Manage Reports
Overview
Learn how to manage your reports in Cobo, including generating, searching, and downloading reports efficiently.
Only admins and operators have the permissions to generate and download reports.
To manage Reports, click 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 : Create a new transaction report by specifying criteria such as time zone, timeframe, and wallet types.
- Reset : Clear all current selections and revert to default settings.
- Search : Find a transaction report using its report ID.
- Download : Save a transaction report for offline use.
Asset Holdings Reports
Under the Asset Holdings tab, you can generate new asset holdings reports and/or view existing ones.
- Generate : 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 : Clear all current selections and revert to default settings.
- Search : Find an asset holdings report using its report ID.
- Download : Save a report for offline use.
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