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.
When you're done, click Generate report.
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.
