Reports is a feature used to generate lists of transactions.
What types of reports can I generate?
Wallet Transactions: You will see all your transactions, such as transfers to Fixed and Flexible Accounts, Loans payments, and so on, completed in a given period.
Interest Account Transactions: In the Interest Account statement, you will see deposits, withdrawals, and daily interest accruals for every asset you held in Flexible Account in a given period.
Earned Interest: The report shows the total interest amount earned for each asset you hold in your Flexible Account.
PDF vs. CSV format
You can generate reports in PDF or CSV:
The PDF report is usually required by financial institutions, such as banks, tax offices, and so on, depending on crypto regulations in your country of residence.
The CSV report is better for individual use because you can copy and paste the data. It is also suitable for the management accounting of our corporate clients.
Report period options
For each report type, we offer the following period options to choose from:
Month-to-date is a period that starts at the beginning of the current month and ends at the current date.
Quarter-to-Date is a period that starts at the beginning of the current quarter and ends at the current date.
Year-to-Date is a period that starts at the beginning of the current year and ends at the current date.
The annual report is available for the years of 2018–2022.
How do I generate a report?
Web platform
⠀⠀1. Log in to your CoinLoan account.
⠀⠀2. Go to the menu at the top left and choose Reports in the drop-down menu.
Reports option — Web platform
⠀⠀3. You’ll see a page where you can set the parameters of your report: choose a type, format, and period.
Report parameters — Web platform
⠀⠀4. Click the Generate Report button. Generation time can vary from a few seconds to one minute, depending on how many transactions the system needs to add to your report.
Mobile app
⠀⠀2. Go to the Settings module and click Reports.
Reports option – Mobile app
⠀⠀3. Set the parameters of your report: choose a type, format, and period.
Reports – Mobile app
⠀⠀4. Press the Generate Report button. Generation time can vary from a few seconds to one minute, depending on how many transactions the system needs to add to your report.