SOC2 TYPE II Certified · HIPAA · PCI DSS · WC3 (WCAG) 3.0 

Unclaimed rewards returned to you — most customers save 23% vs. “free” delivery platforms 

Support | 415-386-8600

Contact Sales
Sign In
Get Started

PLATFORM / REPORTING & ANALYTICS

Real-time claim rates, spend tracking, and refund visibility

See exactly who claimed an incentive, what they chose, and when. Detailed reporting covers every delivery sent, claimed, refunded, and expired — with nothing hidden because TruCentive’s revenue does not depend on unclaimed rewards.

See the dashboard live
Download a sample report
in unclaimed incentive value returned to TruCentive customers in 2025
0 M+
spend transparency — every dollar tracked from budget load to refund
0 %
hidden breakage — unclaimed value appears in your account, not ours
0
The true sentence delivery tab provide full visibility into every delivery when it was sent who sent it when it was viewed claimed, and what the recipient claim

REPORTING USE CASES

Every team that needs visibility gets it

TruCentive reporting is built for programme managers who need operational clarity and finance teams who need spend accountability — both from the same dashboard.

Real-time campaign monitoring

Track open rates, claim rates, and spend in real time during an active campaign. Identify low-performing segments and adjust reminders without waiting for end-of-campaign reports.

Live dashboard

Claim rates

Segment view

Spend tracking and reconciliation

See exactly how much budget has been sent, claimed, and returned — at campaign, department, or account level. Export-ready for finance with cost-per-claim and utilisation metrics.

Spend tracking

Finance export

Cost-per-claim

Refund and unclaimed visibility

Every unclaimed delivery that expires is logged and the full value is returned to your account. The refund log shows recipient, delivery date, expiry date, and amount — nothing hidden.

Refund log

Audit trail

Multi-program performance

Compare claim rates, average reward values, and spend efficiency across multiple programs from a single dashboard. Identify which program types drive the best ROI.

Multi-program

ROI tracking

Enterprise multi-account reporting

View reporting across all sub-accounts from a single parent dashboard — for HR centres of excellence, agency clients, or organisations with multiple business units.

Enterprise

Multi-account

Clinical trial audit reporting

HIPAA-compliant reporting for clinical trial participant compensation — de-identified recipient data, full delivery audit trail, and per-visit spend breakdown for IRB and sponsor review.

HIPAA

Clinical

REPORTING PRINCIPLES

Why TruCentive reporting is different

01

Full refund visibility — not just claim rates

Most platforms report claim rates because that is the metric that makes them look good. TruCentive reports the full picture: claimed, unclaimed, expired, and refunded — because the value of every unclaimed delivery belongs to you.

  • Every delivery status tracked — sent, opened, claimed, expired, refunded
  • Refund log with timestamp, recipient, and amount for every returned credit
  • No hidden breakage — unclaimed value appears in your account, not ours

02

Real-time data — not nightly batch

TruCentive’s dashboard updates as events happen. A recipient claims their reward and within seconds the claim count, spend total, and remaining balance reflect the change. No waiting for an overnight report.

  • Claim events update the dashboard in real time
  • Live spend and budget utilisation during active campaigns
  • Refund credits appear in your account balance on expiry

03

Export-ready for finance — not just operations

Every report can be exported to CSV or PDF, includes all the fields a finance team needs for budget reconciliation, and meets the audit requirements of enterprise and regulated organisations.

  • CSV and PDF export on any date range or filter
  • Cost-per-claim, budget utilisation, and average reward value included
  • Full audit trail with timestamps for every transaction

FEATURE DETAIL

Reporting & Analytics feature breakdown

Real-time claim and spend dashboard

The main dashboard shows live totals for every active campaign: deliveries sent, opened, claimed, and expired; spend to date; remaining budget; and refunds returned. Filter by campaign, date range, recipient group, or channel.

  • Live claim rate by campaign — updated in real time
  • Spend tracking — claimed value, fees, and remaining budget
  • Delivery channel breakdown — email vs. SMS vs. Teams
  • Recipient-level drill-down — see individual delivery status

Refund and unclaimed value reporting

Every unclaimed reward that reaches expiry generates a refund credit and a log entry showing recipient identifier, delivery date, expiry date, reward value, and refund amount — nothing aggregated or hidden.

  • Full refund log with recipient, date, and amount for every return
  • Running total of unclaimed value returned year-to-date
  • Refund credits visible in account balance — instantly usable
  • Export refund log for finance reconciliation at any time

Program-level and account-level reporting

View performance at the individual campaign level or roll up across all programs. Enterprise accounts can view across sub-accounts from a single parent dashboard.

  • Campaign-level reporting — one campaign, full detail
  • Account-level rollup — all campaigns, aggregate metrics
  • Enterprise: multi-account and cross-program reporting
  • Department and cost-centre allocation for enterprise finance teams

Automated reporting and export

Schedule weekly or monthly spend reports to be delivered automatically to specified email addresses. Ad hoc exports are available at any time in CSV or PDF format.

  • Automated scheduled reports via email — weekly or monthly
  • CSV export for spreadsheet analysis and finance reconciliation
  • PDF export for formal reporting and stakeholder distribution
  • API access to reporting data for custom BI integrations

See your programme data the way it should be

Real-time dashboards, full refund visibility, and finance-grade exports — from day one, no BI tool required.

Start for free
Book a design session
[ninja_tables id="100088"]