Generating Reports

TradeLogist can generate comprehensive reports to help you review your performance, share with mentors, or keep for your records.

Types of Reports

Performance Summary

A quick overview including:

• Key metrics (P/L, Win Rate, Profit Factor)
• Period comparison
• Best/worst trades
• Strategy summary

Detailed Trade Report

Complete trade-by-trade breakdown:

• Every trade with full details
• Notes and tags
• Entry/exit analysis
• Running P/L

Strategy Report

Per-strategy deep dive:

• Individual strategy metrics
• Strategy equity curve
• Trade distribution
• Improvement suggestions

Daily/Weekly/Monthly Reports

Time-based summaries:

• Period performance
• Goals progress
• Notable trades
• Lessons learned

Creating a Report

Quick Report

1. Go to Dashboard > Analytics
2. Click Generate Report
3. Select report type
4. Click Download

Custom Report

1. Go to Analytics > Reports
2. Click New Custom Report
3. Select metrics to include
4. Choose time period
5. Add filters if needed
6. Generate and download

Report Formats

PDF Report

Best for:

• Printing
• Sharing via email
• Professional presentation
• Archiving

Excel/CSV Export

Best for:

• Further analysis
• Custom calculations
• Data manipulation
• External tools

Web View

Best for:

• Quick review
• Interactive exploration
• No download needed

Report Contents

Summary Section

Key metrics at a glance:

Performance Charts

Visual representations:

• Equity curve
• P/L distribution
• Win/loss ratio
• Time-based performance

Trade Details

If included:

• Complete trade list
• Entry/exit details
• Notes and screenshots
• Strategy assignments

Analysis Section

Insights and patterns:

• Best performing days
• Strongest symbols
• Strategy comparison
• Improvement areas

Scheduling Reports

Automatic Reports

Set up recurring reports:

1. Go to Settings > Reports
2. Click Schedule Report
3. Choose:
   • Report type
   • Frequency (daily/weekly/monthly)
   • Delivery method (email/download)
4. Save schedule

Report Schedule Options

Sharing Reports

Email Reports

Send reports via email:

1. Generate report
2. Click Share
3. Enter recipient email
4. Add message (optional)
5. Send

Coach/Mentor Sharing

For accountability:

• Schedule regular reports
• Include specific metrics
• Add notes for discussion
• Track progress together

Custom Metrics

Adding Custom Fields

Include what matters to you:

• Psychology scores
• Rule adherence
• Custom tags
• Notes and lessons

Removing Fields

Exclude sensitive data:

• Specific P/L amounts
• Account size
• Personal notes

Report Templates

Using Templates

Save time with templates:

1. Create a custom report
2. Click Save as Template
3. Name your template
4. Reuse anytime

Built-in Templates

Pre-made templates:

• Performance Review: Full monthly review
• Quick Summary: One-page overview
• Trade Log: Complete trade list
• Strategy Comparison: Side-by-side analysis

Report Best Practices

Weekly Review Report

Include:

• Week's trades with notes
• P/L summary
• Win rate by day
• Key lessons
• Goals for next week

Monthly Performance Report

Include:

• Complete metrics
• Equity curve
• Strategy breakdown
• Best/worst trades
• Monthly reflection
• Next month goals

Year-End Report

Include:

• Annual performance
• Month-by-month breakdown
• Strategy evolution
• Major lessons
• Next year plan

Using Reports for Improvement

Pattern Recognition

Reports help identify:

• Recurring mistakes
• Consistent strengths
• Timing patterns
• Strategy effectiveness

Goal Tracking

Use reports to track:

• Monthly P/L goals
• Trade count targets
• Win rate objectives
• Consistency metrics

Trend Analysis

Compare reports over time:

• Is performance improving?
• Are mistakes reducing?
• Is consistency increasing?

Privacy and Security

Report Privacy

Your reports are:

• Private by default
• Only shared when you choose
• Encrypted during transfer
• Not stored when emailed

Sensitive Data

Consider before sharing:

• Account size information
• Specific P/L amounts
• Personal notes
• Strategy details

Troubleshooting

Report Not Generating

1. Check date range has trades
2. Verify filters aren't too restrictive
3. Try a smaller date range
4. Contact support if persistent

Missing Data

1. Check trades are logged
2. Verify correct date range
3. Check filter settings
4. Refresh and retry

Next Steps

• Dashboard Overview - Analytics overview
• Data Export - Export raw data
• Strategy Analysis - Compare strategies