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Transaction Reports

  1. Log into Cobo Portal.
  2. Click the Apps icon, find Reports, then click Open.
  3. Make sure you’re on the Transactions tab. Generate transactions report button
  4. Click Generate to open the report configuration window. Generate transactions report window
    1. 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)
    2. Specify the Wallet Scope:
      • Select all wallets for auditing purposes, or
      • Select one or more specific wallets
    3. Check the Password box if you want to enable password protection.
    4. Click Generate to create the report. Sample transaction report: Sample transaction report
  5. In the Report Logs section, you can: Transaction report logs
    • View report generation status
    • Download reports in PDF format
    • Share reports online: Share transaction reports
      • 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

  1. Log into Cobo Portal.
  2. Click the Apps icon, find Reports, then click Open.
  3. Switch to the Asset Holdings tab. Generate asset holdings report button
  4. Click Generate to open the report configuration window. Generate asset holdings report window
    1. 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.
    2. Select the report format: By Wallets or By Assets.
    3. Specify the Wallet Scope:
      • Select all wallets for auditing purposes, or
      • Select one or more specific wallets
    4. Check the Password box if you want to enable password protection.
    5. Click Generate to create the report. Sample asset holdings report:
      • By Assets: Sample asset holdings report (By Assets)
      • By Wallets: Sample asset holdings report (By Wallets)
  5. In the Report Logs section, you can: Asset holdings report logs
    • View report generation status
    • Download reports in PDF format
    • Share reports online: Share asset holdings reports
      • 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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