---
title: "Reports"
description: "Row-level finance and sales reports with CSV export."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.callistocrm.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

The Reports page provides six row-level report types, each independently
permissioned — team members only see the reports their role allows. All
reports share a date-range picker, paginated tables, and **"Export CSV"**
(chunked; very large ranges are asked to narrow the dates).

- **Customer Transactions** — every money movement with client, owner,
  referrer, type, status, source and destination, payment method and payment
  currency, and previous/new balances. Filter by date, transaction types, or
  client search.
- **Fixed Commissions** — per-trade commission rows: platform, trade
  reference, account, symbol, volume, trader, receiver, rebate/override/
  adjustment breakdown, swap, and trade profit.
- **Trade History** — closed trade flow, filterable by symbol, entry
  direction, and environment (real/demo).
- **Open Positions** — live exposure, stamped with an "as of" freshness time:
  floating P&L, volumes, prices, SL/TP, swap, and last-synced time per
  position.
- **Pending Orders** — working orders with state (Started / Placed /
  Partially Filled), order and trigger prices, and expiry.
- **Account Statistics** — per-account rollup: deposits, withdrawals,
  profit/loss, volumes, closed orders, first-deposit date and amount, and
  starting/ending balances for the period.

One disclosure worth knowing: **Account Statistics** starting/ending balances
are derived from the current balance and recorded movements, not platform
end-of-day snapshots — corrections made off-platform aren't reflected, and a
nightly reconciliation closes any gaps.

Source: https://docs.callistocrm.io/reports/index.mdx