# Reporting & Exports

History your accountants can read — CSV from the dashboard, the API for pipelines.

Transaction history exports as CSV, per vault and per period, and the same records are available
over the API for reconciliation and for your auditors' own tooling. The history is append-only and
retained indefinitely, so the export you pull next year describes the same movements as the one
you pull today.

## A month-end reconstruction is not a report

- **Per tenant, per vault, per period** — CSV transaction exports scope to a vault and a period,
  so closing a month is a pull rather than a reconstruction.
- **The structure does the grouping** — vault accounts partition a vault by purpose, desk or
  customer, so per-customer and per-desk reporting falls out of the hierarchy.
- **Nothing expires quietly** — transaction and operational logs are retained indefinitely, with
  no scheduled purge to plan a retention policy around.

## What you can pull

- **Transaction history** — CSV export per vault and per period, and the same records over the API.
- **Per record** — creation, policy evaluation, each approval, broadcast and mining, with
  timestamps.
- **Internal movements** — transfers between accounts of one vault are ledger movements with full
  audit treatment and their own webhook event.
- **Access history** — login history including source address and device metadata.
- **Delivery evidence** — callback logs record what was sent to your endpoint and what it answered.
- **Valuation** — balances read one normalized chain-asset catalog with exchange-rate endpoints,
  so the dashboard and the API do not drift apart.
- **Honest gap** — a single unified log of every dashboard administrative action is not complete
  today; transaction, access and delivery evidence are.

## FAQ

**What form do exports take?**
CSV from the dashboard, per vault and per period. The API serves the same records for reporting
pipelines and for your auditors' own tooling.

**How far back can we pull?**
Transaction and operational logs are retained indefinitely — no scheduled purge. API request
statistics are the exception, on a rolling window of roughly 90 days.

## Related

- [Audit Trail](/features/audit-trail)
- [Vaults & Vault Accounts](/features/vaults-and-accounts)
- [Dashboard + API](/features/dashboard-and-api)
- [Pricing](/pricing)
