Reporting & Analytics | Real-Time Insights with CSG Forte

A complete lifecycle for your payment data

See, understand, and optimize your data from end to end with CSG Payments' analytics and reporting tools. Modernize your insights approach by combining normalized data, intuitive dashboards, and expert consulting into one solution.

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Solutions

Stop mining data and start optimizing revenue

Translate complex transaction data into actionable insights so you can confidently protect your bottom line.

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Achieve accurate rollups

Stop struggling to piece together fragmented data from different processors and channels. Achieve accurate rollups and benchmarking across your entire payment ecosystem.

Turn raw numbers into a clear action plan

Instantly see where to optimize authorization rates, streamline operations, and minimize chargebacks to maximize your revenue.

Ditch the heavy data engineering

Empower your teams to analyze critical performance metrics—like approval rates, recurring payment behavior, and downgrade patterns—through intuitive, out-of-the-box visualizations.

Master the complete lifecycle

No-code data connections

Connect your entire payment ecosystem without a single line of code. Seamlessly aggregate and enrich data across all your processors and payment channels.

Real-time supported insights

Continuously monitor your transaction data to automatically surface hidden anomalies, approval rate trends, and the root causes behind chargebacks.

Concrete optimization recommendations

Go beyond basic dashboards. We partner with you payment experts who provide direct guidance on what to fix first.

Industries

Purpose-built for your teams

See why businesses rely on CSG Payments to power their full potential.

Government

From taxes to permits to parking tickets, accept payments from all government agencies and departments. We handle the complex service fee logic and strict compliance standards so you can focus on serving the public.

Insurance

Manage cash flow with efficiency at scale—and additional protection layers that reinforce your communities’ peace of mind.

Telecommunications

Process billing and payment interactions with fast, secure payments that cut churn, reduce risk and save costs.

Healthcare

Streamline payment collections with HIPAA-compliant payment options. Whether you’re taking patient payments or closing insurance claims, we remove the manual work so your providers and facilities get paid faster.

Retail & ecommerce

Unify your in-store and online sales into a single view. Accept any payment method, reduce cart abandonment and reduce friction across every channel.

Utilities

Simplify the monthly bill. Recurring ACH and card options help you reduce delinquencies, lower the cost of acceptance and give customers the self-service flexibility they expect.

Property management

Ditch the paper checks. Let tenants pay via text, app or web. We automate the flow of funds from tenant to landlord, ensuring rent is paid on time and books are closed faster.

Solutions that deliver real results

260M

transactions processed annually

$195B+

annual payment volume handled

175K

worldwide businesses served

Awards

Recognized for excellence

G2 Spring 2026 Payment Gateway: High Performer

Powered by reviews from merchants, government agencies, and partners who use CSG Payments to run their day-to-day payments.

Fintech Breakthrough Awards: Payment Enablement Platform of the Year, 2026

CSG Forte's Payment Enablement Platform of the Year award validates our leadership in delivering faster, more reliable payment solutions.

Forrester Included in for The Merchant Payment Providers Landscape, Q4 2025, 2025

CSG Forte's inclusion in Forrester's Merchant Payment Providers Landscape confirms our competitive position in the payments industry.

QKS Spark Matrix: Merchant Payment Provider, Q4, 2025

CSG Forte named Strong Contender for Merchant Payment Provider

2024 PayTech Award

Top Innovation in Payments

Juniper Future Digital Awards: Omnichannel Payments Platform

CSG Forte awarded Omnichannel Payments Platform at the 2024 Juniper Future Digital Awards

Juniper Future Digital Awards: Recurring Payment Platform of the Year

CSG Forte awarded Recurring Payment Innovation at the 2024 Juniper Future Digital Awards

Security

Compliance that scales with your business

When you work with us, you’re working with a fully audited, secure, and compliant partner. From PCI compliance to broader data privacy, we safeguard your payments and sensitive information wherever you do business.

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Ready to optimize revenue without the heavy lifting?

Get a faster, clearer picture of business performance when you have reporting and analytics at your fingertips with CSG Payments. Request a demo today.

Frequently asked questions

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.

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' 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.

Turn complex payment data into clear insights

A complete lifecycle for your payment data

Stop mining data and start optimizing revenue

Achieve accurate rollups

Turn raw numbers into a clear action plan

Ditch the heavy data engineering