The main (or Overview) screen displays a quick-glance summary of your account. It presents several graphs and charts.
In the upper-right corner, Net worth is displayed, allowing you to see how many wallets are connected to your account, the number of networks transacted on and the total amount of assets held.
General tab
Under Your Recent Activity:
ERP Integration: Once your ERP is integrated with Tres, this section shows how many transactions have been completed or properly synced into your ERP system, how many are ready to be synced, and how many have an error that requires attention. Generally, the errors are due to a transaction missing a fiat value.
Recent Reports: If you have run any reports in either the Ledger or Assets screens, they will be displayed here and are easily downloadable. If you do not see them, click View All to display the Reports screen, where you can download all past reports.
Transactions Without Fiat value: Transactions that are missing fiat value are listed here. These transactions will not be able to be synced into your ERP system. Cost basis will also not be able to be calculated for transactions missing values. You can click the tokens that are missing fiat values and enter them manually. To perform bulk upload, contact Customer Support.
Explore Automations: Directs you to the automations tab where you can create automations for tasks that are repetitive such as tagging transactions or generating recurring reports. If an automation you are looking for is not listed, please contact us.
Further down: the Asset Flow chart and the Top Wallets list.
The Asset Flow chart lets you:
Construct your data in ways that are unique to your needs.
View the inflow and outflow activities of all your wallets based on whichever date range you would like.
Filter for either only inflows or only outflows/fees just by clicking on each button.
Click TXN tags breakdown to view the breakdown of your transactions by tag.
Top Wallets lists the wallets with the highest balances. By clicking on any wallet, you can view the wallets tab. Click View All Wallets to see all wallets in the Accounts screen, where you can apply configurations, as well as gain some balance insights into the wallets.
The last section of the General screen, Exposure, consists of three parts:
Networks: This section displays the networks with the highest levels of fiat activity. Hover with your cursor over a network to see the percentage of exposure your organization has to a specific network.
Asset Allocation: In this section, the Assets with the highest fiat values are displayed. You can manipulate the Assets displayed by clicking All networks and selecting a specific network. Hovering over an asset shows the percentage of that Asset held, in relation to total holdings. You can also click an asset and be directed to the Ledger screen where all transactions involving the asset clicked are shown.
Financial Performance: Shows the fair market value, cost, realized gains, and unrealized gains of all assets with fiat value in all wallets connected to the platform. If you want to view only a specific asset, type in the name of the asset in the search bar to filter out the assets you want to hide.
DeFi Tab
The DeFi tab displays the following:
DeFi Breakdown: This chart depicts the ratio of your assets in the categories:
Wallet/Liquid
Locked
Liquidity Pools
Claimable.
Hovering over the category shows you the percentage of that category held in relation to total DeFi holdings.
Top Positions: Provides a high-level overview of the positions with the greatest value.
Assets Distribution: Shows a more granular view of the asset balances divided per state. There's also a facility to search by asset and filter for specific assets.
Rewards Claimed: Gives you a breakdown of the rewards you’ve claimed during the displayed time period. The time period can be easily customized for whichever date range you like, using the date in the upper-right corner.
Delegated Assets: Provides a breakdown of the assets that have been delegated and the percentage of a specific asset that has been delegated in relation to all delegated assets.
