Stripe Payments CSV to Dashboard
The Stripe Dashboard's built-in reports cover the basics, but a quick breakdown by payment status or currency, without wiring up the API, usually means exporting a CSV. That export already has what's needed for a pivot table.
Step 1: Export From Stripe
In the Stripe Dashboard, go to Payments → Export (or Reports → Balance summary for a settlement-level view) and download the CSV. A standard Payments export includes columns like Amount, Currency, Status, Created (UTC), Fee, and Customer Email.
Step 2: Pick a Breakdown
Revenue by Payment Status
Upload your export and Pivot Table opens pre-configured to sum Amount by Status (succeeded, failed, refunded).
Revenue by Currency
Useful the moment you accept payments in more than one currency.
Overall Payment Stats
Totals, averages, and fee sums across the whole export.
Forecast Revenue →
Project future revenue from historical payment data.
Frequently Asked Questions
Do I need a Stripe API key or Connect access?
No. Export a Payments or Balance report as CSV from the Stripe Dashboard (Payments → Export, or Reports → Balance summary), then upload the file here. No API key needed.
Why might the pre-filled column names not match my export?
Stripe's export column set differs slightly between the Payments export and the Balance history export, and between API versions. The pivot presets below use the standard Payments export headers; if yours differ, just re-pick the row and value fields inside the pivot after uploading.
Need a custom breakdown?
Open Pivot Table directly and pick any rows, columns, and measures from your export.
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