> ## Documentation Index
> Fetch the complete documentation index at: https://docs.octav.fi/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Generate portfolio snapshots and transaction reports

Generate comprehensive portfolio snapshots, transaction reports, and asset variation reports to analyze your crypto holdings and activity.

## Overview

Octav Reports provide:

<CardGroup cols={3}>
  <Card title="Portfolio Snapshots" icon="camera">
    View your portfolio by wallet, NFTs, and DeFi positions
  </Card>

  <Card title="Transaction Reports" icon="list">
    Create custom reports of your transaction data
  </Card>

  <Card title="Asset Variation Reports" icon="chart-line">
    Track how your assets change over time
  </Card>

  <Card title="Multiple Export Formats" icon="download">
    WEB, PDF, and CSV export options
  </Card>

  <Card title="Flexible Selection" icon="layer-group">
    Report on individual addresses or bundles
  </Card>

  <Card title="Custom Date Ranges" icon="calendar">
    Generate reports for any time period
  </Card>
</CardGroup>

## Report Types

<Tabs>
  <Tab title="Portfolio Snapshot" icon="camera">
    ### Portfolio Snapshot Report

    <Info>
      Get a comprehensive view of your portfolio including wallets, NFTs, and protocol positions at any point in time.
    </Info>

    **What's Included:**

    * Complete wallet balances
    * NFT holdings
    * DeFi protocol positions
    * Current asset values
    * Portfolio allocation breakdown

    **Export Formats:**

    * **WEB** - Interactive view in browser
    * **PDF** - Professional formatted report
    * **CSV** - Spreadsheet-compatible data

    **Use Cases:**

    * Portfolio performance tracking
    * Net worth snapshots
    * Sharing with stakeholders
    * Record keeping
    * Historical portfolio analysis
  </Tab>

  <Tab title="Transactions" icon="list">
    ### Transaction Report

    <Info>
      Create detailed reports of your transaction history with flexible filtering options.
    </Info>

    **What's Included:**

    * Complete transaction history
    * Transaction types and categories
    * Network information
    * Protocol interactions
    * Asset movements
    * Timestamps and values

    **Filter Options:**

    <AccordionGroup>
      <Accordion title="Networks" icon="network-wired" defaultOpen>
        Filter by specific blockchain networks
      </Accordion>

      <Accordion title="Protocols" icon="cube">
        Select specific DeFi protocols
      </Accordion>

      <Accordion title="Categories" icon="tags">
        Filter by transaction categories (swap, transfer, etc.)
      </Accordion>

      <Accordion title="Assets" icon="coins">
        Filter transactions involving specific assets
      </Accordion>

      <Accordion title="Transaction Types" icon="arrows-split-up-and-left">
        Filter by transaction type
      </Accordion>

      <Accordion title="Date Range" icon="calendar">
        Select any custom date range
      </Accordion>
    </AccordionGroup>

    **Export Formats:**

    * **WEB** - Interactive view with sorting and filtering
    * **CSV** - Import to Excel or Google Sheets

    **Additional Options:**

    * Hide spam transactions
    * Transaction count displayed before generation
    * Filter by multiple criteria simultaneously
  </Tab>

  <Tab title="Asset Variation" icon="chart-line">
    ### Asset Variation Report

    <Info>
      Track how your asset holdings change over time with custom variation reports.
    </Info>

    **What's Included:**

    * Asset balance changes over time
    * Beginning and ending balances
    * Net changes per asset
    * Portfolio composition shifts
    * Network-level breakdowns

    **Filter Options:**

    * **Networks** - Filter by blockchain
    * **Protocols** - Include specific protocols
    * **Date Range** - Compare any two periods
    * **Assets** - Track specific assets

    **Export Formats:**

    * **WEB** - Interactive view with charts
    * **CSV** - Detailed data for analysis

    **Use Cases:**

    * Month-over-month comparisons
    * Quarterly portfolio reviews
    * Track asset accumulation
    * Identify portfolio drift
    * Performance attribution

    **Additional Options:**

    * Hide spam assets
    * Asset count displayed before generation
    * Custom date range selection
  </Tab>
</Tabs>

## Generating Reports

### Portfolio Snapshot Report

<Steps>
  <Step title="Navigate to Reports" icon="file">
    Go to the Reports page from the main navigation
  </Step>

  <Step title="Click Create Snapshot" icon="camera">
    Select "Create" under Portfolio Snapshot Report
  </Step>

  <Step title="Select Addresses or Bundles" icon="wallet">
    Choose the addresses or bundles to include in your snapshot
  </Step>

  <Step title="Choose Export Format" icon="download">
    Select WEB, PDF, or CSV format
  </Step>

  <Step title="Generate Snapshot" icon="bolt">
    Click "Generate Snapshot" to create your report
  </Step>
</Steps>

### Transaction Report

<Steps>
  <Step title="Navigate to Reports" icon="file">
    Go to the Reports page from the main navigation
  </Step>

  <Step title="Click Create Transaction Report" icon="list">
    Select "Create" under Transactions Report
  </Step>

  <Step title="Select Addresses or Bundles" icon="wallet">
    Choose which addresses or bundles to include
  </Step>

  <Step title="Apply Filters (Optional)" icon="filter">
    Use the available filters to narrow down transactions:

    * Networks
    * Protocols
    * Categories
    * Assets
    * Transaction Types
    * Date Range
  </Step>

  <Step title="Configure Options" icon="gear">
    * Choose export format (WEB or CSV)
    * Toggle "Hide spam transactions" if desired
    * Review transaction count
  </Step>

  <Step title="Generate Report" icon="bolt">
    Click "Generate Report for X txs" to create your report
  </Step>
</Steps>

### Asset Variation Report

<Steps>
  <Step title="Navigate to Reports" icon="file">
    Go to the Reports page from the main navigation
  </Step>

  <Step title="Click Create Asset Report" icon="chart-line">
    Select "Create" under Asset Variation Report
  </Step>

  <Step title="Select Addresses or Bundles" icon="wallet">
    Choose which addresses or bundles to include
  </Step>

  <Step title="Set Date Range" icon="calendar">
    Select the time period for comparison (e.g., compare two months)
  </Step>

  <Step title="Apply Filters (Optional)" icon="filter">
    Use the available filters:

    * Networks
    * Protocols
  </Step>

  <Step title="Configure Options" icon="gear">
    * Choose export format (WEB or CSV)
    * Toggle "Hide spam assets" if desired
    * Review asset count
  </Step>

  <Step title="Generate Report" icon="bolt">
    Click "Generate Report for X assets" to create your report
  </Step>
</Steps>

## Managing Your Reports

### Your Reports Section

<Info>
  All generated reports are saved and accessible in the "Your Reports" section.
</Info>

**Features:**

* Search through your reports
* Filter by report type (Snapshot, Transaction, Asset)
* Filter by addresses or bundles
* Filter by date range
* View report metadata

**Report Information Displayed:**

<CardGroup cols={2}>
  <Card title="Report Details" icon="info-circle">
    * Creation date
    * Report name
    * Report type
    * Associated addresses/bundles
  </Card>

  <Card title="Scheduled Reports" icon="calendar-check">
    * Active/inactive status
    * Next snapshot date
    * Last snapshot date
    * Number of addresses included
  </Card>
</CardGroup>

### Filtering Your Reports

Use the built-in filters to quickly find reports:

* **Search Bar** - Search reports by name
* **Address/Bundle Filter** - Select specific addresses or bundles
* **Date Picker** - Filter by creation date
* **Report Type Tabs** - Toggle between Snapshot, Transaction, and Asset reports

### Scheduled Reports

<Info>
  Create recurring reports that generate automatically on a schedule.
</Info>

**Scheduled Report Features:**

* Set as Active or Inactive
* Automatic generation at specified intervals
* View next scheduled generation date
* Access all historical snapshots
* Manage multiple scheduled reports per bundle

**Example Use Case:**
Create a monthly snapshot of your "Hot Wallet 1" bundle that generates automatically on the 1st of each month.

## Report Scope Options

### Individual Addresses

Generate reports for specific wallet addresses:

* Single address reporting
* Focused analysis
* Granular tracking

### Bundles

Generate reports for grouped addresses:

* Multiple addresses combined
* Portfolio-level view
* Simplified management
* Consistent reporting across related wallets

### Mixed Selection

Combine individual addresses and bundles:

* Maximum flexibility
* Custom groupings
* Ad-hoc analysis
* Compare different portfolio segments

## Export Formats

<Tabs>
  <Tab title="WEB" icon="browser">
    ### Interactive Web View

    **Features:**

    * Interactive tables
    * Sorting and filtering
    * Real-time updates
    * Shareable links
    * Responsive design

    **Available For:**

    * Portfolio Snapshot Reports
    * Transaction Reports
    * Asset Variation Reports
  </Tab>

  <Tab title="PDF" icon="file-pdf">
    ### Professional PDF Reports

    **Features:**

    * Print-ready format
    * Professional layout
    * Charts and tables
    * Offline access
    * Easy sharing

    **Available For:**

    * Portfolio Snapshot Reports

    **Best For:**

    * Presentations
    * Record keeping
    * Offline review
    * Stakeholder sharing
  </Tab>

  <Tab title="CSV" icon="file-csv">
    ### Spreadsheet-Compatible Data

    **Features:**

    * Raw data export
    * Import to Excel/Google Sheets
    * Custom analysis
    * Data manipulation
    * Integration with other tools

    **Available For:**

    * Portfolio Snapshot Reports
    * Transaction Reports
    * Asset Variation Reports

    **Best For:**

    * Custom analysis
    * Data processing
    * Integration workflows
    * Advanced filtering
  </Tab>
</Tabs>

## Common Use Cases

### Monthly Portfolio Review

<Steps>
  <Step title="Create Scheduled Snapshot" icon="calendar">
    Set up a monthly scheduled snapshot for your main portfolio
  </Step>

  <Step title="Compare Month-to-Month" icon="chart-line">
    Use Asset Variation Report to compare changes between months
  </Step>

  <Step title="Review Transactions" icon="list">
    Generate Transaction Report for the month to see all activity
  </Step>

  <Step title="Export and Archive" icon="download">
    Download PDF snapshots for your records
  </Step>
</Steps>

### Protocol-Specific Analysis

<Steps>
  <Step title="Filter by Protocol" icon="cube">
    Use Transaction Report filters to select specific protocols
  </Step>

  <Step title="Set Date Range" icon="calendar">
    Choose the analysis period
  </Step>

  <Step title="Export to CSV" icon="file-csv">
    Download data for detailed analysis
  </Step>

  <Step title="Track DeFi Positions" icon="coins">
    Use Portfolio Snapshot to see current protocol positions
  </Step>
</Steps>

### Multi-Wallet Management

<Steps>
  <Step title="Create Bundle" icon="layer-group">
    Group related wallets into a bundle
  </Step>

  <Step title="Schedule Reports" icon="calendar-check">
    Set up automatic snapshots for the bundle
  </Step>

  <Step title="Track Combined Activity" icon="chart-mixed">
    Generate transaction and variation reports for the entire bundle
  </Step>

  <Step title="Monitor Individual Wallets" icon="wallet">
    Create separate reports for specific addresses when needed
  </Step>
</Steps>

## Privacy & Security

### Data Handling

<CardGroup cols={2}>
  <Card title="On-Demand Generation" icon="bolt">
    Reports generated on-demand when requested
  </Card>

  <Card title="Secure Access" icon="lock">
    Reports only accessible to your account
  </Card>

  <Card title="Encrypted Storage" icon="shield">
    All data encrypted at rest and in transit
  </Card>

  <Card title="No Public Links" icon="eye-slash">
    Reports are private by default
  </Card>
</CardGroup>

## Getting Help

<Tip>
  Need help with reports? Check out our tutorials or contact support.
</Tip>

### Resources

<CardGroup cols={2}>
  <Card title="View Transactions" icon="list" href="/docs/transactions">
    Learn about transaction tracking
  </Card>

  <Card title="Address Book" icon="address-book" href="/docs/address-book">
    Manage and organize your addresses
  </Card>

  <Card title="Contact Support" icon="headset" href="/docs/contact-us">
    Get help from our team
  </Card>

  <Card title="Getting Started" icon="rocket" href="/docs/quickstart">
    Learn how to use Octav
  </Card>
</CardGroup>