Settings for reports

In this section you can configure settings for sending brokerage reports.

Company

This subsection is intended for filling in data about the company that will be used in reports.

Company

Name	Description / Where are used
Company full name	KYC; EOD-report; in all emails if Company address is given.
Company address	EOD-report; all emails.
Company address office	Brokerage report (not used now).
Company address registered	Brokerage report (not used now).
Company address administration	Brokerage report (not used now).

Contacts

This subsection is intended for filling in the contact information about the company, which will be used within the communication with customers.

Name	Description / Where are used
Company phone	phone number for clients to contact their broker (you).
Sender email	The "from" field in emails.
Support email	E-mail for clients to contact their broker (you).
Contact email	1. Welcome Info for new users - "Please refer to the Welcome Letter for information on how to fund your account, if you have any other questions, please feel free to contact us at {Contact email}". 2. Questionary Accepted, Questionary Rejected, Questionary Verification In Progress
Daily report type	type of daily report
External site URL	Link to your external site (if any)
Report interval	interval of the report sending to the clients
Options	Auto send client report option used to automatically send the client report. To enable the option, check ☑, to disable - uncheck ☐
Create XLSX	when this checkbox is enabled, the client will be additionally sent a report in XLSX format at the end of the day

Report get-up

The legal information provided in reports.

Name	Description / Where are used
Person signature	Brokerage report (not used now).
Report info content	Information in the EOD-reports reports (divided by fields for body and footer). Used in EOD-reports.
Report footer content	Information in the footer of the reports. Used in EOD-reports.

Mail info

Name	Description / Where are used
Mail info website	email signature.
Mail info email	email signature.
Mail info phone	email signature.
Mail info footer	email signature.

Settlement confirmation

Name	Description / Where are used
Settlement confirmation text	text of the settlement confirmation (in back-office section)
Settlement confirmation footer	text of the footer in the settlement confirmation (in back-office section)