Order Reports

Partners can access detailed information on trades made by their clients and their corresponding rewards through customizable reports.

Customizing Report Templates

To customize report templates, navigate to Admin Interface → Partnership → Reports.

This section provides an overview of existing templates and tools for creating new ones.

Report Types

When selecting "Order Report," you’ll be presented with three report options:

1. Summary Report:

   • Displays a list of all clients associated with the partner.

2. Closed Trades Report:

   • Provides details on closed trades of a specific partner during a selected period.
   • Reports are grouped by currency pairs.
   • You can specify a custom time frame by selecting start and end dates during the report generation process.

3. Sub-IB Report:

   • Shows the partner’s hierarchy (partner tree) along with rewards for each member.

How to Order a Report

1. Choose the desired report type.
2. Select the partner code and specify the report’s date range.

Set Up a Reporting Period

Reports can be downloaded automatically by:

1. Clicking "Set Up Period."
2. Selecting the report type and partner account.
3. Choosing a frequency: Daily, Weekly, or Monthly.

Saved Reports

After generating a report, it will be stored in the "Saved Reports" tab. You can:

• Download the reports directly.
• Preview them online without downloading.

Reports are available in .xls and .csv formats.

Important Note

Reports older than 90 days are automatically deleted. To retain a report for a longer period, ensure you download it in your preferred format.