Pending Orders Report
The Pending Orders Report provides you with a complete record of all pending orders placed by your clients. This report helps you analyze trading patterns and monitor risk, enabling you to make informed decisions on risk management strategies.
1. Report Functions
You can refine or filter the Pending Orders Report in multiple ways for better analysis, monitoring, and tracking. The functions include:
2. Filter Criteria
Below are the available filter options you can use to narrow down your report results:
Name
Filter by client name.
Partial match is supported.
Filter by email address of the client.
Partial match is supported.
Phone Number
Filter by country code, phone number, or both.
Neither is mandatory— you can search using just the country code or just part of the phone number.
Partial match is supported.
Client Group
Filter based on the client group of the client.
For more details, refer to: Client Portal - Client Group Settings
Multiple selection is accepted.
Referrer
Filter by the client’s referrer using:
Is — Select from dropdown (multiple selections allowed) or choose via the Referral Tree view
Is empty — No referrer assigned
Not empty — Referrer exists
Additional options when selecting referrers:
All Downlines — Includes every downline of the selected referrer(s)
All Uplines — Includes all uplines
Custom Downline — Set a range starting from 0 or 1 (0 = selected referrer, 1 = direct downline). Maximum downline depth: 100 levels.
User ID
Filter by the client's User ID.
Partial match is not supported.
Owner
Filter by account owner using predefined options:
Clients assigned to me
Clients assigned to subordinates
Clients with no owner
You can also click "Select Other Owners" and choose from a dropdown with three tabs: Users, Teams, and Roles.
Multiple selections allowed.
Order ID
Filter by the order ID.
Partial match is not supported.
Trading Account
Filter based on trading account.
Partial match is not supported.
Group
Filter by the trading platform group.
Select from the dropdown menu.
Multiple selections are allowed.
Type
Filter based on the trade type: Buy, Sell, Buy Limit, Sell Limit, Buy Stop, Sell Stop
Multiple selections are allowed.
Symbol
Filter based on the symbol or security group.
Select from the dropdown menu.
Multiple selections are allowed.
Volume, Open Price, Stop Loss, Take Profit
Filter by the either of the above.
Enter minimum and maximum values to define the range.
Comment
Filter based on the comment of the trade.
Select either "Contains" or "Begins With".
Fill in the comment.
Partial match supported.
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