B2CORE Back Office
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
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).
How It Works
01
Select Transaction Types
Select transaction types, such as deposits, withdrawals, or transfers, to generate custom reports.
02
Calculate Totals
Use the Total Amount (All Pages) feature to calculate cumulative values in selected currencies.
03
Analyse Patterns
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. Gain detailed insights into client demography, interactions, and financial activities.
Transaction Finance Report
Analyse all transactions executed within a specific period. Data fields: IDs, Account Details, Transaction Types, Transfer Source/Destination, Exchange Rates, and more. 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. 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. Assess partnership programs and optimise growth activities.
Advanced Customisation Options
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
FAQ
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
Optimise Your Reporting Workflow Today
Try B2CORE Demo and experience seamless reporting for enhanced decision-making.