Example Reports and Prompts
Last updated: May 11, 2026
Reports supports four ready-made templates and a natural language interface where you can ask any question about your transactions or customers. This article covers what each template is good for and includes example prompts you can copy and customize.
Templates
Click any template on the Reports home page to open it with pre-configured filters. Each template is a starting point — you can adjust filters after opening.
Transaction volume Best for tracking total activity over time. Use it to see how much volume you're processing by asset, time period, or individual customer. Good for weekly/monthly reviews and spotting trends.
Customer analysis Best for understanding your customer base. Shows your top customers by volume, growth over time, and how customers segment by activity level. Useful for identifying your highest-value accounts.
Ramp performance Best for comparing on-ramp and off-ramp activity side by side. Use it to see which direction your customers are moving money and which rails or assets are most used.
Onboarding status Best for monitoring your KYB/KYC pipeline. Shows a breakdown of where customers are in the approval process — useful for ops teams tracking onboarding throughput.
Example prompts
Use these in the New Report natural language interface. Copy them as-is or adjust the time period, asset, or customer name to match what you need.
Transaction volume
Show me transaction volume and trends over the last 3 months, broken down by asset type and payment rail
What is my total USDC on-ramp volume this month?
Compare on-ramp volume in Q1 vs Q2 this year
Show daily transaction volume for the last 30 days
Which assets had the highest volume last week?
Customer activity
Who are my top 10 customers by transaction volume this quarter?
Show me customers who have transacted in the last 7 days
Which customers haven't transacted in the last 60 days?
Show me new customers added in the last 30 days and their transaction activity
How many active customers did I have each month this year?
Ramp performance
Compare on-ramp vs off-ramp volume for the last 90 days
What percentage of my volume is on-ramps vs off-ramps this month?
Show me off-ramp volume broken down by customer for the last 30 days
Which customers are doing the most off-ramp transactions?
Onboarding
How many customers are currently pending KYB review?
Show me customers approved in the last 30 days
What is my onboarding approval rate this quarter?
How long does it typically take customers to complete onboarding?
Compliance and ops
Show me all transactions above $50,000 in the last 30 days
Which customers have had failed transactions this month?
Show me transaction volume by customer for the last month, sorted by highest first
Tips for better results
Be specific about time periods. Prompts that include a date range ("last 30 days", "Q1 2025", "this month") return more focused results than open-ended ones.
Name the metric you want. Specifying "volume", "count", or "number of customers" helps the report surface the right view.
Combine dimensions. You can ask for multiple breakdowns at once — for example, by asset and by customer — and the report will organize accordingly.
Save reports you'll reuse. If you run the same report regularly, save it from the report view so it's accessible from the Reports home page without retyping the prompt.