Key takeaways
- Automate the reports people rely on every day.
- Use the Manager API for custom reporting.
- Monitor that scheduled reports actually arrive.
Common reports
- Evening report: balances, equity, deposits and withdrawals.
- Exposure by symbol.
- Top traders and toxic flow indicators.
- Monthly statements and commission reports.
How to automate
Use the platform’s scheduled reports where they fit, and the Manager API for custom formats or integration with BI and accounting tools.
Make sure they arrive
Add missing or late reports to your monitoring. A silent failure is worse than an error message.