Articles on: Business

How to generate reports


๐Ÿ“Š Generate Financial Reports with Precision

Okooraโ€™s reporting engine gives you full visibility โ€” fast. Whether you need a snapshot or a full transaction trail, reporting is built into your workflow.


๐Ÿงพ 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.


๐Ÿ”ฝ How to Generate & Export

  1. Go to the Reports section in your workspace.
  2. Choose your report type: Transactions or Balance.
  3. Set your date range or specific snapshot date.
  4. Click XLSX to export โ€” the file will be saved to your Downloads folder.


๐Ÿ’ก Pro Tip
Use the transaction report to reconcile FX flows, validate fees, or support audit requests โ€” all in seconds.


๐Ÿ’ฌ 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 platform๐Ÿ˜Ž

Updated on: 06/26/2025

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