# 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.

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<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>

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<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>

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<summary>Refresh</summary>

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

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<summary>Filter</summary>

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

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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.\
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3. Choose the necessary filter options to move them to selected fields and click "Confirm". \
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4. The report can now be filtered based on the selected options.

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<details>

<summary>Download</summary>

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

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2. A notice will appear, informing you that the data is being generated.\
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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>

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