Access this screen by selecting F10-Learn from a Peer from several credit union configuration screens.
Create full-color PDFs of the data on the screen – PDF Exports
Learn about downloading data to Excel or a comma-delimited file
NOTE: This screen is used for several Learn-from-Peer options. If you download via PDF or Excel, the file will be named the same with each download, overwriting a previous download from this screen. Best practice is to rename the file after a download, so that the next download does not overwrite it.
Learn from a Peer was designed to encourage an environment of innovation where we learn from each other’s combined experience. This screen allows you to view the details on multiple credit unions and their configurations, even the percentage of credit unions using the configuration (third column) – all on one screen. You can even access contact information and contact the credit union – all without leaving the screen.
(The “Active” figure to the right shows the total and active credit unions.) Leave the “Show only CUs with active configurations” checked to view only credit unions using this configuration at their credit unions. Select a membership or asset range. (Membership size is determined by the number of records in the MASTER file.)
The “Marking” number to the right indicates the credit unions falling in this selected range. A blue asterisk next to a credit union, indicates that it falls in your range. Show only these credit unions by selecting Isolate Marked (F9).)
NOTE: This comparison will only allow you to compare your configuration with other credit unions on your system.
Press Enter to refresh the screen.
In the listing below:
Select a credit union and the Configuration option to view the configuration of the comparison credit union (various screens, depending on which fees you are comparing).
Select a credit union and the Contact Info option to view contact information of the credit union.
Select a single credit union and the Compare to my credit union option to view only your this credit union and your credit union in the listing.
Select Summary (F4) to view a screen summarizing the configuration across all credit unions.
Select Isolate Marked (F9) to show only your credit union and the credit unions in your selected range (the ones with asterisks).