Feature Enhancements in 21.2 Major Release

Authorized users can export a limited set of data from Insights into Excel spreadsheet. Data can be exported to a formatted Excel spreadsheet (XLSX) or a non-formatted, data-only CSV file. The reports can range from 2 - 12 months of data and can be specific to states. In this 21.2 release, a new warning message is provided if a user attempts to export data when viewing a specific county, MSA, or ZIP code to alert the user that data export is not available. The warning message gives the user the option of exporting data for the state in which the county, MSA or ZIP code is located or the user can elect to cancel the data export.

Users can set up peer groups to benchmark their company's performance against by providing criteria based on several loan attributes. Once you create one or more peer groups, you can then analyze the data in the applicable view and benchmark your company's performance against your peers and the industry. The peer groups display near the top of the screen as shown in this example below and users can click the peer group to view that group’s data in the current data view.

To provide a more consistent and uniform presentation of data, once a peer group is selected in one view, that same peer group will also be selected in the other two views in Insights. If a peer group is selected on the Map Count or Map Trends view, that same peer group is now selected in the Benchmark view as well.

Using the example below, if the National Peers With Region peer group is selected in the Map Count view, it will also be selected when the user moves to the Map Trends view.

If the user then moves to the Benchmark view, then National Peers With Region will be selected there as well.

If a peer group is not selected on the Map Count or Map Trends view, and instead Industry Data or My Data is selected, then the selection of any peer group on the Benchmark view will not have any effect on Map Count or Map Trends views.

In addition, in the exported data report, the peer group selected when the data is exported will be applied to the three different views in the report. The Performance at a Glance page will use the currently selected peer group for all of its data as well.