---
description: Learn about all the details of all our recent CRM updates here.
---

# V7.2.0 - Elevating Your Business with Twilio Verify & MT4 Advanced Account Report Extension

**Released Date - 2 November 2023**

In this update, we're proud to present the seamless integration Twilio Verify into our CRM. This integration enhances your security measures by offering clients a diverse array of reliable verification methods. With Twilio Verify, clients now have the flexibility to opt for 2FA via various channels, such as voice, messaging, and WhatsApp during the onboarding process. Bid farewell to the constraints of email OTP verifications and empower your clients to select the verification method that best suits their preferences.

Furthermore, we've also harnessed the power of MT4 data to create supercharged account reports to provide you unprecedented perspectives and profound insights to your business including clients' performance, trading preferences, and strategies. Additionally, it offers a valuable tool to assess the sustainability of your IB business model. With MT4 Advanced Account Reports, you can make informed decisions that drive your business forward with confidence.

## <mark style="color:red;">Summary</mark>

[**Twilio Verify Integration**](#twilio-verify-integration)

1. **Multi-Channel OTP Verification**\
   Offer your clients a versatile verification experience. They can now confirm their accounts through diverse channels, including email, SMS, voice, and WhatsApp. This flexibility empowers clients to select their preferred OTP delivery method, enhancing their overall user experience.
2. **Seamless Setup**\
   Twilio Verify takes charge of the verification process, eliminating the need for you to set up your own phone numbers or WhatsApp channels. This streamlines the setup for you, ensuring a hassle-free experience.

[**MT4 Comprehensive Account Report Extension**](#mt4-comprehensive-account-report-extension)

1. **Enhanced Business Analytics**\
   Enhance your insights. Our extension delves deeper than standard MT4 reports, delivering comprehensive data analysis of your clients. Uncover valuable information about their growth, trading patterns, and the performance of your IB business model.
2. **Effortless Data Management** \
   Let automation work for you. With this extension, the tedious manual extraction and calculations are a thing of the past. Access critical insights and metrics directly from the extension, bypassing the time-consuming steps of downloading data to Excel and performing manual calculations. Stay efficient and focused on what matters most – growing your business.

## <mark style="color:red;">**Twilio Verify Integration**</mark>

### <mark style="color:red;">**1)   Marketplace Installation & Permissions**</mark>

To get started with Twilio Verify, follow these steps:

{% tabs %}
{% tab title="Step 1" %}
1.  Go to the CRM Marketplace.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fvks9kzeT9JHWgs0TPBu0%2Fimage.png?alt=media&#x26;token=ea8f479c-9edc-43f4-8ce0-41edd04df705" alt=""><figcaption></figcaption></figure>
2.  Locate Twilio Verify and click "Install."&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FALIBsFuKx0x2fhFRPnnb%2Fimage.png?alt=media&#x26;token=c5fc2530-c0a7-4e2e-bc16-a5e68db96e88" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1. You'll be directed to the Twilio Verify details page for more information about the application.
2.  To proceed with the installation, click "Install".

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FEBFdJwNQazwerGFKbSIo%2Fimage.png?alt=media&#x26;token=91048c3f-6045-4b09-bb09-ab07d06497ce" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 3" %}
1.  Once the installation is complete, grant the necessary permissions to your team, which include:

    * Read Twilio Settings (view-only permissions).
    * Update Twilio Settings (ability to edit and configure Twilio settings).

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FdWnaoGDytistysi0QXcQ%2Fimage.png?alt=media&#x26;token=eae4b426-b7e5-4ad9-a0b7-89d02a39d4e9" alt=""><figcaption></figcaption></figure>
2.  After providing the required permissions, you'll find Twilio in the Settings page.\


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FdwLlnIxQY6BX9ZAgkH8l%2Fimage.png?alt=media&#x26;token=a9cc536a-77cd-48bf-82ea-a748b8f328d9" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### <mark style="color:red;">2)   Register Twilio Account</mark>

To register your Twilio account, follow the steps below:&#x20;

{% tabs %}
{% tab title="Step 1" %}
1. Visit [https://www.twilio.com/en-us](https://www.twilio.com/en-us)
2.  Click "Start for free".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FWjfE6tLW0uneO7ROo8v4%2Fimage.png?alt=media&#x26;token=3d83af4d-ef65-45d4-81df-062b1f53a4d4" alt="" width="563"><figcaption></figcaption></figure>
3.  Fill in your details and click "Start your free trial".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FWEUvFrVfkkJXwxAAyEPv%2Fimage.png?alt=media&#x26;token=d7fc3339-f211-4c37-b9dc-391135fe5fb3" alt="" width="375"><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1.  Click the verification link sent to your email.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FItkFEijTQStdYJ0wBUOt%2Fimage.png?alt=media&#x26;token=259f8d16-b1b9-4913-8c3d-d3a994a88530" alt="" width="395"><figcaption></figcaption></figure>
2.  Fill in your phone number and click "Send Verification Code."

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FxKKj6e8KIXkSkJrSp3hZ%2Fimage.png?alt=media&#x26;token=8eba7755-989f-4ef3-9234-b4f9096928f0" alt="" width="563"><figcaption></figcaption></figure>
3.  Fill in the verification code and click "Submit".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FeGVUy91QI2vF2B2oSFCy%2Fimage.png?alt=media&#x26;token=223a40de-bc99-44e1-a6e9-0d0c6d2c9355" alt="" width="563"><figcaption></figcaption></figure>
4.  Fill in your details and click "Get Started with Twilio".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FOVGL634SxGFNgvHg0oiE%2Fimage.png?alt=media&#x26;token=dc57f04b-16d8-4a4c-9154-e657b96e5495" alt="" width="303"><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 3" %}
After completing the registration, you'll be automatically logged in to the Twilio Console Dashboard.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FQWwxBjzdWGSyGCmXVuel%2Fimage.png?alt=media&#x26;token=7b3a4b68-226a-405d-882a-2a0f02fd1614" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### <mark style="color:red;">**3)   Creating API Key SID and Secret in Twilio**</mark>

To create API Key SID and Secret, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
1.  Under the "Accounts" tab, click "API keys & tokens".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FM1bjYlWMuC7jzKaDYcJg%2Fimage.png?alt=media&#x26;token=6d31f946-9464-4bee-b50a-14399cd73f56" alt=""><figcaption></figcaption></figure>
2.  Click on “Create API key” to generate your API Key and Token.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FkR2rC2U8L3kHbwDHvHvH%2Fimage.png?alt=media&#x26;token=0ad3d457-a976-461d-8fd6-28fae0e50c10" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1.  Provide a “Friendly Name” for your API key and click “Create”.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F42SXxvGoSyT6mE7uhcud%2Fimage.png?alt=media&#x26;token=d9bb9885-292b-4f95-a818-0891013a8d99" alt="" width="563"><figcaption></figcaption></figure>
2. Copy and securely save both the API Key SID and Secret.
3.  Click "Done".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FJ9kbahlkJZwzWb5WYwll%2Fimage.png?alt=media&#x26;token=2f715901-4c45-4e3e-b86e-ae0b06b37926" alt="" width="363"><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### <mark style="color:red;">4)   Creating a Service in Twilio</mark>

To create a service in Twilio, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
1.  Navigate to Twilio homepage and click on “Explore Products”.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FtlRn6NIOVPa4IipJbEQg%2Fimage.png?alt=media&#x26;token=a1fd744f-9584-4cbe-89ad-6a4089ac759a" alt=""><figcaption></figcaption></figure>
2.  Scroll down to "Account Security" and click " Verify".

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FVZtdpZVdypgEGYAn4o1j%2Fimage.png?alt=media&#x26;token=7c0b85e8-9457-4753-842b-8d4fd42a0540" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1.  Click “Create new” to initiate the creation of a new service.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FmXOHiOfzXCj8J3KJmggY%2Fimage.png?alt=media&#x26;token=a87c9244-649f-4a00-bf41-0a54a013d310" alt=""><figcaption></figcaption></figure>
2.  Provide a unique “Friendly Name” for your service, and ensure that SMS, WhatsApp and Voice are enabled. Click “Continue” to save your service.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FO5D5AjNOEMSErbhLXjhE%2Fimage.png?alt=media&#x26;token=f7b93de0-7717-4bd0-8706-8e02f4fae826" alt="" width="335"><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### <mark style="color:red;">**5)   Connecting Your Twilio Account to Your CRM**</mark>

To connect your Twilio account to your CRM, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
On the CRM Back Office, navigate to Twilio > Twilio Configuration.&#x20;

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FlWPPzOjE5BMWAr3xTJXy%2Fimage.png?alt=media&#x26;token=05bb94d1-1479-488e-86c6-56bd772d3d4c" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1.  Click the "Edit" icon.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FgmUyM1ExKdp5tmRErHQ9%2Fimage.png?alt=media&#x26;token=962a187d-ba5f-4454-a35c-ac534831ae13" alt=""><figcaption></figcaption></figure>
2. Fill in the API Key SID and Secret that you acquired from your Twilio account.
3.  Click the "Save" icon.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FyrV8YBsMVa9jAunkDomU%2Fimage.png?alt=media&#x26;token=26a7c7e8-e2b6-4e47-8442-fc1cf9765d5b" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### <mark style="color:red;">**6)   Setting Twilio Services in Your CRM**</mark>

To setup Twilio Services in your CRM, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
1. On the CRM Back Office, navigate to Twilio > Twilio OTP Settings.&#x20;
2.  Click the "Refresh" button to ensure you have the latest configuration settings from Twilio.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F9mgEFs3dZiyeoOkt16Gj%2Fimage.png?alt=media&#x26;token=b1086edb-b112-48d9-9326-da4701420642" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1. Manually select the channels based on your specific settings in your Twilio account.&#x20;
2.  Click "Enable" to enable the Twilio service.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FMSomYoWEZNXQXkw9B7yz%2Fimage.png?alt=media&#x26;token=bb6f1a27-7835-4133-af8f-a72e4e10c2e6" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### <mark style="color:red;">**7)   Setting Up Registration Form**</mark>

To ensure Twilio Verify functions well, you will need to enable the "Phone" field in the registration form.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FMRpWw0fhKwxV1w1J3oAu%2Fimage.png?alt=media&#x26;token=f73d8684-143c-4cc3-b32f-c85dd14e1def" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">**8)   Client OTP Verification**</mark>

Once you have setup Twilio Verify, your clients can now complete verification via multiple channels:

{% tabs %}
{% tab title="Step 1" %}
1.  On the Client Portal, click "Register as a Trader" or "Register as an IB".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FI22hpFHJvLuRK0cUdrZZ%2Fimage.png?alt=media&#x26;token=752aca17-1811-45be-b94e-1f6459bfb046" alt="" width="362"><figcaption></figcaption></figure>
2.  Fill in the respective details and click "Register".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FbILmFvniWZp2DKri3DvM%2Fimage.png?alt=media&#x26;token=7680451d-71f3-42f5-88e3-4fff62d964d4" alt="" width="232"><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1. Select the preferred verification method. The available options are:&#x20;
   * Email
   * Message
   * Voice
   * WhatsApp
2.  Complete the slider verification.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FGw3c1dObFAvyzKl0SeOS%2Fimage.png?alt=media&#x26;token=4a421163-ec74-46fa-86ae-acb008feec33" alt=""><figcaption></figcaption></figure>
3. The OTP will be sent to the client depending on the verification method selected.&#x20;
4. Client will be able to input the OTP code and proceed with the registration.&#x20;
{% endtab %}
{% endtabs %}

### <mark style="color:red;">**MT4 Comprehensive Account Report Extension**</mark>

The MT4 Comprehensive Account Report Extension goes beyond the standard MT4 report, offering insights into your clients' trading and business performance. It enhances client monitoring by providing advanced data aggregation and essential accounting insights.

### <mark style="color:red;">1)   Marketplace Installation & Permission Settings</mark>&#x20;

To start using the MT4 Comprehensive Account Report Extension, follow these steps:

{% tabs %}
{% tab title="Step 1" %}
1.  Go to the CRM Marketplace.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fvks9kzeT9JHWgs0TPBu0%2Fimage.png?alt=media&#x26;token=ea8f479c-9edc-43f4-8ce0-41edd04df705" alt=""><figcaption></figcaption></figure>
2.  Find the MT4 Comprehensive Account Report Extension and click on it.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F6ykbfOzZ5RLY4L2VFbYW%2Fimage.png?alt=media&#x26;token=3252728d-aef5-49d1-8265-76121e6748f8" alt=""><figcaption></figcaption></figure>
3.  You'll be taken to a details page with an overview of the report.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FiZhvBWYqqpapzBXK9RB0%2Fimage.png?alt=media&#x26;token=761c923e-0a69-47f5-958c-75542a409103" alt=""><figcaption></figcaption></figure>
4. To install it, please contact your dedicated account manager.
{% endtab %}

{% tab title="Step 2" %}
1. Once the report is installed, you can access it through the Reports module on CRM Back Office.&#x20;
2.  To enable the report for your clients, adjust the permissions in their Client Groups.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FztCIrJASoraFo2AlXxT5%2Fimage.png?alt=media&#x26;token=cb4be119-4481-4a4d-aaec-860995aa4b94" alt="" width="563"><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### <mark style="color:red;">2)   MT4 Settings</mark>&#x20;

To ensure accurate data acquisition, it is crucial to enable this option within the 'Manager-Groups-Reports' page on MT4.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F12dnUPnPU5LJ3MDNTjMN%2Fimage.png?alt=media&#x26;token=2daa9a0b-742a-4c91-8741-5e2f25b4fd58" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">3)   New Data Fields</mark>

The following data fields are now accessible through the MT4 Comprehensive Report Extensions:

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Initial Equity</strong></td><td>This is the account’s equity at the start of the report timeframe, at 23:59:59 of the previous day.</td><td></td></tr><tr><td><strong>Final Equity</strong></td><td>This is the account’s equity at the end of the report timeframe, at 23:59:59 of the specified end day.</td><td></td></tr><tr><td><strong>Net Equity</strong> </td><td>Net Equity = Final Equity - Initial Equity. </td><td>This offers you valuable insights on the overall performance and growth of your client’s accounts.</td></tr><tr><td><strong>Net Deposit</strong> </td><td>Net Deposit = Deposit - Withdrawal. </td><td>This provides you critical insights into the inflow and outflow of funds. It offers a deeper understanding of whether clients are planning to increase or reduce their trading activity, enabling you to make informed decisions and offer tailored support.</td></tr><tr><td><strong>Net Credit</strong></td><td>Net Credit = Credit In - Credit Out. </td><td>This provides you with a comprehensive view of credit transactions, aiding in the assessment of financial relationships and obligations between you and your clients.</td></tr><tr><td><strong>Symbol Groups</strong></td><td>This data offers the total trading volume for various symbol groups, enabling you to understand your clients’ trading preferences and strategies. It equips you with the insights needed to provide customized support, ultimately enhancing the overall trading experience for your clients. </td><td>The symbol groups here refer to the symbol groups set up on your CRM for your IB commission rebate.</td></tr><tr><td><strong>Real-Time Rebate</strong></td><td>This represents the cumulative IB Commission Rebate for a particular trading account during the selected report timeframe. This enables you to gauge the effectiveness of your IB commission structures in attracting and retaining clients. </td><td>Moreover, it assists in monitoring the sustainability of IB commission payouts, ensuring long-term profitability within your business model.</td></tr></tbody></table>

### <mark style="color:red;">4)   Back Office Report</mark>&#x20;

To view the report, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}
Once the MT4 comprehensive account report extension has been installed on your CRM, you can view it via Reports > Trading Platform Reports > Comprehensive Account Report.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FJcOjCOYzlKGkkVnqPASS%2Fimage.png?alt=media&#x26;token=f73a30bf-64fd-4158-84f6-e60bd2260f1b" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1.  To view the newly added report fields, click "..." and "Field Display Settings".

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Ff0CkiCPaaUYOtu9SPQDb%2Fimage.png?alt=media&#x26;token=684f5031-87e6-4af2-ac31-14e9d4220c8c" alt=""><figcaption></figcaption></figure>
2.  All the newly added fields will be hidden by default. You can add them all into the display fields by clicking "Move All".

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FdfHrANF5xLi9VjARM4vF%2Fimage.png?alt=media&#x26;token=c888e48f-3b60-4b84-9145-aa75be4c9592" alt="" width="343"><figcaption></figcaption></figure>
3. Your report will now show the newly added fields accordingly.
{% endtab %}
{% endtabs %}

### <mark style="color:red;">5)   Client Portal Report</mark>

Your clients will be able to view the MT4 comprehensive account reports for their own MT4 trading accounts and those of their downlines.&#x20;

<details>

<summary>Own Trading Accounts</summary>

To view their own MT4 comprehensive account report extension, follow these steps:

1. Go to the "Reports" section.
2.  Select "Comprehensive Account Statement."

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FpGqrx3eMU1k2OHSC94Pb%2Fimage.png?alt=media&#x26;token=41908352-374c-4066-94db-d209490b0d9d" alt=""><figcaption></figcaption></figure>
3.  The newly added fields for the report are hidden by default. Click "..." and choose "Field Display Settings."

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FJEJjt3g1q5Zc5w5CdQJa%2Fimage.png?alt=media&#x26;token=2302371d-0acb-412f-86fa-32ce54d2614c" alt=""><figcaption></figcaption></figure>
4.  You will find the new fields in the hidden section. Click "Move All" to display them and click "Confirm".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FPdVLhwqbvLapFA8FPDBe%2Fimage.png?alt=media&#x26;token=5109755b-5d85-4d8f-8ec3-b408535ea9f6" alt="" width="304"><figcaption></figcaption></figure>
5. The report will now show the new fields.

</details>

<details>

<summary>Downline's Trading Accounts</summary>

To view their downlines' MT4 comprehensive account report extension, follow these steps:

1. Go to "Referral" and select "Clients' Report."
2.  Choose "Comprehensive Account Statement" from the dropdown list.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FpwaKFwYsT0JTruFlHkRB%2Fimage.png?alt=media&#x26;token=747bc25f-3e7c-4a82-b7a4-91763226eaae" alt=""><figcaption></figcaption></figure>
3.  The newly added fields for the report are hidden by default. Click "..." and choose "Field Display Settings."

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F6x91B3RLwv5E9ZjfYvjB%2Fimage.png?alt=media&#x26;token=d7af913b-98fe-4589-b152-38b56f9a18ec" alt=""><figcaption></figcaption></figure>
4.  You will find the new fields in the hidden section. Click "Move All" to display them and click "Confirm".

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FDxG2bONBeLl9gzfyPyhs%2Fimage.png?alt=media&#x26;token=097c3a27-0689-45a2-bf1d-e6af955dc801" alt="" width="305"><figcaption></figcaption></figure>
5. The report will now show the new fields.

</details>
