Getting started with Stripe: financial reports

If you’re a business that uses Stripe through a partner platform, extension, or a plug-in, this video guide will demonstrate what financial reports are available to you in the Stripe Dashboard, how to view transaction information, and how to create and download custom financial reports.

Explore other guides in the series

  1. Getting started with Stripe: plan your Stripe account

  2. Getting started with Stripe: create or connect an account

  3. Getting started with Stripe: explore Stripe

  4. Getting started with Stripe: payments and payouts

  5. Getting started with Stripe: financial reports

  6. Getting started with Stripe: fraud and disputes


An Introduction to Stripe’s financial reports

Stripe's financial reports will help you with your accounting and reconciliation and help you understand your account balance at every step of the payments lifecycle.


Financial reports in the Dashboard

Understanding how funds flow in and out of your Stripe account is an important part of processing payments. This video demonstrates where to find financial reports in the Stripe Dashboard and what each section of the reports represent, including balance reports and payout reconciliation reports. It also delineates how and when your financial data becomes available.

Resources

Financial reports


Dashboard exports

The Stripe Dashboard includes filter and export options if you’re looking to download a CSV file of your payments transactions. 

Resources

Report Schemas


Stripe Sigma

Stripe Sigma makes all your transactional data available as an interactive SQL environment right in your Stripe Dashboard. You can write custom queries or browse our collection of pre-configured reports that surface common questions and queries which you can use as a starting point for further analysis. Sigma allows you to view the query results directly in your browser, download them in CSV format for use in spreadsheets and other applications. You can also schedule and automate your reporting with scheduled queries.

Resources

Stripe Sigma
Scheduled queries


Explore other guides in the series

  1. Getting started with Stripe: plan your Stripe account

  2. Getting started with Stripe: create or connect an account

  3. Getting started with Stripe: explore Stripe

  4. Getting started with Stripe: payments and payouts

  5. Getting started with Stripe: financial reports

  6. Getting started with Stripe: fraud and disputes