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.

Okoora support team is available for any question through the chat system on the platform😎

Updated on: 07/17/2025