Wallet Report

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

Search Bar

1. This allows brokers to quickly search for a particular wallet either by the name or the wallet ID.

   

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".

Filter

1. This allows brokers to easily filter out trading accounts 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.

   

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 to inform you that the data is being generated. Click "Confirm" to proceed to the Download Center.

4. You will be redirected to the Download Center (for more details, please refer to this section: Download Center). Click "Download".

   

Summation of Data

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

2. The data shown includes:

   • Total Balance

   • Available Balance

   • Pending Withdrawal