Your Personal Area presents a wealth of data-driven tools, which are covered briefly in our article that explores the IB Personal Area. Let’s take a closer look at each of the features found under the Reports menu in more depth, so you can make the most of them:

• Clients list
• Reward history
• Client transactions
• Transactions pending payment
• Performance statistics
• Report sharing

Clients list

The client list can be filtered by any of the metrics seen below.

Filters

Filter the results you wish to see in your clients list by:

• My partner account: only available if you have more than one partner account with referred clients in this PA.
• Client country: filter results by the country the referred client registered from.
• Client ID: shows a portion of the referred client’s account ID string, so that you can filter through multiple clients.
• Client account: shows the trading account number of the referred client; they may have more than one trading account.
• Client account type: this is the trading account type of the referred client.
• Account registration period: this shows the date that the referred client registered their account.
• Last trading period: this is the date of the last trading activity of the referred client.
• Comment: you can create a comment for a referred client by clicking on this column in the results; which can then also be filtered in results.

Click Apply for the results to be shown, and click Reset to remove all particulars set. Each column can be sorted by clicking on the header title of that column. Trading volume can be displayed either in lots or USD as millions.

The client’s list presents your current total for clients, clients’ accounts, trading volume (in lots), trading volume (is USD by the million), and profit (in USD).

Reward History

Your partner accounts history of reward payouts, including profit in USD, trading volume in lots, and trading volume in USD, is displayed in the reward history area. You can filter through the instances of reward payouts based on one or many metrics, as seen below.

Filters

Filter the results you wish to see in your reward history by:

• Payment date: select 2 dates, which will filter the results by the time frame defined; only present and past dates can be selected.
• Partner code: only display results linked to partner codes you set. Follow the link to read more about partner codes.
• Client country: filter results by the country the referred client registered from.
• Client ID: shows a portion of the rewarded client’s account ID, so that you can filter through multiple clients.
• Client account: shows the trading account number of the client rewarded; they may have more than one trading account.
• Client account type: this is the trading account type of the referred client.

Click Apply for the results to be shown, and click Reset to remove all particulars set. Each column can be sorted by clicking on the header title of that column. Trading volume can be displayed either in lots or USD as millions.

The reward history presents your current total profit (in USD), trading volume (in lots), and trading volume (in USD by millions).

Client transactions

A detailed breakdown of trading activity by referred clients can be filtered through in this area. Filter through the results here based on key metrics, as seen below:

Filters

Filter the results you wish to see in your client transactions by:

• Client account: shows the trading account number of the client; they may have more than one trading account.
• Payment date: select 2 dates, which will filter the results by the time frame defined; only present and past dates can be selected.
• Important metrics shown in the data include Instrument and Spread, but these cannot be used to filter results shown.

Click Apply for the results to be shown, and click Reset to remove all particulars set. Each column can be sorted by clicking on the header title of that column. Trading volume can be displayed either in lots or USD as millions.

Client transactions present current total profit (in USD), trading volume (in lots), trading volume (in USD by millions), and total number of transactions.

Transactions pending payment

Here all currently pending transactions actioned by your referred clients will be shown, and rewards from these transactions will be paid to you within 24 hours.

Filter

The results shown in this area can be filtered by the referred client’s trading account number; note that a referred client may have more than one trading account. Click Apply for the results to be shown. Each column can be sorted by clicking on the header title of that column. Trading volume can be displayed either in lots or USD as millions.

The transactions pending payment area presents trading volume (in lots), trading volume (in USD by millions), and total number of pending transactions

Performance statistics

The performance of your partner link is measured in this area, and updates every 24 hours. You will see important actions made by referred clients, such as clicks, registrations, conversions, and more, which will help you gauge the success of your partner links.

Filters

Group by lets you display the performance statistics by:

• Day: specific day of referred client action.
• Week: specific week of referred client action.
• Month: specific month of referred client action.
• Year: specific year of referred client action.
• Country: region the referred client is registered in.
• Campaign: which campaign houses the partner link.
• UTM-related filters: utm_source, utm_term, utm_medium, utm_campaign, utm_content
• Source domain: the source of the referred client action (website, social media, etc).
• Track_1, Track_2, Track_3, Track_4, and Track_5: These are custom UTMs that can be set up when creating links for campaigns.
• Partner code: shows the partner code used.

You can choose to group results by any 2 of the above filters at any given time.

The displayed results can be further filtered by:

• Click Period: filter results based on the date on which the partner link was clicked.
• Country: filter results by the country the referred client registered from.
• Campaign: filter results by campaign.
• Registration code: filter results based on the registration code used.

Click Apply to display results or Clear filters to reset.

Each column can be sorted by clicking on the header title of that column. Trading volume can be displayed either in lots or USD as millions.

Performance statistics will always display the following metrics: Clicks, Registrations, KYC-verified, First-time deposits, Started trading: real, Volume (in lots), Volume in Mln. USD), and Profit.

Report sharing

This reporting feature is displayed in the top main menu of your Personal Area and not under the Reports menu, but it is an important reporting feature.

Please note that report sharing may not be available in your PA; if you would like access to this feature, please contact your account manager.

The report sharing feature will let you share detailed reports with referred clients, such as reward history.

In order to share with a referred client, you must have:

• The partner code used to sign up the client.
• The referred client’s account registered email address.
• The referred client’s account alias/name.

Here’s how to share a report:

1. Log into your Personal Area.
2. Select Report Sharing from the main menu.
3. Click Create Report Sharing and an options popup will appear.
4. Enter the details for your shared report, including:
   1. Connected partner’s email
   2. Your partner code
   3. Connected partner’s alias/name
   Click Create to confirm and share the report.

Once the report has been shared, it will appear in your Report Sharing area. Clicking Edit will allow you to modify any of the details entered in during the creation of the shared report. If you uncheck Share reward history report, the referred client will no longer have access to the daily shared report.

You can customize how many shared reports are shown in this area by changing the dropdown option next to Rows per page: at the bottom of the results page.

What is included in the shared report?

Shared reports contain the daily results shown in your Rewards History area relevant only to the referred client that it is shared with.