Reports
Generate and share reports
Learn how to generate reports and securely share them.
Transaction Reports
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Log into Cobo Portal.
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Click
, find Reports, then click Open.
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Make sure you’re on the Transactions tab.
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Click Generate to open the report configuration window.
- Set the Reporting Period:
- Choose a timezone (for example, UTC+8)
- Set the timeframe (for example, from 2024-09-09 13:00 to 2024-09-10 15:00)
- Specify the Wallet Scope:
- Select all wallets for auditing purposes, or
- Select one or more specific wallets
- Check the Password box if you want to enable password protection.
- Click Generate to create the report.
- Set the Reporting Period:
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In the Report Logs section, you can:
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View report generation status
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Download reports in PDF format
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Share reports online:
- Generate secure links for recipients to view and download reports online
- Require password authentication if password protection was enabled when generating the report
- Control access by enabling or disabling link sharing at any time
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Asset Holdings Reports
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Log into Cobo Portal.
-
Click
, find Reports, then click Open.
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Switch to the Asset Holdings tab.
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Click Generate to open the report configuration window.
- Set the Reporting Time:
- Choose a timezone (for example, UTC+8)
- Define the reporting time (for example, 2024-09-09 13:00)
The earliest timestamp you can select is midnight on September 2, 2024.
- Select the report format: By Wallets or By Assets.
- Specify the Wallet Scope:
- Select all wallets for auditing purposes, or
- Select one or more specific wallets
- Check the Password box if you want to enable password protection.
- Click Generate to create the report.
- Set the Reporting Time:
-
In the Report Logs section, you can:
-
View report generation status
-
Download reports in PDF format
-
Share reports online:
- Generate secure links for recipients to view and download reports online
- Require password authentication if password protection was enabled when generating the report
- Control access by enabling or disabling link sharing at any time
-
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