Skip to content
Create account
or
Sign in
The Stripe Docs logo
/
Ask AI
Create account
Sign in
Get started
Payments
Finance automation
Platforms and marketplaces
Money management
Developer tools
Get started
Payments
Finance automation
Get started
Payments
Finance automation
Platforms and marketplaces
Money management
Overview
Billing
Tax
Reporting
    Overview
    Select a report
    Filters and settings
      Scheduled reports
      Custom columns using metadata
    Categories and types
    Connect an accounting tool
    Reports API
    Reports for multiple accounts
    Revenue recognition
    Bank reconciliation
Data
Startup incorporation
HomeFinance automationReporting

Report filters and settings

Understand the settings and controls that are common across all financial reports.

Copy page

This page describes the set of options available on each financial report. These include filters to select the data to view, including date range, currency, and connect accounts.

Date range

When loading the page, the reports default to displaying data for the prior month. You can select previous months, current month-to-date, or customize the date range to specific dates. Selected dates are inclusive. For example, if you choose a date range of April 10, 2025–April 17, 2025, it includes data from the beginning of the day on April 10, 2025 (12:00am) through the end of the day on April 17, 2025 (11:59pm) in the selected time zone.

Time zone customization

You can view financial reports based on either your Stripe account’s time zone or Coordinated Universal time (UTC). This selection affects both how the date range setting filters the report, and how dates and times contained within the report are presented.

Data availability

Stripe computes all your data on a daily basis beginning at 12:00am UTC. The data for each day is defined as account activity that takes place between 12:00am UTC and 11:59pm UTC.

Financial reports tabProcessing time
BalanceWithin 12 hours
Payout reconciliationWithin 12 hours

Caution

SLAs indicate when the reports are available for download. Webhook notifications might take additional time.

For example, all account activity on April 10, 2025 (from 12:00 am to 11:59 pm UTC) is available in the Balance financial reports tab by April 11, 2025 at 12:00 pm UTC.

Users who view reports in certain non-UTC timezones might experience an additional day delay. For example, the Balance report for Monday won’t become available until Wednesday morning when viewed in the America/Los_Angeles timezone (PST). This is because data is processed by UTC day, and the last few hours of Monday in PST correspond to Tuesday morning in UTC. As such, the report can’t be made available until Tuesday’s data has finished processing, which occurs by Wednesday at 12:00 pm UTC.

Currency

Financial reports are based on your account’s settlement currency, which is the currency Stripe uses to send payouts to your bank.

If your account has multiple settlement currencies, you can view reports for each currency separately using the currency selector.

Connect accounts

Connect platforms often need visibility into funds and transactions within their connected accounts in addition to their platform activity. When viewing a report as the platform account, you can toggle between viewing data:

  • For the platform account only
  • For all of the platform’s connected accounts (summary reports sum the data across all connected accounts, while itemized reports include relevant rows for all connected accounts)
  • For a single connected account

To view reporting for a single connected account:

  1. Go to the Connected accounts page and search for the account.
  2. Click on the account’s name to go to the account detail page.
  3. Click the View financial reports link under the Reports section.

Caution

Connect platforms can’t view the financial reports for connected accounts that can access the full Stripe Dashboard and aren’t controlled by the platform. Holders of such accounts can independently control them if they were created with Stripe directly. Those accounts can contain transactions that originate outside of your platform. Because they have access to the full Stripe Dashboard, they can generate their own financial reports.

Scheduled reports

To set up a subscription schedule for reports and get notified of new data, read our scheduled reports docs.

Was this page helpful?
YesNo
Need help? Contact Support.
Join our early access program.
Check out our changelog.
Questions? Contact Sales.
LLM? Read llms.txt.
Powered by Markdoc