Track Branch Activity.
Measure Performance.
Make Smarter Decisions.
Better Lobby’s Dashboard and Reports tools give your credit union the power to see real-time data, generate detailed reports, and connect your data to your existing business intelligence tools — all designed to improve operations and enhance member service.
Quick View Reports: Fast Insights at Your Fingertips
Need same-day or same-week data? Quick View Reports let you instantly see employee activity, branch traffic, and member service trends.
- Use for daily branch check-ins and staff performance reviews
- Get immediate insights to make quick decisions
- Perfect for managers on the go
Printable Reports: Export in Multiple Formats
Generate detailed reports by day, week, month, or year. These reports help you understand long-term trends and performance at any level — employee, branch, or credit union-wide.
- Export Formats: PDF, Excel (XLS, XLSX), CSV, RTF, HTML, Text, Image, and more
- Custom Filters: Choose report type, branch location, services, and time range
- Use Case: Analyze loan application trends, monitor appointment volumes, and plan for peak periods
Preconfigured Reports: Save Time with Favorited Reports
Quickly generate the same report with one click using favorited reports.
- Create, Edit, and Delete pre-set reports for your entire organization
- Important: Deleting preconfigured reports affects all users — use with care
- Save time by skipping repeated setup and filters
Dashboard Overview: Real-Time Metrics
Better Lobby’s Dashboard shows the number of visits across one, many, or all branches — helping you understand traffic flow and staffing needs in real time.
- Custom Access: You control who can see Dashboard data
- Monitor Performance: Quickly assess service volumes and wait times
- Improve Efficiency: Align staff resources based on real-time branch activity
Data Dictionary: It’s Your Data — Always
Better Lobby never accesses your data. Your credit union has full control over your information and how it’s used.
- Business Intelligence Integration: Connect Better Lobby data to Power BI, Tableau, Alteryx, and more
- Unlock Deeper Insights: Use BI tools to analyze member behavior, marketing impact, loan conversion rates, and more
- AI Ready: Feed your data into AI tools for predictive analytics and smarter forecasting
Use Your Data to See the Bigger Picture
With Better Lobby’s data tools, your credit union can:
- Connect marketing campaigns to branch traffic
- Link member visits to loan applications and service outcomes
- Analyze the long-term impact of financial education programs
- Improve staff training and resource planning based on real-time data
Key Takeaways
- Dashboard gives quick visibility into branch activity
- Reports include Quick View, Printable, and Preconfigured options
- Export reports in multiple formats including Excel and CSV
- Your data stays yours — integrate with BI tools for deeper insights
- Custom Access: You choose who can view dashboards and reports
