> ## Documentation Index
> Fetch the complete documentation index at: https://manuals.cobo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Generate and share reports

> Learn how to generate reports and securely share them.

## Transaction Reports

1. Log into [Cobo Portal](https://portal.cobo.com/login).
2. Click <img src="https://mintcdn.com/cobo-6/kN7nJigFS3OYqEdh/en/images/portal-apps/reports/apps.svg?fit=max&auto=format&n=kN7nJigFS3OYqEdh&q=85&s=b1e70cfcd0c6ef531cb3c786e8091ae7" className="icon" alt="the Apps icon" width="43" height="33" data-path="en/images/portal-apps/reports/apps.svg" />, find Reports, then click **Open**.
3. Make sure you're on the **Transactions** tab.
   <img src="https://mintcdn.com/cobo-6/bNCbXZtjrFfdcZyt/en/images/portal-apps/reports/generate-button-tr.png?fit=max&auto=format&n=bNCbXZtjrFfdcZyt&q=85&s=91ca73920ecc20207fd16ed79d7ea5b5" className="full_screen" alt="Generate transactions report button" width="2726" height="579" data-path="en/images/portal-apps/reports/generate-button-tr.png" />
4. Click **Generate** to open the report configuration window.
   <img src="https://mintcdn.com/cobo-6/bNCbXZtjrFfdcZyt/en/images/portal-apps/reports/generate-tr.png?fit=max&auto=format&n=bNCbXZtjrFfdcZyt&q=85&s=f5143f9b0fbb7d4329ec0d33f2d23289" className="full_screen" alt="Generate transactions report window" width="1245" height="1167" data-path="en/images/portal-apps/reports/generate-tr.png" />
   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:
      <img src="https://mintcdn.com/cobo-6/bNCbXZtjrFfdcZyt/en/images/portal-apps/reports/Reports_Transactions_Report.png?fit=max&auto=format&n=bNCbXZtjrFfdcZyt&q=85&s=a1882246024778112c34dfd7c7c231a8" className="full_screen" alt="Sample transaction report" width="1440" height="900" data-path="en/images/portal-apps/reports/Reports_Transactions_Report.png" />
5. In the **Report Logs** section, you can:

   <img src="https://mintcdn.com/cobo-6/bNCbXZtjrFfdcZyt/en/images/portal-apps/reports/tr-logs.png?fit=max&auto=format&n=bNCbXZtjrFfdcZyt&q=85&s=aed96da3f53f95cef23b03be36b13a5d" className="full_screen" alt="Transaction report logs" width="2726" height="685" data-path="en/images/portal-apps/reports/tr-logs.png" />

   * View report generation status
   * Download reports in PDF format
   * Share reports online:

     <img src="https://mintcdn.com/cobo-6/bNCbXZtjrFfdcZyt/en/images/portal-apps/reports/share-tr.png?fit=max&auto=format&n=bNCbXZtjrFfdcZyt&q=85&s=b0dbc92fdfd89d703513cabc1ad56adc" className="full_screen" alt="Share transaction reports" width="1108" height="790" data-path="en/images/portal-apps/reports/share-tr.png" />

     * 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

## Asset Holdings Reports

1. Log into [Cobo Portal](https://portal.cobo.com/login).
2. Click <img src="https://mintcdn.com/cobo-6/kN7nJigFS3OYqEdh/en/images/portal-apps/reports/apps.svg?fit=max&auto=format&n=kN7nJigFS3OYqEdh&q=85&s=b1e70cfcd0c6ef531cb3c786e8091ae7" className="icon" alt="the Apps icon" width="43" height="33" data-path="en/images/portal-apps/reports/apps.svg" />, find Reports, then click **Open**.
3. Switch to the **Asset Holdings** tab.
   <img src="https://mintcdn.com/cobo-6/bNCbXZtjrFfdcZyt/en/images/portal-apps/reports/generate-button-ah.png?fit=max&auto=format&n=bNCbXZtjrFfdcZyt&q=85&s=b99e6b786bf144a701ddf4cd733e214d" className="full_screen" alt="Generate asset holdings report button" width="2726" height="583" data-path="en/images/portal-apps/reports/generate-button-ah.png" />
4. Click **Generate** to open the report configuration window.
   <img src="https://mintcdn.com/cobo-6/bNCbXZtjrFfdcZyt/en/images/portal-apps/reports/generate-ah.png?fit=max&auto=format&n=bNCbXZtjrFfdcZyt&q=85&s=750a66fdc1b2fecde5290419c4a6927c" className="full_screen" alt="Generate asset holdings report window" width="1015" height="1177" data-path="en/images/portal-apps/reports/generate-ah.png" />
   1. Set the **Reporting Time**:
      * Choose a timezone (for example, UTC+8)
      * Define the reporting time (for example, 2024-09-09 13:00)
        <Info>The earliest timestamp you can select is midnight on September 2, 2024.</Info>
   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:
        <img src="https://mintcdn.com/cobo-6/bNCbXZtjrFfdcZyt/en/images/portal-apps/reports/Reports_Asset%20Holdings_By_Assets.png?fit=max&auto=format&n=bNCbXZtjrFfdcZyt&q=85&s=ac5e219f46d7283814c7e113766efb84" className="full_screen" alt="Sample asset holdings report (By Assets)" width="1440" height="900" data-path="en/images/portal-apps/reports/Reports_Asset Holdings_By_Assets.png" />
      * By Wallets:
        <img src="https://mintcdn.com/cobo-6/bNCbXZtjrFfdcZyt/en/images/portal-apps/reports/Reports_Asset%20Holdings_By_Wallets.png?fit=max&auto=format&n=bNCbXZtjrFfdcZyt&q=85&s=3b1126177a0ffb32648b097c3751b0f8" className="full_screen" alt="Sample asset holdings report (By Wallets)" width="1440" height="900" data-path="en/images/portal-apps/reports/Reports_Asset Holdings_By_Wallets.png" />
5. In the **Report Logs** section, you can:

   <img src="https://mintcdn.com/cobo-6/bNCbXZtjrFfdcZyt/en/images/portal-apps/reports/ah-logs.png?fit=max&auto=format&n=bNCbXZtjrFfdcZyt&q=85&s=890fc747f6accdb11a7cede67becc7c1" className="full_screen" alt="Asset holdings report logs" width="2721" height="688" data-path="en/images/portal-apps/reports/ah-logs.png" />

   * View report generation status
   * Download reports in PDF format
   * Share reports online:

     <img src="https://mintcdn.com/cobo-6/bNCbXZtjrFfdcZyt/en/images/portal-apps/reports/share-ah.png?fit=max&auto=format&n=bNCbXZtjrFfdcZyt&q=85&s=7d0ec2f825de3f2ea9e539a71a282596" className="full_screen" alt="Share asset holdings reports" width="1103" height="784" data-path="en/images/portal-apps/reports/share-ah.png" />

     * 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
