Evergreen Artifacts
Evergreen Artifacts are reports Mezzanine builds from your live data whenever you ask. There are two: All Assets, a snapshot of your balances, and Payment History, a ledger of your payments. Each time you generate one, you get a fresh file, and every earlier file stays downloadable.
It’s in the sidebar as Evergreen Artifacts.
Why use it
Section titled “Why use it”- Board packs and investor updates need a current picture of what you hold. All Assets gives you one in a couple of clicks, as a spreadsheet or a PDF.
- Auditors and accountants ask for a list of payments over a period. Payment History exports it as a CSV, filtered to the quarter or year they want.
- You can show what you sent. Every generation is kept with who ran it, when and with which filters, so you can re-download the exact file you shared.
How it works
Section titled “How it works”- Pick a report and click Generate on its card.
- Choose what to include. For All Assets, pick entities and accounts. For Payment History, pick a date range, payment statuses and entities.
- Choose the format and click Generate. The file downloads straight away.
- Come back later and click History to see and re-download every earlier snapshot.
When to use it
Section titled “When to use it”- Before a board meeting or investor update, to attach a current balance snapshot.
- At quarter-end or year-end, to export the period’s payments for your books.
- When someone asks what you reported last time, to download the earlier snapshot rather than rebuild it.
Using the page
Section titled “Using the page”Each report has a card showing what it covers and, under What it needs first, what has to be in Mezzanine before it can run. Until that’s in place, the card’s buttons are greyed out.
| Report | What it contains | Formats | Needs first |
|---|---|---|---|
| All Assets | Every asset across your entities, accounts and chains, with balances, valuations and which entity holds it | CSV, PDF | At least one connected account |
| Payment History | Your payment ledger, with each payment’s status, amount, counterparty, paying account and dates | CSV | At least one recorded payment |
If neither report can run yet, the page shows No evergreen artifacts yet
and a Connect an account button, which takes you to All Accounts.
Generating a report
Section titled “Generating a report”Click Generate on a card. The window opens on Overview, which shows the report’s Available formats and when it was Last generated.
Under Generate a new snapshot:
- All Assets: Entities and Accounts start with everything selected. Untick what you want to leave out. Removing an entity also removes its accounts.
- Payment History:
- Date range: This quarter (the default), Last quarter, This year, Last year or All time.
- Status: where each payment has got to. Pending, Approval, Execution, Completed and Rejected are all selected to start with. To export only payments that went out, leave Completed as the only one ticked.
- Entities: the entities that paid.
Under Output formats, tick one or both formats, then click Generate at the bottom. If you tick two formats, you get two files.
History
Section titled “History”Click History on a card, or open the Versions tab. Each row shows When, Who and Filters. Click the format badge (e.g. CSV) to download that snapshot again.
Sharing
Section titled “Sharing”People with Manage evergreen artifacts also see a Sharing tab. With nobody listed, it reads No restrictions — visible to all.
Click Add to add groups or people, then click Share. From then on, only those groups and people, plus your Owners and anyone with Manage evergreen artifacts, can see that report’s history.
Good to know
Section titled “Good to know”- Snapshots don’t update themselves.
Evergreen
means you can regenerate at any time. A file you’ve already downloaded shows the data as it was when you generated it. - Payment History’s date range uses each payment’s last update, not the date it was created. A payment created in March and completed in April falls in April.
- Payment History exports up to 10,000 payments per file, newest first. For a larger history, generate one file per quarter or year.
- Times on this page are shown in UTC.
- The History list shows the 20 most recent snapshots.
Who can use it
Section titled “Who can use it”| To… | You need the permission |
|---|---|
| See the page and download earlier snapshots | View evergreen artifacts |
| Generate a report and change who can see it | Manage evergreen artifacts |
| Generate Payment History | Manage evergreen artifacts and View outgoing transfers |
If you can’t open the page, it reads You can’t view evergreen artifacts
and offers Request Permission. Without View outgoing transfers, the Payment History card stays greyed out.