> For the complete documentation index, see [llms.txt](https://docs.trada.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trada.io/reports-and-analytics/filters.md). # Filters Filter reports by date, account, symbol, strategy, and session. The Report page carries one set of global filters that sits above every tab. Narrow by date range, account, symbol, strategy, or session, and every chart and metric on **Overview**, **Performance**, **Time**, and **Instruments** updates to match. Filters never change your underlying data. All trades are auto-synced from your connected accounts; filters only decide which of those synced trades a report counts.
Report filter bar

Report filters — narrow every tab by date, account, symbol, strategy, and session.

## Filter dimensions | Filter | Selects | Notes | | -------------- | ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------- | | **Date Range** | A start and end date | Dual-month calendar, plus **Last 7 days** and **Last 30 days** quick-selects. Dates follow your account timezone (default UTC). | | **Account** | One or more connected accounts | Multi-select with search. | | **Symbol** | One or more instruments | Multi-select with search. | | **Strategy** | One or more strategy tags | Trades with no strategy tag are grouped under **No Strategy**. | | **Session** | One or more trading sessions | Every trade has a session assigned, so there is no unassigned bucket. | Each button shows a count badge when selections exist — for example **Account 3** — and Date Range shows a **1** badge while a range is active. {% hint style="info" %} Filters are session-scoped: they live for your current browsing session and travel in the page URL, but they are not saved as a named view. Closing and reopening the Report page from a fresh link starts with no filters applied. {% endhint %} ## Apply a filter {% stepper %} {% step %} ### Open a filter Click a filter button — **Date Range**, **Account**, **Symbol**, **Strategy**, or **Session**. Only one dropdown is open at a time; opening one closes any other. {% endstep %} {% step %} ### Make a selection For **Date Range**, pick dates on the calendar or use a quick-select. For the multi-select filters, type in the **Search** field to narrow the list (partial, case-insensitive), then tick the options you want. **Select All** and **Clear** act on the currently visible options and keep the dropdown open. {% endstep %} {% step %} ### Apply Quick-selects apply immediately. For calendar and multi-select choices, click outside the dropdown to apply and close it. There is no separate **Apply** button — every change refetches the report right away. {% endstep %} {% endstepper %} Clicking the same filter button again toggles the dropdown closed without applying changes. ## Read and remove active filters When any filter is set, an **Active Filters** row appears below the buttons. Each selected value shows as a removable badge in the order it was applied, formatted `Filter Type: Value` — for example `Account: MT5-001` or `Date: Nov 1 - Nov 14, 2025`. Click the **X** on a badge to drop that single value. The report refetches instantly and all tabs update. ## Clear everything A **Clear All** button sits in the **Active Filters** row and appears only while at least one filter is active. Clicking it removes every filter, refetches the report, and hides the row. ## Filter on mobile On small screens the five buttons collapse into one **Filters** button that shows the total number of selections across all filters. Tapping it opens a bottom drawer where each filter is an accordion section; expanding one collapses the others. **Clear All** sits at the bottom of the drawer when filters are active. Closing the drawer — swipe down or tap outside — applies your changes and refetches the report. Active filter badges appear as a horizontally scrollable row beneath the **Filters** button, each with its own **X**. ## Keep filters across tabs and refreshes Filter state is shared across all four report tabs, so switching tabs keeps your selections. Every selection also syncs to the page URL, which means: * Browser **back** and **forward** restore previous filter states. * Refreshing the page preserves the current filters. * Copying the URL reproduces the same filtered view for you on another device. The URL carries filters as query params, for example: ``` ?accounts=MT5-001,MT5-002&symbols=EURUSD&dateFrom=2025-11-01&dateTo=2025-11-14&tab=overview ``` If a link contains a value that no longer exists — say a deleted account — that value is silently ignored and the remaining valid filters still apply. To turn a filtered view into a read-only link others can open, see [Share a public report](/reports-and-analytics/share-public-report.md). ## Handle empty results If a filter combination matches no trades, the filters stay applied and the report shows **No trades match your filters** rather than clearing itself. Widen or clear filters to bring data back. Inside a dropdown, a search with no matches shows **No matches found**; clearing the search restores the full list. ## Related * [Reports overview](/reports-and-analytics/reports.md) * [Performance tab](/reports-and-analytics/performance-tab.md) * [Share a public report](/reports-and-analytics/share-public-report.md) * [Conventions: timezones and P\&L](/reference/conventions.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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