Brokerage reports with examples: Read, interpret, and use your data 

To start 2026 strong, TFB hosted an insightful, well-attended webinar on using Broker Business Intelligence to maximise the brokerage’s benefits. 

Here are the key points from the webinar to help you view data reporting from a new angle and inspire you to implement more data-driven ideas and scale sustainably. 

TL;DR

• Business intelligence gives brokers structured visibility into trading activity, execution quality, client behaviour, and risk exposure, all in one place.
• Most brokers collect data but don’t use it systematically. The gap between having reports and acting on them is where profitability is lost.
• TFB’s Broker Business Intelligence (BBI) is built directly into Trade Processor, giving brokers real-time access to the data that matters without requiring a separate analytics system.
• This article covers the key report types, how to read them effectively, and what actions they should drive.

What is business intelligence?

Business intelligence is, first and foremost, a driver of change for the brokerage.

It automates and channels information from multiple sources into a single hub, where it is presented clearly and with the option to investigate further. For brokers operating across multiple trading platforms and serving diverse client bases, this is not a reporting convenience but an operational necessity.

Why do broker reports matter for profitability and risk control?

Reporting is crucial for any business, especially a brokerage. 

Reports help brokers spot patterns in activity, better understand their traders, identify which strategies and solutions they truly value, control risk exposure, and stay aligned with liquidity provider partners.

The brokers who use data systematically (rather than reactively) are better positioned to protect margins, reduce exposure, and retain clients. Here are the core benefits:

• Understand trading activity across platforms and client segments
• Control risks: both anticipated and emerging
• Improve profitability by identifying where it is leaking
• Align sales, dealing, and compliance teams around the same data
• Make faster and smarter decisions at every level of the operation
• Boost trader satisfaction, loyalty, and volumes

What are the key report types brokers should be using?

There are many ways to collect data, and various reports are available for retail brokers, hedge funds, and prop firms. The core reports can be structured around the following categories:

The core reports can be structured around the following categories:

• Client activities
• Trading volumes 
• Products
• Revenue
• Risk and exposure
• Sales and funnel
• Execution quality

Each category answers a different operational question. The goal is not to monitor all of them simultaneously, but to know which one to reach for when a specific question needs answering.

Business intelligence dashboard examples with TFB

The Summary dashboard gives you a preview of the data. Just enough for you to understand what’s been happening, so you can see the trends and decide which elements of the reporting you want to investigate further.

It’s an essential type of report for busy executives and anyone on the team who is working with traders. Any trends or anomalies are easily spotted, but you’re not overwhelmed by data.

The Exposure page provides deeper insight into the most traded instruments, trading volumes, and profitability. The report is great for prioritising what needs your immediate attention – a time-saver for busy brokers. 

The Positions report at TFB shows open positions by instrument, similar to how brokers view this data on the liquidity side within the platform.

Trading history is an excellent tool for analysing a trader’s performance. 

Why is it part of business intelligence? We can only speak for ourselves, but at TFB, the amount of information brokers can access per order, per deal, and per request is sufficient to make a decision about trading patterns, the efficiency of the trading platform, and the liquidity provider. 

The BBI pools dashboard is where we understand patterns of trading activity, and at TFB, we have preset patterns (such as (un)successful traders, potential arbitrage, or European trading sessions). 

How should brokers read and act on their reports?

Having all the data in a structured format gives brokers an enormous advantage. However, it’s only half the job. Something that’s even more important is what you actually do with the data you’ve compiled. 

Here is the framework for effective report analysis:

• Segment the data you have by country, desk, and product (especially now when brokers operate on multiple trading platforms). 
• Watch for emerging trends and changes in existing patterns.
• Look out for abnormalities (good or bad) so you can incorporate them into your strategy.
• Compare time periods to get a full picture, e.g., monthly, quarterly, or annually.  
• Use thresholds and alerts to keep track of changes with minimal management overhead. 

Final thoughts on business intelligence for brokers 

You don’t want to have all your broker reports on a single page – you won’t be able to make sense of it. Too much data, not enough depth, no valuable or actionable insight.

Effective business intelligence is all about efficiency for brokers. 

Don’t just accumulate reports and leave them as is. Act right away:

• Improve A/B-book allocation decisions
• Optimise liquidity provider routing 
• Strengthen client retention strategies
• Coach and manage sales teams 
• Make informed product strategy adjustments 

Whenever you work with data solutions, remember to look for clarity, insights, speed, and control. 

Not sure where to start? Email us at [email protected], and we’ll make sure your business intelligence journey is optimised and aligned with your goals and vision.