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Generating Liquidity Reports

Step 1. Initiating the Report Creation​

The goal of this stage is to access the main internal analytics section of the platform and launch the configuration interface for exporting a new report.

  1. Navigate to the Liquidity Reports page.
  2. The page displays a table listing previously generated documents.
  3. Click the Create Report button located in the upper-right corner above the table.

Step 2. Configuring Parameters and Running Generation​

The goal of this stage is to define data filters, select the target file format, and trigger the internal data aggregation process while monitoring its progress in real-time.

  1. Within the opened modal window, fill out the configuration form fields:
    • Team (optional) — select a specific workgroup to filter the metrics, or leave it blank to export data platform-wide.
    • Period (optional) — specify the target date range for the required internal analytical insights.
    • Format (mandatory field) — select the resulting file extension from the dropdown: csv, pdf, or xlsx.
  2. Click the Next button.
  3. The interface will switch to a report preview mode. This window features regular status updates reflecting the real-time compilation of the file by the Liquidity core system.

Step 3. Saving and Downloading the Final Document​

The goal of this stage is to commit the report record to the system once compilation succeeds and download the file to your local machine.

  1. As soon as the generation process completes successfully, the Create button will become active within the preview window.
  2. Click this confirmation button — the report will be recorded in the log, and the file download will trigger instantly.
  3. To access historical exports, use the main table on the page: a Download button is available at the end of each row. This button is operational only when the document status is explicitly set to "Ready".