Retrieving Stripe financial reports

Reports available for a given site

Click on Sites, then View and select the Financial Reports action from the drop down menu.

Select the type of report desired:

• Detailed balance by transaction
• Variation of balance vs. activity
• Detailed Transfers
• Summary of transfers
• Balance Summary
• Detailed Final Balance Reconciliation
• Closing Balance Reconciliation Summary
• Detailed Transfer Reconciliation by Date Range
• Transfer Reconciliation Summary by Date

Once you have selected the report type, customize the format of your export file with the desired data.

Enter the period over which you wish to perform your export.

Launch the action. You will receive an email containing a link from which you can download your financial report.

Reports available from the Transfers section

From the Transfers section, select the transfers to be processed (you can use the available filters).

Then select the Financial reports action from the list of available actions in the drop-down menu.

Select the type of report you want:

• Summary of transfers
• Detailed reconciliation of transfers

Once you have selected the report type, customize the format of your export file with the desired data.

Launch the action. You will receive an email containing a link from which you can download your financial report.

Updated on: 24/01/2023