The Dex platform provides real-time transaction monitoring, funding visibility, and reconciliation tools in a single centralized dashboard. Operations teams can track transaction status from authorization through settlement, view daily funding activity, and access detailed reconciliation reports. Automated daily reporting and exportable data support downstream reconciliation with billing, ERP, and financial management systems.

Yes. CSG Payments' reporting data can be exported in multiple formats including PDF, XLSX, and CSV through the Dex platform. API-based data retrieval and webhook notifications also support integration with third-party BI tools, data warehouses, and downstream systems, enabling businesses to incorporate payment data into their broader analytics and financial reporting workflows.

Dex provides multi-merchant and multi-location organizations with a consolidated view of transaction activity, funding, and reporting across their entire portfolio. Partners and enterprise merchants can access summary and detailed reports at the organization, merchant, or location level, with granular role-based permissions controlling which users can view sensitive financial data across the portfolio.

CSG Payments' reporting provides granular visibility at the individual transaction level, with filtering by date range, payment method, merchant, and location. The Dex platform supports both summary and detailed reporting views, and data can be exported for further analysis. Canned reports, daily transaction reports, and payout reconciliation summaries are all available within the platform.

CSG Payments' Dex platform maintains comprehensive audit trails covering the full transaction lifecycle, including authorization, settlement, disputes, and funding. The platform is PCI DSS Level 1 compliant and SOC 2 Type II audited. Exportable transaction data, daily reconciliation reports, and dispute documentation provide the records needed to support internal audits and regulatory compliance reviews.