Report

Description

ACH Transactions

List of ACH transactions for all membership types.

Affiliation Report

(Contact CSM to Enable)

Breakdown of all affiliated organizations and the number of applications associated with each.

Approved Business Applications

List of business applications approved via Glide.

Approved Memberships

List of all memberships approved via Glide, regardless of whether they are currently open or closed.

Approved Student Org Applications

List of student org applications approved via Glide.

Auto-Approved Ratio

Ratio of how many applications were auto approved vs. manually approved, regardless of the current status.

Average Response Time

Breakdown of the time between when an application enters Pending status and the next status (Approved, Waiting on Member, Denied).

Card Transactions

List of card transactions for all membership types.

ChexSystems Run Report

List of all instances where a ChexSystems check has been performed.

Dashboard Access List

List of staff members with access to Glide and the last time they have logged into the staff dashboard.

Debit Card Report

List of all debit cards ordered through Glide.

Demographics Report

(Contact CSM to Enable)

List of Applicants that includes information on their Generation.

Direct Deposit Switch Report

List of successfully completed direct deposit switches.

Fraud Check Failure Summary

List of reasons a user failed the Plaid Fraud Checks and how many times they occurred.

Fraud Override Report

(Contact CSM to Enable)

Details any fraud checks that have been overridden, by who, and the override reason.

Funding Breakdown

Breakdown of $ deposited and # of transactions by funding type (Card, ACH). Includes successful card transactions only.

Funding Ratio

Accounts with at least 1 funding divided by approved members for the date range selected

Funnel Report

Analysis of the user journey through key stages of the application process to track conversion rate.

In Branch Individual Report (Contact CSM to Enable)

List of individuals created in the branch via the dashboard.

In Branch Membership Report (Contact CSM to Enable)

List of memberships created in the branch via the dashboard.

In Branch Share Report

(Contact CSM to Enable)

List of shares created in the branch via the dashboard.

In Progress Report

List of all currently in-progress applications.

Individual ID Info Report (Contact CSM to Enable)

List of existing members who have applied through Glide with different information than what exists on core.

Location Breakdown

Breakdown of each "Submitted location" and "Started location" and their counts of applications submitted through Glide.

Member Report

(Contact CSM to Enable)

List of all applications submitted through Glide, including applicant name, email, DOB, and application status.

Missing Joint Membership card (Contact CSM to Enable)

List of approved joint owners that do not have a signature card within the documents section. Does not include pre-Glide members

Missing Membership card (Contact CSM to Enable)

List of approved new memberships that do not have a signature card within the documents section. Does not include pre-Glide members.

New Shares

List of new shares added via Glide, including those added by pre-Glide members.

Onboarding Actions

Percentage of applications that have completed each onboarding action.

Pending Reason

List of pending reasons and how many times they have occurred.

Pending Reason Drill Down Report

List of applications that were sent to Pending status, including the Pending Reasons.

Personal URL Applications

List of applications created from Personal URLs (personal URL link was used on member flow).

Product Breakdown

Breakdown of the number of each product opened via Glide. Includes shares that have since been closed.

Promo Codes

List of all memberships that have used a promo code via Glide.

Referral Applications

List of all applications submitted through Glide's referral program.

Role Added

Detailed overview of all additional roles assigned to primary members within Glide.

Skipped Signatures Report

List of all applications where staff opted to skip signature collection.

Staff Created Applications

List of all applications created by staff.

Includes applications from Personal URLs and applications that were created via the dashboard. Does not include applications that were approved/denied by employees unless the employee also had created the app.

Status Overview Report

Breakdown of how many applications currently in each status.

Note: Glide does not sync with the core daily, so counts may differ from core. Additionally, this report will not tie to the Auto Approved Ratio report as that is based on historical approvals, not current status.

Submitted Applications

List of applications submitted via Glide.

Submitted Business Applications

List of business applications submitted via Glide.

Submitted Student Org Applications

List of student org applications submitted via Glide.

Watchlist Screening Override (Contact CSM to Enable)

List of applications that failed fraud checks but were approved by staff.