Transaction Counts Report

The Transaction Counts report provides an aggregated count of historical transactions per account in your tenant. It helps you quickly validate that activity volume ingested into the Dashboard matches your source systems and identify where additional QA may be needed.

See below for a description of each of the fields on the Transaction Counts report.

Field	Description
account_id	The unique ID of the account.
historical_total_transaction_count	The cumulative number of transactions on record for the account across all time currently ingested into the Dashboard.
2024_total_transaction_count	The number of transactions for the account restricted to the 2024 tax year (calendar year 2024) currently ingested into the Dashboard.

For more information on how to generate and download reports, please refer to the following guide: How to Generate and Download a Report

Please note: Report downloads arrive as ZIP archives and may be split into multiple CSVs for large outputs (CSV files typically split at around 500k rows per file).