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Crypto Reports

Generate comprehensive accounting reports for cryptocurrency transactions.

Historical Reports​

Historical Reports

Generating Reports​

  1. Navigate to Crypto Reports > Historical Reports
  2. Set report parameters:
    • Retrieve as of: Select date
    • Account: Choose wallet/account
  3. Click Search Report

Report Contents​

Blockpeer Historical Summary Report

Displays:

  • Account name and address
  • Retrieved balance date
  • Token breakdown:
    • Ticker symbol
    • Imported amount
    • Current price
    • USD value

Download Options​

Click Download button to export reports in various formats.

Ledger Summary Reports​

Ladger summary Report

Overview​

Detailed transaction ledger for specific tokens:

Report Header:

  • Account identifier
  • Account address
  • Token symbol (e.g., ETH)

Report Columns​

  • Date: Transaction timestamp
  • Identifier: Transaction hash (clickable link to explorer)
  • Ledger: Token name
  • Token Address: Contract address
  • Direction: paidGas, received, sent
  • Change: Token amount (+/-)
  • Balance: Running balance
  • USD Value: Dollar value
  • USD/Ticker: Price per token
  • Cost Basis: Acquisition cost

Features​

  • Transaction-level detail
  • Running balance calculation
  • Cost basis tracking
  • Direct blockchain explorer links
  • Historical price data

Roll Forward Reports​

Roll forward reports

Purpose​

Track token balance changes over time periods.

Report Structure​

Blockpeer Roll Forward Report

Filters:

  • Date Range: This Year (customizable)
  • Account: Select wallet
  • Ticker: Choose specific token

Report Sections​

  1. Opening Balance: Balance at period start
  2. Transactions:
    • Date and identifier
    • Ledger and token address
    • Direction (received/sent)
    • Change amount
    • Running balance
  3. Total Credits: Sum of incoming tokens
  4. Total Debits: Sum of outgoing tokens
  5. Total Debits and Credits: Net change
  6. Closing Balance: Final period balance

Use Cases​

  • Period-end reconciliation
  • Token movement analysis
  • Tax reporting
  • Audit preparation

Classification Reports​

Classification Report

Purpose​

Categorize transactions by type for accounting purposes.

Report Details​

Blockpeer Classification Report

Filters:

  • Date range selection
  • Account filter
  • Token ticker filter

Report Contents​

  1. Opening Balance: Starting position
  2. Transaction Details:
    • Date and identifier
    • Ledger and token address
    • Entry type
    • Direction
    • Change amount
    • Balance after transaction
  3. Period Totals:
    • Total Credits
    • Total Debits
    • Net change
  4. Closing Balance

Transaction Classifications​

  • Transfer: Direct token movements
  • paidGas: Network fee payments
  • Swap: Token exchanges
  • Other: Miscellaneous transactions

Disposition Reports​

Disposition Report

Overview​

Track cost basis and capital gains/losses for disposed assets.

Report Features​

Similar structure to other reports with focus on:

  • Acquisition cost
  • Disposal proceeds
  • Realized gains/losses
  • Holding period
  • Tax lot identification

Applications​

  • Tax reporting (Form 8949)
  • Capital gains calculation
  • Investment performance analysis
  • Compliance documentation