核心功能
报表概览
通过面向多种业务需求的详尽报表获得清晰度与控制力：
报表类型
创建自定义报表，包括客户财务、交易财务、余额与 IB 合作伙伴报表。
调度
按日、周或月自动生成报表，实现持续跟踪。
自定义日期范围
选择上周、本月或全部历史等预定义时段。
报表管理
ID 与名称
分配唯一标识符与自定义标题，便于引用与导航。
文件格式
以 HTML、XLSX 或 CSV 等不同格式生成报表，兼容性更广。
邮件交付
与团队成员共享报表，并自动向指定邮箱发送下载链接。
状态跟踪
查看上次运行日期与当前活动状态（启用/停用）。
运作方式
01
选择交易类型
选择入金、出金或转账等交易类型以生成自定义报表。
02
计算合计
使用「总金额（全部页面）」功能计算所选币种的累计值。
03
分析模式
分析模式以识别趋势，并确保客户资金管理顺畅。
关键报表类别及其优势
客户财务报表
完整查看全部已注册后台用户。数据字段：邮箱、币种、入金、出金、净入金（入金−出金）与兑换。获取客户人口统计、互动与财务活动的详尽洞察。
交易财务报表
分析特定时段内执行的全部交易。数据字段：ID、账户详情、交易类型、转账来源/目的地、汇率等。全面监控交易以改善财务管理。
余额报表
按币种监控客户账户的余额变更。数据字段：余额、冻结金额、货币兑换与历史余额。确保准确跟踪客户账户余额与变更。
IB 余额报表
通过奖励监控跟踪介绍经纪人表现。数据字段：IB 合作伙伴 ID、邮箱、币种、余额与兑换。评估合作计划并优化增长活动。
高级定制选项
优先调度
定义开始小时与含 GMT 偏移的本地时区。
分组数据
按币种、方式或法律实体分类以简化分析。
灵活交付
一键启用或禁用报表，以适应业务需求。
为何选择 B2CORE 做报表？
01
强大自动化
通过计划报表生成与自动交付方式节省时间。
02
深度洞察
借助详尽报表与跟踪实现全面业务分析。
03
定制方案
按特定需求定制报表，从 IB 合作伙伴跟踪到整体财务汇总。
04
易用性
借助直观工具与清晰数据可视化简化报表工作流。
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.
