Reports

TradeSocio NewUX - Broker Admin manual

Reports page gives you access to all reports available on the platform.

Reports consist of several sections. Each section consists of table of contents with information and an drop-down menu for related management actions.

You can review, filter, download and manage the data directly from the reports.

To navigate, use the side menu. You can also hide menu for more compact view.

The available reports include following sections:

• Allocations - report of all active, under progress and in-active investments created on the platform

• Introducer - report of all introducer users created on the platform and management functionality

• Revenues - report of all fees paid through the platform to the broker and fund managers

• Requests - reports of all requests for live accounts openings, deposits and withdrawals