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HomeFinance automationReportingBasic financial reports

Report filters and settings

Understand the settings and controls common across all financial reports.

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 November 5, 2023–November 12, 2023, it includes data from the beginning of the day on November 5, 2023 (12:00am) through the end of the day on November 12, 2023 (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 November 5, 2023 (from 12:00 am to 11:59 pm UTC) is available in the Balance financial reports tab by November 6, 2023 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 Connect Accounts page and search for the account you want.
  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 are restricted from viewing the financial reports for Standard connected accounts that aren’t controlled by that platform. Account holders can independently control their Standard account if created with Stripe directly. These accounts can contain transactions that originate outside of your platform. Standard accounts also have Dashboard access, and 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.

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On this page
Date range
Currency
Connect accounts
Scheduled reports
Products Used
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Stripe Shell
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Welcome to the Stripe Shell! Stripe Shell is a browser-based shell with the Stripe CLI pre-installed. Log in to your Stripe account and press Control + Backtick (`) on your keyboard to start managing your Stripe resources in test mode. - View supported Stripe commands: - Find webhook events: - Listen for webhook events: - Call Stripe APIs: stripe [api resource] [operation] (e.g., )
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