Reports filters

Use report filters to narrow the trade data you review before you switch between report tabs.

The filter control, available on every page that shows trade data.

Open Reports

1. Open Reports from the left sidebar.
2. Use the filters at the top to narrow the data you want to review.
3. Select the report tab that matches what you want to study.

Use the main filters

• Date range — limit the report to a specific time period.
• Accounts — focus on one account or review all accounts together.
• Tags — narrow the view to trades with the tags you want to study.

Choose a report tab

• Statistics — general performance overview.
• Time — review results by time.
• Trade — review trade-level details.
• Instrument — review results by instrument.
• Tags — review tagged trades.
• Accounts — review results by account.

When a report looks empty

• Check whether the date range is too narrow.
• Clear any account or tag filters that might hide the trades you expect.
• Make sure the account has imported trades.