Comprehensive Insights at Your Fingertips

Create and manage reports with B2CORE to receive detailed insights into financial transactions, client activities, and overall business performance.

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Key Features

Report Overview

Gain clarity and control with detailed reports designed for various business needs:

Report Types: Create custom reports, including Client Finance, Transaction Finance, Balances, and IB Partner Reports.

Scheduling: Automate report generation with daily, weekly, or monthly schedules for consistent tracking.

Custom Date Ranges: Select predefined periods, such as the previous week, current month, or overall data history.

Report Overview

Gain clarity and control with detailed reports designed for various business needs:

Report Types: Create custom reports, including Client Finance, Transaction Finance, Balances, and IB Partner Reports.

Scheduling: Automate report generation with daily, weekly, or monthly schedules for consistent tracking.

Custom Date Ranges: Select predefined periods, such as the previous week, current month, or overall data history.

Report Management

ID and Name: Assign unique identifiers and custom titles for easier referencing and navigation.

File Format: Generate reports in different formats, including HTML, XLSX, or CSV, for broader compatibility.

Email Delivery: Share reports with team members and automate sending download links to specified email addresses.

Status Tracking: View the last run date and current activity status (Active/Inactive).

Report Management

ID and Name: Assign unique identifiers and custom titles for easier referencing and navigation.

File Format: Generate reports in different formats, including HTML, XLSX, or CSV, for broader compatibility.

Email Delivery: Share reports with team members and automate sending download links to specified email addresses.

Status Tracking: View the last run date and current activity status (Active/Inactive).

How It Works

Select transaction types, such as deposits, withdrawals, or transfers, to generate custom reports.

Use the Total Amount (All Pages) feature to calculate cumulative values in selected currencies.

Analyse patterns to identify trends and ensure seamless client fund management.

Key Report Classes and Their Benefits

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.

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.

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.

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.

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?

Powerful Automation

Save time with scheduled report generation and automated delivery methods.

Deep Insights

Leverage detailed reports and tracking for comprehensive business analysis.

Custom Solutions

Tailor reports to specific needs, from IB partner tracking to overall financial summaries.

Ease of Use

Simplify reporting workflows with intuitive tools and clear data visualisation.

Request a Demo

Frequently Asked Questions

Find answers to the most common questions about our products and services.

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

What is a Forex CRM?

How Does a Forex CRM Work?

What Type of CRM Do Forex Companies Use?

Why Do Companies Need a Forex CRM?

How to Choose the Right CRM for Financial Services

How Does a Forex CRM Work with Emails?

Optimize Your Reporting Workflow Today

Try B2CORE Demo and experience seamless reporting for enhanced decision-making.

Request a Demo

Optimize Your Reporting Workflow Today

Try B2CORE Demo and experience seamless reporting for enhanced decision-making.

Request a Demo

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design

B2CORE

All-in-one CRM that caters to your growing business needs.

B2CORE

Website developed by wsa.design