Order Reports

How Can I Order and Access Partner Reports on Valor Markets?

As a partner, you can access detailed reports on the trades made by your clients and the rewards earned through our reporting system. Here's how to configure and access these reports.

How to Configure Report Templates:

• Navigate to the Admin Interface: Go to Admin Interface → Partnership → Reports. Here, you'll see all previously created templates and have the option to create new ones.
  

• Order a Report: Upon selecting "Order report," you'll be presented with three options:

  • Summary Report: Lists all clients under the partner.
  • Closed Trades Report: Provides details on closed trades of a specific partner within a selected period, grouped by currency pairs. You can generate the report for a specified date range by selecting the start and end dates.
  • Sub IB Report: Displays the partner tree and rewards for each partner under you.

Setting Up a Report:

• Select the Report Type: Choose from the available report options based on the data you need.
• Choose the Partner Code and Dates: Select the specific partner code and the relevant dates for the report.

Setting Up a Period for Automatic Reports:

• Set a Reporting Period: You can automate your reports by setting them up for Daily, Weekly, or Monthly intervals.
• Select Report Type and Partner Account: After setting the period, choose the report type and partner account you wish to track.

Accessing Saved Reports:

Once your reports are generated, they will be stored in the Saved Reports tab. From here, you can:

• Download Reports: Available in .xls and .csv spreadsheet formats.
• Preview Reports Online: You can view your reports online without the need to download them.

Please note that reports older than 90 days will be automatically deleted. If you wish to retain any reports beyond this period, make sure to download them in your preferred format.