Skip to main content

Historical Balance Reports

R
Written by Richard Pasquin

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

  1. From the side panel, navigate to Reports.
    ​


    ​

  2. Under General, select one of the following:
    ​

    • Historical Balances
      ​

    • Historical Balances by Assets
      ​

    • Historical Balances by Connections
      ​


      ​

  3. Click on Generate Report.
    ​


    ​

  4. Set time granularity: Choose how you want the report grouped by time:
    ​

    • Date
      ​

    • Month
      ​

    • Quarter
      ​

    • Year
      ​


    ​

  5. Select a Date Range by using the calendar picker to define the report’s start and end dates.
    ​
    ​

  6. Generate Time Series (Optional): Enable Generate Time Series if you want the report to show changes over time based on the selected granularity.
    ​
    ​

  7. 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.
      ​
      ​

  8. 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.

Did this answer your question?