# Reports

> Guides to generate and download real-time or historical reports.

You can download real-time and historical transactions, settlement summary, and settlement details under the **Reports** module in [Antom Dashboard](https://dashboard.alipay.com/global-payments/home). Additionally, [related accounts](https://docs.antom.com/ac/merchant_service/balance.md#YOBLr) on the **Balance** page are displayed as pending balance, to-be-settled balance, and collateral balance.

On the **Reports** page, click the pin icon to display reports in the **Pinned reports** section. Other reports are displayed in the **All reports** section.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/8da4e598-cbad-4397-ba82-fe5d3673f535.png)

## Generate reports

You can use one of the following methods to generate reports:

-   Generate reports manually 
-   Generate reports automatically

### Generate reports manually

All reports can be generated from the following pages:

-   On the **Reports** page: Locate the report you want to query, and click **Generate.** You can select the file format and date range in the **Generate report** pop-up window. Click **Generate report** to enter the report list page of the selected report. After the report is generated, click the icon in the **Download** column to obtain the file.

| ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/bc01c676-9896-4cb0-bd63-d390a422c3f3.png) | ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/e7e0b258-3742-4b45-b0cb-091b7f46cc98.png) |
| --- | --- |

-   On the report list page: Click any report on the **Reports** page to enter the report list page. On this page, you can view the report list of all reports and download generated reports. Click **Generate report** in the list's upper-right corner, select the file format and date range in the **Generate report** pop-up window, and click **Generate report** to generate a report. After the report is generated, click the icon in the **Download** column to obtain the file.

| ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/d7636fbe-cf2f-430b-9e6a-5797f6a37bd3.png) | ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/28388879-c561-4292-bc2a-65314dd8c63a.png) |
| --- | --- |

> **Note**: For pending balance, to-be-settled balance, and collateral balance, the **Generate report** pop-up window also provides options for selecting currency and single date, in addition to selecting the file format and date range.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/298825e3-b23b-4fb2-89aa-46b4aa8c8324.png)

### Generate reports automatically

Click any report on the **Reports** page to enter the report list page. Click **Report settings** > **Set schedule**, and you can customize the settings of reports according to your own needs. Detailed steps are as follows:

1.  In the **Auto transactions report** window, click the corresponding **On** button to set the auto-generation schedule. 

| ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/6b4def02-3b7d-4427-ac64-65a367306386.png) | ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/d7840e8d-3a6f-4094-8cee-cd336a92b5ce.png) |
| --- | --- |

2.  Click **Edit** to set **File type** and **Trigger date**, and click **Save** to apply the settings. After completing these steps, auto reports will be generated in the selected file type and on the set trigger date. You can view and download the auto reports on the report list page according to the time generated.

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/fde25f2e-b9b8-4fa9-b188-ee41ba80142e.png)

## Customize reports

You can configure report column headers as needed. The following methods apply to all report pages:

1.  On any report list page, click **Report settings** > **Set columns**. You can complete the column settings and perform the following actions on the **Configure report columns** page:

-   View the order, column title, definition, and data type.
-   Click the order icon and drag the column to adjust its display position in the generated report.
-   Check the columns that you want to display in the reports. Only the checked columns will appear in the reports.

| ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/e43eda53-9527-4dc6-b60e-0ec0c8accafb.png) | ![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/c88b5101-dd6c-46cb-9c14-5e9de69889eb.png) |
| --- | --- |

2.  Once the configuration is done, click **Update** to configure the columns for the next report generation. 

![image.png](https://idocs-assets.marmot-cloud.com/storage/idocs87c36dc8dac653c1/yuque/idocs/2025/png/919f92e5-a0e5-45bb-953d-2dc1e1b1c0e7.png)

> **Note**: Once applied, the configuration also takes effect on the corresponding report section on the **Reports** homepage.