Generate reports
Export information from your Paddle account as a spreadsheet to better understand your data and reconcile account activity.
Reports in Paddle let you export information from your account that you can open in a spreadsheet app. You can use them as part of your financial processes, like calculating revenue and analyzing trends. They're often used for working with data in other applications, like accounting or ERP solutions.

How it works
There are two kinds of reports available in Paddle right now:
Transactions
Transactions capture and calculate revenue for both checkouts and invoices. They hold information about an amount that you're billing for. Generate transactions reports to get information about revenue received, past due invoices, draft and issued invoices, and canceled transactions.
Adjustments
Adjustments are records of changes to a transaction. They're created automatically by Paddle when making prorated changes to a subscription, or when making changes to an issued invoice. Generate adjustments reports to get information about refunds, credits, and chargebacks.
When you build a report, you can filter to choose the data that you include on it. Reports are always sorted by when they were last updated, and date range filters work using the date an entity was last updated. This is so you always see the most relevant data. For example, invoices created a few months before being issued and paid are included on reports when they're issued and paid.
Data on reports may be delayed for up to 24 hours. This means you might not see transactions or adjustments from the last 24 hours on your reports.
It might take a little while to generate a report, depending on the amount of data you include on it. The Reports screen in the Paddle web app updates when your report is ready, and you'll get an email to let you know, too. Reports are available to download for 14 days once generated.
Reports are CSV files
Paddle produces reports as CSV (comma-separated values) files. CSV files are text files that use commas to separate cells of data. You can open CSV files with any spreadsheet app, like Microsoft Excel, Google Sheets, and Apple Numbers.
Your computer or device may open CSV files in your default text editor. If this happens, open your spreadsheet app and use File > Open to open it, or look for an import option.
Paddle exports CSV files using UTF-8/Unicode character encoding, with a comma as the delimiter.
Generate a report
Open report builder
Go to Paddle > Reports.
Click Build report under the Transactions or Adjustments heading, depending on the kind of report you'd like to build.

Filter report data
Use the options to filter the data you'd like to include on your report.
- Draft: Transaction is missing required fields. Typically the first stage of a checkout before customer details are captured.
- Ready: Transaction has all the required fields to be marked as
billed
orcompleted
. - Billed: Transaction has been updated to
billed
. Billed transactions get an invoice number and are considered a legal record. They cannot be changed. Typically used as part of an invoice workflow. - Completed: Transaction is completed. Typically means payment collected successfully.
- Canceled: Transaction has been updated to
canceled
. If an invoice, it's no longer due. - Past due: Transaction is past due. Occurs for automatically-collected transactions when the related subscription is in dunning, and for manually-collected transactions when payment terms have elapsed.
- Created via the API: Transaction created via the Paddle API.
- One-time subscription charge: Transaction created automatically by Paddle as a result of a one-time charge for a subscription.
- Payment method update: Transaction created automatically as part of updating a payment method. May be a zero value transaction.
- Scheduled subscription renewal: Transaction created automatically by Paddle as a result of a subscription renewal.
- Subscription update: Transaction created automatically by Paddle as a result of an update to a subscription.
- Created via the checkout (web): Transaction created automatically by Paddle.js for a checkout.
- Automatic: Payment is collected automatically using a checkout initially, then using a payment method on file.
- Manual: Payment is collected manually. Customers are sent an invoice with payment terms and can make a payment offline or using a checkout.
- Pending approval: Adjustment is pending approval by Paddle. Refunds must be approved by Paddle and are created
pending_approval
. - Approved: Adjustment is approved. Default for credits. Set when Paddle approves a refund that was
pending_approval
. - Rejected: Adjustment has been rejected. Set when Paddle rejects a refund that was
pending_approval
. - Reversed: Adjustment has been reversed.
- Credit: Credits some or all the related transaction.
- Credit reverse: Reversal of a credit of some or all the related transaction.
- Refund: Refunds some or all the related transaction. Must be approved by Paddle.
- Chargeback: Chargeback for the related transaction.
- Chargeback reverse: Reversal of a chargeback for the related transaction.
- Chargeback warning: Warning of an upcoming chargeback for the related transaction.
When you're done, click Generate report.
Updated date | The date a transaction was last modified. |
Status | The current status of the transaction. |
Origin | Where or why the transaction was created. |
Currency | The currency of the transaction |
Collection mode | How the customer has been asked to pay. |
Updated date | The date an adjustment was last modified. |
Status | The current status of the adjustment. |
Type | Type of adjustment. |

Download report
Paddle starts working on generating your report in the background. You'll get an email when it's done.
Look out for an email from Paddle, then click Download report in the email.
You can also download your report from the Reports screen in the Paddle web app.

Data included on reports
Column headings on reports largely mirror fields in the Paddle API. For example, transactions reports include fields that you'll find against the transaction entity when working with the API.
Unique Paddle ID for this adjustment entity, prefixed with adj_
.
Paddle ID for the transaction related to this adjustment, prefixed with txn_
.
Paddle ID for the customer related to this adjustment, prefixed with ctm_
.
Email address for the customer that this adjustment is for.
Paddle ID for the address related to this adjustment, prefixed with add_
.
Supported two-letter ISO 3166-1 alpha-2 country code of the address that this adjustment is for.
Paddle ID for the business related to this adjustment, prefixed with biz_
.
Name of the business that this adjustment is for.
How this adjustment impacts the related transaction. refund
adjustments must be approved by Paddle, and are created with the status pending_approval
.
Why this adjustment was created. Retained for record-keeping purposes.
Status of this adjustment. Set automatically by Paddle.
refund
adjustments must be approved by Paddle, and are created with the status pending_approval
until they move to approved
or rejected
on review. credit
adjustments are created with the status approved
.
RFC 3339 datetime string of when this entity was created. Set automatically by Paddle.
RFC 3339 datetime string of when this entity was updated. Set automatically by Paddle.
RFC 3339 datetime string of when this adjustment was marked as approved
. null
for transactions that are not approved
.
Supported three-letter ISO 4217 currency code for this adjustment.
Total before tax in the adjustment currency.
Total tax on the subtotal in the adjustment currency.
Total after tax in the adjustment currency.
Total fee taken by Paddle for this adjustment in the adjustment currency.
Total earnings in the adjustment currency. This is the subtotal minus the Paddle fee.
Chargeback fee incurred for this transaction. Only present where the adjustment action
is chargeback
or chargeback_warning
.
Three-letter ISO 4217 currency code of your balance currency.
Exchange rate used to convert between the adjustment currency to your balance currency. 1.0 if currencies match.
Total before tax and fees in your balance currency.
Total tax on the subtotal in your balance currency.
Total after discount and tax in your balance currency.
Total fee taken by Paddle for this adjustment in your balance currency.
Total earnings for this adjustment in your balance currency. This is the total minus the Paddle fee.
Chargeback fee incurred for this transaction in your balance currency. Only present where the adjustment action
is chargeback
or chargeback_warning
.