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How to request CryptoBooks reports

Learn how to request our reports.

Updated over a week ago

Read the following instructions to find out how to request all the reports available.

ℹ️ Report download rules:

  • you must wait at least 10 seconds between each report request

  • the same report can only be requested again after 30 minutes from the initial request


Go to Reports page

click on Reports from the main menu on the left

Click on Download a report

in the reports page click on the Download a report button at the top right

Select the report type, the date/period and format

  • first choose the type of report by selecting one from the dropdown menu

  • then select the year/period of your interest

  • choose the report format between PDF or CSV

  • digit the email address you want the report to be sent to (by default the software uses the email linked to your CryptoBooks account)

  • lastly, click on the Request button at the top right

Confirm your choice

after clicking on the request button, this modal will appear to inform users about the reception of the report by email. Click on Continue to proceed and tick the box (optional) if you do not wish to see this modal again

Download the report

once the report is ready, users can see it in the report list and download it by clicking on the Download button

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