10. Reports

The Reports tab gives you access to multiple reports within the CRM. These reports are organized into two main categories:

1. CRM Reports

These reports display data generated from activities performed in the CRM:

  • Transactions – shows all funding activity (e.g., deposits, withdrawals, commission rebates)

  • Fixed Commission – shows all fixed commission rebate details

  • Flexible Commission – shows all flexible commission rebate details

2. Trading Platform Reports

These reports display data generated from activities performed in the trading platform:

  • Trade History – shows all completed trades

  • Open Positions – shows all current open positions

  • Pending Orders – shows all pending orders

  • Account Capital – shows all funding activity (e.g., deposits, withdrawals, credits)

  • Comprehensive Account Report – shows the status of trading accounts

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