# 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.

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

You can refine or filter the Pending Orders Report in multiple ways for better analysis, monitoring, and tracking. The functions include:

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<summary>Trading Platform Dropdown List</summary>

1. Trading accounts from different trading platforms are segregated into separate reports.
2. You can switch between trading platforms by using the dropdown list and selecting the desired platform.<br>

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<summary>Search Bar</summary>

1. Search for pending orders by Order ID in the search bar. <br>

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<summary>Date Range</summary>

1. You can filter open positions based on a specific time frame.&#x20;
   1. **Manually select the time frame** – Choose the exact start and end dates.
   2. **Pre-set periods** – Select from commonly used ranges (e.g., Today, Last 7 Days, This Month).<br>

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<summary>Refresh</summary>

1. Click the **"Refresh"** button to update the data and view the most current information.<br>

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<summary>Filter</summary>

1. Filter trades 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. <br>

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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%2F2nl34aG1trST9zfwKAph%2Fimage.png?alt=media\&token=56adf9ca-57af-42fd-b3e7-466898608ccc)<br>
6. Click **"Add Filter Field"** to select additional filter criteria.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FuXA5wtDxQR8BJk66mPl2%2Fimage.png?alt=media&#x26;token=3dcee729-1674-4880-8b58-91e124b24904" 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>

<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"**. <br>

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

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

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fbk28HmVDxsTsBSsK6P2k%2Fimage.png?alt=media&#x26;token=2b7e13ce-3e37-495b-8680-93a740e2ea79" alt=""><figcaption></figcaption></figure>
3. Confirm the date range for the report. \
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4. 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)<br>
5. 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/crm-back-office-user-guide-full-cn/18.-other-functionalities/download-center "mention")
6. Click **"Download"** to save the file.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F1viMDnFcRG3Ek5r4S7hO%2Fimage.png?alt=media&#x26;token=51a557e4-332a-4440-b4e6-d142d0d1bb25" alt=""><figcaption></figcaption></figure>

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<summary>Summation of Data</summary>

1. You can view the total of all data at the bottom of the report by clicking **"Total"**.<br>

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2. You can view the total number of pending orders record and the summation of **Volume.**<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F7B6x0PRdPsrSn2uC4Naw%2Fimage.png?alt=media&#x26;token=1c654856-0424-4416-be8c-f3d92e833a81" alt=""><figcaption></figcaption></figure>

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<summary>Sort Report</summary>

1. You can sort the trades report by the following criteria:
   1. **Volume**
   2. **Open Price**
   3. **Open Time**
   4. **Stop Loss**
   5. **Take Profit**&#x20;
2. Click on the column header to toggle the sort order:
   1. A down arrow indicates descending order (highest values first).<br>

      <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fb7Gd1Ka3t7ThAofaWCyq%2Fimage.png?alt=media&#x26;token=719fd424-d507-4978-8c5a-078ccd33717c" alt=""><figcaption></figcaption></figure>
   2. An up arrow indicates ascending order (lowest values first).<br>

      <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F9Ft5ZaPU8GVFX16ybiZQ%2Fimage.png?alt=media&#x26;token=f23f644e-1510-4668-a405-dcf81bad1e88" alt=""><figcaption></figcaption></figure>

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### <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>Name</strong></td><td><ul><li>Filter by client name. </li><li>Partial match is supported. </li></ul></td></tr><tr><td><strong>Email</strong></td><td><ul><li>Filter by email address of the client. </li><li>Partial match is supported. </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><li>Partial match is supported. </li></ul></td></tr><tr><td><strong>Client Group</strong></td><td><ul><li>Filter based on the client group of the client. </li><li>For more details, refer to: <a data-mention href="../../17.-settings/client-portal-client-group-settings">client-portal-client-group-settings</a></li><li>Multiple selection is accepted. </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>User ID</strong></td><td><ul><li>Filter by the client's User ID. </li><li>Partial match is not supported. </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><li>You can also click <strong>"Select Other Owners"</strong> and choose 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>Order ID</strong></td><td><ul><li>Filter by the order ID. </li><li>Partial match is not supported. </li></ul></td></tr><tr><td><strong>Trading Account</strong></td><td><ul><li>Filter based on trading account. </li><li>Partial match is not supported. </li></ul></td></tr><tr><td><strong>Group</strong></td><td><ul><li>Filter by the trading platform group. </li><li>Select from the dropdown menu. </li><li>Multiple selections are allowed. </li></ul></td></tr><tr><td><strong>Type</strong></td><td><ul><li>Filter based on the trade type: <strong>Buy</strong>, <strong>Sell</strong>, <strong>Buy Limit</strong>, <strong>Sell Limit</strong>, <strong>Buy Stop</strong>, <strong>Sell Stop</strong> </li><li>Multiple selections are allowed. </li></ul></td></tr><tr><td><strong>Symbol</strong></td><td><ul><li>Filter based on the symbol or security group. </li><li>Select from the dropdown menu. </li><li>Multiple selections are allowed. </li></ul></td></tr><tr><td><strong>Volume, Open Price, Stop Loss, Take Profit</strong></td><td><ul><li>Filter by the either of the above. </li><li>Enter minimum and maximum values to define the range.</li></ul></td></tr><tr><td><strong>Comment</strong></td><td><ul><li>Filter based on the comment of the trade. </li><li>Select either "<strong>Contains</strong>" or "<strong>Begins With</strong>". </li><li>Fill in the comment. </li><li>Partial match supported. </li></ul></td></tr></tbody></table>
