CRM Client Portal User Guide
CRM Back Office User Guide (Abridged)
  • Introduction
  • Client Portal (Front-End)
  • 1. Account Registration
    • Trader Registration
    • IB Registration
    • Multi-Step Registration
    • Twilio Verify
  • 2. Login to Client Portal
  • 3. Dashboard
    • Dashboard Component
    • Become an IB
  • 4. Accounts
    • Create New Account or Bind Existing Account
    • Trading Account Operations
    • Trading Account Request History
  • 5. Funds
    • Deposit
    • Transfers
    • Withdrawals
    • Transactions
    • Request History
  • 6. Referrals
    • My Clients
    • Clients' Report
    • Commission
    • Clients' Request
    • Prop Trading Statistics
  • 7. Reports
    • Types of Reports
    • General Report Functions
  • 8. My Profile
    • User Information
    • Registration Information
    • Settings
    • Bank Card
  • 9. Prop Trading
    • View Prop Challenges
    • Participating in Prop Challenge
    • Prop Challenge Statistics
  • 10. Trading Competitions
    • View Trading Competitions
    • Participate in Trading Competitions
    • Trading Competition Leaderboard
    • Trading Competition Transactions
  • 11. Other Functionalities
    • Light and Dark Modes
    • Expand and Collapse Sidebar
    • User ID and Referral Code
    • Notifications
      • Coupons
      • Promo Codes
    • Download Centre
    • Ticketing
    • Languages
    • Logging Out
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  1. 7. Reports

General Report Functions

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Last updated 5 months ago

For each report, you can perform the following functions:

Trading Server

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

Account ID

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

Date Filter

  1. You can filter the report based on the date range.

  2. 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:

  1. Click on the "Download" icon.

  2. After clicking “Download,” a notice will appear, informing you that the data is being generated.

  3. Upon clicking “Confirm,” you will be redirected to the download center where you can download the report in Excel format.