Guidebook
Contact ChainUp
English
English
  • User guide
  • 📌Startup Process
    • Preparations
      • ChainUp SMS/Email Service
    • Pre-launch checklist
    • Login System
    • Overview
  • 💵Trade
    • Spot
    • Margin
    • Fiat (P2P)
    • Fiat (Third-party)
      • Banxa Config
      • Simplex Config
    • Futures
    • ETF
    • Grid
  • 💰Asset Management
    • Deposit and withdrawal
    • Internal Transfer
    • Token Rewards
    • Token Transfer
    • Account Adjustment
  • 👥User Management
    • User Management
    • User KYC
      • Platform Verification
      • Third-party Verification-Sumsub
    • VIP Levels
  • 📊Statistics
    • Spot Statistics
    • Margin Statistics
      • Loan History
      • Repayment History
      • Loan & Repayment Statistics
      • Coinpair Statistics
      • Trade Statistics
    • Operating Reports
      • Register Statistics
      • Login Statistics
      • Deposit Statistics
      • Withdrawal Statistics
      • User Transaction Statistics
      • User Position Statistics
      • User Flow Statistics
    • Financial Statements
      • Balance Sheet
      • Cash Flow Statement
      • Income Statement
  • 🏆Value-added Services
    • Spot Broker
    • Futures Broker
    • IEO(Launchpad)
    • Staking
    • Mortgage Loan
    • Copy Trading
    • Invite Reward
  • 🎪Site Config
    • Public Config
    • Web Theme Config
    • Banner
    • APP Application
    • Coinpair Config
    • App Version Update
  • 🎯Operation
    • Announcement
    • Article
    • Article Category
    • Message
    • Work Order
    • File Upload
  • 🌎Language
    • Front-end Language
    • Background Language
  • 💿System
    • Admin Mgt
      • Administrator
      • Role
      • Authority Mgt
      • Log Management
    • Basic Config
      • Multilingual Config
      • Multilingual Templates Mgt
      • KV Config
    • Automatic Task
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On this page
  • Personal Information & Quick Entry
  • To-do List
  • User Data
  • Trading Data
  • Trading Ranking
  • Deposit and Withdrawal
  1. Startup Process

Overview

PreviousLogin SystemNextSpot

Last updated 1 year ago

The overview page is the first page the administrator sees after logging in to the background system. The page integrates some operational data, which can help administrators to better understand the operation status of the exchange. At the same time, it integrates to-do items and shortcut function entries, which are convenient for administrators to use daily, as shown in the following figure.

Personal Information & Quick Entry

  1. By default, the administrator's nickname will be displayed. If there is no nickname, the administrator's mobile phone number will be displayed, and the current user's role type (normal administrator, super administrator) will be displayed.

  2. Shortcut Entry: By default, 5 shortcut functions are displayed. If the current administrator does not have the permission for this function, the corresponding shortcut entry will not be displayed. The details are as follows:

    1. Notification Management: Click to jump to the Announcement Management page, you need to have the "Announcement Management" page permission;

    2. Token gifting tools: Click to jump to the Coin Giving page, you need to have the permission of the "Coin Giving Tool" page;

    3. Users: Click to jump to the user list, you need to have the permission of the "Member Management" module;

    4. KV configuration: Click to jump to the KV list, you need the permission of "KV configuration";

    5. Manuall: All administrators can view it. Click to open the "Background Operation Manual" document from a new window. The specific jump link can be maintained in the KV configuration "guide_config". Merchants can add manuals in other languages by themselves. , other languages use the English version of the document link by default;

To-do List

The module is displayed fixedly, but if the current administrator does not have the permission of the corresponding function, the corresponding item is hidden, and 0 is displayed if there is no to-do.

To-do list
Permission
Data Sources
Click Interaction

Withdrawal

Page Permissions Withdrawal Details

Total number of all withdrawal records whose status is "unreviewed"

Jump to the "Withdrawal Details" list, and filter the results according to the "Not verified" status.

KYC Verified

Module permissions

KYC audit

Total number of KYC authentications with the status "Unreviewed"

Jump to the "KYC Informationt" list, and filter and display the results according to the "Unreviewed" status.

Work Order

Module Permissions Work Order Management

Total number of all tickets with the status "Waiting for Customer Service Response"

Jump to the "Work Order Management" list, and filter and display the results according to the "Waiting for Customer Service Reply" status.

Merchant Application

Page Permissions Merchant Certification Review

Total number of all businesses with a status of "pending approval"

Jump to the "Application List", and filter and display the results according to the "Pending" status.

P2P Appeal

Page Permissions Appeal Management

Total number of all appeals with a status of "Pending"

Jump to the "Complaint Mgt" list and filter the results according to the "Pending resolution" status.

User Data

The modules are displayed in a fixed manner, and everyone has the permission to view the data. The line chart shows the changes in user data of the current tab in the last 30 days (unit is per day). Hover the mouse to view the details.

Data
Data Sources

Total User

Total user list.

New User

In the registration statistics report, the total number of registered users corresponding to natural days and natural months.

Login User

In the log-in statistics report, the total number of logged-in users corresponding to a natural day and a natural month.

Trading User

In the log-in statistics report, the total number of trading users corresponding to natural days and natural months.

Trading Data

The module is displayed in a fixed manner, and everyone has the right to view the data. Data statistics are performed from three time dimensions of today (natural day), yesterday (natural day), and last 30 days (natural month), without clicking to jump:

Cumulative trading volume: According to the data in the "Currency Trading Statistics" 、 "Margin Trading Statistics" and"C2C Orders"reports, convert each currency pair according to the exchange rate of USDT at the time of statistics (the transaction data of the market-making robot is not included in the statistics), the calculation formula:

Sum{All currencies[all orders in a single currency (transaction quantity2exchange rate to USDT)]}

The pie chart is calculated according to the period corresponding to the tab, showing the proportion of the transaction volume of the three modules of spot, margin, and fiat currency. Hover the mouse to view the details (with percentages)

Trading Ranking

The module is displayed on a fixed basis, and everyone has the right to view the data. At 00:01:00 every day, the user's currency + margin trading volume for the past 30 days (T-1 is pushed back for 30 days, accurate to the day) is counted through scheduled tasks.The top ten users in terms of trading volume (excluding market-making robot accounts) is displayed defaultly.

The top three users have special identifiers. Click a single entry to jump to the "User Transaction Summary" table, and filter and display according to the specified uid + specified date range + all transaction pairs. You need to have user transaction summary page permissions. If administrators don't have permission, the system prompts: "You do not have permission to query the user transaction summary table!"

The data shows:

  • User Nickname: If there is a nickname, the nickname will be displayed first, and if there is no nickname, the user's mobile phone/email will be displayed.

  • User UID: the unique identifier of the user

  • Trading volume: Refer to the data in the "User Transaction Summary" table to count the total transaction volume of each transaction pair within a period of time for a single user, and convert it into USDT. The precision is kept to two decimal places. To the left, every 3 digits are separated by a half-width ",".

Deposit and Withdrawal

The module is displayed on a fixed basis, and everyone has the right to view the data. Statistics are performed according to the last 7 days, the last 30 days, and all three dimensions. It supports switching queries between all currencies and a single currency. When querying all currencies, it will be based on USDT. For conversion, the precision is reserved to two decimal places. When querying a single currency, it will be displayed according to the display precision configured for the corresponding currency;

  • Cumulative Deposit: search the "deposit details" list, and make statistics based on the three conditions of currency + deposit time + credited to the account, you need to have the "deposit details" page permission, click to jump to the "deposit details" list , and also display the filtering results according to the corresponding conditions. If you do not have permission, the system prompts: "You do not have the permission to query the deposit details page!;

  • Cumulative Withdrawal: search the "Withdrawal Details" list, and make statistics based on the three conditions of currency + withdrawal time + completed, you need to have the permission of the "Withdrawal Details" page, click to jump to the "Withdrawal Details" list , and also display the filtering results according to the corresponding conditions. If you do not have permission, the system prompts when you click: "You do not have the permission to query the withdrawal details page yet!;

  • Cumulative Net Inflow = Cumulative Deposit - Cumulative Withdrawal, "+" in front of greater than 0 means net inflow, and "-" in front of less than 0 means net outflow, no need to click to jump

On the right side, the information of deposit and withdrawal is represented by a bar chart, and the change of net inflow is represented by a line chart. The last 7th and 30th days are displayed in units of days, all displayed by month. Hover to view the details.

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