There is much much more to learn about Peer to Peer We highly recommend that you attend at least one of each of the Fundamentals Interm
40. ons otherwise the install will not complete successfully If you are unsure about your user account permission level contact your IT professional 2 During the install process you will be required to reboot your computer We recommend exiting all other applications before you begin installing Peer to Peer 3 Installing Peer to Peer will also install Microsoft SQL the database that supports Peer There are no additional requirements for installing SQL and the installation should happen automatically as part of Peer to Peer s installation 4 To complete the installation you will need to enter a License Key That Key will activate the software by connecting to Callahan amp Associates database over the internet See below for directions on how to locate your License Key within Peer to Peer Misplaced keys Please contact Software Support at 800 446 7453 Important Each new installation of Peer to Peer requires a unique email address and an active License Key If you would like to install Peer to Peer on more than one computer you must have more than one license Callahan amp Associates offers additional seats for Peer to Peer at a significant discount For more information or to purchase additional licenses call 800 446 7543 or email software creditunions com Install Peer to Peer Installing Peer to Peer is the first step toward getting the most out of your credit union data and Callahan amp Associates expertise
41. ot prompt you to activate your software Determine Version Number Checking the version number of your Peer to Peeris important when ensuring that you are running the most current version of the software To check your software s version number follow these steps 1 Open Peer to Peer Click on the Help menuin the top menu bar Select About Peer to Peer 2 The version number displays in the third row of the About Peer to Peer window 3 To determine if your software is completely up to date visit the Peer to Peer website and compare your version number with the current version number listed As arule of thumb if you are behind one quarter s data and updates or more you will want to download a new setup exe file and reinstall Peer to Peer instead of manually updating your system Forexample if third quarter data has just been released and your most recent Peer data is still first quarter data you should uninstall and then reinstall Peer to Peer instead of manually downloading each update We suggest updating using this method in order to save you time Each update must download consecutively and there is no way to work around this process For example if you are currently running first quarter data but Page 9 would like to update to third quarter data you cannot skip to the last upgrade and just download the new data set You would have to download each update in order with the new data set being last For more information
42. release In order to access the latest quarterly data in Peer to Peer you must first be on the most up to date version of the software Peer to Peer will treat the new data like a normal software patch downloading it with Auto Updates or when you manually update your system Assuming you are on the current version of Peer the download will take approximately 45 minutes to an hour to complete However this estimate is dependent upon your Internet connection among other things If you are not on the current version of Peer the download time will vary depending on how far behind you are in the updating process as all of the previously released upgrades will need toload sequentially before the newest quarterly data release can install We strongly recommend that you enroll in Auto Updates once you are up to date because it will consequently take care of the hassle of downloading new data and software patches In fact if you are using Auto Updates you will automatically download the new data at night while you are not using your computer Page 16 Comparison Sets in Peer to Peer Set Default Comparisons Peer to Peer lets users save their default comparisons in order to speed up their analyses and to prevent users from having to enter in their desired comparisons each time they open the program Note Your comparisons are always visible under the Primary and Comparisons drop down menus at the top of the main Peer to Peer screen undernea
43. reviewing it and selecting Save from the available menu 13 A Save Custom Graphwindow will pop up prompting you to confirm the name of the display and the file s save location To save the display in an existing folder select this option and click the drop down menu to locate the existing folder To save in a new folder select this option and name your new folder When you are finished click Save You will see a pop up when your display has saved successfully Click OK 14 To access your custom display use the Select Your Report or Graph drop down menu to selectMy Display Double dick onthe My Displays folder and then double click on your folder to open its contents Import Custom Displays Importing custom displays allows you to load your own custom reports into Peer to Peer or import the reports created by Callahan amp Associates There is currently only one supported file type for custom displays CRC files Only CRC files will load into Peer to Peer correctly To import custom displays follow these steps Note If you are importing a custom display that you downloaded from p2psoftware com start at Step One If you are importing your own CRC file start at Step Three Page 26 1 Open the zip file that you downloaded from p2psoftware com 2 Copy the CRC file and paste the file into your computer You can save the file anywhere you like but be sure to remember where you saved it as you will need to access the file
44. roups The Peer Groups menu is the central location of all peer group related options You can create new peer groups manage existing ones or export peer groups here Tools The Tools menu houses the program options of Peer to Peer From here you can check for software updates set Auto Updates change your graphics settings and more Help The Help menu contains information about how to get assistance with Peer to Peer Select Your Report or Graph Select Your Report or Graph isthe drop down menu of Peer to Peer s built in displays You can also access or create custom displays here Displays The available displays under Select Your Report or Graph auto populate here Click on an individual display to run the report or double click on a sub folder to access additional displays Primary Comparison View your current primary comparison from the Primary window or select Change Primary from the drop down menu to change it Comparison Sets View your current comparison set s from the Comparisons window or select Change Comparison from the drop down menu to change it Cycle View the data cycle for your current analysis or select a new cycle from the drop down menu Display Window The Display Window appears when you run a built in or custom display It auto populates with the chart or graph related to the selected display Chart The Chart tab contains the graphical analysis of the display Data The Data tab cont
45. rt the list by Name State or Assets 5 You can also search for a credit union by name by typing the name of the credit union you are looking for in the Search text box and then clicking Find 6 To select a credit union dick on it in the Mat ches box and then click gt the Right Arrow You can also simply double click onit in the Matches box You will see your selected credit unions move to the Selected Credit Unions box on the right side 7 To remove acredit union from the Selected Credit Unions box double click on it or click on it and then click lt the Left Arrow 8 You must name and save your peer group in order to be able to use it in your analysis 9 With Custom Build you will see a Selection Process window appear You can choose from six major criteria to select your peer groups Finandals Geography Charter FOM Top Bottom Vendors and Exclude 10 As you select criteria credit unions that match your criteria will appear in the Matching Credit Unions x box with x being the number of matching credit unions The credit unions that display here match your criteria across all tabs not just the tab that you are currently on assuming you have selected criteria from more than one tab category 11 You can clear your criteria at any time by clicking Clear Note Clear only clears the criteriafrom the tab that you are on currently It will not clear all of the criteria that you have set across all tabs P
46. s C drive Please do not attempt to install the software on other drives Once you have followed all of the instructions and clicked Install the software will begin to load on your computer Please be patient as the install may take some time to complete The Installation Wizard will notify you once the download has completed successfully Click Finish A pop up window will appear asking you to restart your computer Click Yes You will also need to complete the activation process to receive full access to all of the data and functionality of Peer to Peer For more information visit the Activation Instructions section Install Peer to Peer for 64 Bit Platforms To install Peer to Peer on 64 bit operating systems such as Windows 7 follow these steps 1 2 3 4 5 6 7 8 9 Download and install SOL Server 2005 Express Edition 64 bit version from here http www microsoft com Sqlserver 2005 en us express down aspx Important Make sure you click on the link that says For the 64 bit install of SQL Server 2005 Express Edition click here The link is available under the first section of the website called SQL Server 2005 Express Edition SP3 After you click the link aFile Download window will appear Click Save Save the exe file on your computer Please be patient It may take a while to download the exe file onto your computer When the download is
47. ta Detailed These eight report display the performance of all credit unions within your comparison set individually This means if you include a peer group that these reports will treat all the credit unions within those peer groups individually This type of report is only available for a single data cycle Note Peer to Peer includes detailed pop ups foreach individual report type The explanations appear when you hover over the report s icon AnAccount Selection window will pop up In this window you can enter in the formula s for your custom display and name your report To name your report simply type into the Graph Title text box To enter formulas type in your formula as a Account Code For example account 958 of Used Vehicle Loans is a958in Peer to Peer For more information about the available formulas visit the Peer to Peer Formulas section of this user manual Note You can also use the Formula Wizard Binocular button to locate account codes by category or description key word using the Tree and Search tabs Tree allows you to search by category and Search lets you search by keyword The Formula Wizard contains the most commonly used fields from the 5300 Call Report as well as hundreds of pre programmed formulas To add an account code double click it Your selected formula s will auto populate in the bottom box Click Done whenyou are finished with your selections Page 25 The Formula Wizard
48. th the top menu bar and can be controlled from there or from the Selections menu dick on Selections and then select either Primary Comparisons or Default To set your default comparisons follow these steps 1 2 3 4 5 6 Click on Selectionsin the top menu bar Select Default ADefault Primary Comparison window will appear If you would like to change your primary comparison continue to Step Two If you would like to change your comparison set continue to Step Five To change your primary comparison click Change to the right of the Primary window This will bring up the Primary Selection window the same as having clicked on Primary instead of Default underthe Selections menu Your primary comparison can be either a single credit union ora peer group To select an individual credit union make sure that you select Credit Union inthe Type drop down menu To select a peer group select Peer Group in the Type drop down menu You can search for a credit union by name in the Search for primary credit union text box or you can search by state in the State drop down menu You can sort the credit unions by name or assets Select the credit union or peer group that you would like to use as your default primary and select Go to Analysis From the Primary Selection window click Change Comparison to move on tothe Comparison Selection window where you can set your default comparison or comparison set
49. the specific credit unions The exact list of credit unions included in dynamic peer groups will change each quarter based on new quarterly data For example if you are limiting your peer group to credit unions under S100M in assets and next quarter one of your matching credit unions has more than 100M in assets it will no longer be a part of the peer group next quarter Static peer groups save the specific set of credit unions The list of matching credit unions in the peer group will stay the same despite changes in quarterly data 25 Click either Dynamic or Static A pop up will appear notifying you that your peer group is being saved Click OK Once Peer to Peer has saved your peer group successfully another pop up will appear notifying you of that and asking if you would like to add this peer group to your comparison set Click Yes 26 Your new custom peer group is now available for you analyses Import Peer Groups To ease the sharing process Peer to Peer lets its users import previously created peer groups You first need a txt or a p2p file containing the charter or CDS ID numbers for the credit unions that you would like to include in your peer group Important To import a list of charter numbers include only a list of the charter numbers in your txt file Do not indude any header information The list does not need to be comma delimited It simply needs to be a single column of charter numbers To import a list of CDS ID numb
50. the Select Your Report or Graph drop down menu Each display will either be listed singularly or will be grouped in a subfolder Click on a display to run the report or double click the subfolders to open them When run each display shows a chart its underlying data and if applicable the credit union s ranking Custom Displays You can create your own custom displaysif Peer to Peer does notinclude a graph that you would like to use You can also create a default series of displays that you frequently want to access in one convenient place Sharing Your Analysis You can share your analysis in Peer to Peer in many different ways You can export your peer groups and custom graphs into Excel or PowerPoint You can also copy and paste them into any other program Simply click the appropriate button under Display Options Export multiple displays at one time by selecting File in the top menu bar and clicking on Export System Requirements for Peer to Peer System Requirements for Peer to Peer 1 Operating System Windows 2000 XP or Vista Windows is currently the only platform that Peer to Peer supports 2 Recommended RAM 1GBor greater 3 Recommended available HD space 4GB or greater 4 Recommended processor 1 8GHz or greater 5 Intemet Connection any speed Page 5 Other Installation Requirements 1 To install Peer to Peer you must be logged into Windows with a user account that has Desktop Administrator Level Permissi
51. these steps 1 Backup any saved work in Peer to Peer We strongly recommend that you backup your work if you ever intend to reinstall the program Backing up your informationis the only way to ensure that you will be able to recreate your saved reports quickly and easily when you reinstall Peer For more information visit the Export Custom Displays and Export Peer Groups sections of this user manual 2 When you are finished backing up and saving your work close Peer to Peer Please make sure to exit the program before uninstalling 3 Click on the Start button in the lower left hand corner of your screen Select Control Panel 4 Windows XP users will clickon Add or Remove Programs Windows Vista users will click on Uninstall a Program under the Programs category of the Control Panel Homepage Alternatively for Visa users fromthe Control Panel Classic View simply select Programs and Features 5 Find Peer to Peerin yourlist of installed programs Then click Remove or Uninstall from the top menu bar 6 A pop up window will appear asking if you are sure that you would like to remove the program Click Yes 7 An Uninstall Wizard should pop up Follow its instructions 8 When completed Peer to Peer should be removed from the installed program list 9 Close the Control Panel The uninstall process is complete For information about how to reinstall Peer to Peer visit the Install section of this user manual Peer to
52. ustom displays or delete displays from one window To manage custom displays follow these steps 1 2 3 4 5 6 Go tothe File menu and clickMy Displays AMy Displays window will appear Your displays will be visible under Custom Display List Click on the plus sign or double click on a display folder to expand it Click Create Folder to create anew folder Enter the name of your new folder in the Create New Folder window that pops up and then clik Create Folder Your new folder will appear at the bottom of the display list in the My Displays window When you expand your new folder you will see a message saying Drop custom displays here and then delete this one That display is simply a placeholder Delete it after you have added another display to this folder You can reorganize your custom displays by dragging and dropping them in different folders Only drag drop works Ctrl candCtrl vdonotwork Note Dragging displays into different folders does not remove them from the original folder It only adds them to the new one You can delete individual displays or folders containing multiple displays To delete custom displays highlight the display you would like to remove and click Delete A pop up window will appear saying Are you sure you want to delete custom display Click Yes Another pop up will appear saying Custom display deleted successful
53. you have installed the correct 64 bit version of SQL on your computer the rest of the steps for installing Peer to Peer are the same regardless of your operating system Activate and Set Proxy Settings Before you have access to all of the data and functionality of Peer to Peer you must activate your software You will need your License Key in order to activate your software For more information about your License Key visit the Install section of this user manual To activate Peer to Peer follow these steps 1 Open Peer to Peer If you have a proxy server in place at your organization proceed to Step Two If 2 you do not have a proxy server proceed to Step Eight If you are not sure if your company has a proxy server please consult your IT department Note Peer will often automatically pick up your organization s proxy settings soit can sometimes be easier to try to activate your copy of Peer to Peer first before attempting to enter proxy information If you try to activate your software and receive an Internet not found error the most likely reason is that you need to input proxy server data After youlaunch Peer to Peer for the first time and every subsequent time thereafter until you register Peer to Peer with a valid License Key a pop up window will appear prompting you to activate the program Choosing Open Trial Version will activate a trial version of Peer to Peer that functions for 30 days Note
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