User Guide


Customizing Reports

As all data displayed in the grid prior to running a report will be contained in the report, users can customize reports by filtering out unnecessary data from the grid. Specific trade data can be displayed on the grid by using Find menu options, Open Trades, Closed Trades or Date Range toolbar buttons or the Custom Grid Filter Builder.
Joyce wants to analyze her performance in options she traded between July 1 to August 31, 2011. She should:
  • Use Find, Options to display only options trades from the grid.
  • Click Reports, Performance.
  • Set the Start date as 7/01/2011 and the End date as 8/31/2011.
  • Click the Run Rpt button.
The Report Preview screen will display Joyce's Trading Performance Report, complete with metrics for the specified date range.