This week, we're releasing a set of a significant set of updates to our deposit account opening product. All are in staging today and moving to production Thursday, June 4th.

Reporting & Analytics Updates

We've rebuilt the analytics experience from the ground up and added several new reporting capabilities. These four changes give your team better data, better attribution, and a cleaner view of what's happening across your portfolio.

What's included:

  • Updated Analytics Page — A fully redesigned analytics dashboard with date, membership type, and channel filters. Key KPIs, funnel views, volume charts, and decisioning breakdowns all in one place.

  • Activity Trail Report — A new CSV export with the complete activity trail for every application. Built for teams that want to load raw data directly into Power BI, Tableau, or a data warehouse.

  • Journey Name & Journey Code on Applications Report — Two new columns (and a filter) that let you attribute applications back to the specific Glide journey they came through.

  • Source Column on New Shares Report — A new column that reflects where a specific share was actually opened, separate from the member's original channel.

Read the full details in our Glide community →

📅 Analytics Webinar — Thursday, June 4th at 4:00pm ET We're hosting a live walkthrough of all four updates. RSVP here →

Other Updates

Manual ID Entry for Dashboard Applications Staff will be able to manually enter government-issued ID information when creating applications on the dashboard. Read more here →

Automatic Transfers for Foundation Eligibility Types Foundation fees can be set up to automatically be collected from applicants. Previously, applicants could be charged but collection of fees were manual. Read more here →

Applicant Tasks Staff can send document or information requests directly to members within Glide. Applicants see tasks in their portal, get reminders, and can respond from any device, while staff track outstanding items across all applicants on a membership in one place. Read more here →