10. Reports

The "Reports" tab offers brokers the ability to access multiple reports within the CRM. These reports are classified into two main categories:

  1. CRM Reports - These reports display data generated from activities done via the CRM.

    • Transactions - shows all funding activity (e.g. deposit, withdrawal, 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 done via the trading platform.

    • Trade History - shows all trades done

    • Open Positions - shows all open positions

    • Pending Orders - shows all pending orders

    • Account Capital - shows all funding activity (e.g. deposit, withdrawal, credit)

    • Comprehensive Account Report - shows the status of trading accounts

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