How to generate reports
๐ Generate Financial Reports with Precision
Okooraโs reporting engine gives you full visibility โ fast. Whether you need a snapshot or a full transaction trail, reporting is built into your workflow.
๐งพ Available Report Types
- Transaction Report
View all executed transactions within a custom date range. Filter by type, currency, or account. - Balance Report
Get a point-in-time view of your account balances as of any selected date.
๐ฝ How to Generate & Export
- Go to the Reports section in your workspace.
- Choose your report type:
Transactions
orBalance
. - Set your date range or specific snapshot date.
- Click XLSX to export โ the file will be saved to your Downloads folder.
๐ก Pro Tip
Use the transaction report to reconcile FX flows, validate fees, or support audit requests โ all in seconds.
๐ฌ Need Help?
Our support team is one click away via the in-platform chat.
Okoora support team is available for any question through the chat system on the platform๐
Updated on: 06/26/2025
Thank you!