Auto Report Central
Posted by Mohammad Rahhal, Last modified by Diana Alkouni on 25 August 2020 07:59 AM

VertexFX Auto Report Central is a server side application offered to VertexFX brokers allowing them to send 5 managerial reports via emails to a specific group of client(s) at a specific time.

This application allow sending the account information and the status of the open positions/pending orders to the recipients' email addresses. It is useful for VertexFX clients whom want to monitor their account status remotely. The application uses SMTP protocol to send email messages.

  Report%20Central%20Interface

  • Total Daily Email Sent: All emails which have been sent to in current day.
  • Current Daily Email Sending: The number of emails that have been sent till this so far
  • Total Emails Sent: The total number of emails which have been sent to the client from the beginning of time till current date. 

File:

 Report%20Central%20File%20Tab

1- Monitor: You can Connect or Disconnect the Auto Report Engine Central from the Monitor.

2- Settings: Which contains:

- General Settings: Enter your Database Information.

  Report%20Central%20General

- Monitor Settings: Enter the monitor information that you are connecting your Auto Report Central to:

  Report%20Central%20Monitor

- Sending Options:

 Report%20Central%20Sending%20options

Select Timer: The time to check (time to send the report) in millisecond.

- Email Settings:

  Report%20Central%20Email


        a. Add:
 Add White Label information.

          Report%20Central%20Add%20WL

        b. Edit: Edit the White Label information.

         Report%20Central%20Edit%20WL

        c. Delete: Delete the White label information.

  

By performing a right-click on the added White Label and pressing on Add Email, you can add the recipients' email addresses:

Add%20Email

- Currency Info: Enter the currency information to get info for the Summary Report.

  Report%20Central%20CUR%20info%20%2015

VertexFX Auto Report Central emails:

     1. Daily Closed Trades Reports
     2. Daily Open Trades Report
     3. Account Status
     4. Segregated Report
     5. Summary Report

When sending the reports, each recipient will receive 5 emails to the email address the account registered with (sample below):

Daily Summary Report:

Summary%20Report

Daily Closed Trades Report:

Closed%20Trades

Account Status:

Account%20Status

Daily open Trades Report:

Open%20Trades

Segregated Report:

Segregated%20Report

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