Client list
On the Client List tab, you can find a report on the clients (both your direct clients and sub-IB clients) that have signed up to the B2Core UI after clicking your referral links or promo banners. Based on this data, you can identify the clients demonstrating high trading activity and generating most rewards for you.
In the dropdown located at the top of the page, select a partnership program for which you want to display the data.
The following information is displayed in the report table:
- Client ID
The client identifier.
- Name
The client’s full name.
The client’s email address.
- Country
The country specified by a client when signing up to the B2Core UI.
- Vol., lots
The total volume, in lots, traded by a client.
- Rewards
The total amount of rewards paid to you for all trades executed by a client.
- Clients
The total number of your clients, both direct clients and sub-IB clients, attracted by your client.
- Date & Time
The date and time when a client has signed up to the B2Core UI after clicking your referral link or promo banner.
Filter data
You can filter the data displayed in the table using the following criteria:
SubIB
Select Yes to display a list of your sub-IB clients.
Select No to display a list of your direct clients.
Select None to display a full list of clients attracted by you.
Client ID — enter a client identifier to display the data on this client.
Country — select a country to display a list of clients who specified this country when signing up to the B2Core UI.
Date Range — select a start and end date to display the data on clients who have signed up to the B2Core UI during the specified period.
After specifying custom filter criteria, click Apply Filters to apply the changes.
Click Reset Filters to reset all filters.
To change the number of entries displayed per page, use the Show On Page dropdown.
View client details
To open the Client Details page, select a client and click the client row area.
On the details page, you can switch between the following tabs:
Personal Data
On this tab, you can find information about the client identifier, name, email address, location, and level.
Depending on the configuration of your partnership program, partners rewards may be calculated based on levels assigned to their clients.
Client List
On this tab, you can find a list of all clients, both direct clients and sub-IB clients.
Accounts
On this tab, you can find a list of client trading accounts, platforms on which the accounts were created, as well as trading and balance operations made on these accounts.
Rewards
On this tab, you can find a list of all trades executed by a client and learn about the rewards paid to you for each trade.