POST
/
reports
Create a report
curl --request POST \
  --url https://api.exchange.coinbase.com/reports \
  --header 'Content-Type: application/json' \
  --header 'cb-access-key: <api-key>' \
  --header 'cb-access-passphrase: <api-key>' \
  --header 'cb-access-sign: <api-key>' \
  --header 'cb-access-timestamp: <api-key>' \
  --data '{
  "type": "account",
  "format": "pdf",
  "email": "user1@example.com",
  "profile_id": "8058d771-2d88-4f0f-ab6e-299c153d4308",
  "account": {
    "start_date": "2020-02-25T03:11:42.164Z",
    "end_date": "2020-03-26T02:11:42.164Z",
    "account_id": "ALL"
  }
}'
{
  "id": "<string>",
  "type": "<string>",
  "status": "pending"
}
Reports provide batches of historic information about your profile in various human and machine readable forms.
A report is generated when resources are available. You can poll the report resource endpoint at /reports/{report_id} for its status. When status is ready, the final report is uploaded and available at {file_url}.

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API Key Permissions

This endpoint requires either the “view” or “trade” permission.

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Expired reports

Reports are only available for download for a few days after being created. Once a report expires, the report is no longer available for download and is deleted.

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Balance Reports

Balance statements represent historical or current point-in-time “snapshots” in native and fiat converted units. Balance statement reports:
  • Can be generated for a specific portfolio (API and UI) or all portfolios (UI only). In the UI, all portfolios can be grouped by portfolio or asset (with balances totaled across portfolios).
  • Include balances for crypto and fiat assets supported on the Exchange (USD, EUR, GBP).
  • Include balances in both native units (e.g., 1 BTC) as well as fiat-converted units assets (e.g., $20000 USD worth of BTC) where price data is available.
  • Are generated for all assets (crypto and fiat) in the user’s account as of the requested timestamp. They cannot be generated for a specific asset (as is possible with the account and fill reports).
API calls are tied to a specific portfolio but you can group by all portfolios in the UI.

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Timestamps

  • Range: Timestamps are UTC-exclusive. For example, to generate a balance as of December 31st, 2022 EOD UTC (11:59:59 PM UTC), input January 1st, 2023 12:00:00 AM UTC.
  • Granularity: The API is the most granular and lets you specify a timestamp to the very second. The UI lets you specify the day and hour.

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Fiat Conversion

  • For fiat balances (USD, EUR, GBP), the conversion price is 1:1 and is reported in that specific fiat currency. EUR/GBP is not converted to USD balance.
  • For crypto balances the conversion price is the volume weighted average of closing prices in USD (when available). It is calculated by fetching 1 hour candles between [t-24 hours to t] and taking a volume weighted average of the closing price of the candles (when available).
    • Requested timestamp = t; Start range = t - 24 hours; End range = t
    • Candles may not be available; e.g., delisted assets may not have candles at the requested timestamp.
    • If a USD pair is not listed for trading at the requested timestamp, fiat conversion is not possible.

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Request Details

The Balance Report API:
  • Leverages the existing /reports endpoint.
  • Adds a new report type of balance.
  • Adds a balance object to the request with datetime (and group_by_portfolio_id for the UI only).
  • Keeps the same response schema (with the possibility that "type"="balance").
Example of Balance Report API Request 
// Create balance statement for the portfolio tied to the API key
{
  "balance": {
    "datetime": "2022-02-25T05:00:00.000Z"
  },
  "email": "user1@example.com",
  "format": "csv",
  "type": "balance"
}

Authorizations

​
cb-access-key
string
header
required
​
cb-access-passphrase
string
header
required
​
cb-access-sign
string
header
required
​
cb-access-timestamp
string
header
required

Body

application/json
​
type
string
required

Type of report to generate. Possible values: [account, balance, fills, otc-fills, rfq-fills, tax-invoice, 1099k-transaction-history]

​
year
string

required for 1099k-transaction-history-type reports

​
format
enum<string>
default:pdf
Available options:
pdf,
csv
​
email
string

Email to send generated report notification to

​
profile_id
string

If this field is specified, it must be the profile_id that is linked to the API key.

​
balance
object
​
fills
object
​
account
object
​
otc_fills
object
​
tax_invoice
object
​
rfq_fills
object

Response

​
id
string
required
​
type
string
required
​
status
enum<string>
default:pending
required
Available options:
pending