Account operations

TradeSocio NewUX - Broker Admin manual

Account operations report provides you with the list of all financial operations like deposits and withdrawals performed on investor accounts.

The report consists of navigational toolbar and the table of contents.

Navigational toolbar in the top right corner of report has a number of functions:

• Deposit/Withdrawal - deposit or withdraw funds from investor accounts

• Export CSV - export the list of operations in .csv format and save file on your computer

• Search Keywords - search for relevant data in the report by using the keywords

By using the navigational buttons you can create a personalized view of report:

• Add and remove the columns from the table of contents

• Size to fit - resize columns to fit the current width of the widget

• Auto-Size All - resize columns for the optimal view of the data displayed