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Create Reports

Create Reports

Learn how to create reports to ensure balances are accurate

Last updated on January 3, 2024

Create a Report

You can create reports to ensure you’ve synced all transactions into your accounting system.

  1. Click on Reports on the left hand panel.
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  1. Click on Generate Reports in the upper right hand corner.
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  1. Name the report and add a description. Select the date range.
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  1. Select the Wallets. You can select all of them if you wish. Select the Tokens and Select Chains. You can also select all of them. Then click Generate.
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  1. Give it some time for your report to be generated and then click on your report.
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  1. In the right corner above the transaction table, you can toggle between Token and FIAT.
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  1. You can also download the transaction in CSV by clicking Download and Download report as CSV
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