Exporting payout information
When you receive a new payout, you may wish to view additional information to help you reconcile the payments you receive and those you don’t. You can do this by exporting the details of a payout to view in a spreadsheet. This will be provided in CSV format.
There are three different ways to export payout information depending on the information you wish to view.
- Export an individual payout
- Export a breakdown of payouts between selected dates
- Export information on all payouts
Export an individual payout
- Open your dashboard and click Payouts
- Select the payout you wish to export
- Click Payout breakdown and select Export
- Select the type of data you would like to export - Transactions or Events (see below)
- Click Export
- A download window will appear at the bottom right of your screen, with a dot that turns green once the download is complete and ready to be opened.
Export a breakdown of payouts between selected dates
- Open your dashboard and click Payouts
- Click on Payout reconciliation
- Select a Start Date and an End Date
- Select the currency
- Select the type of data you would like to export - Transactions or Events (see below)
- Click Export
- A download window will appear at the bottom right of your screen, with a dot that turns green once the download is complete and ready to be opened.
Which type of payout data should I export?
Transactions
This option produces an export containing details of each customer’s payment contained within the payout, including fees and relevant references.
Events
This export contains all data and IDs associated to each customer and their payment contained within the selected payout. No fee information is included.
Exporting payout reports
You can also choose to export a list of all payouts you’ve received from GoCardless, with details such as:
- Payout status
- Reference
- Date
- Gross and net amount
You can find more information on payout reports here.