# Wallet Report

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

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

<details>

<summary>Search Bar</summary>

1. Search for wallets by Name or Wallet ID. \\

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</details>

<details>

<summary>Filter</summary>

1. Filter wallets 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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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FcjWH8NH1KDwlj00QNvJS%2Fimage.png?alt=media\&token=005c2207-fa27-4121-a3ca-b2d2350eb1dd)\\

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%2Fd07QqddrfAJrGLt9TrfH%2Fimage.png?alt=media\&token=f72fe0cb-81df-4bab-80cf-d95c476ec5da)\\

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

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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%2FOQBVCvLMWmJ7smDOL1Tr%2Fimage.png?alt=media\&token=1ef7a66c-2b76-4c4f-b8c5-23942cb97219)\\

</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. \\

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3. Select **"Field Display Settings"**. \\

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4. 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%2FO97oN8x2q2OhxIvraYPp%2Fimage.png?alt=media\&token=99cc7de9-0037-45f9-8c90-250963d47d5b)\\

</details>

<details>

<summary>Download</summary>

1. You can export the data into an Excel file for easier analysis.

2. Click the **"..."** icon.\\

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3. Select **"Download"**. \\

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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)\\

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.\\

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</details>

<details>

<summary>Summation of Data</summary>

1. You can view the total of all trading account data at the bottom of the report by clicking **"Total"**.\\

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2. The total balance in their respective currency will be displayed. \\

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</details>

<details>

<summary>Sort Order</summary>

You can sort the wallet report by **"Total Balance"**.

1. Click **"Total Balance"** to toggle the sort order.
2. A down arrow indicates descending order (highest balance first).\\

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3. An up arrow indicates ascending order (lowest balance 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>Wallet ID</strong></td><td><ul><li>Filter by the wallet ID of the wallets.</li><li>You don’t need to enter the full name—partial matches will also be shown.</li></ul></td></tr><tr><td><strong>Client ID</strong></td><td><ul><li>Filter by the client ID of clients. </li><li>You don’t need to enter the full name—partial matches will also be shown.</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 based on the email address of clients.  </li><li>You don’t need to enter the full name—partial matches will also be shown.</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 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>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>Currency</strong> </td><td><ul><li>Filter by the wallet's currency. </li><li>You can select more than one currency.</li></ul></td></tr><tr><td><strong>Total Balance</strong></td><td><ul><li>Filter based on the total balance of the wallet. </li><li>Enter minimum and maximum values to define the range.</li></ul></td></tr></tbody></table>
