CRM Client Portal User Guide

CRM Back Office User Guide (Abridged)

CRM Version Release Notes Prop Trading Client Portal User Guide Prop Trading Back Office User Guide How To Setup Your Prop Broker (Abridged)Prop Trading Version Release Notes

CRM Back Office User Guide (Abridged)CRM Version Release Notes Prop Trading Client Portal User Guide Prop Trading Back Office User Guide How To Setup Your Prop Broker (Abridged)Prop Trading Version Release Notes

Introduction
Client Portal (Front-End)
1. Account Registration
2. Login to Client Portal
3. Dashboard
- Dashboard Component
- Become an IB
4. Accounts
5. Funds
6. Referrals
7. Reports
- Types of Reports
- General Report Functions
8. My Profile
9. Prop Trading
10. Trading Competitions
11. Other Functionalities

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7. Reports

General Report Functions

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Last updated 1 year ago

For each report, you can perform the following functions:

Trading Server

If your broker has multiple trading servers, you can select the trading servers via the dropdown menu to extract data.

Account ID

You can extract data for a specific trading account by selecting it from the dropdown menu.

Date Filter

You can filter the report based on the date range.
For Trading History report, you can select the date range for both Open Time and Close Time of trades.

Download

You can download the reports in Excel format for data analytics. Here's how:

Click on the "Download" icon.
After clicking “Download,” a notice will appear, informing you that the data is being generated.
Upon clicking “Confirm,” you will be redirected to the download center where you can download the report in Excel format.