> For the complete documentation index, see [llms.txt](https://developer.paddle.com/llms.txt).

# Filter payout reconciliation reports by balance movement

Scope payout reconciliation reports to a payout period and to specific movement categories using two new filters.

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## What's new?

You can now filter the [payout reconciliation report](https://developer.paddle.com/build/reports/payout-reconciliation.md) by `balance_movement_date` and `balance_movement_type` when you [generate it using the API](https://developer.paddle.com/api-reference/reports/create-report.md).

This builds on our [previous update](https://developer.paddle.com/changelog/2026/payout-reconciliation-report-improvements.md), which added these as columns in the report. They're now also filters, so you can scope an export to a payout period or to specific movement categories without filtering the full report by hand.

## How it works

[Reports](https://developer.paddle.com/build/reports.md) in Paddle let you export information from your account to import into accounting software, ERPs, and other business intelligence tools. Each filter you pass has a `name` and a `value`, and date filters have an optional `operator`.

Today we added two new filters to the [payout reconciliation report](https://developer.paddle.com/build/reports/payout-reconciliation.md):

- **`balance_movement_date`** filters by the date a balance movement actually occurred, rather than when a transaction was last updated. Use it to align an export to a payout period or remittance-advice window. It's a date filter, so it supports the `lt` and `gte` operators for date ranges.
- **`balance_movement_type`** filters to specific movement categories. For example, only `chargeback` or `swift_fee` rows.

`remittance_reference`, `transaction_updated_at`, and `balance_movement_date` are mutually exclusive. This means that for each report, you can only apply one of these filters. `balance_movement_type` is optional and combines with whichever primary filter you choose.

## Next steps

This change is available now in version `1` of the Paddle API and in the dashboard. It's a non-breaking change.

If you omit `filters`, reports still default to the last 30 days by `transaction_updated_at`, so existing integrations aren't impacted.

Check out the [payout reconciliation report reference](https://developer.paddle.com/build/reports/payout-reconciliation.md) for the full list of filters and movement types, and the [create a report](https://developer.paddle.com/api-reference/reports/create-report.md) endpoint for the request format.
## Summary of changes

| Name | Type | Change | Entity | Description |
| --- | --- | --- | --- | --- |
| `balance_movement_date` | Field | added | Reports | Filter the payout reconciliation report by the date a balance movement occurred. Supports the `lt` and `gte` operators. |
| `balance_movement_type` | Field | added | Reports | Filter the payout reconciliation report by one or more balance movement types. |