Reports

Introduction

Reports explains how money moves through your balance and builds exports for your accounting. To open it, 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 Live Mode only. They read the live balance ledger, which test mode activity doesn’t reach, so in Test Mode the Reports page shows a message instead of the reports. Turn on the Live Mode switch 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 start 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, dispute fees, and Visa RDR fees, less any dispute or dispute fee reversal.
Fees deducted	Payment fees, payout fees, dunning fees, payment retry fees, BYOP fees, abandoned cart recovery fees, Ethoca fees, deflection fees, and moderation fees, less any reversal.
Tax deducted	Tax, less any tax reversal.
Other movements	Dodo Credits, manual adjustments, currency conversion, and reserve holds and releases.
Net Balance Change	The sum of the rows above.

Other movements holds the entries that fit no named row above: Dodo Credits (credits Dodo Payments applies to your balance), manual adjustments (corrections posted by the Dodo Payments 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

All Fees lists 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. The four reports contain:

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

The Transactions Report has two filters:

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

The Adjustments Report has four filters:

Adjustment Type: All, Refunds, or Disputes.
Payment Method: the same eight methods as the Transactions Report.
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 has no other filters.

Ledger Reconciliation Report

This report has two modes. To choose one, use Reconciliation by.

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 doesn’t exist returns an error, not 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, Dispute Fees Reversal, Visa RDR Fee
Fees	Payment Fees, Payment Retry Fee, Dunning Fees, Abandoned Cart Recovery Fee, BYOP Fee, Deflection Fees, Deflection Fees Reversal, Moderation Fees
Tax	Tax, Tax Reversal

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

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

Building and Downloading a Report

To build a report and download it:

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 goes into 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 contains the report and the date range, so you can identify a download without opening it. For example: dodo_ledger_1Jun2026-30Jun2026.csv.

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

Row Limits

A single export has a row limit, so you may need to split a large period.

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

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

For a large period, choose CSV. Its row limit is higher.

Generated Reports

Every report you build is recorded, so you can download it again without rebuilding it. The Generated Reports table has these columns:

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 marks the row as regenerated.

A rebuilt report can differ from the original, because the data behind a date range keeps changing. For example, a refund or a dispute recorded after the first build appears in the rebuild. If you need the figures exactly as they were, keep the file you downloaded.

Which Report Do I Need?

Match your question to a report:

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 plan to work in the file by hand.
Keep the file you downloaded. A rebuild may not match it.
Add filters 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 with the report type and the period.

Contact Support

Email 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