Token Financial Report

Access prerequisites

• Permission (module): manageToken
• License/Feature: MANAGE_TOKENS
• Menu container: TOKENIZATION → Tokenization group → Manage Tokens → Financial report icon on the row

What it is / when to use

Shows the sales summary of a token over a period: quantity sold and amount sold, broken down by manual purchases and automatic purchases, with a breakdown by payment method. Use it for financial reconciliation, fundraising tracking, and accounting close for a specific token.

Prerequisites

• Permission: manageToken (dual — CPM enum + module in the DB).
• License/Feature: MANAGE_TOKENS.

Step by step

1. In Manage Tokens, click the Financial report icon on the token row.
2. Choose the period type: by month (month + year) or by date range (start/end).
3. Click Apply filters to load (getTokenFinancialReport).

Filters and columns

Filter / Column	What it shows	Data source
Period type	"Month" or "Range"	Local selection
Month / Year	Monthly period (years from 2020)	selectedMonthNumber / selectedYear
Start / End	Custom range	rangeStart / rangeEnd (ISO)
Payment method	Method used in the purchase	Report (TokenController + FMS)
Quantity sold	Number of tokens sold	quantitySold
Amount sold	Financial amount sold	amountSold
Totals	Sum of manual + automatic	getTotalSoldQuantity / getTotalSoldAmount

Business rules / caveats

Attention

• The report separates manual purchases (entered by the operator) from automatic purchases (checkout flow). The totals sum both.
• The currency of the report follows the token configuration: uses the ISO currency code (symbol when ISO is known, code when non-ISO) — derived from reportCurrency or the token's pair.

• Financial values: quantities and amounts are handled with precision (BigNumber) — no rounding; the report is read-only and does not recalculate settlements.

Related screens

• Manage Tokens
• Swap and Trading Pairs