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General report

Open ReportsGeneral (General). This is the default reports view: a stats table of your filtered trade set. Use it for weekly or monthly reviews before drilling into other tabs.

Key metrics include:

  • Total and related P&L figures
  • Win rate and average win / loss
  • Trade counts (winning, losing, breakeven, open)
  • Fees and commissions
  • Other summary items from the reports table

You can export a PDF from General when you need a shareable or archived summary.

  • Align date range and account filters with the dashboard before comparing numbers
  • Use Trade settings if breakeven buckets look off
  • Move to Day and time or Symbols when you need a breakdown