Reports
The BP enables you to generate a variety of reports based on data from various sections of the Admin panel for a custom period of time.
The reports can be generated for the following sections of the Admin panel:
Users > Balances
Users > Transfers
Users > Asset commissions
Users > Open orders
Users > Order history
Users > Closed positions
Users > Position swaps
Users > Trades
Transfers
Orders > Order history
Orders > Open orders
Positions > Closed positions
Positions > Position swaps
Trades > Trades
Trades > Unsolicited trades
Commissions > Assets commissions
Commissions > Users commissions
Commissions > Accounts commissions
You can additionally generate a report on Active accounts — the accounts on which at least one order, trade, or balance operation (deposit, withdrawal) was made during the selected period of time.
To generate a report, click the New report button, select and configure report parameters and filters (depend on the section). You can also generate reports, while on one of the pages listed above. To do so, click the New report icon on a corresponding page.
You can send a generated report to up to 10 emails. To do so, specify a list of recipients when creating a report.
You can schedule a report to run regularly over a specified period of time. To schedule the report, fill in the Repeat, Date, and Time fields when creating a report. Note that if you specify the from and to dates for a scheduled report, you'll receive one and the same report each time. To receive reports for correct dates, activate the Use float dates toggle.
Any report can be saved as a template: when creating a report, click the Save as template button.
On the Reports page you can find the history of reports and download them, as well as manage templates and schedules. The data on this page is divided into tabs:
On this tab, you can find a list of generated reports.
By default, the reports are sorted in descending order of creation date.
To download a report, hover over it and click the arrow icon.
To delete a report, hover over it and click the delete icon.
The following data is provided about each generated report:
Report name
The name of a report.
Template name
The name of a report template.
Section
The Admin panel page on which a report was configured.
Format
The report file format: CSV.
Filters
Indicates whether any filters are applied to a report. Filters depend on the page on which a report was configured.
Status
The report status. Possible values:
In progress — the report is being generated, download is temporarily unavailable
Done — the report has been created and is available for download
Failed — something went wrong, the report hasn't been generated, download is unavailable
Expired — the report has been generated, but the report storage period has expired, download is no longer available
Created at
The date and time when a report was generated.
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