Most finance teams spend hours scrolling through balances and transaction ledgers, trying to piece together their financial picture.
Reports in TRES were built to change that. They automatically organize your accounts at month-end, giving you full visibility and control – without the manual effort. That’s why 90% of our clients set up an automatic monthly run.
Your Financial Control Center
Click Reports in the sidebar, and you’ll see everything you need in one place.
Most teams start with two essentials:
- Asset Balances: a clear snapshot of what you own and when.
- Transaction Ledger: your complete financial activity in one clean view.
On top of that, there are 10+ additional reports, like:
- Cost Basis: check your inventory.
- Audit Trail: track who made changes and when.
And with the star feature, you can pin favorites to the top for easy, instant access.
Custom Filters
Here’s where Reports really shine: filters.
- Want to see only Ethereum transactions? Filter by Networks.
- Need a specific time window? Adjust the Period filter.
- Tracking a particular transfer? Search by Hash.
With filters, every report becomes tailored to exactly what you need.
Downloads That Fit Your Workflow
Once you’ve built your report, downloading is just as flexible:
- Summary views for quick decisions.
- Detailed breakdowns for collaboration.
- Raw data for deep-dive analysis.
All organized in pivot tables or clean raw formats – ready to use straight away.
Automate Your Reporting
The feature clients love most: automation.
Set your reports to generate automatically – end of month, end of quarter, or on any schedule you choose. Reports appear, ready to review, with no “wait, I still need to pull that” moments.
Ask Your Reports Anything
After a report is generated, you can go a step further and ask it questions.
- “Why did my balance change in March?”
- “What were my largest transactions?”
The built-in AI reads the report and answers instantly- turning raw data into insight.
Get Started with Reports
Instead of endless scrolling through transaction lists, TRES Reports automatically organize everything you need to stay in control of your accounts.
With filters, flexible downloads, automation, and AI-driven answers, finance teams save hours every month – and stay ahead with cleaner, sharper reporting.Watch our video to see the set up that is saving our clients hours every month: https://www.loom.com/share/ed01c7cb7561475aba680493ce5f9cc9
Watch this video to see the set up that is saving our clients hours every month:
Interested in TRES?
