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2. Federal Deposit Insurance Corporation Tutorial for the A
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Federal Deposit Insurance Corporation
Tutorial for the
Institution Directory (ID)
Statistics on Depository Institutions (SDI)
Summary of Deposits (SOD)
July 2003
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3. Table of Contents: ID/SDI/SOD Tutorial A
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Question: Slides
(1) How do I find and list FDIC-insured institutions?….………………………………………………………………..….…………………..
4-7
(2) How do I find and list offices of FDIC-insured institutions?…………………………………………………………….….……………
8-11
(3) How can I prepare and view reports (financial and demographic) of FDIC-insured institutions?…………………….……………..
12-15
(4) How can I compare the performance or condition of one institution to an aggregate group of institutions?………………….. …
16-21
(5) I want to use the list information in my own software package. Can I download such information? .…...….…………….………
22-27
(6) I want to compare a FDIC-insured institution to select groups of institutions - a custom peer group, and a standard
industry peer group. How do I do this? …………………………………………………………………………………………..
28-52
(7) I want to compare a FDIC-insured institution to a custom peer group of institutions based on common criteria………
53-66
(9) After creating a custom peer group, I would like to save it for future use. How can I do this? ……….………………………
67-69
(11) I want to retrieve a previously created custom peer group. How can I do this? …………………...…………………………….….
70-74
(8) How can I create a report and tailor it so it includes only the items in which I am interested?………………….…………….………
75-83
(10) After creating a custom report, I would like to save it for future use. How can I do this? ……….……………………… ….
84-87
(12) I want to retrieve a previously created custom report. How can I do this? ……………….………...……………………………….
88-93
(13) Can I download information from the Statistics on Depository Institutions (SDI) and use it with my own software? ………….
94-108
(14) How does the data contained in the Summary of Deposits (SOD) differ from that which is contained in the Institution
Directory (ID) and the Statistics on Depository Institutions (SDI)? ………………………………..……………………………….
(15) Is there any help available that displays the general navigation of the SOD system? ……………………………………………
(16) How do I find deposits and offices of insured institutions? ………………………………...………………………………….. …….
(17) How can I create a deposit market share report using SOD data? …………………………………………………….….……..
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Example ID-1
Find FDIC-insured institutions that are chartered in the state of California and are Subchapter S Corporations
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Note:
Enter the Institution Directory (ID) by
A. typing and then selecting >
B. Bank Data >
C. Individual Banks >
D. Institution Directory (ID)
Select
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Select 1 2
Select
“California”
(Cont.)
California 3
Select “Subchapter S Corporations”
Subchapter S Corporation
(Cont.)
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Press 4

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Results of query
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Example ID-2
Find offices of Bank of Hawaii that are located in Honolulu, HI.
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Note:
Enter the Institution Directory (ID) by
A. typing and then selecting >
B. Bank Data >
C. Individual Banks >
D. Institution Directory (ID)
Select
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Bank of Hawaii 2
Honolulu
Hawaii 3
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Press 4

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Results of query
(Cont.)
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Example ID-3
Generate an assets and liabilities report (balance sheet) for an institution (e.g., Murphy Bank, Fresno CA1).
1This FDIC-insured institution was chosen purely for illustrative purposes.
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Note:
The Institution List was
generated by selecting:
A. Find Institution
B. Additional Find
Options
C. State = California
D. Frequently Asked
Questions =
Subchapter S Corporations
Select 2
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Select 2
Press
Assets and Liabilities
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(Cont.) A
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From any ID financial or
demographic report, you
can:
A. Modify the Report
Date and Income
Basis (YTD, QTR).
B. View the report in dollars or as a percent of assets (average assets for income and expense items). 1
Report area
C. Modify or drill down to other reports.
D. View definitions for all report items.
 Fast Fact:
ID contains more than 10 years of financial data and more than 700 individual items that are housed in 47 reports.
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Example ID-4
Compare an institution (e.g., Murphy Bank, Fresno CA1) to an aggregate group of institutions (e.g., FDIC-insured commercial banks that are chartered in California and are less than $100 million in asset size).
1This FDIC-insured institution was chosen purely for illustrative purposes.
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To create the report, enter the Institution Directory (ID) and….
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Select
Note:
Enter the Institution Directory (ID) by
A. typing and then selecting >
B. Bank Data >
C. Individual Banks >
D. Institution Directory (ID)
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Note:
Enter the Compare feature of the Institution Directory (ID) by:
A. typing and then selecting >
B. Bank Data >
C. Individual Banks >
D. Institution Directory (ID) >
E. Advanced Features >
F. Compare
Select
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Assets less than $100M A
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If you know the FDIC Certificate number you can enter it or you can look for it by using “Search”. For this example, we will assume that we know Murphy Bank’s FDIC Certificate number and will enter it. 1
Assets less than $100M
Standard Peer Group
Single Institution
Select the Standard Peer Group
Commercial Banks--Assets less
than $100 million in California 2
Single Institution
25726
State
Press “Compare” 3
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Note:
Generate an ”Assets and Liabilities” report that compares Murphy Bank to commercial banks with less than $100 million in assets and chartered in California. 1
Select
Assets and Liabilities 2
Press
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Note:
See to review all of the navigational capabilities from any ID report.
Slide 15 1
Report area
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(More items from the Assets and Liabilities Report

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Example ID-5
Download the list of FDIC-insured institutions that are chartered in the state of California and are Subchapter S Corporations.
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Select 1
Note:
The Institution List was
generated by selecting:
A. Find Institution
B. Additional Find
Options
C. State = California
D. Frequently Asked
Questions =
Subchapter S Corporations
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Press
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Select 2
Press
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Select the location to where you wish
to save the file. 3
Press
Name the file or use the default.
Note: Remember that the file is a
comma separated value (.csv) file. 2
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Open the file in a software package that can read a comma separated value (csv) file (e.g., Excel, Lotus, Quattro, SAS, Access, etc). 1 A
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Data area
Open the file in a software package that can read a comma separated value (csv) file (e.g. Excel, Lotus, Quattro, SAS, Access, etc). 1 2
Definitions
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Example SDI-1
Using SDI, create a three column report that compares:
1. One FDIC-insured Institution
2. A custom peer group of FDIC-insured institutions
3. An industry standard peer group of FDIC-insured institutions
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The example will demonstrate SDI’s ability to create custom peer groups that cross state boundaries. For the example, we will
select...
Iowa
Nebraska
Missouri
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and from the highlighted three states, select…

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…one county from each state A
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Iowa
Nebraska
Fremont County
Otoe County
Missouri
Atchison County
1 This institution chosen purely for illustrative purposes
The example will compare Otoe County Bank and Trust Company, Nebraska City, NE
(FDIC Certificate # 33450)1 to a custom peer
group of institutions chartered in the counties
of the states selected above....
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…and to an industry standard peer group of commercial banks that are chartered in the state of Nebraska and are less than $100 million in asset size.

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To create the report, enter the Institution Directory (ID) and….
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Note:
Enter the Institution Directory (ID) by
A. typing and then selecting >
B. Bank Data >
C. Individual Banks >
D. Institution Directory (ID)
Select
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Note:
Enter the Statistics on Depository Institutions (SDI) by
A. typing and then selecting >
B. Bank Data >
C. Individual Banks >
D. Institution Directory (ID) >
E. Advanced Features >
F. Statistics on Depository Institutions (SDI)
Select
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Select
Note:
Enter the Statistics on Depository Institutions (SDI) and create a report by
A. typing and then selecting >
B. Bank Data >
C. Individual Banks >
D. Institution Directory (ID) >
E. Advanced Features >
F. Statistics on Depository Institutions (SDI) >
G. Create or Modify Reports
-or-
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Select 3 columns 3
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Column 1 will contain Otoe County Bank and Trust Company.
Single Institution
Select Single Institution
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If you know the FDIC Certificate number (or OTS Docket number) you can enter it or you can search for it by using “Find an Institution”. For this example, we will assume that we know Otoe County Bank and Trust’s FDIC Certificate number and will enter it in Column 1
33450
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In Column 2, we will create a custom peer group that consists of all FDIC-insured institutions
chartered in: Otoe County, NE, ;Fremont County, IA; and Atchison County, MO.
Select Custom Peer Group
Custom Peer Group
33450
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Select Create Peer Group
Next
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First, find FDIC-insured institutions in Otoe County, NE.
Press “Find” 3
Type “Otoe” 1
Otoe
Nebraska
Select “Nebraska” 2
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Select All
Clear All
Next
Select “All” 1
Press “Next” 4
Deselect “Otoe County Bank and Trust Company” 3
Select “Institutions” 2
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Press “Add More” 1
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Now, find FDIC-insured institutions in Fremont County, IA.
Press “Find” 3
Type “Fremont” 1
Fremont
Iowa
Select “Iowa” 2
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Select All
Clear All
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Select All
Clear All
Next
Select “All” 1
Press “Next” 2
Select “Institutions” 2
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Press “Add More”
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Finally, find FDIC-insured institutions in Atchison County, MO.
Press “Find” 3
Type “Atchison” 1
Atchison
Missouri
Select “Missouri” 2
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Select All
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Select “All” 1
Press “Next” 2
Select “Institutions” 2
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Press “Next”
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Column 2 selections are complete. In column 3, we will select an industry standard peer group
that consists of FDIC-insured commercial banks that are chartered in the state of Nebraska and
are less than $100 million in asset size.
Select the Standard Peer Group
Commercial Banks--Assets less
than $100 million in Nebraska 1
Assets less than $100M
Standard Peer Group
Press “Next” 2
Next
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The SDI Confirmation Report allows you
to: 1
A. Confirm that any individual institution or member of a custom peer group is available for the report date that you wish to analyze.
B. Modify the Report Date and Income
Basis (YTD, QTR).
C. Opt to view or download your report selection.
D. Choose from 47 different reports or build your own custom report.
Assets and Liabilities
E. View or download the report in dollars or as a percent of assets (average assets for income and expense items).
Next
For the example, we have confirmed our
selections and opt to view the
Performance and Condition Ratios... 2
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Press “Next” 2
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Performance and Condition Ratios
Select “Performance and Condition Ratios 1
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From any SDI financial
report, you
can:
A. Modify the Report
Date and Income
Basis (YTD, QTR).
B. View the report in dollars or as a percent of assets (average assets for income and expense items). 1
Report area
C. Select other reports.
D. View definitions for all report items.
E. Go to a “Key Report” to find more information on column selections.
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Example SDI-2
Using SDI, create a two column report that compares:
1. One FDIC-insured Institution
2. A custom peer group of all FDIC- insured institutions that specialize in agricultural lending.
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The example will demonstrate SDI’s ability to create criteria-based custom peer groups. There is no observation limit to these peer groups. For the example, we will demonstrate how to create a custom peer group of…
banks
that specialize in agricultural lending.
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To create the report, enter the Institution Directory (ID) and….
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Note:
Enter the Institution Directory (ID) by
A. typing and then selecting >
B. Bank Data >
C. Individual Banks >
D. Institution Directory (ID)
Select
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Note:
Enter the Statistics on Depository Institutions (SDI) by
A. typing and then selecting >
B. Bank Data >
C. Individual Banks >
D. Institution Directory (ID) >
E. Advanced Features >
F. Statistics on Depository Institutions (SDI)
Select
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Select
Note:
Enter the Statistics on Depository Institutions (SDI) and create a report by
A. typing and then selecting >
B. Bank Data >
C. Individual Banks >
D. Institution Directory (ID) >
E. Advanced Features >
F. Statistics on Depository Institutions (SDI) >
G. Create or Modify Reports
-or-
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Select 2 columns 2
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Column 1 will contain Farmers Bank & Trust, National Association, Great Bend, KS.
Single Institution
Select Single Institution
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If you know the FDIC Certificate number (or OTS Docket number) you can enter it or you can search for it by using “Find an Institution”. For this example, we will assume that we know Farmers Bank Trust , National Association’s FDIC Certificate number and will enter it in Column 1
17614
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In Column 2, we will create a custom peer group that consists of all FDIC-insured institutions
chartered in: Otoe County, NE, ;Fremont County, IA; and Atchison County, MO.
Select Custom Peer Group
Custom Peer Group
17614
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Select Create Peer Group
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Find FDIC-insured institutions that specialize in agricultural lending.
Press “Find” 2
Agricultural Specialization
Select “Agricultural Specialization”
From the “Asset Concentration Hierarchy
pull-down menu. 1
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Select “All” 1
Press “Next”
Select “Criteria” 2
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Performance and Condition Ratios A
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Select Performance and Condition Ratios
From the drop-down box. 1
Press “Next”
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Requested Report
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(The remainder of the Performance and Condition Ratios continued below.)
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Example SDI-3
Save the Custom Peer Group that you previously created.
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Next 1
Select “Save/Delete”.
Note: See how to create
custom peer groups by
reviewing
Slides
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Note: Custom peer groups are saved as a
“cookie”. They are unique to both the Internet
browser and the computer that you are using.
If you enter your address, the peer group
will be saved on the FDIC’s server and is
accessible from any computer or browser 2
“Check” the Peer Group that you wish to Save. 1
Enter your address to save the Peer Group on the FDIC’s Server. 3
Name the Peer Group or use the default name. 
test 4
Press “Save”. 5
Note: If you have previously created any custom peer groups, they will be listed here, and will be available for removal if you no longer want them.
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Example SDI-4
Retrieve the Custom Peer Group that you previously saved.
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Select 2
Note:
Enter the Statistics on Depository Institutions (SDI) and retrieve a previously created custom peer group by:
A. typing and then selecting >
B. Bank Data >
C. Individual Banks >
D. Institution Directory (ID) >
E. Advanced Features >
F. Statistics on Depository Institutions (SDI) >
G. Peer Groups 4
Note message and.. 1 1
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Note:
A. For this example, retrieve the custom peer group named “test” to Column 1.
B. Pressing “Peer Groups” automatically accesses the “Retrieve Custom Peer Group” screen. 1
View saved peer groups and “check” the column where you wish to retrieve the Peer Group.
Press “Confirm Retrieval” 3
Press “Retrieve Peer Group(s) 2
Note: Any custom peer groups that you created within your current session will be displayed here.
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Note:
The SDI system always validates a previously saved custom peer group against the most recent quarterly reporting period to determine if all institutions in your peer group filed in the most period.
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The custom peer group has been retrieved to Column 1. 1
Note: See how to construct
reports by reviewing .
Slides
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Example SDI-5
Create a Custom Report in SDI. Using the previous example for column selections, create a report that consists of:
1. Total Assets
2. Total Deposits
3. Net Income
4. Return on Assets
5. Return on Equity
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(The remainder of the Performance and Condition Ratios continued below.) A
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Select “Custom Reports”.
Note: See how this report
was originally constructed
by reviewing
Slides
Custom Reports
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Next 3
Select drop-down menu for variables from other schedules.  1
Select “Total Assets”.
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Select “Total Deposits”.

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Assets and Liabilities
Assets and Liabilities
Next 1
Select “Income and Expense” from the drop-down menu.
Income and Expense 
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Select drop-down menu for variables from other schedules.
(More items from the Income and Expense schedule  1
Select “Net Income”.
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Select “Performance and Condition Ratios” from the drop-down menu.
Performance and Condition Ratios
(More items from the Income and Expense schedule 
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Next 2
Press “Next”  1
Select “ROA” and “ROE”
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Note: In addition to
continuing the custom
report, this screen allows
you to:
confirm your selections
and:
B. Start over by pressing ”Clear All”.
C. Continue selecting variables by pressing ”Add More”.
A. Confirm your selections
Press “Next” 2
Next
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Report only contains
those items that you
requested.
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84. Example SDI-6 Save the Custom Report that you previously created. 84 A
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Example SDI-6
Save the Custom Report that you previously created. 84

85. Press left mouse button to go forward A
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Note: In addition to
continuing the custom
report, this screen allows
you to:
confirm your selections
and:
B. Start over by pressing ”Clear All”.
C. Continue selecting variables by pressing ”Add More”.
A. Confirm your selections
Press “Save” 2
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86. Enter e-mail address (optional) A
Table of
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Enter name of report 1
Enter address (optional) 2
Press “Save” 3
test

87. A
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Press “Next”

88. Example SDI-7 Retrieve the Custom Report that you previously saved. 88 A
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Contents
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Example SDI-7
Retrieve the Custom Report that you previously saved. 88

89. Select Note message and.. Table of Contents Navigation Help 2 1 A
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Select 2
Note message and.. 1

90. Type email address and.. Press “Lookup” anyname@nnn.nnn A
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Type address and.. 1
Press “Lookup”
Select
Press “Retrieve”

91. A
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The report has been retrieved. Press “View Custom Report” to see your selections

92. A
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Press “Next”

93. A
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Complete report by filling out the column criteria above. Please note that you can retrieve previously saved custom peer groups
And include them as columns criteria. See to learn how to retrieve custom peer groups.
Slides 70-74

94. Press left mouse button to go forward A
Example SDI-8
Table of
Contents
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Help
Download data from SDI.
For the example, download the following variables for all FDIC-insured institutions that have $1 billion or less in assets (currently more than 9,000 institutions):
1. Total Assets
2. Total Deposits
3. Net Income
4. Return on Assets
5. Return on Equity
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95. Press left mouse button to go forward A
Table of
Contents
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Select 1
Note:
Enter the Statistics on Depository Institutions (SDI) and initiate a download by:
A. typing and then selecting >
B. Bank Data >
C. Individual Banks >
D. Institution Directory (ID) >
E. Advanced Features >
F. Statistics on Depository Institutions (SDI) >
G. SDI Map, Definitions, and Data Download 1
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96. Press left mouse button to go forward A
Table of
Contents
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Select 
Press “Next” 2
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97. Press left mouse button to go forward A
Table of
Contents
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Select drop-down menu for variables from other schedules.  1
Select “Total Assets”.
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Select “Total Deposits”.

98. Press left mouse button to go forward A
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Assets and Liabilities
Assets and Liabilities 1
Select “Income and Expense” from the drop-down menu.
Income and Expense 
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99. Press left mouse button to go forward A
Table of
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Select drop-down menu for variables from other schedules.
(More items from the Income and Expense schedule  1
Select “Net Income”.
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100. Press left mouse button to go forward A
Table of
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Select “Performance and Condition Ratios” from the drop-down menu.
Performance and Condition Ratios
(More items from the Income and Expense schedule 
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101. Press left mouse button to go forward
(More items from the Performance and Condition Ratios schedule A
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Press “Next”  1
Select “ROA” and “ROE”
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102. Press left mouse button to go forward A
Table of
Contents
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Note: In addition to
continuing the download
process, this screen allows
you to:
A. Start over by pressing ”Clear All”.
B. Continue selecting variables by pressing ”Add More”.
Press “Next” 2
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103. Press left mouse button to go forward
(Some items cut from the “Find” screen for display purposes A
Table of
Contents
Navigation
Help
Reminder:
This example shows how to download
select data items:
A. Total Assets,
B. Total Deposits,
C. Net Income,
D. ROA,
E. ROE
for all FDIC-insured institutions that
have less than or equal to $1 billion in
Total Assets.
Select “Additional” 1
Press “Find” 3
Total Assets
Select Total Assets and type in 1 billion (in thousands of dollars) 2
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104. Press left mouse button to go forward A
Table of
Contents
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Help 1
Note: In addition to continuing
the download process, this screen
allows you to:
A. See how many records
met search criteria
B. Determine the approximate
size of the download file.
A. Change your selection
criteria.
B. Reinitiate the download
process.
Press “Download” 2
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105. Press left mouse button to go forward A
Table of
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Press
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106. Press left mouse button to go forward A
Table of
Contents
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Help 1
Select 2
Press
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107. Press left mouse button to go forward A
Table of
Contents
Navigation
Help 1
Select the location to where you wish
to save the file. 3
Press
Name the file or use the default.
Note: Remember that the file is a
comma separated value (.csv) file. 2
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108. Press left mouse button to go forward
Open the file in a software package that can read a comma separated value (csv) file (e.g., Excel, Lotus, Quattro, SAS, Access, etc). 1 A
Table of
Contents
Navigation
Help
Follow to obtain
data definitions 3 2
Data area
Open the file in a software package that can read a comma separated value (csv) file (e.g. Excel, Lotus, Quattro, SAS, Access, etc). 1
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109. Press left mouse button to go forward A
Summary of Deposits (SOD)
Table of
Contents
Navigation
Help
 SOD vs ID (SDI) data comparison
Confusing?
Data
Comparison
Are these different slices of the same data?
Why are they different?
Example: List of institutions operating in L.A.?
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109

110. Using the ID system, create a list of institutions where state=CA, A
Table of
Contents
Navigation
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Using the ID system, create a list of institutions where state=CA,
(sorted by deposits).
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111. SOD Market Share Report, create a list of institutions where state=CA A
Table of
Contents
Navigation
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Using the
SOD Market Share Report, create a list of institutions where state=CA
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112. ? ID SOD Compare their deposits? Where is Bank of America? A
Table of
Contents
Navigation
Help ? ID
SOD
Compare their deposits?
Where is Bank of America?
Compare their order?
Compare the institutions?
Why? Although Bank of America has branch operations in California, it is chartered in North Carolina
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113. Press left mouse button to go forward A
Table of
Contents
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Why the difference?
Institution Directory (ID) data are geographically based on the location of the institution’s charter (i.e. headquarters or main office).
The branch deposit data in the Summary of Deposits are based on the location of the branch offices.
The Summary of Deposits survey is the only data that the FDIC receives at the branch office level.
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114. Press left mouse button to go forward A
Table of
Contents
Navigation
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Summary of
Deposits
www3.fdic.gov/sod
Annual survey of deposits as of June 30
Only source of branch deposits by location of offices
Data back to 1994
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115. Press left mouse button to go forward A
Table of
Contents
Navigation
Help
Summary of
Deposits
Home Page
FEATURES
Gold navigation bar
FDIC and OTS links
New features
Update schedule
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116. FIND OFFICE List branch / office deposits INSTITUTION A
Table of
Contents
Navigation
Help
FIND OFFICE
List branch /
office deposits
INSTITUTION
SEARCH
INSTITUTION AND GEOGRAPHIC SEARCH
Institution name
Certificate number
Docket number
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117. FIND OFFICE Click on the map List branch / office deposits Geographic A
Table of
Contents
Navigation
Help
FIND OFFICE
List branch /
office deposits
Geographic
Location
State, county, city or
zip code
Metropolitan Statistical Areas
State and county map search
Click on the map
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118. Press left mouse button to go forward A
Table of
Contents
Navigation
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State and
County
Map Search
Select state:
South Dakota
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119. Press left mouse button to go forward A
Table of
Contents
Navigation
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State and
County
Map Search
Select county:
Fall River
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120. Press left mouse button to go forward A
Table of
Contents
Navigation
Help
State and
County
Map Search
List of all institutions and branches in Fall River County, South Dakota
Selection criteria
Report layout
State
County
Institutions
Branch offices
Deposits
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121. Press left mouse button to go forward A
Table of
Contents
Navigation
Help
Market Share
and
Bank Holding
Company
Market Share Reports by Institution or Bank Holding Company
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122. Press left mouse button to go forward A
Table of
Contents
Navigation
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Market Share
and
Bank Holding
Company
Custom market share reports
MSA
FDIC geographic regions
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123. Summary Tables National Regional State / County A
Table of
Contents
Navigation
Help
Summary
Tables
National
Regional
State / County
Click on National Summary by Charter Class
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124. Press left mouse button to go forward A
Table of
Contents
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Summary
Tables
Sample Table -
National Totals by
Charter Class
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125. Charts and Graphs Visual presentations of historical deposit data A
Table of
Contents
Navigation
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Charts and Graphs
Visual presentations of historical deposit data
Click on Chart 9 - Number of Multi-State organizations
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126. Press left mouse button to go forward A
Table of
Contents
Navigation
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Charts and Graphs
Sample -
Number of Multi-State Organizations and Their Share of Assets and Deposits
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127. FDIC geographic regions Press left mouse button to go forward A
Table of
Contents
Navigation
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Download
National
State
FDIC geographic regions
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128. Press left mouse button to go forward A
Table of
Contents
Navigation
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Institution
Directory
Institution level
demographic and
financial data
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129. Press left mouse button to go forward A
Table of
Contents
Navigation
Help
SOD
Help
Explanation of
features, definitions
and contact information
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130. Find all offices in Honolulu? Press left mouse button to go forward A
Table of
Contents
Navigation
Help
Find all offices in Honolulu?
Click on FIND OFFICE
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131. Find all offices in Honolulu A
Table of
Contents
Navigation
Help
Find all offices in Honolulu
FIND OFFICE PAGE
Click on Geographic Location
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132. Find all offices in Honolulu Press left mouse button to go forward A
Table of
Contents
Navigation
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Find all offices in Honolulu
Select: Hawaii
Click Continue
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133. Find all offices in Honolulu A
Table of
Contents
Navigation
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Find all offices in Honolulu
Select: City from Pick List
Click Continue
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134. Find all offices in Honolulu A
Table of
Contents
Navigation
Help
Find all offices in Honolulu
Selection Confirmation Page
Scroll down to Honolulu on City list
Click Continue
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135. Find all offices in Honolulu A
Table of
Contents
Navigation
Help
Find all offices in Honolulu
Report Layout
Selection criteria
State
County
Institution
Branches
Deposits
Link to the institution’s latest financial profile (ID)
List of all offices and deposits for this institution
County Totals
State Totals
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136. Create a Custom Market Share Report A
Table of
Contents
Navigation
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Create a Custom Market Share Report
Click on
Market Share
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137. Press left mouse button to go forward A
Table of
Contents
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Market Share Report
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138. Press left mouse button to go forward A
Table of
Contents
Navigation
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Iowa
Nebraska
Fremont County
Otoe County
Missouri
Atchison County
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Select 3 adjacent counties in 3 states, Fremont County Iowa, Otoe County Nebraska and Atchison County Missouri

139. STATE>COUNTY>CITY> Press left mouse button to go forward A
Table of
Contents
Navigation
Help
Market Share Report
Select option 1:
STATE>COUNTY>CITY>
ZIP
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140. Market Share Report Select time period. Default is to most A
Table of
Contents
Navigation
Help
Market Share Report
Select time period.
Default is to most
current data
Select State:
Iowa
Select Report Content:
Select Custom Market Share, by Institution
Select Sort:
Market Share
Click Continue
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141. Selection Confirmation Press left mouse button to go forward A
Table of
Contents
Navigation
Help
Market Share Report
Selection Confirmation
Select County:
Fremont
Select Continue
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142. Press left mouse button to go forward A
Table of
Contents
Navigation
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Market Share Report
Confirmation Page
Add next county
Click ADD
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143. Scroll down to Missouri Press left mouse button to go forward A
Table of
Contents
Navigation
Help
Market Share Report
Select Next State
Scroll down to Missouri
Click on Continue
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144. Select Atchison County Press left mouse button to go forward A
Table of
Contents
Navigation
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Market Share Report
Select Atchison County
Click Continue
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145. Market Share Report Confirmation Page A
Table of
Contents
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Market Share Report
Confirmation Page
Click ADD to repeat the process to add Otoe County, Nebraska
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146. Market Share Report Confirmation Page A
Table of
Contents
Navigation
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Market Share Report
Confirmation Page
Confirm all selections, then click Run Report
Fast Fact!
You can mix and match up to 10 line item combinations of state, County, City, and Zip Code.
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147. Select Printer Friendly Version Press left mouse button to go forward A
Table of
Contents
Navigation
Help
Market Share Report
Report Layout
Selection Criteria
Date Selection:
back to 1994
Sort Options:
Name or Market Share
Select Printer Friendly Version
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148. Market Share Report Printer Friendly Version Report Layout A
Table of
Contents
Navigation
Help
Market Share Report
Printer Friendly Version
Report Layout
Institution Information
ranked by market share
Market Share Data
Inside and Outside
Gives a complete picture of each institution
Number of Offices
Deposits
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149. Market Share Report Printer Friendly Version Report Layout A
Table of
Contents
Navigation
Help
Market Share Report
Printer Friendly Version
Report Layout
Market Share Rankings
Link to the Institution’s latest financial profile (ID)
Click to generate a list of all offices for the selected institution - regardless of location
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150. Press left mouse button to go forward A
Table of
Contents
Navigation
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Summary of Deposits
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151. Press left mouse button to go forward A
Table of
Contents
Navigation
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Future Additions/ Enhancements
 Build your own query
 Download all data for any one time period with
one simple mouse-click
 Add more statistics (e.g. median, min, max, rank) to the ratio
reports
 Provide more complete historical records so that mergers,
name changes, insurance changes, etc. can be more
completely traced
 Add graphing capability
 Your ideas………...
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152. Table of
Contents
Navigation
Help A
The End