Skip to main content
How Can We Help?

Search for answers or browse our knowledge base.

Documentation | Demos | Support

< All Topics
Print

Export Reports (Desktop)

Posted
Updated
BySupport Team
Table of Contents

Clicking on Export icon (arrow out of a tray) located on the upper left corner of the Positions and Gains tabs allows you to export that information as a .csv file.

Journal in Transactions view and Life of Trade view, each with the Export button marked in the upper right

The Journal gives you the ability to export reports in a PDF file on your desktop platform. But that’s just the beginning.

You can export from the Transaction or Reconciliation view filtered by Account, Symbol, Tags, Notes and/or Date Range.

Life of Trade View also allows you to filter by Order Status in addition to the above criteria for an even more focused report. Only want to print Closed Trades? Want to see how many trades are Unmatched? Select those filters.

The top of your Journal report displays the Tag Summary based upon the account(s) and filtering criteria selected.

Exported TradeTool Journal Report: per-tag table (Avg P&L, Count, %Win, Days) with the date-range summary totals at the bottom
Exported report detail: an open FB bull call with its legs and fills, a reconciled WMT expiration, a closed KLAC stock sale, and an IBM expiration loss

The trade detail report displays the status, Open, Close, Expire with a color code of the trade: Blue=Open, Green=Profit, Red=Loss, Yellow=Unmatched.