How do I generate a performance report from the partner dashboard?
Steps:
- Log in to the Partner Portal.
- Go to Reports or Analytics.
- Set the date range for the report.
- Select the data you want to include: clients, volume, commissions, or all.
- Click Generate Report.
- 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.
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