Flexible Commission Report

The Flexible Commission Report is a report that provides brokers with an overview of all flexible commissions paid to their IBs and their respective statuses. This helps brokers to track and monitor the performance of their IBs and their downlines, ensuring transparency and accuracy in commission payouts.

Brokers can perform multiple functions to refine or filter the transactions report for better analysis, monitoring and tracking. The functions include:

View Details

1. Brokers can view the details of the following by clicking onto the "View" icon.

   • Order ID - details of the Order ID will be shown

   • Trader - you will be redirected to the client's details page

   • Receiver - you will be redirected to the client's details page

     

Search Bar

1. This allows brokers to quickly search for flexible commission record by the Order ID.

   

Rebate Failure Records

1. Brokers will be able to view all failed rebate records by clicking onto "Rebate Failure Records".

   
2. The failure reason is provided for each failed rebate record for brokers to investigate and rectify.

   
3. Brokers can also select the failed rebate records and click "Rebate Again" or "Delete".

   • Rebate Again - this will trigger the CRM to retry the rebate once more.

   • Delete - this will delete the failed rebate records and put them into the recycling bin.

     

Date Range

1. This allows brokers to filter flexible commission data based on a specific time frame. This feature provides brokers with the flexibility to easily search for flexible commission rebates that have occurred within a specific period, allowing them to quickly and accurately identify any relevant data they require.

   
2. Brokers can filter the date range by the following methods:

   • Manually select the time frame.

     
   • Select the timeframe based on the pre-set periods.

     

Refresh

1. This allows brokers to refresh the report to retrieve the latest data.

   

Filter

1. This allows brokers to easily filter out flexible commission rebates based on certain criteria.

2. Click onto the "Filter" icon.

   
3. Configure your filter criteria and click "Search".
4. Click "Add filter field" and select the filter fields you require.

   

Field Display Settings

1. This allows brokers to select the columns of the report that they wish to view and hide those that are unnecessary.

2. Click the "..." icon and select "Field Display Settings".

   
3. Select the fields you wish to display and click "Confirm".

Download

1. This allows broker to export the data into an excel file for better analysis.

2. Click the "..." icon and select "Download".

   
3. A popup notice will appear showing the timeframe of the report to be downloaded. Amend the timeframe if necessary and click "Confirm".
4. A popup notice will appear to inform you that the data is being generated. Click "Confirm" to proceed to the Download Center.
5. You will be redirected to the Download Center (for more details, please refer to this section for more details: Download Center). Click "Download".

   

Recycle Bin

1. Deleted rebate failure records will be put into the Recycle Bin.

   
2. Brokers can choose to recover the deleted records by selecting them and clicking "Recover Record".

   

Summation of Data

1. Brokers will be able to view the summation of all flexible commission data at the bottom of the report by clicking the "?" icon.

2. The total rebate amount will be shown.