# Clients' Report

Within the "Client’s Report" tab, you can both view and export reports detailing the activities of your downlines and their respective activities.

### <mark style="color:red;">1. Types of Reports</mark>

A variety of reports is available, and you can choose the desired report type through the dropdown menu provided.

<figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2Fo8bevfCXDth85bXdjXfu%2Ftypereport.png?alt=media&#x26;token=cf040625-b623-43b5-9d51-fa4ff529a319" alt=""><figcaption></figcaption></figure>

<table data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Transactions</strong></td><td>This report displays all transactions initiated through the Client Portal (e.g., deposits, withdrawals, commission rebates) for your downlines.</td><td></td></tr><tr><td><strong>Account Capital</strong> </td><td>This report specifically displays deposits and withdrawals generated through the trading platform for the downlines.</td><td></td></tr><tr><td><strong>Trade History</strong></td><td>This report provides a record of the trading activities of your downlines.</td><td></td></tr><tr><td><strong>Open Positions</strong></td><td>This report provides information on the open positions of your downlines.</td><td></td></tr><tr><td><strong>Pending Orders</strong></td><td>This report displays the pending orders placed by your downlines.</td><td></td></tr><tr><td><strong>Fixed Commission</strong></td><td>This report details the fixed commission payouts to the IB and their downlines.</td><td></td></tr><tr><td><strong>Flexible Commission</strong></td><td>This report outlines the flexible commission payouts to the IB and their downlines.</td><td></td></tr><tr><td><strong>Comprehensive Account Statement</strong></td><td>This report provides a summary of the account statuses of your downlines.</td><td></td></tr></tbody></table>

## <mark style="color:red;">2. Report Functions</mark>

For each report, you'll have the following functions:

<details>

<summary>Search Bar</summary>

1. You can utilize the search bar function to look for a specific record within the report. <br>

   <figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FAuj3yLgLd53i1XgAdl4W%2Fimage.png?alt=media&#x26;token=75b3d05a-b8a2-43d0-a420-06aea1b1d385" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Date Filter</summary>

1. You can use the date filter function to select the specific time frame for extracting data in the report. <br>

   <figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FZsYoNp4SwxUcFn7ebmAN%2Fimage.png?alt=media&#x26;token=316cfcdd-45f3-4413-97d4-51280f7699dc" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Refresh</summary>

1. You can click the "Refresh" button to update and view the latest data in the report.<br>

   <figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FglxcrX0Q3Wq0PUIesX8N%2Fimage.png?alt=media&#x26;token=19a976d9-d6cd-4f1a-a7a5-dcba5bb61aaf" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Filter</summary>

1. You have the ability to filter the report to extract the specific data you need. <br>

   <figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FINU0rzkaiTiGd5JQwVte%2Fimage.png?alt=media&#x26;token=748fd1ab-0ed3-46f7-b879-e94611ced94c" alt=""><figcaption><p><br></p></figcaption></figure>
2. Multiple filter options are available for you to choose from. By selecting "Add Filter Field," additional filter options that may be hidden can be revealed.\
   \
   ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FeXiRrrsuQKQSHX0omtdz%2Fimage.png?alt=media\&token=90dcbddd-1dfe-4d24-b27a-973c78ac4d71)<br>
3. Choose the necessary filter options to move them to selected fields and click "Confirm". \
   \
   ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FtGXCfZ0ohG7QIqVRM22p%2Fimage.png?alt=media\&token=4a8d19e5-7f0e-4867-8fda-1811004e84a0)<br>
4. The report can now be filtered based on the selected options.

</details>

<details>

<summary>Download</summary>

1. You have the option to download reports in Excel format for data analytics by clicking "Download". <br>

   <figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FZ5q95i5csx8C2NjHs3c0%2Fimage.png?alt=media&#x26;token=d7a54eb2-385b-4e4b-87b1-fc5eca7d2781" alt=""><figcaption><p><br></p></figcaption></figure>
2. A notice will appear, informing you that the data is being generated.\
   \
   ![](https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FatdM18DRJVNHGhiTWjUZ%2Fimage.png?alt=media\&token=2fcc5f4e-4b19-469e-aafa-becdf5f4a7a4)<br>
3. After clicking "Confirm", you will be redirected to the download center, where you can download the report in Excel format. <br>

   <figure><img src="https://1627048263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqTJvzfBkUrBZGLJjkfAN%2Fuploads%2FlEeaGeD7PbnxYsyzH8h4%2Fimage.png?alt=media&#x26;token=b79773e9-b31e-4b21-b412-73f6a830eb9c" alt=""><figcaption></figcaption></figure>

</details>


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