Filament

PayPal reports
and dashboards

Bring your PayPal data into Filament. Create dashboards, build reports and explore your questions in plain English.

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Your PayPal data, connected.

PayPal shows you transaction volumes and invoice status, but understanding which customers generate recurring revenue or how payment behavior correlates with marketing campaigns means connecting to your CRM and analytics tools.

Filament links PayPal transactions, subscriptions, and invoices to your other platforms so you can analyze payment patterns, subscription health, and revenue attribution without manual exports.

Data we sync

BILLING_PLANExample fields: Plan id, Billing frequency

Track subscription plans and pricing tiers with plan_id, billing_frequency, pricing_model, payment_preferences, and setup_fees to analyze subscription revenue patterns and plan performance.

  • plan_id
  • billing_frequency
  • pricing_model
  • payment_preferences
  • setup_fees
SUBSCRIPTIONExample fields: Subscription id, Status

Monitor active and cancelled subscriptions with subscription_id, status, start_date, billing_cycle_sequence, and next_billing_time to understand churn patterns and recurring revenue health.

  • subscription_id
  • status
  • start_date
  • billing_cycle_sequence
  • next_billing_time
INVOICEExample fields: Invoice id, Invoice date

Track invoice details and payment status with invoice_id, invoice_date, due_date, status, and amount to measure payment collection rates and outstanding receivables.

  • invoice_id
  • invoice_date
  • due_date
  • status
  • amount
Transaction HistoryExample fields: Transaction id, Transaction amount

Analyze payment flows with transaction_id, transaction_amount, transaction_status, payment_mode, and transaction_event_code to understand revenue patterns and payment method preferences.

  • transaction_id
  • transaction_amount
  • transaction_status
  • payment_mode
  • transaction_event_code
Refunds and TransfersExample fields: Refund id, Refund amount

Monitor refund patterns with refund_id, refund_amount, refund_status, reason_code, and create_time to identify product issues or customer satisfaction trends.

  • refund_id
  • refund_amount
  • refund_status
  • reason_code
  • create_time
Payment MethodsExample fields: Payment source id, Type

Track payment sources with payment_source_id, type, brand, last_digits, and expiry_date to understand customer payment preferences and optimize checkout experiences.

  • payment_source_id
  • type
  • brand
  • last_digits
  • expiry_date

PayPal works well with

See the
whole picture.

Filament brings your apps together in a managed warehouse. Build dashboards, share reports and ask questions in plain English.

Explore the demo dashboard
Tidewatch
Beach Clean 2026 Key Metrics
Compared toPrevious year
Campaign HealthFundraisersAcquisitionWebsite Traffic
Funds raised$118,050Goal: $245,000
Sign-ups19482% activation rate
Donations399Median gift: $100
Avg. donation$295.86Across the campaign
Funds raised vs target

$118,050 of $245,000

Sign-ups vs target

194 of 250

Cumulative funds raised 2026 Previous year
JanFebMarAprMay
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“Filament has been a game-changer. Everyone can self-serve and get answers on demand. The integrations are plug-and-play, and we've even cancelled our data warehouse plans — Filly does it all.”
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“Filament has supercharged our efficiency and levelled up our outputs. Beyond time savings, the mental offload has been priceless, and I can focus on growth, not grind!”
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Your questions, answered.

How do I connect PayPal?

This connection uses Fivetran.

You need a PayPal administrator account and access to its developer apps.

  1. Sign in to PayPal Developer. In Apps & Credentials → REST API apps, open the app for the environment you want to connect.
  2. Copy the Client ID and reveal and copy the Secret.
  3. For a Merchant app, enable Accept payments and Subscriptions, Invoicing, Customer Disputes and Transaction Search. Scope changes can take up to nine hours to become available.
  4. Open Apps in Filament and add PayPal. Use the production connection for live data; sandbox credentials require a separate sandbox connection.
  5. Enter the Client ID and Secret Key from that same environment.
  6. Select Save & Test, then return to Filament and complete setup.
How far back does Filament sync PayPal data?

Filament syncs your complete PayPal transaction history, including all invoices, subscriptions, and payment records from when you first started using PayPal. This lets you analyze year-over-year trends and long-term customer payment behavior.

Can I connect multiple PayPal accounts to Filament?

Yes. Agencies and businesses managing multiple PayPal accounts can connect each one separately to Filament. You can then analyze data across all accounts or filter to specific accounts when asking questions.

Does Filament track PayPal subscription churn in real-time?

Filament syncs PayPal subscription data regularly throughout the day, so you can track subscription cancellations, plan changes, and billing failures as they happen. Combine this with your CRM or support tools to see what drives churn.

Can I see which marketing channels drive PayPal transactions?

Yes. Connect PayPal with Google Analytics, Facebook Ads, or your CRM to trace transactions back to their original marketing source. Ask questions like which campaigns generate the most revenue or which channels have the highest transaction values.

Which PayPal KPIs can I track?

Payment volume: count and total completed payments, keeping currencies separate. Refunds: compare refunded amounts with the corresponding completed payments. Outstanding invoices: unpaid invoice balances grouped by due date. Exclude cancelled invoices.