Knowledge Base
How to Generate Revenue Reports from Stripe Data
Step-by-step guide to creating revenue reports from Stripe. Covers native Stripe reports, API-based reporting, and third-party analytics tools.
Last updated: April 2026
Three Approaches to Stripe Reporting
There are three ways to generate revenue reports from Stripe data: the native Stripe Dashboard, the Stripe API with custom code, and third-party analytics tools. Each approach trades off between cost, flexibility, and setup time.
| Approach | Cost | Setup Time | Flexibility | Best For |
|---|---|---|---|---|
| Stripe Dashboard | Free | None | Low | Basic payment and payout reports |
| Stripe API + Code | Free (dev time) | Hours to days | High | Custom reports with full control |
| Third-party tool | $0-$300+/mo | 2-30 min | Medium | Automated SaaS metrics without code |
Stripe Native Reports
Stripe's built-in reporting covers four areas: payments (charges, refunds, disputes), payouts (bank transfers), balance (current and pending amounts), and subscriptions (active, canceled, past due). All reports are accessible from the Stripe Dashboard and can be exported as CSV files.
- Payments report: lists all charges with amount, status, customer, and date
- Payouts report: shows bank transfers with reconciliation details
- Balance report: tracks available, pending, and reserved funds
- Subscriptions report: shows active subscriptions, statuses, and billing intervals
Stripe Sigma
Stripe Sigma is a $12/month add-on that provides SQL access to your Stripe data. It lets you write queries like SELECT sum(amount) FROM charges WHERE created > '2026-01-01' directly in the Stripe Dashboard. Sigma is useful for ad-hoc analysis but requires SQL knowledge and does not provide prebuilt SaaS metrics like MRR or churn rate.
Key Reports Every SaaS Should Generate
Five reports form the foundation of SaaS financial reporting. Each answers a critical business question:
| Report | Key Metric | Question It Answers |
|---|---|---|
| MRR Report | MRR, Net New MRR | Is recurring revenue growing or shrinking? |
| Churn Report | Customer and revenue churn | How many customers and how much revenue are you losing? |
| Revenue Forecast | Projected MRR, ARR | What will revenue look like in 3, 6, or 12 months? |
| Cohort Report | Retention by signup month | Are newer customers retaining better than older ones? |
| Tax Report | Revenue by region, ASC 606 | How much revenue is recognized for tax and compliance? |
What Stripe Does Not Provide Natively
Stripe does not calculate true MRR because it does not normalize annual subscriptions to monthly values or separate MRR into components (new, expansion, contraction, churned, reactivation). Stripe also does not provide:
- Revenue forecasting based on current trends or renewal schedules
- Automated daily or weekly revenue summary emails
- Churn rate calculations (customer or revenue)
- Net revenue retention tracking
- LTV or CAC metrics
Using the Stripe API for Custom Reports
The Stripe API exposes endpoints for building custom reports programmatically. The three most useful endpoints for revenue reporting are:
/v1/charges— all payment attempts with amount, status, customer, and metadata/v1/subscriptions— active and canceled subscriptions with plan, quantity, and billing interval/v1/invoices— finalized invoices with line items, discounts, and tax amounts
Building custom reports from the API gives full control but requires engineering time to handle pagination, date normalization, currency conversion, and ongoing maintenance as Stripe updates its API.
Third-Party Tools
Third-party analytics tools connect to your Stripe account via OAuth and calculate SaaS metrics automatically. They eliminate the need for custom code and provide dashboards, alerts, and exports out of the box. For a detailed comparison of the top four tools, see Stripe Analytics Tools Compared.
Frequently Asked Questions
How do I get revenue reports from Stripe?
Three methods: use the Stripe Dashboard for basic exports, use Stripe Sigma ($12/month) for SQL-based custom queries, or connect a third-party tool like StripeReport for automated MRR, churn, and forecast reports.
Does Stripe calculate MRR?
No. Stripe does not compute true MRR natively. It tracks individual subscription amounts but does not aggregate them into MRR, separate MRR components (new, expansion, churned), or normalize annual plans to monthly values.
What is Stripe Sigma?
Stripe Sigma is a SQL interface for querying your raw Stripe data directly from the dashboard. It costs $12/month and lets you write custom queries against charges, subscriptions, invoices, and other Stripe objects.
Can I export Stripe data to Excel?
Yes. The Stripe Dashboard allows CSV exports for payments, payouts, customers, and subscriptions. You can also use the Stripe API to pull data programmatically and format it for Excel.
What reports do investors need from Stripe?
Investors typically want MRR and ARR trends, churn rate (customer and revenue), net revenue retention, LTV:CAC ratio, and month-over-month growth rates. Most of these require a third-party tool since Stripe does not calculate them natively.
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