Prop Trading Client Portal User Guide
Prop Trading Back Office User Guide
  • Prop Trading Client Portal User Guide
  • 1. Account Registration
    • Trader Registration
    • IB Registration
    • Multi-Step Registration
    • Twilio Verify
  • 2. Login to Client Portal
  • 3. Dashboard
    • Dashboard Components
    • Become an IB
  • 4. Accounts
    • Create New or Bind Existing Account
    • Trading Account Operations
    • Trading Account Request History
  • 5. Funds
    • Deposit
    • Transfer
    • Withdrawal
    • 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 Challenges
    • Prop Challenge Statistics
  • 10. Other Functionalities
    • Light and Dark Modes
    • Expand and Collapse Sidebar
    • User ID and Referral Code
    • Notifications
      • Coupons
      • Promo Codes
    • Download Center
    • Ticketing
    • Languages
    • Logging Out
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On this page
  • 1. Types of Reports
  • 2. Report Functions
  1. 6. Referrals

Clients' Report

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Last updated 4 months ago

Within the "Client’s Report" tab, you can both view and export reports detailing the activities of your downlines and their respective activities.

1. Types of Reports

A variety of reports is available, and you can choose the desired report type through the dropdown menu provided.

2. Report Functions

For each report, you'll have the following functions:

Search Bar

  1. You can utilize the search bar function to look for a specific record within the report.

Date Filter

  1. You can use the date filter function to select the specific time frame for extracting data in the report.

Refresh

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

Filter

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

  4. The report can now be filtered based on the selected options.

Download

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

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

  3. After clicking "Confirm", you will be redirected to the download center, where you can download the report in Excel format.

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.

Choose the necessary filter options to move them to selected fields and click "Confirm".

Transactions

This report displays all transactions initiated through the Client Portal (e.g., deposits, withdrawals, commission rebates) for your downlines.

Account Capital

This report specifically displays deposits and withdrawals generated through the trading platform for the downlines.

Trade History

This report provides a record of the trading activities of your downlines.

Open Positions

This report provides information on the open positions of your downlines.

Pending Orders

This report displays the pending orders placed by your downlines.

Fixed Commission

This report details the fixed commission payouts to the IB and their downlines.

Flexible Commissions

This report outlines the flexible commission payouts to the IB and their downlines.

Comprehensive Account Statement

This report provides a summary of the account statuses of your downlines.