主要功能
報表總覽
以因應多元業務需求的詳盡報表掌握清晰與控制：
報表類型
建立自訂報表，包括客戶財務、交易財務、餘額與 IB 合作夥伴報表。
排程
以每日、每週或每月排程自動化報表產生，持續追蹤。
自訂日期範圍
選擇預設期間，如上週、本月或完整歷史資料。
報表管理
ID 與名稱
指派唯一識別碼與自訂標題，便於參照與導覽。
檔案格式
以 HTML、XLSX 或 CSV 等不同格式產生報表，相容性更廣。
電子郵件投遞
與團隊成員分享報表，並自動將下載連結寄至指定電子郵件地址。
狀態追蹤
檢視上次執行日期與目前活動狀態（作用中／未作用）。
運作方式
01
選擇交易類型
選擇交易類型，如入金、出金或轉帳，以產生自訂報表。
02
計算總額
使用總金額（所有頁面）功能，計算所選幣別的累計值。
03
分析模式
分析模式以識別趨勢，確保客戶資金管理流暢。
主要報表類別及其效益
客戶財務報表
完整詳情檢視所有已註冊後台使用者。資料欄位：電子郵件、幣別、入金、出金、淨入金（D-W）與兌換。掌握客戶人口統計、互動與財務活動的詳盡洞察。
交易財務報表
分析特定期間內執行的所有交易。資料欄位：ID、帳戶詳情、交易類型、轉帳來源／目的地、匯率等。全面監控交易以強化財務管理。
餘額報表
依幣別監控客戶帳戶餘額變更。資料欄位：餘額、凍結金額、貨幣兌換與歷史餘額。確保準確追蹤客戶帳戶餘額與變更。
IB 餘額報表
以獎勵監控追蹤介紹經紀商績效。資料欄位：IB 合作夥伴 ID、電子郵件、幣別、餘額與兌換。評估合作方案並優化成長活動。
進階客製選項
優先排程
定義開始時段與含 GMT 偏移的本地時區。
分組資料
依幣別、方式或法人實體分類，精簡分析。
彈性投遞
一鍵啟用或停用報表，因應業務需求。
為何選擇 B2CORE 報表？
01
強大自動化
以排程報表產生與自動投遞方式節省時間。
02
深度洞察
運用詳盡報表與追蹤進行全面業務分析。
03
自訂方案
從 IB 合作夥伴追蹤到整體財務摘要，量身打造報表。
04
易用性
以直覺工具與清楚資料視覺化簡化報表工作流程。
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.
