HOW-TO VIDEO

Creating and using peer groups in reports

In this video, see the process of creating your own peer groups for use in reports. Learn how to set criteria for the peer group, such as selecting credit unions in Virginia with asset sizes between 500 million and 1 billion. After creating the peer group, see how to reference it in reports, particularly in a peer comparison report. Explore these features and utilize the peer groups in your reporting. Remember, reports take about 10 to 20 minutes to complete, so be sure to check back once the status changes to done.