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Reports
Reports
In the general date and time selector, you can select the day for which you want to generate the report.
The daily report type is configured in the section Brokers ➝ Broker ➝ Settings for reports.
Please note! In order for client reports to be sent automatically, the fields with user e-mail addresses must be filled in. You must also make sure that theAutomatic sending of client reportoption in the broker settings (Brokers ➝ Broker ➝ Settings for reports) is enabled.
Clients
The tab contains a table with information about the status of daily reports for client accounts, as well as functionality for sending them.
The following fields are available in the section:
| Name | Description |
|---|---|
| ID | account identifier in the system |
| Name | account name in the system |
| Sent | report sending status |
| Emails | emails to which the report was sent |
| Date | report generation date |
Click the Send daily report button above the table to send the report to all clients.
To send the report to a specific client, click Send daily report in the row with a specific client account in the table. Click Resend report to resend the report to the client. Click Download report to download the report for the selected account.
Main report types
Descriptions of the reports contents are available in the relevant articles:
PDF report type
OTC report type
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EMIR
EMIR - the set of detailed transaction reports compliant with European regulatory standards. The functionality of this report is frozen for lack of necessity and can be returned to the system at the client's request.