4. Setting up the reporting system

This section will introduce the basic reporting system that can be applied for any DAO regardless of the number of assets or funds circulating in it. The only difference for the DAOs with a big amount of different assets is the time required to process the data.

Automatization of reports via Oracle API

Some of the options provided by Oracle API may need additional help from the support team during setup stage since the API is expanding over time and needs manual tuning for some details.

Setting up your DAO wallets to use the Oracle API is done as simple as it can be for convenience of the end users. The details provided below are common for each and any setup.

Step 1 - Navigate to the Oracle API addition page at https://weezi.xyz/daos/new

Step 2 - Fill in the blanks as per comments given at the screenshot below.

  • Contract address is the address provided for your dao. Navigate to Aragon Framework, select the "Agent" section at the left side panel and copy the hash address from the address bar of your browser. (see the screenshot below)

  • Vault address is acqured at the "Rewards" section of Aragon Framework

  • Token contract address is acquired by selecting the Governance Tokens from the "Tokens" section.

  • Wallet address is the address of the wallet assigned for keeping your assets at the DAO. Keep in mind that it may be the same as the Agent Contract wallet address since DAO assets can be kept there.

Step 3 - Press "Save" button and wait for the database to process you query for DAO connection.

After the process is complete your DAO dashboard will be available at you profile page of Weezi.io, at Dashboard section.

Microsoft Excel based reports

The same method of reporting can be applied to the similar software like OpenOffice or Google SpreadSheets (if some formulas are simplified to be supported).

The most basic and most usable reports are done in MS Excel due to its versatility and a big amount of utilization methods. For the DAOs with any required number of assets and any quantity of allocated funds the MS Excel report will remain the basic model or reports as it can be indefinitely extended.

Standard set of data used by the Weezi.io team (unless an automated reporting system is connected to the DAO) has the following datasheets:

  • Overall Information - contains details regarding the assets of the DAO in general. Shows the incoming/outgoing transactions of CT by displaying the amounts of CT available. Contains data of CT/USD or CT/Cryptoasset values (any cryptoasset can be calculated as per request) and the comparisons of the asset values for the 24 hours / 7 days / all the time / etc. according the needs of the DAO.

  • Assets List - Displays the list of assets as a historical record for each date with the ratios recorded (asset/USD price) and the amounts available for each asset.

  • Token Data - The most invaluable and detailed information for each asset. All the information regarding pricings, farming amounts, each of the assets available, all the transactions done - everything is registered on this page.

  • Transaction Log - An optional datasheet done for convenience of navigation through the major changes applied to the DAO (in/out procedures, CT minting and burning, major exchange procedures).

  • CT Changes Log - An optional datasheet used as an additional information provider for the process of overall CT amount calculations and carry calculations. Collects information mainly around the details of membership ins/outs but not limited to it.

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