For the WAIV advanced report, there are two tabs:

• Standard: This is the current report generated gradually in the user’s browser.
• Generated: A new report where generation takes place on our side. The user sets parameters, we generate it, and the user receives a link to the entire table for export.

You can make a report on all transactions in which the user participates. It is possible to generate reports for several users, exclude transactions from the total withdrawal of the amount.

Advanced reports Accounts: Find users If multiple accounts are included in the report, transactions between the specified accounts are excluded from the totals calculations for withdrawals and deposits.

From: To: Select start date Select end date

Base currency: Submit

TOTAL: Deposits: -. Withdrawals: -. (Totals can be calculated only for a defined from-till period.) X) - Use this field to exclude an entry from the totals calculation.

Disclaimer: The information provided by this site, including financial reports, is provided on an ""as is"" basis with no guarantees of completeness, accuracy, usefulness or timeliness. Waivio Technologies Inc. assumes no responsibility or liability for any errors or omissions in the content of this site.

At the first access to the report:

• the account of this user is selected, from the tab of the wallet of which the transition was made;
• date fields are empty;
• the base currency selected is the one selected on the waivio website;
• the table displays records from the newest;
• the table displays the last 10 records of the user and the show more button;
• by clicking on the show more button, 10 records are loaded;
• when you hover over the show button, the button is highlighted in orange, and the cursor pointer.

To generate a report for specific dates and users, you need to fill in all the required fields:

• Accounts: - chose one or multiple accounts
• From: - first date of report
• Till: - last date of report
• Base currency: - currency in which the report will be generated

TOTAL - describe total amount of withdraw and deposit.
Default view: TOTAL: Deposits: -. Withdrawals: -. (Totals can be calculated only for a defined from-till period.)
After click submit:
1 state - when loading a report TOTAL: Deposits: {currencyPrefix}{number}. Withdrawals: {currencyPrefix}{number}. (Loading...)
2 state - report generation has ended TOTAL: Deposits: {currencyPrefix}{number}. Withdrawals: {currencyPrefix}{number}. (Completed)

Designation D/W in the table:

• Deposit - these are all transactions related to what the user received from others.
• Withdrawals - these are all transactions related to what the user has sent to other users.
• if the column is empty, it means that the transaction is internal and does not affect the total amount

• Power Up transactions register the value twice: minus liquid HIVE, plus Hive Power

• write to the internal database of exemptions that this user has specified. This will only show up in reports generated by this user.
• regular (without third parties) Power Up transactions in the Advanced report must register the value twice: minus liquid HIVE, plus Hive Power
• the user can manually remove selected records from the Deposits / Withdrawals count. To do this, add a left column with check boxes and dynamically remove marked records from Totals.
• while the data is being loaded and the TOTALS are changing, you need to write 1 "(Loading ...)", and when the data is finalized, report "(Completed)"
• add a column ± with the values D (deposit) or W (withdrawal) to indicate deposit or withdrawal transactions. Above the table, show the grand total of Deposits / Withdrawals (total includes both HIVE and HBD)
• correct the text in transactions for the transfer to Savings (1), and in the Advanced view remove the amounts from columns (2), since these transfers do not affect the balance
• payments to yourself should not be included in deposits (such payments do not change the balance) #2954

Link "Back"- redirect to Wallet tab

"Calendar" button - open calendar

"Account creation" button - chose date when account was created In case of there are several accounts, the earliest date will be chosen The calendar close after clicking on the button "Account creation"

"Today" button - chose today's date

"Submit" button - confirm action to generate a report.

User can export report to csv. (hive and waiv)

• On the first visit, when the dates are not selected, but only the last 10 entries and "Show more" button are displayed, then "Export to .CSV" link is active, and after export, these last 10 entries will be in the table;
• after choosing dates, while report is loading, "Export to .CSV" link isn't active.

• we do not display Swap - because it is internal transaction. For us, external transactions are important.
• we do not display deposit and withdraw transactions hive->swap.hive and vice versa from hive advanced report. https://github.com/Waiviogit/waivio/issues/4072
• we do not display exchange (bought/sold), Power up (if this is the user himself).

It turns out that only an authorized user on their profile can see this tab and generate a report.

Introduction text:

Here, reports are generated on our end. You can initiate report generation, and we'll seamlessly handle the processing in the background. In the History table, you'll find links to view all records and export them to .CSV format. 
Additionally, please note that only 12 reports can be actively generated at a time. To load another, you'll need to either pause some reports or stop them completely.

User can generate up to 12 reports simultaneously. Therefore, we should disable the "Generate report" button under these conditions:

• If 12 reports have been added and are in active generation status, we disable the button to prevent the user from generating more reports.
• If reports in the active table have been paused (checkbox deactivated in the Active table), we enable the button, allowing the user to add more reports.
• Similarly, if reports in the active table have been stopped, we also enable the button.

The "Generate report" button opens a modal with a form for filling out report details, similar to the current setup:

• Title: Advanced report
• Fields: Accounts, From, Till, Currency.
• Buttons: Submit, Cancel.

This table displays active reports currently in the generation process. Progress can be tracked using the "Current deposits" and "Current withdrawals" fields, dynamically updated via socket.

• Active: Checkbox to activate/deactivate (pause) generation.
• Start date: Report's start date.
• End date: Report's end date.
• Accounts: Names of accounts for which the report is generated.
• Currency: Selected report currency.
• Current deposits and Current withdrawals: Dynamically updating fields to track generation progress, similar to Totals in a standard report.
• Actions: "stop" button to halt generation completely, or "resume" button to resume report generation due to error.

'Stop' link in Active table leads to a modal window to confirm the action. Title: Stop report generation. Text: Once stopped, the report generation cannot be resumed. To temporarily suspend/resume the report generation, please consider using the Active checkbox. Buttons: Cancel, Stop.

'Resume' link in Active table leads to a modal window to confirm the action. This link will appear instead of the 'Stop' button if an error occurs during report generation. Title: Resume report generation. Text: An error occurred while generating the report, stopping the process. To continue report generation where it was left off, please click 'Resume'. Buttons: Cancel, Resume.

Title: History This table displays past reports.

• Start date: Report's start date.
• End date: Report's end date.
• Accounts: Names of accounts for which the report was generated.
• Currency: Selected report currency.
• Total deposits: Final amount of deposits.
• Total withdrawals: Final amount of withdrawals.
• Table: "details" link to open a page with the downloaded report starting with TOTAL, followed by the table itself.
• CSV: "export" link to save the report in CSV format.

• [waiv / advanced report] Add generated advanced report tab #6637 #6636