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What Is Report Center in VIP Portal on Binance

What Is Report Center in VIP Portal on Binance

2022-09-28 09:01
Overview
Report Types
Generate Reports
Download/Send Reports
Share Reports
Overview

1. What is the Report Center?

The Report Center is a self-service tool within the VIP Portal on Binance. It allows VIP users to download and share reports on their account activities with internal and external stakeholders.
You can also generate reports on transactions in your master account and sub-accounts for selected periods, and send those reports to your registered email addresses and to third parties, such as auditors. The Report Center is currently accessible through the Binance website only.
Note:
  • You can generate and export reports and data for the master account and related sub-accounts one at a time.
  • The master account can generate reports and data for itself and for all sub-accounts. But a sub-account can only generate reports on the activities of that sub-account. You can only download Account Statements, Account Ownership reports, and Profit & Loss reports from the master account.
  • By default, Account Statements can only fetch data from 2020-06-12 onwards, until the day before yesterday.
  • By default, Profit & Loss reports can only fetch data from 2020-08-10 onwards, until the day before yesterday.
  • The asset balances of your Spot/Margin/Funding/Futures/Earn Wallets are shown in BTC and BUSD. The BTC-to-BUSD conversion rate of the selected date will be shown on your Account Statement.
  • You can generate reports from the date of account inception using your preferred time zone. The exchange rate shown will be the same as the time of the transaction.
  • All data will be refreshed daily by 03:00:00 (UTC+0).

2. What is the VIP Portal?

VIP Portal is a one-stop hub for VIP users to access various Binance services and manage their digital assets from a single location.
Non-VIP users may also apply for a trial of the VIP Portal by submitting a request, as shown in the image below. Users who meet either of the following requirements will be granted access to the VIP Portal for a limited time:
  • 30-day Spot/Futures trading volume of at least $10,000 BUSD-equivalent
  • Current asset holding of at least $10,000 BUSD-equivalent
If you’re a non-VIP user applying for access to the VIP Portal, a snapshot of your asset holding and trading volume will be taken at 00:00 (UTC) of the previous day to determine your eligibility. Once approved, you’ll be able to log in to the VIP Portal immediately. Please wait for two working days before accessing the Report Center.

3. Frequently Asked Questions

1. Can the sub-accounts export data?
The Report Center currently supports exporting sub-account trading, transfer, withdrawal, and deposit records from a sub-account. However, it does not support exporting and downloading Account Statements, Account Ownership reports, and Profit & Loss reports.
2. Can custom login accounts export data?
No, custom login accounts cannot export data from the Report Center.
3. I am not a Binance VIP user. When can I start using the Report Center after applying for VIP Portal access?
You can access the Report Center at 00:00:00 (UTC) two days after successfully applying for VIP access.

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This FAQ was updated on 2023-01-17 to show that the Report Center now supports downloads of Profit & Loss reports.
Currently, the Report Center supports the download of seven types of reports and data. Please note that only the Account Statement, Account Ownership reports, and Profit & Loss reports support PDF format.
Report TypeBusiness TypeFile Type
Trading Report
  • Spot
  • Cross Margin
  • Isolated Margin
  • USDⓈ-Margined Futures
  • Coin-Margined Futures
CSV
Transfer Report
  • Master account <-> Sub-accounts
  • Spot <-> Futures
  • Spot <-> Margin
CSV
Withdraw Report
  • All (Crypto Withdraw Report)
CSV
Deposit Report
  • All (Crypto Deposit Report)
CSV
Account Statement
  • Spot, Margin, Funding, Futures, and Earn Wallet daily balance snapshot
  • Master and sub-account aggregate balance and expand to show all token details
PDF
Account Statement
  • Spot, Margin, Funding, Futures, and Earn Wallet daily balance snapshot
  • Master and sub-account breakdown balance
CSV
Account Ownership
  • All (Account Ownership)
PDF
Profit & Loss Report
  • All (Spot and Futures)
PDF
Profit & Loss Report
  • Spot
  • USDⓈ-Margined Futures
  • Coin-Margined Futures
CSV
1. Log into your Binance account and go to [VIP Portal] - [Report Center] - [Generate Now].
Note: As the data will be refreshed daily before 03:00:00 (UTC+0), you can only see reports from the day before yesterday. For example, if today is 2022-01-12, the latest available report would be 2022-01-10.
2. Select the [Report Type] and [Business Type].
Report TypeBusiness TypeFile Type
Trading Report
  • Spot
  • Cross Margin
  • Isolated Margin
  • USDⓈ-Margined Futures
  • Coin-Margined Futures
CSV
Transfer Report
  • Master account <-> Sub-accounts
  • Spot <-> Futures
  • Spot <-> Margin
CSV
Withdraw Report
  • All (Crypto Withdraw Report)
CSV
Deposit Report
  • All (Crypto Deposit Report)
CSV
Account Statement
  • Spot, Margin, Funding, Futures, and Earn Wallet daily balance snapshot
  • Master and sub-account aggregate balance and expand to show all token details
PDF
Account Statement
  • Spot, Margin, Funding, Futures, and Earn Wallet daily balance snapshot
  • Master and sub-account breakdown balance
CSV
Account Ownership
  • All (Account Ownership)
PDF
Profit & Loss Report
  • All (Spot and Futures)
PDF
Profit & Loss Report
  • Spot
  • USDⓈ-Margined Futures
  • Coin-Margined Futures
CSV
Note: The Report Center will use the default selections when you first use the tool. After that, it will also remember your previous selections to offer a quicker path to generate documents.
3. Add specific accounts for download under [Add Account]. Please note that selecting [All] will include the master account and all sub-accounts. If you want to download reports for specific sub-accounts, select the account-specific UID. Please note that you can only download the Account Statements, Account Ownership reports, and Profit & Loss reports (PDF) from the master account.
4. Choose the [Report Period], [Time Zone], [File Type], then click [Generate]. Currently, the Report Center supports CSV and PDF files.
5. The reports will be shown in the table below. This table only displays in-progress and failed reports. If a report fails to generate, you can re-generate or cancel it.
6. Under [Report Management], you can see reports that have been successfully generated. Please note that the reports generated will expire after seven days. You have to re-generate them again after they expire.
7. When generating Account Statements, Account Ownership reports, or Profit & Loss reports, click [Confirm] on the disclaimer below to complete the export. Please note that Account Statements (PDF and CSV), Account Ownership reports, and Profit & Loss reports (PDF) can only be generated by users who have completed Identity/Entity verification. Moreover, only master accounts can download these reports.
You can download individual reports manually or use the Batch Download function to download multiple reports in separate zip files.
1. Log into your Binance account and click [VIP Portal] - [Report Center] - [Report Management]. Then click the download button next to the report or click [Batch Download].
2. You can send reports to your email one by one or send up to 10 at once via the Batch Send function.
You can also send reports to third-party email addresses (up to five recipients). By default, a copy will be sent to your registered email address when sharing with third parties.
3. To ensure your account information is protected, you must encrypt all reports by setting an eight-digit password. Any external party accessing the file will be required to enter the password you created. Please store the password securely.
The download link will remain accessible for six hours, after which downloads will no longer be supported. You will need to re-export the file from the Report Center.
When exporting reports via email, please note that if you logged in from the master account, the account statement will be sent to the master account’s registered email address, regardless of whether you're generating a statement for the master account or a sub-account.
The Report Center allows you to share your account information directly with team members and third parties (such as investors and auditors) via email.
1. Log in to your Binance account and go to [VIP Portal] - [Report Center] - [Generate Now]. Choose the data or report you want to generate.
2. After the data or report is ready, go to [Report Management]. Select the file you wish to send and click the [Send] icon.
3. Enter the recipient(s) email and set an eight-digit password to protect your report. The recipients must enter the correct password to access the report. Please share the password with trusted third parties only to protect your account information.
4. The system will send the report to the recipients you added with the subject “Reports Delivered - Binance VIP & Institutional Service”.
Note: If you are not the account owner but wish to receive a report, please contact the Binance account owner directly. You can provide your email to them and receive the report directly from the system. Please ask for the eight-digit password from the Binance account owner to access the file.