Tasks Report

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

Search Bar

1. This allows brokers to quickly search for a particular task by the task title.

   

Priority Dropdown List

1. Brokers will be able to filter the report based on the priority of the task.

2. The available options are:

   • Total Balance

   • Available Balance

   • Pending Withdrawal

   

Handler Dropdown List

1. Brokers will be able to filter the report based on the handlers of the task.

2. More than one handler can be selected.

   

Filter

1. This allows brokers to easily filter out tasks 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.