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Overview

CryptoTally’s reporting features allow you to export filtered transaction data in formats perfect for accountants, tax software, and audit requirements. Generate custom reports based on wallets, tags, date ranges, and tokens.

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Export Formats

CSV Export

Spreadsheet-compatible format for Excel, Google Sheets, and accounting software

PDF Report

Professional reports with charts and summaries for presentations
Coming Soon: QuickBooks, Xero, and TurboTax direct integrations

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Generating a CSV Export

1

Navigate to Transactions

Go to the Transactions page
2

Apply Filters

Use filters to narrow down the data you want to export:
  • Date Range: Select specific tax year or quarter
  • Wallets: Choose specific wallets
  • Tags: Filter by transaction category
  • Tokens: Export specific token transactions
  • Direction: Income only, expenses only, or both
3

Click Export

Click the Export button in the top right
4

Choose Format

Select CSV and configure options:
  • Include/exclude columns
  • Date format preference
  • Currency display (USD, EUR, etc.)
5

Download

Click Generate Export and save the CSV file

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CSV Export Columns

The exported CSV includes the following columns:
ColumnDescriptionExample
DateTransaction timestamp2024-03-15 14:32:00 UTC
Transaction HashBlockchain transaction ID0xabc123…
From AddressSender address0x1234…5678
To AddressRecipient address0x9876…5432
Wallet LabelYour wallet labelTreasury
ChainBlockchain networkEthereum
TokenToken symbolUSDC
AmountTransaction amount5000.00
Fiat ValueUSD value at transaction time$5,000.00
DirectionInflow or OutflowInflow
TypeTransaction typeTransfer
TagsApplied tagsCustomer Payment, Q1 2024
NotesYour notesPayment from Client X
AttachmentsNumber of attached files2
You can customize which columns to include in Settings → Export Preferences

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Generating PDF Reports

PDF reports are perfect for:
  • Grant auditors
  • Board presentations
  • Internal financial reviews
  • Quarterly reports
1

Apply Filters

Filter transactions for your desired report scope
2

Click Export

Select Export → PDF Report
3

Choose Report Type

Select from pre-built templates:
  • Summary Report: High-level overview with charts
  • Detailed Report: Transaction-by-transaction listing
  • Tax Report: Organized by income/expense categories
  • Audit Report: Comprehensive with attachments
4

Customize

Configure report options:
  • Report title
  • Date range
  • Logo (for organization workspaces)
  • Include charts and graphs
5

Generate

Click Generate PDF and download

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PDF Report Contents

  • Total inflows and outflows
  • Net change in portfolio value
  • Top tokens by volume
  • Transaction count by category
  • Monthly trend charts
  • Complete transaction listing
  • Individual fiat values
  • Tags and notes
  • Wallet-level breakdown
  • Token balances
  • Income transactions with fiat values
  • Expense transactions with fiat values
  • Category-wise summaries
  • Cost basis information
  • Capital gains/losses (if applicable)
  • All transaction details
  • Attached documents included
  • Wallet address verification
  • Blockchain explorer links
  • Compliance notes

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Report Templates

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Quarterly Business Report

Perfect for startups and organizations: Filters:
  • Date Range: Q1 2024 (Jan 1 - Mar 31)
  • All wallets
  • All tags
Format: PDF Summary Report Contents:
  • Revenue breakdown by customer/project
  • Expense analysis by category
  • Token holdings snapshot
  • Cash flow trends

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Annual Tax Report

For personal tax filing: Filters:
  • Date Range: Full tax year (Jan 1 - Dec 31, 2024)
  • All wallets
  • Direction: Inflows (Income)
Format: CSV Export Contents:
  • All income transactions
  • Fiat values at time of receipt
  • Customer/source information
  • Supporting documentation

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Grant Report

For funded projects: Filters:
  • Specific wallet: Grant Treasury
  • Date Range: Grant period
  • Tags: Grant-related expenses
Format: PDF Audit Report Contents:
  • All grant-funded expenses
  • Category breakdown
  • Attached invoices and receipts
  • Remaining funds

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Monthly Expense Report

For ongoing tracking: Filters:
  • Date Range: Current month
  • Direction: Outflows (Expenses)
  • All tags
Format: CSV Export Contents:
  • Monthly spending by category
  • Vendor breakdown
  • Comparison to previous month

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Scheduled Reports

Pro Feature: Automatically generate and email reports on a schedule
Set up automated reports:
  1. Go to Settings → Scheduled Reports
  2. Click + New Schedule
  3. Configure:
    • Report name
    • Frequency (daily, weekly, monthly, quarterly)
    • Filters and format
    • Recipients (email addresses)
  4. Save schedule
Example schedules:
  • Weekly: Team spending summary every Monday
  • Monthly: Full transaction export on the 1st
  • Quarterly: Executive summary for board meetings

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Sharing Reports

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With Your Team

In organization workspaces:
  • Admin/Contributor: Can generate and download reports
  • Viewer: Can view reports but not download

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With External Parties

For sharing with accountants or auditors:
  1. Generate the report
  2. Download the file
  3. Share securely via:
    • Encrypted email
    • Secure file sharing (Dropbox, Google Drive)
    • Your accounting firm’s client portal
Reports contain sensitive financial information. Always use secure sharing methods.

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Report Customization

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Column Selection

Choose which data to include:
  • Essential: Date, Amount, Token, Direction
  • Accounting: Tags, Notes, Fiat Value
  • Technical: Transaction Hash, From/To Addresses, Chain
  • Documentation: Attachment count

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Date Formats

  • US Format: MM/DD/YYYY
  • ISO Format: YYYY-MM-DD
  • EU Format: DD/MM/YYYY

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Currency Display

  • USD ($)
  • EUR (€)
  • GBP (£)
  • INR (₹)
  • And more…

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Advanced Filters for Reports

Combine multiple filters for precise reports:

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Example 1: Customer Revenue Report

Date Range: Q4 2024
Tags: Customer Payment, Invoiced
Token: USDC
Direction: Inflow

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Example 2: Marketing Spend Analysis

Date Range: Last 6 months
Tags: Marketing, Advertising, Social Media
Direction: Outflow
Wallets: Operations

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Example 3: Salary Expenses

Date Range: Full year 2024
Tags: Salary, Contractor
Direction: Outflow

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Integration with Accounting Software

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Manual Import

  1. Generate CSV export
  2. Open your accounting software (QuickBooks, Xero, etc.)
  3. Import CSV as journal entries or transactions
  4. Map CryptoTally columns to accounting categories

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API Access (Coming Soon)

For automated sync: 
curl -X GET "https://api.cryptotally.xyz/v1/reports/export" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d "format=csv&start_date=2024-01-01&end_date=2024-12-31"

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Troubleshooting

  • Large date ranges (1+ years) may take 30-60 seconds
  • Try breaking into smaller quarterly reports
  • Reduce the number of wallets/filters selected
  • Ensure you’re using a recent version of Excel
  • Try opening with Google Sheets first
  • Check file isn’t corrupted (try re-downloading)
  • Verify your filters aren’t too restrictive
  • Check that transactions have synced (refresh wallets)
  • Ensure date range includes transaction date
  • CryptoTally uses historical prices at transaction time
  • Price data comes from CoinGecko API
  • For very old transactions, data may be estimated

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Best Practices

Regular Exports

Export your data monthly instead of waiting for tax season. This makes it easier to catch errors early.

Consistent Tagging

Tag transactions before exporting. Untagged transactions make reports less useful for tax categorization.

Backup Your Data

Download annual exports and store securely. This protects against data loss.

Document Assumptions

Add notes explaining unusual transactions before generating reports for accountants.

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Next Steps

Tax Preparation

Use reports for tax filing

API Reference

Automate report generation via API