How do I generate a performance report from the partner dashboard?

Steps:

  1. Log in to the Partner Portal.
  2. Go to Reports or Analytics.
  3. Set the date range for the report.
  4. Select the data you want to include: clients, volume, commissions, or all.
  5. Click Generate Report.
  6. Download the report in CSV or PDF format.

Available report types:

  • Commission Report: Total commissions earned, broken down by client and period.
  • Volume Report: Total lots traded by your referred clients.
  • Client Activity Report: Registration, KYC, and deposit status per client.

Was this article helpful?