You can choose from three types of historical balance reports. Each type presents data in a different format:
Historical Balances
Historical Balances by Assets
Historical Balances by Connections
Create a Historical Balances Report
From the side panel, navigate to Reports.
Under General, select one of the following:
Historical Balances
Historical Balances by Assets
Historical Balances by Connections
Click on Generate Report.
Set time granularity: Choose how you want the report grouped by time:
Date
Month
Quarter
Year
Select a Date Range by using the calendar picker to define the report’s start and end dates.
Generate Time Series (Optional): Enable Generate Time Series if you want the report to show changes over time based on the selected granularity.
Choose Connections: Under Connection Selection, choose one of the following:
Select All: Use all connected wallets and accounts.
Select Accounts: Choose specific accounts to include.
Select Wallets: Choose specific wallets to include.
Click Apply. The system will start generating the report.
The Status column shows the report’s current state. It will move from "Pending" to "Generating".
When the report is ready, the status changes to Success.
Click View Details to open the completed report.
Note: Report generation may take a few minutes, depending on the amount of data.