Help CenterOrder Reports
Data on trades made by partners' clients and partner rewards are provided to partners in the form of reports.
To customize report templates, go to Admin Interface → Partnership → Reports. This section displays existing templates and offers tools for creating new ones.
When you select "Order Report," you'll encounter three 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 download the report automatically by clicking "Set Up Period," selecting the report type and partner account, then choosing from Daily, Weekly, or Monthly.
Saved reports
After downloading the reports, you can find them in the "Saved Reports" tab. You have the option to either download the reports or preview them online without downloading them.
Reports are downloadable in .xls and .csv formats.
Please note that reports generated over 90 days ago will be automatically deleted. To keep a report for a longer duration, please download it in your preferred format.
