REPORTS
Overview
Reports help merchants reconcile Calypso account activity, track incoming and outgoing transactions, review exchange operations, and check balances for a selected period.
Reports are available in Calypso UI and through Report API.
Report types
| Report | Description |
|---|---|
| All transactions report | Shows incoming and outgoing transactions with account balances in one report. |
| Incoming transactions | Shows incoming transactions. The report can include all incoming transactions, only invoice transactions, only fiat transactions, or only customer transactions. |
| Outgoing transactions | Shows outgoing payments and payouts. |
| Exchange transactions | Shows currency exchange operations. |
| Balance | Shows asset balances for the selected date. |
When transactions appear in reports
Reports are generated on demand. The reporting service reads the current records from Calypso product services when it processes the request; there is no scheduled import, daily synchronization, or separate waiting period for copying transactions into a reporting database.
A transaction is included when:
- the transaction or operation has already been created and saved in Calypso;
- its date falls within the selected reporting period, interpreted using the timezone selected for the report;
- it matches the selected report type, transaction subtype, accounts, and assets.
Calypso does not publish a guaranteed maximum processing time between an event on the blockchain or in an external payment system and the creation of the corresponding Calypso record. Therefore, elapsed time alone does not determine whether a transaction is included.
For example, a payment made at 12:25 is included in a report generated at 12:30 if, by the time the report query runs, Calypso has created the record required by that report and the record matches the selected period, account, asset, and report subtype. It is not included merely because five minutes have passed. If it is missing, check its processing state and generate a new report after the required record or balance movement appears in Calypso.
The required record differs by report type. See When an operation appears on each report page for the exact condition.
Each generated file is a snapshot. Later status changes or other updates do not modify a file that has already been downloaded.
Which transaction statuses are included
Status handling depends on the report type. Some reports contain operations in both intermediate and terminal states, while accounting reports contain only balance movements. Where a report contains a status or state field, it shows the value current at the time the report is generated.
An operation that was rejected before it was created in Calypso, for example because the request failed validation, is not a transaction and is not included in transaction reports.
For the exact columns and possible values, see the corresponding report page:
Report availability
Reports can be generated at any time; there is no daily reporting window or scheduled cutoff. Generation is available through Calypso UI and Report API, subject to service availability and the user's permissions.
Calypso generates every report from current data and does not keep a history of previously generated files. Save downloaded files in your own storage if you need an archive. To include newly processed operations or updated statuses, generate a new report.
Reports via API
To generate reports via API, use Report API.
Reports via UI
To create reports in Calypso UI, use How to get reports.