Comprehensive Insights at Your Fingertips
Create and manage reports with B2CORE to receive detailed insights into financial transactions, client activities, and overall business performance.
Key Features
How It Works
01
Select transaction types, such as deposits, withdrawals, or transfers, to generate custom reports.
02
Use the Total Amount (All Pages) feature to calculate cumulative values in selected currencies.
03
Analyse patterns to identify trends and ensure seamless client fund management.
Client Finance Report
View all registered Back Office users in full detail.
Data Fields
Email, Currency, Deposits, Withdrawals, Net Deposits (D-W), and conversions.
Benefit
Gain detailed insights into client demography, interactions, and financial activities.
Access Control
Analyse all transactions executed within a specific period.
Data Fields
IDs, Account Details, Transaction Types, Transfer Source/Destination, Exchange Rates, and more.
Benefit
Monitor transactions comprehensively for better financial management.
Balances Report
Monitor balance changes on client accounts by currency.
Data Fields
Balance, Hold Amount, Currency Conversions, and Historical Balances.
Benefit
Ensure accurate tracking of client account balances and changes.
IB Balances Report
Track the performance of Introducing Brokers with reward monitoring.
Data Fields
IB Partner IDs, Emails, Currencies, Balances, and Conversions.
Benefit
Assess partnership programs and optimise growth activities.
Advanced Customisation Options
Easily access and manage a list of all configured deposit methods
Priority Scheduling
Define start hours and local time zones with GMT offsets.
Grouped Data
Categorise by currencies, methods, or legal entities for streamlined analysis.
Flexible Delivery
Enable or disable reports with a single click to adapt to business requirements.
Why Choose B2CORE for Reporting?
01
Powerful Automation
Save time with scheduled report generation and automated delivery methods.
02
Deep Insights
Leverage detailed reports and tracking for comprehensive business analysis.
03
Custom Solutions
Tailor reports to specific needs, from IB partner tracking to overall financial summaries.
04
Ease of Use
Simplify reporting workflows with intuitive tools and clear data visualisation.
Frequently Asked Questions
Find answers to the most common questions about our products and services.
