Downloading First Look Data

First, check for software updates (Under Tools, or the program will just prompt you with that crazy bouncing window in the corner). You need to be on version 2.0.5.7 (don't know what version you have installed? Go to Help --> About Peer to Peer 2.0 --> ) If it's been a while since you've updated, you might need to take a break and go eat lunch while the scripts load. The software team has been busy with upgrades and fixes, so depending on the last time you used Peer, you might have to wait a bit (but before you complain, it's a lot less waiting than when we used to send disks in the mail!)

Now that you're ready for First Look data, go to File --> Import --> First Look Data. Follow the prompts and you're done! That was easy. Reminder: The First Look file is not the complete 5300 (it's about 90% of it). So, every once in a while, you may click on a graph or table and get a message that says "this data is not available in the First Look data file" (ex. the CUSO investments schedule).

You'll now see First Look 2Q on the cycle pull down menu. Three things to note:
1. If you want your primary to be a CU that isn't in the First Look file, you need to "cycle back" to 1Q before you go to select them on the Primary/Comparisons screen. Why would you do this? Well, for me, I still need to look up credit unions that may not yet be loaded for other reasons that evaluating 2Q performance.
2. If you get a weird "there is no data at row 0" message, cycle back to 1Q and click around on some graphs. Then go back to 2Q data and all should be fine. No one I have talked got this error, but I did on my laptop at home. Might as well give you a workaround if you're in the 1% like me that got this weird error.
3. Check back soon...as I type this, more CUs are being processed for the next load.