Only admins and operators have the permissions to generate and download reports.

To manage Reports, click the Apps icon on Cobo Portal, find Reports, then click Open to open Reports.

Transaction Reports

Under the Transactions tab, you can generate new transaction reports and/or view existing ones.

  • Generate the Apps icon: Create a new transaction report by specifying criteria such as time zone, timeframe, and wallet types.
  • Reset the Apps icon: Clear all current selections and revert to default settings.
  • Search the Apps icon: Find a transaction report using its report ID.
  • Download the Apps icon: Save a transaction report for offline use.
Image showing Reports as a Cobo Portal App.

Asset Holdings Reports

Under the Asset Holdings tab, you can generate new asset holdings reports and/or view existing ones.

  • Generate the Apps icon: Create a new asset holdings report by specifying criteria such as time zone, timestamp, wallet types, and display options (e.g., by assets, by wallets).
  • Reset the Apps icon: Clear all current selections and revert to default settings.
  • Search the Apps icon: Find an asset holdings report using its report ID.
  • Download the Apps icon: Save a report for offline use.
Image showing Reports as a Cobo Portal App.