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Export Callahan Analytics Via Email

Ready for Planning season?

Export Your Quarterly Data to Email 

Getting ready for planning season and strategy meetings? Export PPT, XLS, images, PDFs, and even email displays and custom data tables directly from Peer-to-Peer, CUAnalyzer, and CUTarget to yourself or to colleagues. 

Stay up to date with the latest data by scheduling emails to send your preferred displays whenever new data is available. 

Read Our Email Export How-To Guide

 

Executive Resource Center

The ERC provides access to tactical documents, policies, and templates that can be pulled off-the-shelf and tailored to fit your credit union. Topic centers focus on 8 key functions:

  • IT
  • HR
  • Marketing
  • Lending
  • Finance
  • Compliance
  • Corporate Governance
  • Ops & Branching

 

ENTER

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4 Emails To Make Your Next Marketing Campaign A Smash Leadership Content

Callahan & Associates and Betsy Pruitt, online marketing manager at Redstone Credit Union, discuss how the cooperative's small marketing staff used email analytics and automation to help sell thousands of new checking accounts.

By Callahan & Associates, Inc.

Callahan & Associates, Inc.

September 29, 2016
100 Views
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The Cyber Threat To Credit Unions: Lessons To Inform A Solid Defense

This webinar, which is open to all credit unions free-of-charge, covers lessons learned from Cognitio, a consultancy specializing in mitigating cyber threats. Presenter Bob Gourley knows the cyber threat landscape firsthand, having spent years in operational cyber security.

By Callahan & Associates, Inc.

Callahan & Associates, Inc.

September 28, 2016
84 Views
0
2016 Credit Card Management Series — Designing Program Reporting To Support Success Leadership Content

In this session, credit card expert Tim Kolk, from TRK Advisors, provides scorecard templates and discusses how each supports program management across the entire organization.

By Callahan & Associates, Inc.

Callahan & Associates, Inc.

September 9, 2016
798 Views
0

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Quarterly Industry Overview

CUA_Tutorial_How_To_Export_Via_Email
CUA Tutorial: How To Export Via Email Exclusive Content

CUAnalyzer offers a multitude of options to share analysis, including through email. Users can do this with pre-made or custom packets and displays on a one-time or reoccurring basis to colleagues, board members, and other key credit union personnel.

By Callahan & Associates
June 23, 2016
2138 Views
0
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P2P Tutorial: How To Select Your Primary & Comparison Set (101) Exclusive Content

Properly setting up your primary and comparison set is the first step to using the vast amount of data readily available in Callahan & Associates' Peer-to-Peer software. Watch this four-part series to learn how to set up your analysis and helpful shortcuts to help make Peer-to-Peer an easy-to-use, helpful tool.

By Callahan & Associates
April 26, 2016
4829 Views
1
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P2P Tutorial: How To Navigate Peer-to-Peer (102) Exclusive Content

Peer-to-Peer has a wide variety of built-in displays readily available to meet your benchmarking needs, making it easy to customize and craft your analysis as needed. Watch this series to learn how to navigate built-in displays and drop-down menus in Peer-to-Peer.

By Callahan & Associates
April 25, 2016
9618 Views
0
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