Reports

Introduction

Reports is where you track money movement and build exports. Go to Settings → Reports. The page has three parts:

Track Money Movement

Two live views that explain your balance and your fees on screen.

Download Reports

Four exports you build for a date range, as CSV or XLSX.

Generated Reports

Every report you built before, ready to download again.

Reports are available in both Test Mode and Live Mode, and each reads only that mode’s data. Switch mode in the sidebar before you build a report.

Track Money Movement

Two views answer a question on screen, with no download. Each takes a date range and has an Export button that saves the same view as a file.

Balance and Payout Summary

This view reconciles your balance for the period. It has three blocks.

Balance Summary shows the period from end to end.

Row	Meaning
Starting balance	Your balance when the period began.
Net balance change from activity	Everything that happened in the period, except payouts.
Total payouts	The money that left in payouts.
Ending balance	Starting balance + activity − payouts.

Balance Change from Activity breaks the middle row into its parts.

Row	What it includes
Payments received	Successful payments.
Refunds issued	Refunds and refund fees, less any reversal of either.
Disputes lost	Disputes and dispute fees, less any dispute reversal.
Fees deducted	Payment fees, payout fees, dunning fees, payment retry fees, BYOP fees, abandoned cart recovery fees, and Ethoca fees, less any reversal.
Tax deducted	Tax, less any tax reversal.
Other movements	Dodo Credits, manual adjustments, and currency conversion.
Net Balance Change	The sum of the rows above.

Other movements carries the entries that belong to no named row above: Dodo Credits (credits Dodo Payments applies to your balance), manual adjustments (a correction posted by our team), and currency conversion (the difference recorded when a balance is converted between currencies).

Payout Reconciliation lists each payout in the period on its own row, with the gross amount, each deduction, and the net amount paid out.

Payout Reconciliation section listing each payout with its gross amount, deductions, and net paid out — Payout Reconciliation: one row per payout, gross to net

A payout claims every unclaimed ledger entry up to its cut-off date, not only the payments in the period. Dodo Credits and adjustments can therefore fund part of a payout, and they appear under Other.

All Fees

Every fee taken from your balance in the period, with a total and a per-transaction breakdown.

Download Reports

Four reports build a file for any date range. Each opens a panel where you choose the period, the format, and the filters for that report. Every report exports as CSV or XLSX.

Report	What it contains
Transactions Report	Every payment processed, with the status of each transaction.
Adjustments Report	Refunds and disputes together — every balance deduction in one file.
Payout Report	A summary of payouts, with the full fee breakdown per payout period.
Ledger Reconciliation Report	The balance ledger, one row per movement, to reconcile against your bank statement.

Transactions Report

Payment Method — Card, UPI, Wallet, Bank Transfer, Bank Redirect, Pay Later, Crypto, or Bank Debit. Select All for every method.
Payment Status — Succeeded, Failed, or Pending.

Adjustments Report

Create an Adjustment Report panel with adjustment type, payment method, refund status, and dispute status filters — Create an Adjustment Report

Adjustment Type — All, Refunds, or Disputes.
Payment Method — the same eight methods as above.
Refund Status — Succeeded, Failed, or Pending.
Dispute Status — Opened, Challenged, Accepted, Lost, Won, Cancelled, or Expired.

Payout Report

Choose a period and a format. This report needs no other filter.

Ledger Reconciliation Report

This report has two modes. Use Reconciliation by to choose one.

Period exports every ledger movement in a date range. Payout ID exports the movements of one payout. Enter the payout reference (for example pyt_kxncrebha) to get the exact rows that payout settled.

The same panel set to Payout ID, showing the field that takes a payout reference — Look up one payout by its reference ID

A payout ID that does not exist returns an error. It does not return an empty file.

Event Types filters the rows by the kind of balance movement. Select All to keep every type, or choose from these:

Group	Options
Money in	Payment, Dodo Credits, Adjustment, Currency Conversion
Payouts	Payout, Payout Reversal, Payout Fees, Payout Fees Reversal
Refunds	Refund, Refund Reversal, Refund Fees, Refund Fees Reversal
Disputes	Dispute, Dispute Fees, Dispute Reversal
Fees	Payment Fees, Payment Retry Fee, Dunning Fees, Abandoned Cart Recovery Fee, BYOP Fee
Tax	Tax, Tax Reversal

Not every type has a reversal. Only Payout, Payout Fees, Refund, Refund Fees, Dispute, and Tax do.

Use the Payout ID mode to answer “what was in this payout?”. Use Period with All event types to reconcile a bank statement line by line.

Building and Downloading a Report

Open the report

Go to Settings → Reports and select the report you need.

Choose the period

Pick a date range. Only data inside this range enters the file.

Choose the format and filters

Select CSV or XLSX, then set the filters for that report.

Download

Select Download Report. The file downloads, and the report is added to Generated Reports.

The file name carries the report and the date range, so a download is identifiable without opening it — for example dodo_ledger_2026-06-01_to_2026-06-30.csv.

A CSV export starts with a UTF-8 byte order mark, so Excel opens accented characters and non-Latin scripts correctly.

Row Limits

A single export is capped, so a large period may need to be split.

Report	CSV	XLSX
Ledger Reconciliation	500,000 rows	100,000 rows
Every other report	100,000 rows	50,000 rows

If your date range goes over the limit, the export is refused with a message. Narrow the range or add a filter, then build it again.

Choose CSV for a large period. Its row limit is higher.

Generated Reports

Every report you build is recorded, so you can download it again without rebuilding it.

Column	Meaning
Report	The report type.
Date Range	The period the report covers.
Format	CSV or XLSX.
Rows	How many rows the file holds.
Generated by	The team member who built it.
Created At	When it was built.
Status	Completed or Failed.

A download link is valid for a short time. If the stored file has expired, Dodo Payments rebuilds it from the same parameters and the row is marked as regenerated.

A rebuilt report can differ from the original. The data behind a date range keeps moving — a refund or a dispute recorded after the first build appears in the rebuild. Keep the downloaded file if you need the figures exactly as they were.

Which Report Do I Need?

Question	Report
Why is my balance this number?	Balance and Payout Summary
What was in this payout?	Ledger Reconciliation, by Payout ID
What fees did I pay?	All Fees
I need every payment for my accountant.	Transactions Report
How much did refunds and disputes cost me?	Adjustments Report
I need to match my bank statement.	Ledger Reconciliation, by Period

Best Practices

Reconcile with Balance and Payout Summary first. Download a detailed report only when a figure needs explaining.
Export CSV for a long period, and XLSX only when you will work in the file by hand.
Keep the file you downloaded. A rebuild is not guaranteed to match it.
Filter before you widen the date range. A filter keeps an export under the row limit.

If a figure looks wrong, check the date range and the filters first. If it is still wrong, contact support@dodopayments.com with the report type and the period.

Next Steps

Dashboard Analytics

Track revenue, customers, retention, and transaction health.

Account Summary & Payout Wallet

Understand your earnings, deductions, and payout cycles.

Payout Structure

See how and when payouts reach your bank account.

Refunds

Initiate and monitor refunds.

Getting Started

Features

Integrate

Merchant of Record

Miscellaneous

Introduction

Track Money Movement

Download Reports

Generated Reports