> ## Documentation Index
> Fetch the complete documentation index at: https://docs.deandesk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Financial Reports

> Monitor revenue, outstanding balances, and payment activity across your institution.

<Info>
  **School-level feature** — managed within your school portal at `yourschool.deandesk.com`.
</Info>

DeanDesk financial reporting is powered by Stripe. You access revenue analytics and payment activity directly through the Stripe Dashboard, and view outstanding student balances from within DeanDesk itself.

## Outstanding balances

The **Outstanding Balances** report shows you which students have unpaid amounts, how much they owe, and their payment history.

<Steps>
  <Step title="Open Reports">
    Go to **Admin Dashboard → Reports** and select **Financial**.
  </Step>

  <Step title="Open Outstanding Balances">
    Click **Outstanding Balances**.
  </Step>

  <Step title="Review the report">
    The report displays:

    * Each student with an open balance
    * The total amount owed per student
    * Their payment history (dates, amounts, methods)
  </Step>

  <Step title="Filter and export">
    Filter by student name, enrollment date, or balance amount. Export the report as **PDF**, **Excel**, or **CSV**.
  </Step>
</Steps>

<Tip>
  Run the Outstanding Balances report at the start of each month to identify students who need a follow-up. Use [Direct Messaging](/communication/emails) to contact them privately about their balance.
</Tip>

## Stripe analytics

Detailed revenue analytics — including payment trends, failed payments, and refund history — are available in the Stripe Dashboard.

### Access the Stripe Dashboard from DeanDesk

<Steps>
  <Step title="Go to Stripe Configuration">
    In your **Admin Dashboard**, navigate to **Stripe Configuration**.
  </Step>

  <Step title="Open the Stripe Dashboard">
    Click the **Stripe Dashboard** link in the top right of the Stripe Configuration page. This opens your Stripe account in a new tab.
  </Step>
</Steps>

### What you can see in Stripe

| Report              | What it shows                                    |
| ------------------- | ------------------------------------------------ |
| **Total revenue**   | Gross revenue collected across all payment types |
| **Payment trends**  | Revenue over time by day, week, or month         |
| **Failed payments** | Payments that were declined or failed to process |
| **Refund history**  | All refunds issued, with amounts and dates       |

<Note>
  Stripe analytics reflect real-time payment activity. Data in DeanDesk (such as enrollment counts) may not update instantly after a payment — allow a few minutes for sync.
</Note>

## Exporting financial data

You can export data from both DeanDesk and Stripe:

* **From DeanDesk (Outstanding Balances):** Export as PDF, Excel, or CSV from the report view.
* **From Stripe:** Use the **Export** option in any Stripe report to download a CSV. Stripe also supports scheduled email exports for monthly summaries.

## Reconciliation

To reconcile your Stripe payouts against your DeanDesk invoice records:

1. In Stripe, go to **Payouts** to see each deposit sent to your bank account, along with the payments it includes.
2. In DeanDesk, export the **Outstanding Balances** report for the same period.
3. Cross-reference payment amounts and student names between the two exports.

<Tip>
  Stripe assigns a unique ID to every payment. Include the Stripe payment ID in your records to make future reconciliation faster.
</Tip>

## Understanding payout timing

Stripe deposits funds to your bank account on a rolling schedule — typically **2 business days** after a successful payment for standard accounts. Your first payout may take up to **7 days** while Stripe verifies your account.

You can view your exact payout schedule in Stripe under **Settings → Payouts**.

<Warning>
  Stripe places funds on hold during disputes. If a student initiates a chargeback, the disputed amount is deducted from your next payout until the dispute is resolved.
</Warning>