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Reporting

Import your account details into an .xlsx file

Updated over 3 weeks ago

If you need to track the movement of your funds and download transaction or balance data, Bron offers custodial-level reporting functionality.

There are two types of downloadable XLSX reports available:

  • All transactions for a selected period

  • Daily balances for each day of the period

How to generate a report

  1. Go to the account for which you want to generate the report.
    If you want a report for all accounts, select All Accounts.
    If you have hidden vaults and want to include them, unhide them before generating the report.

  2. Navigate to the Reporting tab.

  3. Select the report type (Transactions or Balances) and specify the period for which you want the report. Then click Apply and wait while the report is generated. This usually takes a few seconds.

  4. Once generated, the report will appear in the interface and will be available for download.

  5. Download the report to your device, then unzip the archive and open it with any program that supports XLS files.

The transaction report contains full information about each transaction, including:

  • Source and destination accounts or addresses

  • Blockchain transaction ID

  • Transaction initiator

  • Transaction type

This data allows you to conduct any analysis and reporting you require.

  1. Reports are available for one month and will be deleted after this period.

  2. Any workspace member with Owner or Member roles can generate or download reports.

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