# Reporting

### Do you offer reports on completed trades and settlements?

Yes, we do offer three types of reports on trades, end-of-day position snapshots, and settlements. They come in different formats:

1. **Daily Report** – Sent via email, it includes trades and settlement history for the previous day.
2. **Monthly Report** – Sent via email, it includes trades and settlement history for the previous month.
3. **On-demand CSV** – Available upon request in the GUI terminal under the 'History' section.

### What formats of reports do you offer?

1. PDF and CSV are disseminated via email on a daily and monthly basis.
2. CSVs in the 'History' section are available on demand.

### Can I use the PDF report as proof of complying with the EU’s Travel Rule?

Yes, you can. The PDF report can serve as proof that you have settled with a particular entity. See the example below, specifically the settlement history section.

{% file src="<https://1906424770-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlhEtVTUclDpcNfjGvCeB%2Fuploads%2F5HFshk7Wbg8xNARLjlkw%2FSample%20Report_edt.pdf?alt=media&token=47df5489-ccb2-4a1c-aabd-30a6ae3c3cba>" %}

### Can I request an on-demand report?

Yes, you can - through our GUI:

1. Go to 'Trades' or 'Settlements' in the 'History' section depending on your needs
2. Click 'Export in .CSV'
3. Select dates, specify the desired filename, include headers (or don't)
4. Press 'Export .CSV'

<div><figure><img src="https://1906424770-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlhEtVTUclDpcNfjGvCeB%2Fuploads%2FHZ0sbaVA2Dy4yAoMrskB%2FScreenshot%202026-01-09%20at%2018.04.07.png?alt=media&#x26;token=bca5f8c9-428d-458e-83b1-e77f5c284a73" alt=""><figcaption></figcaption></figure> <figure><img src="https://1906424770-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlhEtVTUclDpcNfjGvCeB%2Fuploads%2FlRdjmNc9Od2trLHXvr2h%2FScreenshot%202026-01-09%20at%2018.04.12.png?alt=media&#x26;token=57624564-3300-45d2-81b6-570a7892f8bb" alt=""><figcaption></figcaption></figure></div>

### If I have multiple users on Finery Markets, will they be receiving reports as well?

Yes, they will.

### Is this available through API?

Yes, there are methods that can deliver this data. Refer to the following methods:

{% content-ref url="../../api-reference/rest-api/deals-and-positions/dealhistory" %}
[dealhistory](https://faq.finerymarkets.com/api-reference/rest-api/deals-and-positions/dealhistory)
{% endcontent-ref %}

{% content-ref url="../../api-reference/rest-api/settlements/settlementhistory" %}
[settlementhistory](https://faq.finerymarkets.com/api-reference/rest-api/settlements/settlementhistory)
{% endcontent-ref %}

{% content-ref url="../../api-reference/rest-api/settlements/settlementtransactionhistory" %}
[settlementtransactionhistory](https://faq.finerymarkets.com/api-reference/rest-api/settlements/settlementtransactionhistory)
{% endcontent-ref %}