Knowledge Base
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Reporting
Getting started
Kooltra Access
Knowledge Resources
Entity Setup
Client Journey at a Glance
Onboarding and Client Setup
Trading and Settlements
Counterparty Management
Counterparty Setup & Management
Counterparty Overview
Beneficiaries
Data Importing
Trading & Trade Management
Trade Creation & Management
Spread Groups
Trade Blotters
Trade Matching
Cash Management
Cashflows & Adjustments
Account Balances
Settlements
Reconciliation
Reporting
Custom Reports
Confirmations & Documentation
Compliance
Regulatory Reporting
Client Onboarding & KYC
Risk Management
Client Margin
Trading Limits
Credit Engine
Payments Portal
Trading & Cash Management
Beneficiaries
Dealer Intervention
Blotters & Reports
Back to home
Knowledge Base
Reporting
Getting started
Kooltra Access
Knowledge Resources
Entity Setup
Client Journey at a Glance
Onboarding and Client Setup
Trading and Settlements
Counterparty Management
Counterparty Setup & Management
Counterparty Overview
Beneficiaries
Data Importing
Trading & Trade Management
Trade Creation & Management
Spread Groups
Trade Blotters
Trade Matching
Cash Management
Cashflows & Adjustments
Account Balances
Settlements
Reconciliation
Reporting
Custom Reports
Confirmations & Documentation
Compliance
Regulatory Reporting
Client Onboarding & KYC
Risk Management
Client Margin
Trading Limits
Credit Engine
Payments Portal
Trading & Cash Management
Beneficiaries
Dealer Intervention
Blotters & Reports
Reporting
Kooltra lets you build, customize, schedule, and export reports with flexible permissions, so you can organize and access your data as needed.
Custom Reports
How do I build custom reports?
Permissions on custom reports and folders
Exporting and scheduling custom reports
Confirmations & Documentation
Understanding Confirmations
Understanding Statements
Enabling the Bulk FX Statements App
Enabling the Confirmations App