> For the complete documentation index, see [llms.txt](https://docs.ib.b2core.b2broker.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ib.b2core.b2broker.com/for-partners/ib-room/reports/client-list.md).

# Client list

## 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.

***

**Email**

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 [direct clients](#user-content-fn-1)[^1] and [sub-IB clients](#user-content-fn-2)[^2].

***

**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](#user-content-fn-2)[^2].
  * Select **No** to display a list of your [direct clients](#user-content-fn-1)[^1].
  * 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:

{% tabs %}
{% tab title="Personal data" %}
On this tab, you can find information about the client identifier, name, email address, location, and level[^3].

Depending on the configuration of your partnership program, partners rewards may be calculated based on levels assigned to their clients.
{% endtab %}

{% tab title="Client list" %}
On this tab, you can find a list of all clients, both [direct clients](#user-content-fn-1)[^1] and [sub-IB clients](#user-content-fn-2)[^2].
{% endtab %}

{% tab title="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.
{% endtab %}

{% tab title="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.
{% endtab %}
{% endtabs %}

[^1]: Clients who signed up to the B2CORE UI by your referral link.

[^2]: Clients who signed up to the B2CORE UI by your referral link and then became partners too.

[^3]: Levels determine how many participants in the chain from a partner to a trader receive a reward.

    To learn more, see [Key terms](/for-brokers/key-terms.md#level)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.ib.b2core.b2broker.com/for-partners/ib-room/reports/client-list.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.