Generate reports
Export information from your Paddle account as CSV formatted spreadsheets to better understand your data and reconcile account activity.
Reports in Paddle let you export CSV formatted spreadsheets with your account data. 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 seven kinds of reports available in Paddle:
Transactions capture and calculate revenue for both checkouts and invoices. They hold information about a customer purchase. Generate transactions reports to get information about revenue received, past due invoices, draft and issued invoices, and canceled transactions.
Generate transaction line items reports to get the same data as on transactions reports, but broken down by transaction line item.
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.
Generate adjustment line items reports to get the same data as on adjustments reports, but broken down by adjustment line item.
Generate payout reconciliation reports to get complete transparency into how your payout amounts are calculated, and reconcile each remittance to the underlying transactions and adjustments.
Balance
You could previously generate balance reports to get an overview of your account balance activity. Use payout reconciliation reports instead.
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.
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 dashboard 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
Go to Paddle > Reports.
Find the report you want to generate under the Generate a report heading, then click
Use the options to filter the data you want to include on your report. Check the available filter options (below) to learn more about how they work.
When you're done, click
Look out for an email from Paddle, then click Download report in the email.
Available filter options
Each report type has different filter options available. See the individual report pages for details on available filters:
Data included on reports
Column headings on reports mirror fields in the Paddle API. Each report type includes different columns based on the data it captures. See the individual report pages for details on the columns included: