Filtered transactions report

The Filtered Transactions Report lets you generate custom reports based on specific transaction types or groups. While our reporting suite already includes standard accounting, tax, and audit preparation reports, this feature allows you to go further - tailoring reports to reflect the unique needs of your business model.

What is a filtered transaction report?

In the Transactions hub on the Cryptio platform, you can apply multiple filters to view only the transactions that match certain characteristics. Once filtered, you can generate a report containing only those selected transactions.

When to use this report

Filtered transaction reports are especially useful when you need insights that go beyond the standard reporting suite. They allow you to track, analyze, and reconcile data in ways that are specific to your operations.

Examples of use cases include:

• DeFi protocols (DEXs, aggregators, decentralized lending, and borrowing): Track and report revenue.

• Treasury management (Layer 1/Layer 2 foundations, corporate treasuries): Prepare reports on grants and operational expenses for full transparency.

• Hedge funds and VC firms: Ensure management fees, incentive fees, and interest reporting remain up-to-date.

• Metaverse companies and NFT marketplaces/projects: Report on sales and revenue per drop, recurring royalties, service fees, and other revenue streams (listing, minting, private sales, resales, and affiliate programs).

• Staking companies: Review and report on staking rewards.

How to generate a filtered transaction report

Follow these steps to create and export a filtered transactions report:

1. Go to the Transactions tab.

2. Click Filter to choose the filters you want.

3. Press + Add filter to add more filters as needed.

4. Click Apply to filter your transactions.

5. Select Export filtered transactions in the top-right corner of the Transactions hub.

6. Navigate to Reports.

7. Download your Filtered Transactions Report.