Peer Suite Report Assistance
 
Whether you want Callahan’s help building custom displays, creating advanced peer groups, or modifying formulas, gaining access to report assistance allows you hand off tasks directly to us so you can focus on applying insights, not managing setup.
 
Interested in gaining access to the deep expertise of our analysts to support your performance benchmarking needs in Peer Suite? Fill out the form to learn more about adding Report Assistance to your Callahan subscription.

Common Requests Include:

  • Building custom displays or dashboards in Peer Suite.
  • Adjusting formulas in existing displays to reflect call report changes.
  • Creating PowerPoint or Excel reports formatted to your specifications.
  • Sourcing specific HMDA and branch data requests.
  • Crafting tailored peer groups to suit your institution’s unique needs.
     


Get In Touch With Our Team

How Report Assistance Works

Submit A Request

Once you’ve upgraded, you can use the client portal to submit a support request. Your dedicated Account Manager will reach out to schedule a convenient time to connect.

Discovery Call

During the call, share the specifics of your needs in Peer Suite and any details we should know to ensure success.

Request Evaluation

Our team will assess the feasibility and timing of your request, providing clarity on next steps.

Project Deliverables

Upon completion, we’ll deliver your requested work along with guidance to help you implement the results effectively.