How to generate a report on wallet balances

Generate comprehensive wallet balance reports in B2BINPAY for financial reporting, balance tracking, and accounting integration

You can generate a report on wallet balances and transactions for a specific time period, and download it as a CSV file.

The report contains information about all your Enterprise and Merchant wallets existing in the system during the specified time period. A report on wallet balances contains information about wallet transactions and balances for the custom time period.

To create a report:

1

Click your user icon in the upper right corner of the page and select Reports.

2

Click Download report.

3

Click the calendar icon to pick up start and end dates of the reporting period.

4

Click Download to start creating the report.

Mind that the report generating may take some time. Once generated, it’ll be automatically downloaded to your computer as a zip-archive containing the report file in the CSV format.

In the downloaded report, for each wallet all possible transfer types are listed, regardless of the actual amount of funds. Refer to Transfer types for more details about operations.