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CRM Reports

There are 3 CRM Reports:

Transactions
Fixed Commission
Flexible Commission

Brokers can navigate between the reports via the dropdown link.

Transactions Report

The "Transactions Report" is a key report in the CRM that provides brokers with a comprehensive view of all funding activities processed through the CRM. This includes deposits, withdrawals, transfers, credits, and IB commission payouts.

By utilizing this report, brokers can quickly and easily view all funding activities associated with a client's account, enabling them to monitor transactional activity and ensure that funds are being properly managed. Additionally, the report can help brokers to identify any issues or discrepancies related to funding activity, allowing them to take prompt action to resolve any issues.

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

Search Bar

This allows brokers to quickly search for transactions for a particular client either by the name or the email address the client.

Date Range

This allows brokers to filter transaction data based on a specific time frame. This feature provides brokers with the flexibility to easily search for transactions that have occurred within a specific period, allowing them to quickly and accurately identify any relevant data they require.
Brokers can filter the date range by the following methods:
- Manually select the time frame.
- Select the timeframe based on the pre-set periods.

Refresh

This allows brokers to refresh the report to retrieve the latest data.

Filter

This allows brokers to easily filter out transactions based on certain criteria.
Click onto the "Filter" icon.
Configure your filter criteria and click "Search".
Click "Add filter field" and select the filter fields you require.

Field Display Settings

This allows brokers to select the columns of the report that they wish to view and hide those that are unnecessary.
Click the "..." icon and select "Field Display Settings".
Select the fields you wish to display and click "Confirm".

Download

This allows broker to export the data into an excel file for better analysis.
Click the "..." icon and select "Download".
You will be redirected to the Download Center (for more details, please refer to this section for more details: Download Center). Click "Download".

Summation of Data

Brokers will be able to view the summation of all transactions data at the bottom of the report by clicking the "?" icon.
This refers to the net total amount of all transactions.

Fixed Commission Report

The Fixed Commission Report is a report that provides brokers with an overview of all fixed commissions paid to their IBs and their respective statuses. This helps brokers to track and monitor the performance of their IBs and their downlines, ensuring transparency and accuracy in commission payouts.

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

View Details

Brokers can view the details of the following by clicking onto the "View" icon.
- Order ID - details of the Order ID will be shown
- Trader - you will be redirected to the client's details page
- Receiver - you will be redirected to the client's details page

Search Bar

This allows brokers to quickly search for fixed commission record by the Order ID.

Rebate Failure Records

Brokers will be able to view all failed rebate records by clicking onto "Rebate Failure Records".
The failure reason is provided for each failed rebate record for brokers to investigate and rectify.
Brokers can also select the failed rebate records and click "Rebate Again" or "Delete".
1. Rebate Again - this will trigger the CRM to retry the rebate once more.
2. Delete - this will delete the failed rebate records and put them into the recycling bin.

Date Range

This allows brokers to filter fixed commission data based on a specific time frame. This feature provides brokers with the flexibility to easily search for fixed commission rebates that have occurred within a specific period, allowing them to quickly and accurately identify any relevant data they require.
Brokers can filter the date range by the following methods:
- Manually select the time frame.
- Select the timeframe based on the pre-set periods.

Refresh

This allows brokers to refresh the report to retrieve the latest data.

Filter

This allows brokers to easily filter out fixed commission rebates based on certain criteria.
Click onto the "Filter" icon.
Click "Add filter field" and select the filter fields you require.

Field Display Settings

This allows brokers to select the columns of the report that they wish to view and hide those that are unnecessary.
Click the "..." icon and select "Field Display Settings".

Download

This allows broker to export the data into an excel file for better analysis.
Click the "..." icon and select "Download".
You will be redirected to the Download Center (for more details, please refer to this section for more details: Download Center). Click "Download".

Recycle Bin

Deleted rebate failure records will be put into the Recycle Bin.
Brokers can choose to recover the deleted records by selecting them and clicking "Recover Record".

Summation of Data

Brokers will be able to view the summation of all fixed commission data at the bottom of the report by clicking the "?" icon.
The data shown includes:
- Rebate
- Overriding
- Bonus
- Total

Flexible Commission Report

The Flexible Commission Report is a report that provides brokers with an overview of all flexible commissions paid to their IBs and their respective statuses. This helps brokers to track and monitor the performance of their IBs and their downlines, ensuring transparency and accuracy in commission payouts.

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

View Details

Brokers can view the details of the following by clicking onto the "View" icon.
- Order ID - details of the Order ID will be shown
- Trader - you will be redirected to the client's details page
- Receiver - you will be redirected to the client's details page

Search Bar

This allows brokers to quickly search for flexible commission record by the Order ID.

Rebate Failure Records

Brokers will be able to view all failed rebate records by clicking onto "Rebate Failure Records".
The failure reason is provided for each failed rebate record for brokers to investigate and rectify.
Brokers can also select the failed rebate records and click "Rebate Again" or "Delete".
- Rebate Again - this will trigger the CRM to retry the rebate once more.
- Delete - this will delete the failed rebate records and put them into the recycling bin.

Date Range

This allows brokers to filter flexible commission data based on a specific time frame. This feature provides brokers with the flexibility to easily search for flexible commission rebates that have occurred within a specific period, allowing them to quickly and accurately identify any relevant data they require.
Brokers can filter the date range by the following methods:
- Manually select the time frame.
- Select the timeframe based on the pre-set periods.

Refresh

This allows brokers to refresh the report to retrieve the latest data.

Filter

This allows brokers to easily filter out flexible commission rebates based on certain criteria.
Click onto the "Filter" icon.
Click "Add filter field" and select the filter fields you require.

Field Display Settings

This allows brokers to select the columns of the report that they wish to view and hide those that are unnecessary.
Click the "..." icon and select "Field Display Settings".

Download

This allows broker to export the data into an excel file for better analysis.
Click the "..." icon and select "Download".
You will be redirected to the Download Center (for more details, please refer to this section for more details: Download Center). Click "Download".

Recycle Bin

Deleted rebate failure records will be put into the Recycle Bin.
Brokers can choose to recover the deleted records by selecting them and clicking "Recover Record".

Summation of Data

Brokers will be able to view the summation of all flexible commission data at the bottom of the report by clicking the "?" icon.
The total rebate amount will be shown.

Fixed Commission Report

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

View Details

Brokers can view the details of the following by clicking onto the "View" icon.
- Order ID - details of the Order ID will be shown
- Trader - you will be redirected to the client's details page
- Receiver - you will be redirected to the client's details page

Search Bar

This allows brokers to quickly search for fixed commission record by the Order ID.

Rebate Failure Records

Brokers will be able to view all failed rebate records by clicking onto "Rebate Failure Records".
The failure reason is provided for each failed rebate record for brokers to investigate and rectify.
Brokers can also select the failed rebate records and click "Rebate Again" or "Delete".
1. Rebate Again - this will trigger the CRM to retry the rebate once more.
2. Delete - this will delete the failed rebate records and put them into the recycling bin.

Date Range

This allows brokers to filter fixed commission data based on a specific time frame. This feature provides brokers with the flexibility to easily search for fixed commission rebates that have occurred within a specific period, allowing them to quickly and accurately identify any relevant data they require.
Brokers can filter the date range by the following methods:
- Manually select the time frame.
- Select the timeframe based on the pre-set periods.

Refresh

This allows brokers to refresh the report to retrieve the latest data.

Filter

This allows brokers to easily filter out fixed commission rebates based on certain criteria.
Click onto the "Filter" icon.
Configure your filter criteria and click "Search".
Click "Add filter field" and select the filter fields you require.

Field Display Settings

This allows brokers to select the columns of the report that they wish to view and hide those that are unnecessary.
Click the "..." icon and select "Field Display Settings".
Select the fields you wish to display and click "Confirm".

Download

This allows broker to export the data into an excel file for better analysis.
Click the "..." icon and select "Download".
A popup notice will appear showing the timeframe of the report to be downloaded. Amend the timeframe if necessary and click "Confirm".
A popup notice will appear to inform you that the data is being generated. Click "Confirm" to proceed to the Download Center.
You will be redirected to the Download Center (for more details, please refer to this section for more details: Download Center). Click "Download".

Recycle Bin

Deleted rebate failure records will be put into the Recycle Bin.
Brokers can choose to recover the deleted records by selecting them and clicking "Recover Record".

Summation of Data

Brokers will be able to view the summation of all fixed commission data at the bottom of the report by clicking the "?" icon.
The data shown includes:
- Rebate
- Overriding
- Bonus
- Total

Transactions Report

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

Search Bar

This allows brokers to quickly search for transactions for a particular client either by the name or the email address the client.

Date Range

This allows brokers to filter transaction data based on a specific time frame. This feature provides brokers with the flexibility to easily search for transactions that have occurred within a specific period, allowing them to quickly and accurately identify any relevant data they require.
Brokers can filter the date range by the following methods:
- Manually select the time frame.
- Select the timeframe based on the pre-set periods.

Refresh

This allows brokers to refresh the report to retrieve the latest data.

Filter

This allows brokers to easily filter out transactions based on certain criteria.
Click onto the "Filter" icon.
Configure your filter criteria and click "Search".
Click "Add filter field" and select the filter fields you require.

Field Display Settings

This allows brokers to select the columns of the report that they wish to view and hide those that are unnecessary.
Click the "..." icon and select "Field Display Settings".
Select the fields you wish to display and click "Confirm".

Download

This allows broker to export the data into an excel file for better analysis.
Click the "..." icon and select "Download".
A popup notice will appear showing the timeframe of the report to be downloaded. Amend the timeframe if necessary and click "Confirm".
A popup notice will appear to inform you that the data is being generated. Click "Confirm" to proceed to the Download Center.
You will be redirected to the Download Center (for more details, please refer to this section for more details: Download Center). Click "Download".

Summation of Data

Brokers will be able to view the summation of all transactions data at the bottom of the report by clicking the "?" icon.
This refers to the net total amount of all transactions.

Flexible Commission Report

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

View Details

Brokers can view the details of the following by clicking onto the "View" icon.
- Order ID - details of the Order ID will be shown
- Trader - you will be redirected to the client's details page
- Receiver - you will be redirected to the client's details page

Search Bar

This allows brokers to quickly search for flexible commission record by the Order ID.

Rebate Failure Records

Brokers will be able to view all failed rebate records by clicking onto "Rebate Failure Records".
The failure reason is provided for each failed rebate record for brokers to investigate and rectify.
Brokers can also select the failed rebate records and click "Rebate Again" or "Delete".
- Rebate Again - this will trigger the CRM to retry the rebate once more.
- Delete - this will delete the failed rebate records and put them into the recycling bin.

Date Range

This allows brokers to filter flexible commission data based on a specific time frame. This feature provides brokers with the flexibility to easily search for flexible commission rebates that have occurred within a specific period, allowing them to quickly and accurately identify any relevant data they require.
Brokers can filter the date range by the following methods:
- Manually select the time frame.
- Select the timeframe based on the pre-set periods.

Refresh

This allows brokers to refresh the report to retrieve the latest data.

Filter

This allows brokers to easily filter out flexible commission rebates based on certain criteria.
Click onto the "Filter" icon.
Configure your filter criteria and click "Search".
Click "Add filter field" and select the filter fields you require.

Field Display Settings

This allows brokers to select the columns of the report that they wish to view and hide those that are unnecessary.
Click the "..." icon and select "Field Display Settings".
Select the fields you wish to display and click "Confirm".

Download

This allows broker to export the data into an excel file for better analysis.
Click the "..." icon and select "Download".
A popup notice will appear showing the timeframe of the report to be downloaded. Amend the timeframe if necessary and click "Confirm".
A popup notice will appear to inform you that the data is being generated. Click "Confirm" to proceed to the Download Center.
You will be redirected to the Download Center (for more details, please refer to this section for more details: Download Center). Click "Download".

Recycle Bin

Deleted rebate failure records will be put into the Recycle Bin.
Brokers can choose to recover the deleted records by selecting them and clicking "Recover Record".

Summation of Data

Brokers will be able to view the summation of all flexible commission data at the bottom of the report by clicking the "?" icon.
The total rebate amount will be shown.