Reporting & Dashboards

Turn Disbursement Data Into Actionable Intelligence

Track, analyze, and optimize every payment and program in real time.

Overview

Data is only useful if it’s actionable. Choice Digital’s Reporting & Dashboards give you real-time visibility into every layer of your disbursement program, from high-level performance metrics to granular payment activity.

Whether you're tracking delivery success, identifying underperforming segments, or preparing for a quarterly board review, our platform turns complex payout data into clear, customizable visuals. Filter by payment method, geography, program, cohort, or timeframe to quickly surface insights and take control of program performance.

No more spreadsheets, static exports, or waiting on IT. With Choice Digital, your operations, finance, and compliance teams can all access the information they need, right when they need it.

Our dashboards are designed specifically for disbursement-heavy programs, so you don’t have to adapt generic BI tools or cobble together spreadsheets from multiple systems.

With real-time data refresh, customizable filters, and exportable formats (CSV, Excel, PDF), Choice Digital makes it easy to monitor what matters across your entire organization. Track delivery success rates, identify spikes in reissued payments, compare performance by region, and drill into specific programs, all from a centralized, role-based interface.

Need to present results to executives or external stakeholders? Dashboards are visually optimized for QBRs, board decks, and compliance reviews. You can even tag data by channel or recipient cohort to analyze program impact over time.

From live insights to board-ready reports, monitor every payout with confidence.

Disbursement data isn’t just operational, it’s strategic. With Choice Digital, you can identify which programs drive the most engagement, where payment methods are underperforming, and how recipient behavior is shifting over time.

Role-based access ensures each team sees the metrics that matter to them, whether it's operations monitoring delivery timelines, compliance checking reissue volumes, or finance tracking funds in flight. You can even tag and compare data across cohorts, campaigns, or geographies to inform decisions at both tactical and strategic levels.

And because the system updates in real time, you can take immediate action when something changes without waiting for a report to be generated or a ticket to be answered.

Embedded in every QBR

Embedded in every QBR.

Franklin Energy uses Choice’s dashboards to track performance across programs—and features them in every quarterly business review.

Conclusion

Payouts shouldn’t be a black box. Choice Digital gives you complete visibility into how your disbursements are performing—and how to improve them. From instant access to key KPIs to exportable visuals for stakeholder reporting, our reporting and dashboard tools turn every data point into an opportunity for optimization.

Whether you’re running a single campaign or managing hundreds of programs across multiple regions, you’ll always have the clarity to lead with confidence.

More to read

Delivery & Fraud

Ensure every payment reaches the right recipient, securely and on time. Choice Digital’s Delivery & Fraud Management tools give you end-to-end confidence with intelligent payment routing, real-time identity verification, anomaly detection, and automated return/reissue workflows. A national utility using these tools increased successful deliveries from 82% to 99.7% and cut fraud incidents in half. With dynamic rail selection (ACH, prepaid, check, and more), integrated KYC/AML, and live tracking, you gain precision, protection, and performance in every transaction.

Data & Compliance

Make regulatory headaches a thing of the past with Choice Digital’s built-in compliance tools and transparent data governance. From GDPR and CCPA to CASL and CAN-SPAM, the platform aligns with leading frameworks while giving you real-time audit logs, customizable retention policies, and user-level access controls. A regional energy provider leveraged these features to pass a multi-region compliance audit with zero findings. Whether you're in energy, healthcare, or fintech, Choice Digital helps you meet requirements with confidence, and provides the documentation to back it up.

Support Tools

Give your customer service and operations teams the tools they need to solve issues on the first call. With Choice Digital’s Support Tools, teams can instantly access full payment lifecycle data, trigger reissue or appeasement workflows, and escalate with built-in audit tracking. Search by participant, program, or batch to get immediate visibility into payment status, sent, returned, reissued, and act without friction. Role-based access ensures that only the right people can approve sensitive actions, while timestamped logs provide full transparency. One regional utility cooperative reduced time-to-resolution by 40%, thanks to Choice Digital's unified support dashboard. It’s a powerful way to improve CSAT, reduce call volume, and bring confidence to every support interaction.