> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.okoora.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to generate reports

###### 📊 Generate Financial Reports with Precision

Okoora’s reporting engine gives you full visibility — fast. Whether you need a snapshot or a full transaction trail, reporting is built into your workflow.

###### 🧾 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.

###### 🔽 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 — the file will be saved to your Downloads folder.

💡 **Pro Tip**
Use the transaction report to reconcile FX flows, validate fees, or support audit requests — all in seconds.

💬 Need Help? Our support team is one click away via the in-platform chat.

![](https://storage.crisp.chat/users/helpdesk/website/2bbf2422751ae000/image_1yxef0d.png)
**Okoora support team is available for any question through the chat system on the platform😎**