Client list
Identify clients with high trading activity who generate the most rewards for you
Generate a report
From the dropdown at the top of the page, choose the partnership program you wish to view data for.
The following information is displayed in the report table:
Client ID
The client identifier.
Name
The full name of a client.
The client's email address.
Country
The country specified by a client when signing up to the B2CORE UI.
Trading volume
The total volume, in lots, traded by the client and their clients.
Rewards
The total amount of rewards paid to you for trades executed by the client and their clients.
Clients
The total number of your clients attracted by your client, both and .
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 .
Select No to display a list of your .
Select None to display a full list of clients.
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:
On this tab, you can find information about the client identifier, name, email address, location, and .
Depending on the configuration of your partnership program, partners rewards may be calculated based on levels assigned to their clients.
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