---
description: More control. Smoother workflows. Smarter insights.
---

# V7.36.0 - 2025 Q2 Quality of Life (QOL) Update

**Released Date - 5 March 2025**

Our QOL update introduces a range of quality-of-life improvements designed to enhance your day-to-day experience with the CRM. From enhanced wallet permissions to streamlined data entry and smarter engagement tracking, these updates focus on making your operations faster, simpler, and more intuitive—without compromising on power or control.

Whether you’re monitoring deposits, following up with leads, or analyzing client growth, this release is all about working smarter and giving you the tools to do more with less effort.

### <mark style="color:red;">Key Function Highlights</mark>

1. [**Customizable CRM Wallet Permissions**](#id-1-customizable-crm-wallet-permissions)**:** Configure deposit, withdrawal, and transfer permissions with greater flexibility. Enable or restrict actions to suit operational needs, enhancing both security and compliance.
2. [**Enhanced Client Engagement Tracking**](#id-2-enhanced-client-engagement-tracking)**:** Track client and lead engagement more effectively with new timestamps for last calls and email interactions. Easily filter based on these metrics to improve follow-up timing, boost outreach efficiency, and monitor sales team performance.
3. [**Manual Date Entry**](#id-3-manual-date-entry)**:** You can now type in dates directly, without needing to navigate the calendar picker. This small but helpful improvement makes interactions quicker for both you and your clients.
4. [**"First Deposit Amount" Added to "Comprehensive Account Report"**](#id-4-first-deposit-amount-added-to-comprehensive-account-report)**:** View the "First Deposit Amount" in the "Comprehensive Account Report" to better evaluate client profitability and growth. Compare profit and loss against the initial deposit to assess performance in relation to the starting account size, and track how clients grow their accounts over time.
5. [**"Client ID" Added to "Request Reports"**](#id-5-client-id-added-to-request-reports)**:** "Client IDs" are now visible in "Request Reports", making it easier to match records, filter data, and maintain accuracy—especially useful for client networks that follow standardized ID formats and naming conventions.

### <mark style="color:red;">1)   Customizable CRM Wallet Permissions</mark>

You can now configure deposit, withdrawal, and transfer permissions with greater flexibility. Enable or restrict actions to suit operational needs, enhancing both security and compliance.

To do so, follow these steps:

{% stepper %}
{% step %}
#### Navigate to CRM Wallets

1.  Navigate to Clients > Wallet. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FZCZOfskHp2LffGSYULPl%2Fimage.png?alt=media&#x26;token=58062abc-99cc-457c-a426-746c3d587c46" alt=""><figcaption></figcaption></figure>
2.  You will see the list of your client's CRM wallets. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FlxUxrJOuiOyxjsiFcMfi%2Fimage.png?alt=media&#x26;token=56bd7c4c-f4e9-4224-b59a-12f9c02e0f10" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
#### Configure Wallet Permissions

1.  Identify the wallet you wish to configure permissions for and click the "View" icon. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F29CvDgDh4attzyTm84fN%2Fimage.png?alt=media&#x26;token=0fe90497-07ed-4bf4-968b-2c078193478c" alt=""><figcaption></figcaption></figure>
2. Click the "Edit" icon. \
   \
   ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FgxKh2j3bs4MPy5YDA5uo%2Fimage.png?alt=media\&token=d93f107c-3f1c-4a22-b1e7-4d98d6e7c2aa)\
   \

3. You can now configure permissions for deposits, withdrawals, and transfers. By default, all functions are enabled.&#x20;
4.  To disable any function, simply select "No" via the dropdown list. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FmxYFtrAAJ1G8lCW83OHi%2Fimage.png?alt=media&#x26;token=dc2d739b-6958-4503-86ea-6b6f5d258d1f" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
#### Save Your Changes

1.  Once you have completed adjusting the permissions, click "Save" to save your changes. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fw5oYyOM99ZQkBbLpMlai%2Fimage.png?alt=media&#x26;token=f60c3705-5a90-4a6f-a3fe-11ca774274eb" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

#### A)   Application - Disable Deposits to CRM Wallets

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Back Office - CRM Wallet</strong></td><td>The "Deposit" button will no longer be visible for that wallet.<br><br><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FBbPdfdDxpKrRJmxhqWY7%2Fimage.png?alt=media&#x26;token=c5dad996-4dac-4863-8eeb-d97bcaec78aa" alt=""><br></td></tr><tr><td><strong>Back Office - Client Details Page</strong></td><td>Clicking "Change Balance" for the CRM wallet will show the "Currency" field, but no options will appear, preventing deposits.<br><br><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FurTYiqH2IeFbsXceuTYm%2Fimage.png?alt=media&#x26;token=4cf97eb3-78bf-459a-a5d6-7a1fd43258ff" alt=""><br></td></tr><tr><td><strong>Back Office - Creation of Deposit Request</strong></td><td>When creating a Deposit request for the client, "Wallet" will not appear as an available account to deposit funds into.<br><br><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FbQ8J45doZbvxWbsk4Axi%2Fimage.png?alt=media&#x26;token=b4461e47-261b-44d0-bd0e-69ed2adc931d" alt=""><br></td></tr><tr><td><strong>Client Portal - Submitting Deposit Request</strong></td><td>When submitting a Deposit request, "Wallet" will not appear as an available account to deposit funds into. <br><br><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FrjhxmOqG40rthQlTeUD7%2Fimage.png?alt=media&#x26;token=e1758d9f-35ed-4d34-8a0d-69a152b6c686" alt=""><br></td></tr></tbody></table>

#### B)   Application - Disable Withdrawals to CRM Wallets

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Back Office - CRM Wallet</strong></td><td>The "Withdraw" button will no longer be visible for that wallet.<br><br><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FzDesMgyAlV5d7o18ixQv%2Fimage.png?alt=media&#x26;token=d5323272-6179-4661-aaea-145706fc61a1" alt=""><br></td></tr><tr><td><strong>Back Office - Client Details Page</strong></td><td>Clicking "Change Balance" for the CRM wallet will show the "Currency" field, but no options will appear, preventing withdrawals.<br><br><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FCaNxXDvslCxKqexrCOIs%2Fimage.png?alt=media&#x26;token=152ef3a5-d197-4ac6-a1a9-30336a504b65" alt=""><br></td></tr><tr><td><strong>Back Office - Creation of Withdrawal Request</strong></td><td>When creating a Withdrawal request for the client, "Wallet" will not appear as an available account to withdraw funds from.<br><br><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FYgZ06ArT0xxmdRutvNd8%2Fimage.png?alt=media&#x26;token=420376fc-f70b-464c-9a29-be237a1f5d7a" alt=""><br></td></tr><tr><td><strong>Client Portal - Submitting Withdrawal Request</strong></td><td>When submitting a Withdrawal request, "Wallet" will not appear as an available account to withdraw funds from. <br><br><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FiIWnhGB8EJ0ngjbQFgAg%2Fimage.png?alt=media&#x26;token=de72c049-8fcb-4b45-b1ed-aefb827e2cfa" alt=""><br></td></tr></tbody></table>

#### C)   Application - Disable Transfers for CRM Wallets

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Back Office - Creation of Internal Transfer Request</strong></td><td>When creating an Internal Transfer request for the client, "Wallet" will not appear as an available account for both Source Account and Target Account. <br><br><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FwIDRSh9hSFJwDIZteLb2%2Fimage.png?alt=media&#x26;token=b52e4f09-73b5-4cb1-a37d-512612ffb0c9" alt=""><br></td><td></td></tr><tr><td><strong>Back Office - Creation of Third Party Transfer Request</strong></td><td>When creating a Third Party Transfer request for the client, "Wallet" will not appear as an available account for the Source Account. <br><br><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F1xAkppn1ND9U71fGSFPF%2Fimage.png?alt=media&#x26;token=ef39c36b-e0f2-42e8-929d-a183df6e01e2" alt=""><br></td><td>When creating a Third Party Transfer request from a client to a client with disabled transfer permissions for their wallet, "Wallet" will not appear as an available account for the Target Account.<br><br><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FKOVif4Z8D2oS7d6ol1EU%2Fimage.png?alt=media&#x26;token=4a095b80-63bf-4fda-8a5b-f69d8f71a328" alt=""><br></td></tr><tr><td><strong>Client Portal - Submitting Internal Transfer Request</strong></td><td>When submitting an Internal Transfer request, "Wallet" will not appear as an available account for both Source Account and Target Account.<br><br><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F3PjhxFUUYoeuNegsem0w%2Fimage.png?alt=media&#x26;token=81442a33-90d7-4b3c-be1e-9fa398382d1d" alt=""><br></td><td></td></tr><tr><td><strong>Client Portal - Submitting Third Party Transfer Request</strong></td><td>When submitting a Third Party Transfer request, "Wallet" will not appear as an available account for Source Account.<br><br><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FP9NK4DWCeH8UrX3Ub60k%2Fimage.png?alt=media&#x26;token=53128b23-46eb-403e-aed5-a0ec55e79a70" alt=""><br></td><td>When a client submits a Third Party Transfer request to a client with disabled transfer permissions for their wallet, they will still be able to enter the wallet ID. However, upon submitting the request, a popup error will appear, stating that transfers to the target wallet are not allowed.<br><br><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FXPShkUFn6mADdYHVUlEN%2Fimage.png?alt=media&#x26;token=b498bae5-84b1-4e75-beb8-1d183411823a" alt=""><br></td></tr></tbody></table>

### <mark style="color:red;">**2)   Enhanced Client Engagement Tracking**</mark>

You can track client and lead engagement more effectively with new timestamps for last calls and email interactions. Furthermore, you can easily filter based on these metrics to improve follow-up timing, boost outreach efficiency, and monitor sales team performance.

We’ve added two new fields to the Clients and Leads Module to allow you to track client and lead engagement effortlessly:

* Last Call Time
* Last Email Time

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FaEj9asnMlkrlyT4i4PM6%2Fimage.png?alt=media&#x26;token=9d13ce70-8bb4-45e8-8d54-8f908788c4bf" alt=""><figcaption></figcaption></figure>

Additionally, you can sort the client list based on the last call time and last email time to easily identify clients in need of follow-up. To sort the client list simply click the "Sort" icon.&#x20;

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FsIDa3DnQBmRZ3q84KVbI%2Fimage.png?alt=media&#x26;token=089e748c-d4d8-49c8-a269-80defae4cd4a" alt=""><figcaption></figcaption></figure>

Furthermore, you can filter clients and leads based on these metrics by specifying a date range.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FQbG1Flt51ZCB7VTvyg5L%2Fimage.png?alt=media&#x26;token=cea5eb02-5706-4c72-a12c-3b8050e1ad2a" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">**3)   Manual Date Entry**</mark>

You can now type in dates directly, without needing to navigate the calendar picker. This small but helpful improvement makes interactions quicker for both you and your clients.

This function applies to date fields required during registration or KYC.

1.  Registration Forms\


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FLFYj3CWlgBpfYDFNmYYC%2Fimage.png?alt=media&#x26;token=643a1ed1-740c-4bf7-aca3-cb3ccec78b76" alt=""><figcaption></figcaption></figure>
2.  KYC Form\


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fa8ScjAr0nuSVnacuqUFn%2Fimage.png?alt=media&#x26;token=081dfd2b-e7d2-4685-b852-10bea0be4eed" alt=""><figcaption></figcaption></figure>

#### **Application**

1.  When date fields are configured in either of these modules, your clients will see the required date format when they click the field. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F17K1bnT1iCnUtZXF8nUQ%2Fimage.png?alt=media&#x26;token=5ea0c0d6-2ad8-44d5-b002-0c20827a5899" alt=""><figcaption></figcaption></figure>
2. They can either manually input the date or use the calendar navigation.&#x20;
3.  If they manually enter the date and the format is incorrect, an error message will be displayed. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FT40KqrFefjpMmu2MSBda%2Fimage.png?alt=media&#x26;token=895ac671-4ba1-4799-b0c6-4e929559ed27" alt=""><figcaption></figcaption></figure>
4.  When amending date fields for clients via the Back Office portal, the same concept applies. You can manually enter dates or use the calendar for navigation. If an incorrect format is entered, an error message will be displayed.\


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fynhg5SneeiZH68Tx4lu2%2Fimage.png?alt=media&#x26;token=82ca02cc-07c5-4487-b78c-504633c3f046" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">**4)   "First Deposit Amount" Added to "Comprehensive Account Report"**</mark>

You can view the "First Deposit Amount" in the "Comprehensive Account Report" to better evaluate client profitability and growth. This allows you to compare profit and loss against the initial deposit to assess performance in relation to the starting account size, and track how clients grow their accounts over time.

To view the "First Deposit Amount" field, follow these steps:

{% stepper %}
{% step %}
#### Navigate to Comprehensive Account Report

1.  Go to Reports > Trading Platform Reports. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F6bpjfirdGUn8bjrq3Or5%2Fimage.png?alt=media&#x26;token=a7925f02-3c83-4f26-a21c-eee2ba4bd0a5" alt=""><figcaption></figcaption></figure>
2.  Select "Comprehensive Account Report" from the dropdown list. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FnPYd6z57E4mmZHTFFcOo%2Fimage.png?alt=media&#x26;token=58d4d460-fb47-46f8-8216-577e7dc3fccb" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
#### Amend Field Display Settings

1.  Click the "..." icon and select "Field Display Settings". \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FwAVEP4gEwzJ3V3iuP1Hj%2Fimage.png?alt=media&#x26;token=fd165e7c-e410-42c5-a0fe-5fac63d2e0ea" alt=""><figcaption></figcaption></figure>
2. Click "First Deposit Amount" to move it under "Displayed Fields".&#x20;
3. Click "Confirm". \
   \
   ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FsLhyqej0wYZdKFScl2g6%2Fimage.png?alt=media\&token=77ba9b70-753b-4e95-99bb-20015e5c2312)
{% endstep %}

{% step %}
#### "First Deposit Amount" Displayed

1.  You can now view the "First Deposit Amount" column in the report. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FRsaagWJOQCaTaJJtWoRY%2Fimage.png?alt=media&#x26;token=2fbfe8bf-2726-4fc9-861d-61c667e1ea77" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

You can also filter the report based on the "First Deposit Amount" by specifying a minimum or maximum range. The report will then display accounts with first deposit amounts within the selected range.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F6fzHRcYbDUV9HFGVjItU%2Fimage.png?alt=media&#x26;token=f0c65eb8-3bd2-4aee-8582-36bfd96e71b4" alt=""><figcaption></figcaption></figure>

If you fill in the minimum amount, the maximum amount will become a required field. \
\
![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FrTUQBkhj3EfNXOvsdqxz%2Fimage.png?alt=media\&token=af22d10d-527e-4807-b855-406ea08d190b)\


Conversely, if you enter a maximum amount, the minimum amount will automatically default to 0, but you can adjust it as needed.\
\
![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FONbeSJ6wk74uVZfKlRTd%2Fimage.png?alt=media\&token=2e5a98b4-b960-482e-8e48-5361a8219397)\


### <mark style="color:red;">**5)   "Client ID" Added to "Request Reports"**</mark>

"Client IDs" are now visible in "Request Reports", making it easier to match records, filter data, and maintain accuracy—especially useful for client networks that follow standardized ID formats and naming conventions.

"Client IDs" are added to the following request reports:

1. Open Account
2. Update Leverage
3. Deposit
4. Withdrawal
5. KYC
6. Upgrade to IB
7. Reset Password
8. New Withdrawal Information
9. Trading Competition
10. Prop Trading Participation
11. Prop Trading Live Step&#x20;

"Client IDs" are not included in the Trader Registration and IB Registration Request reports, as client IDs have not been created during these processes yet.

To view "Client IDs" in the Request Reports, follow these steps:

{% stepper %}
{% step %}
#### Navigate to Request Reports

1. Go to "Approval".&#x20;
2.  Select the request report you wish to view via the dropdown list. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F3sq1EGrt1YPQdPKzrdpt%2Fimage.png?alt=media&#x26;token=8324dc80-2c49-4cbc-9bc5-986942c59873" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
#### Amend Field Display Settings

1.  Click the "..." icon and select "Field Display Settings". \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FLp5ojZg8LD9hWhABxjZl%2Fimage.png?alt=media&#x26;token=ac631c63-9886-4ae7-a04b-1fcc43424d28" alt=""><figcaption></figcaption></figure>
2. Click "Client ID" to move it under "Displayed Fields".&#x20;
3. Click "Confirm".\
   \
   ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FqqeVjdrvSqUwhVl7wIHD%2Fimage.png?alt=media\&token=9a6b745e-e967-47c7-9b51-65742859e99f) \

{% endstep %}

{% step %}
#### "Client ID" Displayed

1.  You can now view the "Client ID" in the report. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F4mcY2vPCzhxMVyqnhTHQ%2Fimage.png?alt=media&#x26;token=e6644c14-71ec-4520-8e97-6e9d38e85541" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

You can also filter the report based on "Client ID".&#x20;

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FA5L0oWrFzM6nYQ6zO498%2Fimage.png?alt=media&#x26;token=416268b5-823a-4e54-a59d-6b9f9d98e193" alt=""><figcaption></figcaption></figure>
