Your preset reports can be very precisely designed to let you see exactly what you want to discover about your trades with the use of FILTERS. Think of the filters like an ADVANCED SEARCH tool.
- You can jump to the bottom of this page to watch a movie demonstrating each of these points.
Click Edit to go into the dialog box for the preset you’re working on and click the tab at the top called Filters. Filters will be displayed for all the Fields you have clicked on to see. You will not see a filter for a parameter that you have not chosen to see in this preset report. Click the Field tab in the edit dialog to change which parameters you want to examine.
The layout of the filter dialog will depend upon what kind of parameter you pick…
Parameters – type: option
Parameters of type option give you a list of the specific options you have already set up. This includes the currency pair parameter too.
Click any one option to choose it, then click save.
To pick a number of options that are touching, hold down the shift button as you select them.
To pick a number of options that are not touching in the list, hold down the control key as you pick each.
Parameters – type: date & number
Parameters such as entry time and exit time have specific filter date dialogs that let you pick a range of dates. Click the small calendar icon to the right of each empty white space to pop up a calendar for greater accuracy.
You can choose just the greater than checkbox to find trades after a date you pick, just the less than checkbox to find trades before a date you pick, or use both to find a range of dates to sandwich your data between.
All parameters of type number will offer a similar dialog to let you pick a range of values, greater than, less than, or both to sandwich between.
Parameters – type: text & ticket number
The ticket number is a specific kind of text parameter. All the general text parameters work in the same manner.
If you were looking for a specific ticket number or word in a text parameter, you could simply enter in the box. Note that you must be case specific – upper and lower case letters are considered different to this search.
You can use % as a wildcard. As an example, if you were looking for trades 14721, 14722, 14725 and 14728 you could use 1472%. The % will return all values it finds coming in that location, the fifth character in the chain you typed.
If you want to see all your trades with any text in particular parameters (such as notes, lessons learned or other text parameters you may set up – leaving out the trades that are blank – use this trick: a wildcard + a space + another wildcard.
If you’re looking for a particular word it’s also a good idea to bracket it with a wildcard so it can be found wherever it is in the note – beginning, middle or end. %word%
If you want to see a wider column for your notes in the Lessons Learned or Notes fields, you can change the width by going into the Fields tab of the editor and right-clicking on either parameter. There you can change the column width.