Important announcement: API v3 launch! Review the changes and update your integrations by Dec 1, 2025 before old API shutdown
API guide v3
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Release notes
  • Welcome to Coinsbuy docs
  • Get started
    • Sign up and sign in
    • Explore the Web interface
    • Create a wallet
    • Configure security settings and access permissions
    • Set up integrations
    • Use Helpdesk to get assistance
  • User guide
    • Wallet management
      • Wallets
      • Transfers
      • Deposits
      • Payouts
      • Events
      • Callbacks
    • Custody
      • Wallets
      • Requests
      • History
    • Staking
      • TRX staking
    • Rates
    • Swaps
      • Wallets
      • Swap
      • History
  • How-tos
    • Manage your profile and system
      • How to sign up
      • How to change your password
      • How to enable 2FA
      • How to whitelist IP addresses
      • How to access the API
      • How to enable additional AML check
    • Manage your wallets
      • How to create a wallet
      • How to grant access to your wallet
      • How to manage user roles
      • How to restrict access to your wallet
      • How to generate a report on wallet balances
      • How to set withdrawal thresholds
    • Manage your assets
      • How to create a deposit
      • How to create a payout
      • How to create a bank withdrawal
      • How to create an internal transfer
      • How to select the optimal blockchain fee
      • How to speed up your payout by changing the blockchain fee
      • How to whitelist a payout address
      • How to swap funds
      • How to top up or withdraw funds from your Custody wallet
  • API guide
    • API overview
    • Authentication
    • Wallet methods
    • Transfer methods
    • Deposit methods
    • Payout methods
    • Currency methods
    • Rate methods
  • API guide v2 [DEPRECATED]
    • API overview
    • Authentication
    • Wallet methods
    • Transfer methods
    • Deposit methods
    • Payout methods
    • Currency methods
    • Rate methods
  • References
    • Key terms
    • User roles
    • Transfer types
    • Currency codes
    • Block explorer list
    • Address types
    • Useful links
  • Troubleshooting
    • Error: No active account found with the given credentials
    • Error: Invalid 2FA code
    • Error: You IP is not whitelisted
    • Unresolved deposits
    • Missing deposits
    • Canceled transfers
    • Unconfirmed transfers
  • Release notes
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  1. How-tos
  2. Manage your wallets

How to generate a report on wallet balances

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Last updated 6 months ago

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You can generate a report on wallet balances and transactions for a specific time period, and download it as a CSV file.

The report contains information about all your Enterprise and Merchant wallets existing in the system during the specified time period. A report on wallet balances contains information about wallet transactions and balances for the custom time period.

To create a report:

1

Click your user icon in the upper right corner of the page and select Reports.

2

Click Download report.

3

Click the calendar icon to pick up start and end dates of the reporting period.

4

Click Download to start creating the report.

Mind that the report generating may take some time. Once generated, it’ll be automatically downloaded to your computer as a zip-archive containing the report file in the CSV format.

In the downloaded report, for each wallet all possible transfer types are listed, regardless of the actual amount of funds. Refer to for more details about operations.

Transfer types