# Approval Report

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

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

<details>

<summary>Search Bar</summary>

1. Search for requests by Name or Email Address.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FV8TiW6DKgq6p2YQnQVsS%2Fimage.png?alt=media&#x26;token=677aa963-a0c1-40d6-97ea-08af4f91a2e7" alt=""><figcaption></figcaption></figure>

</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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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FIPJutJDqA4KtZDXF8qcj%2Fimage.png?alt=media\&token=b745be91-310a-4bff-9f86-c3f4a8779b56)
4. This function is not available for "**Reset Password**" and "**New Withdrawal Information**" requests. \\

</details>

<details>

<summary>Filter</summary>

1. Filter the report 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. \\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FU1iZ3jLdRHOHIJfj2374%2Fimage.png?alt=media&#x26;token=243a51d8-4af4-4679-8e82-af8063996a79" alt=""><figcaption></figcaption></figure>

4. Configure your filter criteria and click **"Search"**.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FKnQC3E4oS21xPJ0Fu7wz%2Fimage.png?alt=media\&token=00b1459d-a23b-4d0d-865f-cfb4b850039f)\\

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%2Fp0Bl7VYLXEfMbux0egmP%2Fimage.png?alt=media\&token=b055a097-ab4f-4b13-a53d-9e8ca2258725)\\

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%2FLurftxprS0IqwHP5k8ZB%2Fimage.png?alt=media&#x26;token=523c07c9-a3e3-407d-b73f-27eecb0305c5" 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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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FlB5LahgcFnk6QcXp9MY7%2Fimage.png?alt=media\&token=d4e5f1a6-fe73-43f0-a3ae-1b14f8beeded)\\

8. This function is not available for "**Reset Password**" and "**New Withdrawal Information**" requests.&#x20;

</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"**. \\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FZ7YBaJT6pwTb1iU4uxQe%2Fimage.png?alt=media&#x26;token=977cfcdc-73c9-44ad-a247-d8dd1edc038c" alt=""><figcaption></figcaption></figure>

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%2FLr2l4yHgvxmlnwiDUfkn%2Fimage.png?alt=media\&token=9ccc8ac6-adb2-4397-bf9a-683036cd62bf)\\

4. You will be redirected to the Download Center. For more details, refer to: [download-center](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/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%2Fs1FH6iqHECZQTQN915Gd%2Fimage.png?alt=media&#x26;token=0c737005-8857-45b3-a3f1-308ffd0682c5" alt=""><figcaption></figcaption></figure>

6. This function is not available for "**Reset Password**" and "**New Withdrawal Information**" requests.&#x20;

</details>

<details>

<summary>Sort Report</summary>

1. You can sort each approval report by its available criteria. The sorting fields may vary depending on the type of approval report you are viewing.

2. The columns that support sorting will display arrow icons beside their headers.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FozLE1EPKaKxGc0Y9EFc4%2Fimage.png?alt=media&#x26;token=10f4470e-1eb0-4119-abf5-ac8ce453a78e" alt=""><figcaption></figcaption></figure>

3. Click on the column header to toggle the sort order:
   1. A down arrow indicates descending order (highest values first).\\

      <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FsOmYZmvH8vdmZbeFWAXA%2Fimage.png?alt=media&#x26;token=5bdd313d-25a9-4cf5-83fb-4424326eccaf" alt=""><figcaption></figcaption></figure>
   2. An up arrow indicates ascending order (lowest values first).\\

      <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FCoaR0XlaNDbqpiBfpcdb%2Fimage.png?alt=media&#x26;token=edd5a7ee-ceaa-4c98-a453-8f7761cd80c9" alt=""><figcaption></figcaption></figure>

4. This function is not available for "**Reset Password**" and "**New Withdrawal Information**" requests.&#x20;

</details>

<details>

<summary>Summation of Data</summary>

1. You can view the summation of data at the bottom of the report by clicking **"Total"**.\\

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2. This is applicable to the following approval reports only:&#x20;
   1. **Deposit**
      1. You will be able to view the total **Trading Amount** and **Payment Amount** in the respective currencies. \\

         <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FYZ1hjC1nCcDKBmrxMInx%2Fimage.png?alt=media&#x26;token=1443dbd2-c685-43e9-b79e-01842ec779ac" alt=""><figcaption></figcaption></figure>
   2. **Withdrawal**
      1. You will be able to view the total **Withdrawal Amount** and **Net Withdrawal Amount** in the respective currencies. \\

         <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F4HCeLlK11yDQANxVFfC4%2Fimage.png?alt=media&#x26;token=1ce156b2-26a4-4a31-9f18-ed606ab0d718" alt=""><figcaption></figcaption></figure>
   3. **Transfer**
      1. You will be able to view the total **Amount to Target Account** and **Amount from Source Account** in the respective currencies. \\

         <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F3iDW6Vd5Hc99UDfEqyeZ%2Fimage.png?alt=media&#x26;token=41b33cbb-53b3-4c27-a7c9-ff72c06416d1" alt=""><figcaption></figcaption></figure>

</details>

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

Below are the filter options you can use to narrow down your report results. The available filters may vary depending on the type of approval report.

<table data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Request ID</strong></td><td><ul><li>Filter by the request ID. </li><li>Partial matches are supported. </li></ul></td><td></td></tr><tr><td><strong>Client ID</strong></td><td><ul><li>Filter by the client’s unique ID.</li><li>Partial matches are supported. </li></ul></td><td></td></tr><tr><td><strong>Profile ID</strong></td><td><ul><li>Filter by the profile ID. </li><li>Partial matches are supported. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>KYC</li></ul></li></ul></td></tr><tr><td><strong>Name</strong></td><td><ul><li>Filter by client name. </li><li>Partial matches are supported. </li><li>For Trader Registration Requests, you can filter results by the name submitted during the registration process.</li></ul></td><td></td></tr><tr><td><strong>Identity  / Passport No.</strong> </td><td><ul><li>Filter by the identity / passport no. of the client.</li><li>Partial matches are supported. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>KYC</li></ul></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><td></td></tr><tr><td><strong>Email</strong></td><td><ul><li>Filter by client email address. </li><li>Partial matches are supported. </li><li>For Trader Registration Requests, you can filter results by the email submitted during the registration process.</li></ul></td><td></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><li>Partial matches are supported. </li><li>For Trader Registration Requests, you can filter results by the phone number submitted during the registration process.</li></ul></td><td></td></tr><tr><td><strong>Server Name</strong></td><td><ul><li>Filter by the trading platform server. </li><li>Multiple selection allowed. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Open Account</li><li>Update Leverage </li></ul></li></ul></td></tr><tr><td><strong>Platform, Source Platform or Target Platform</strong></td><td><ul><li>Filter by the platform. </li><li>This includes trading platform servers and CRM wallet. </li><li>Multiple selection allowed. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Deposit</li><li>Withdrawal</li><li>Transfer (Source Platform &#x26; Target Platform)</li></ul></li></ul></td></tr><tr><td><strong>Trading Accounts</strong></td><td><ul><li>Filter by trading accounts. </li><li>Fill in the trading account number. </li><li>Partial matches are not supported.</li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Update Leverage </li><li>Deposit</li><li>Withdrawal</li></ul></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><li>For Trader Registration Requests, you can filter results by the owner automatically assigned during the registration process.</li></ul></td><td></td></tr><tr><td><strong>Registered Referral Code</strong></td><td><ul><li>Filter by referral code used during registration.</li><li>Full or partial matches supported.</li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Trader Registration </li></ul></li></ul></td></tr><tr><td><strong>Source Account or Target Account</strong></td><td><ul><li>Filter based on the source or target account. </li><li>Partial matches are not supported. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Transfer</li></ul></li></ul></td></tr><tr><td><strong>Amount from Source Account or Amount to Target Account</strong></td><td><ul><li>Filter based on the amount from source account or amount to target account. </li></ul><ul><li>Fill in the minimum and maximum amount. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Transfer</li></ul></li></ul></td></tr><tr><td><strong>Account Type</strong></td><td><ul><li>Filter by account types. </li><li>Multiple selection allowed. </li><li>For more details, refer to: <a data-mention href="../17.-settings/client-portal-open-account-settings">client-portal-open-account-settings</a></li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Open Account </li></ul></li></ul></td></tr><tr><td><strong>Leverage</strong></td><td><ul><li>Filter by the leverage of the trading accounts.</li></ul><ul><li>Multiple selections allowed. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Open Account </li></ul></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><td></td></tr><tr><td><strong>Competition Account</strong></td><td><ul><li>Filter by the competition account. </li><li>Select the <strong>Trading Platform</strong> via the dropdown menu. </li><li>Fill in the trading account ID. </li><li>Partial matches are not supported. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Trading Competition</li></ul></li></ul></td></tr><tr><td><strong>Fee Type</strong></td><td><ul><li>Filter by the fee type used for trading competitions. </li><li>Select from: <strong>Free, Direct Deposit, Deduct from Wallet, Deduct from Trading Account</strong> </li><li>Multiple selections allowed. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Trading Competition</li></ul></li></ul></td></tr><tr><td><strong>Approval Process</strong></td><td><ul><li>Filter by the approval process of the request. </li><li><strong>Approval Node</strong>: Select a node (1–10) to indicate the step in the multi-level approval process.</li><li><strong>Approval Status</strong>: After selecting the node, choose the status from the dropdown menu (Approved, Rejected, or Pending).</li></ul></td><td></td></tr><tr><td><strong>Payment or Withdrawal Method</strong></td><td><ul><li>Filter by the payment or withdrawal method.  </li><li>Multiple selections allowed. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Deposit </li><li>Withdrawal</li></ul></li></ul></td></tr><tr><td><strong>Group</strong></td><td><ul><li>Filter based on the trading platform group assigned to the trading account. </li></ul><ul><li>Multiple selection allowed. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Open Account </li></ul></li></ul></td></tr><tr><td><strong>Trading Amount</strong></td><td><ul><li>Filter based on the trading amount. </li><li>Fill in the minimum and maximum amount. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Deposit </li></ul></li></ul></td></tr><tr><td><strong>Payment or Withdrawal Amount</strong></td><td><ul><li>Filter based on the payment or withdrawal amount. </li><li>Fill in the minimum and maximum amount. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Deposit </li><li>Withdrawal</li></ul></li></ul></td></tr><tr><td><strong>Net Withdrawal Amount</strong></td><td><ul><li>Filter based on the net withdrawal amount. </li><li>Fill in the minimum and maximum amount. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Withdrawal </li></ul></li></ul></td></tr><tr><td><strong>Request Time / Submission Time</strong></td><td><ul><li>Filter based on the request / submission time. </li><li>You can 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><td></td></tr><tr><td><strong>Status</strong></td><td><ul><li>Filter based on the request status. </li><li>Select from: <strong>Pending, Approved, Rejected, Cancelled</strong> </li><li>For KYC, IB Registration &#x26; Upgrade to IB requests, the status to select from are: <strong>Pending, Rejected, Approved, Obsolete</strong> </li><li>Multiple selections allowed. </li></ul></td><td></td></tr><tr><td><strong>Payment Status</strong></td><td><ul><li>Filter based on the payment status. </li><li>Select from: <strong>Success, Failed, Pending, Cancelled</strong> </li><li>Multiple selections allowed. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Deposit </li></ul></li></ul></td></tr><tr><td><strong>Commented By</strong></td><td><ul><li>Filter results based on the user(s) who have added comments in the request logs.</li><li>Select one or more users from the dropdown menu.</li><li>Multiple selections allowed.</li></ul></td><td></td></tr><tr><td><strong>Approval Method</strong></td><td><ul><li>Filter by the approval method: <strong>Automatic Approval</strong> or <strong>Manual Approval</strong>. </li><li>Multiple selections allowed. </li></ul></td><td></td></tr><tr><td><strong>Reviewer</strong></td><td><ul><li>Filter by the reviewer of the request. </li><li>Select one or more users from the dropdown menu. </li><li>Multiple selections allowed. </li></ul></td><td></td></tr><tr><td><strong>Challenge Name</strong></td><td><ul><li>Filter by the challenge name. </li><li>Select the challenge name from the dropdown menu. </li><li>Multiple selections are not allowed. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Prop Trading Participation</li><li>Prop Trading Live Step  </li><li>Prop Paid Retry</li></ul></li></ul></td></tr><tr><td><strong>Current Step</strong></td><td><ul><li>Filter by the current step of the prop challenge. </li><li>Fill in the number of the current step. </li><li>Partial match is not supported. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Prop Trading Live Step</li><li>Prop Paid Retry</li></ul></li></ul></td></tr><tr><td><strong>Review Time</strong></td><td><ul><li>Filter based on the review time. </li></ul><ul><li>You can 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><td></td></tr><tr><td><strong>CRM Order ID</strong></td><td><ul><li>Filter by CRM Order ID. </li><li>Partial matches are not supported. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Deposit </li></ul></li></ul></td></tr><tr><td><strong>Converted Amount</strong></td><td><ul><li>Filter based on the converted amount. </li></ul><ul><li>Fill in the minimum and maximum amount. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Deposit </li></ul></li></ul></td></tr><tr><td><strong>Fee</strong></td><td><ul><li>Filter based on the fee amount. </li></ul><ul><li>Fill in the minimum and maximum amount. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Deposit </li></ul></li></ul></td></tr><tr><td><strong>Payment Order ID</strong></td><td><ul><li>Filter by CRM Order ID. </li></ul><ul><li>Partial matches are not supported. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Deposit </li></ul></li></ul></td></tr><tr><td><strong>Source</strong></td><td><ul><li>Filter based on source. </li><li>Partial matches are supported.</li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>IB Registration </li><li>Trader Registration </li></ul></li></ul></td></tr><tr><td><strong>Comments</strong></td><td><ul><li>Filter results based on the comments added in the request logs. </li><li>Partial matches are supported. </li></ul></td><td></td></tr><tr><td><strong>Deposit or Withdrawal Fields</strong></td><td><ul><li>Filter by the deposit or withdrawal fields configured by you. </li><li>For deposit fields, please refer to: <a data-mention href="../17.-settings/client-portal-transaction-settings/payment-method-settings">payment-method-settings</a></li><li>For withdrawal fields, please refer to: <a data-mention href="../17.-settings/client-portal-transaction-settings/withdrawal-method-settings">withdrawal-method-settings</a></li><li>Partial matches are supported. </li></ul></td><td><ul><li><p>This applies to the following approval reports only: </p><ul><li>Deposit </li><li>Withdrawal</li></ul></li></ul></td></tr></tbody></table>
