# Client Report

### <mark style="color:red;">1. Report Functions</mark>

You can use several functions to refine and filter your clients’ data for better analysis, monitoring, and tracking. These functions include:

<details>

<summary>Search Bar</summary>

1.  Search for clients by User ID, Name, or Email Address.\


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</details>

<details>

<summary>Field Display Settings</summary>

1. Customize the columns shown in the report by selecting which fields to display or hide.
2.  Click the **"..."** icon and select **"Field Display Settings"**. \


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3. Choose the fields you want to display and click **"Confirm"**.\
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</details>

<details>

<summary>Filter</summary>

1. Filter clients based on specific criteria to narrow down your view.
2. To view explanations on the different filter criteria, please refer to: [#id-2.-filter-criteria](#id-2.-filter-criteria "mention")
3.  Click the **"Filter"** icon. \


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4. Configure your filter criteria and click **"Search"**.\
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5. Use the **"And/Or"** option to define how multiple filters combine.
   1. Selecting **"And"** means all filter conditions must be met.
   2. Selecting **"Or"** means any one of the filter conditions can be met.\
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      ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F4mBISFAhNTJ8RZQTXytY%2Fimage.png?alt=media\&token=5959f532-b57a-45df-97ec-f3560c5a5889)\

6.  Click **"Add Filter Field"** to select additional filter criteria.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fec98N9hZpSbnY1uhDkvf%2Fimage.png?alt=media&#x26;token=d4e23681-d848-408b-8618-119f97401e73" alt=""><figcaption></figcaption></figure>
7. To clear filters, click the **"Reset"** to clear all, or use the individual **"Reset"** icon next to each filter set to clear specific filters.\
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</details>

<details>

<summary>Download</summary>

1. You can export the data into an Excel file for easier analysis.
2.  Click the **"..."** icon and select **"Download"**. \


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3. A popup will notify you that the data is being generated. Click **"Confirm"** to proceed to the Download Center.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FX1a2P7GZl4WaC8nbzLYf%2Fimage.png?alt=media\&token=fdc09e18-456f-421a-940e-68c38737aede)\

4. You will be redirected to the Download Center. For more details, refer to: [download-center](../18.-other-functionalities/download-center "mention")
5.  Click **"Download"** to save the file.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FdoZMc3k4KpQkcKV6CE8q%2Fimage.png?alt=media&#x26;token=849ebcb3-97f8-4b78-a1ce-f1775f4be623" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Sort Report</summary>

1. You can sort the client report by the following criteria:
   1. **Join Date**
   2. **Downline**
   3. **Last Update Time**
   4. **Last Email Time**
   5. **Last Call Time**&#x20;
2. Click on the column header to toggle the sort order:
   1.  A down arrow indicates descending order (highest values first).\


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   2.  An up arrow indicates ascending order (lowest values first).\


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</details>

### <mark style="color:red;">2. Filter Criteria</mark>

Below are the available filter options you can use to narrow down your report results:

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>ID</strong></td><td><ul><li>Filter by the client’s unique ID.</li></ul></td></tr><tr><td><strong>Name</strong></td><td><ul><li>Filter by client name. </li><li>You don’t need to enter the full name—partial matches will also be shown.</li></ul></td></tr><tr><td><strong>Email</strong></td><td><ul><li>Filter by client email address. </li><li>You don't need to enter the full email—partial matches will also be shown.</li></ul></td></tr><tr><td><strong>Phone Number</strong></td><td><ul><li>Filter by country code, phone number, or both. </li><li>Neither is mandatory—<br>you can search using just the country code or just part of the phone number.</li></ul></td></tr><tr><td><strong>Account Status</strong></td><td><ul><li>Filter by account status: <em>Suspended</em>, <em>Active</em>, or both.</li></ul></td></tr><tr><td><strong>KYC Status</strong></td><td><ul><li>Filter by one or more KYC statuses: <em>Not Submitted</em>, <em>Pending</em>, <em>Rejected</em>, <em>Approved</em>, <em>Obsolete</em>. </li><li>Multiple selections are allowed.</li></ul></td></tr><tr><td><strong>Join Date</strong></td><td><ul><li>Filter based on preset time ranges: <em>Today</em>, <em>Yesterday</em>, <em>This Week</em>, <em>Last Week</em>, <em>This Month</em>, <em>Last Month</em>, <em>This Quarter</em>, <em>Last Quarter</em>, <em>Last 7 Days</em>, <em>Last 14 Days</em>—or choose a custom date range.</li></ul></td></tr><tr><td><strong>Client Group</strong></td><td><ul><li>Filter by one or more client groups. </li><li>The list reflects groups you’ve configured. For more details, refer to: <a data-mention href="../17.-settings/client-portal-client-group-settings">client-portal-client-group-settings</a></li></ul></td></tr><tr><td><strong>Nationality (KYC)</strong></td><td><ul><li>Filter by nationality provided in the client’s KYC form. </li><li>Multiple selections allowed.</li></ul></td></tr><tr><td><strong>Nationality (Registration)</strong></td><td><ul><li>Filter by nationality provided during registration. </li><li>Multiple selections allowed.</li></ul></td></tr><tr><td><strong>Gender</strong></td><td><ul><li>Filter by gender: <em>Female</em> or <em>Male</em>. </li><li>Multiple selections allowed.</li></ul></td></tr><tr><td><strong>Identity/Passport Number</strong></td><td><ul><li>Filter by the identity or passport number entered during KYC. </li><li>Partial matches are supported.</li></ul></td></tr><tr><td><strong>Date of Birth</strong></td><td><p>Filter by date of birth. You can choose the format:</p><ul><li><em>Month/Day</em> (ignores year — useful for finding clients with birthdays on a specific month/day)</li><li><em>Year/Month/Day</em> (full date)</li></ul></td></tr><tr><td><strong>Address</strong></td><td><ul><li>Filter by address. </li><li>Partial matches are supported.</li></ul></td></tr><tr><td><strong>Place of Residence</strong></td><td><p>Filter by country, state, or city.</p><ul><li><strong>Country</strong> — Select from dropdown.</li><li><strong>State</strong> — If the selected country has states, choose from dropdown.</li><li><strong>City</strong> — Filter cities based on the selected state.</li></ul></td></tr><tr><td><strong>Postal Code</strong></td><td><ul><li>Filter by postal code. </li><li>Partial matches are supported.</li></ul></td></tr><tr><td><strong>Live Accounts</strong></td><td><p>Filter based on the client’s live trading accounts:</p><ul><li><strong>Is</strong> — Enter the full trading account number (partial match not supported)</li><li><strong>Is empty</strong> — Clients with no live trading accounts</li><li><strong>Not empty</strong> — Clients with at least one live trading account</li></ul></td></tr><tr><td><strong>Demo Accounts</strong></td><td><p>Filter based on the client’s demo trading accounts:</p><ul><li><strong>Is</strong> — Enter the full trading account number (partial match not supported)</li><li><strong>Is empty</strong> — Clients with no live demo accounts</li><li><strong>Not empty</strong> — Clients with at least one demo trading account</li></ul></td></tr><tr><td><strong>Owner</strong></td><td><ul><li><p>Filter by account owner using predefined options:</p><ul><li><em>Clients assigned to me</em></li><li><em>Clients assigned to subordinates</em></li><li><em>Clients with no owner</em></li></ul></li></ul><ul><li>You can also click <strong>"Select Other Owners"</strong> and select from a dropdown with three tabs: <em>Users</em>, <em>Teams</em>, and <em>Roles</em>. </li><li>Multiple selections allowed.</li></ul></td></tr><tr><td><strong>Participant</strong></td><td><ul><li>Same dropdown menu structure as <strong>Owner</strong> (<em>Users</em>, <em>Teams</em>, <em>Roles</em>).</li><li>Multiple selections allowed.</li></ul></td></tr><tr><td><strong>Referrer Code</strong></td><td><ul><li>Filter by referral code.</li><li>Full or partial matches supported.</li></ul></td></tr><tr><td><strong>Referrer</strong></td><td><p>Filter by the client’s referrer using:</p><ul><li><strong>Is</strong> — Select from dropdown (multiple selections allowed) or choose via the Referral Tree view</li><li><strong>Is empty</strong> — No referrer assigned</li><li><strong>Not empty</strong> — Referrer exists</li></ul><p><br>Additional options when selecting referrers:</p><ul><li><em>All Downlines</em> — Includes every downline of the selected referrer(s)</li><li><em>All Uplines</em> — Includes all uplines</li><li><em>Custom Downline</em> — Set a range starting from 0 or 1 (0 = selected referrer, 1 = direct downline). Maximum downline depth: 100 levels.</li></ul></td></tr><tr><td><strong>Downline</strong></td><td><ul><li>Filter based on the number of downlines a client has. </li><li>You can set a minimum and maximum. </li><li>Maximum must be greater than or equal to minimum.</li></ul></td></tr><tr><td><strong>Commission Scheme</strong></td><td><ul><li>Filter by the commission scheme assigned to the client. </li><li>Dropdown lists both <em>Fixed Commission</em> and <em>Flexible Commission</em> schemes. </li><li>Multiple selections allowed.</li></ul></td></tr><tr><td><strong>Rank Structure</strong></td><td><ul><li>Filter based on the client’s rank structure and tier. </li><li>The <strong>Rank</strong> dropdown allows a single selection. </li><li>Based on the selected rank, the <strong>Tier</strong> dropdown will populate the corresponding tiers, and multiple tier selections are supported.</li></ul></td></tr><tr><td><strong>Client Type</strong></td><td><ul><li>Filter based on client type, with options to select either <em>IB</em>, <em>Trader</em>, or both.</li></ul></td></tr><tr><td><strong>Source</strong></td><td><ul><li>Filter based on source. </li><li>Supports both full and partial match searches.</li></ul></td></tr><tr><td><strong>Last Updated By</strong></td><td><ul><li>Filter by the last person who updated the client record or followed up with the client. </li><li>Search by name or email address from the dropdown menu. </li><li>Multiple selection allowed.</li></ul></td></tr><tr><td><strong>Last Update Time</strong></td><td><ul><li>Filter based on when the client record was last updated. </li><li>You can choose from preset options (Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, Last 7 Days, Last 14 Days) or set a custom date range.</li></ul></td></tr><tr><td><strong>Last Updated Details</strong></td><td><ul><li>Filter by the content of the last update. </li><li>Full or partial match supported.</li></ul></td></tr><tr><td><strong>Last Login Time</strong></td><td><ul><li>Filter clients based on their last login date.</li><li> Use the dropdown menu to choose <strong>is</strong> or <strong>is not</strong>, then select the date or date range.</li></ul></td></tr><tr><td><strong>Rebate Account</strong></td><td><ul><li>Filter based on whether the client has a rebate account. </li><li>First, select the currency, then choose Yes (has rebate account) or No (does not have rebate account).</li></ul></td></tr><tr><td><strong>Custom Tags</strong></td><td><ul><li>Filter by custom tags assigned to clients.</li><li>Select tags from the dropdown menu. </li><li>Multiple selection allowed.</li></ul></td></tr><tr><td><strong>System Tags</strong></td><td><ul><li>Filter by predefined system tags: Deposited, Account Opened, Traded, Prop Trading. </li><li>For each tag, select <strong>Yes</strong> or <strong>No</strong>. </li><li>Multiple selection allowed.</li></ul></td></tr><tr><td><strong>Lead Source</strong></td><td><ul><li>Filter by the client’s lead source. </li><li>Options are <strong>is</strong>, <strong>is empty</strong>, or <strong>is not empty</strong>. </li><li>For <strong>is</strong>, enter the lead source (full or partial match supported).</li></ul></td></tr><tr><td><strong>SumSub Document Verification</strong></td><td><ul><li>This filter is available only if you have SumSub integrated with your CRM. </li><li>Filter by status: <strong>Verified</strong>, <strong>Authentication Failed</strong>, <strong>Pending</strong>, <strong>Rejected</strong>. </li><li>Multiple selection allowed.</li></ul></td></tr><tr><td><strong>Sumsub Authentication</strong></td><td><ul><li>This filter is available only if you have SumSub integrated with your CRM. </li><li>Filter by status: <strong>Verified</strong>, <strong>Authentication Failed</strong>, <strong>Pending</strong>, <strong>Rejected</strong>. </li><li>Multiple selection allowed.</li></ul></td></tr><tr><td><strong>Facial Biometrics</strong></td><td><ul><li>This filter is available only if you have ShuftiPro integrated with your CRM.</li><li>Filter by status: <strong>Not Submitted</strong>, <strong>Pending</strong>, <strong>Approved</strong>, <strong>Rejected</strong>. </li><li>Multiple selection allowed.</li></ul></td></tr><tr><td><strong>Document Verification</strong></td><td><ul><li>This filter is available only if you have ShuftiPro integrated with your CRM. </li><li>Filter by status: <strong>Not Submitted</strong>, <strong>Pending</strong>, <strong>Approved</strong>, <strong>Rejected</strong>. </li><li>Multiple selection allowed.</li></ul></td></tr><tr><td><strong>Individual AML Screening</strong></td><td><ul><li>This filter is available only if you have ShuftiPro integrated with your CRM. </li><li>Filter by status: <strong>Not Submitted</strong>, <strong>Pending</strong>, <strong>Approved</strong>, <strong>Rejected</strong>. </li><li>Multiple selection allowed.</li></ul></td></tr><tr><td><strong>Last Email Time</strong></td><td><ul><li>Filter clients based on when the last email was sent. </li><li>You can choose from preset options: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, Last 7 Days, Last 14 Days—or define a custom date range.</li></ul></td></tr><tr><td><strong>Last Call Time</strong></td><td><ul><li>Filter clients based on when the last call was made. </li><li>You can choose from preset options: Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, Last 7 Days, Last 14 Days—or define a custom date range.</li></ul></td></tr></tbody></table>
