Order reports

Data on trades made by partners' clients and partner rewards are provided to partners in the form of reports.

To configure report templates, navigate to Admin Interface → Partnership → Reports. The section shows all previously created templates and provides an interface for creating them.

Upon clicking on Order report you will have 3 options,

• Summary report: This report lists all clients of the partner. 

• Closed trades report: Report on closed trades of a particular partner for a selected period. The report is grouped by currency pairs. It is possible to generate a report for a certain period. To do this, select start and end dates on the report generation page. 

• Sub ib report: This report shows the partner tree and rewards for each of them. 

Order a Report

Once the report type is selected, select the partner code and the dates of the report.

Set up a period

You can automatically download the report by click on set up period, select the report type, partner account and choose from Daily, Weekly or Monthly.

Saved reports

Once the reports are downloaded, you can access them from the saved reports tab. You can download reports or preview them online, without downloading.  

Reports are available for download in .xls and .csv spreadsheet formats. 

Reports that were generated more than 90 days ago will be automatically deleted, to save report longer, please download it in preferable format.