summary: learn the complete report system — from page layout and navigation to customizing parameters, using subreports, and accessing learning resources.

every report in edgeful follows the same layout. once you know how one works, you know how they all work. the page is built around a left sidebar that controls what data you're looking at, and a main data area that shows you the results.

the page structure is consistent across all 50+ edgeful reports. let's walk through what each section does.

at the top of the report page you'll see the report name, the selected ticker, the date range, and the session. this is your quick reference — if the data doesn't look right, the first thing to check is that these 4 things match how you actually trade.

the left sidebar is where you control the data. there are 6 core controls:

report — switches you to a different report without leaving the page.

subreport — lets you drill into a specific slice of the report data.

customize — opens report-specific settings that change what the data is measuring.

ticker — select the asset you want to run the report on (futures, stocks, ETFs, forex, or crypto).

session — choose the session you're analyzing: NY, London, Asian, or Daily. this one matters more than most users expect.

date range — set the historical lookback period. you can compare results across different timeframes to see if the data has held up consistently or shifted recently.

the main data table shows you 2 things for each row:

each row breaks the data down by a different condition — day of week, direction, size, or other factors depending on the report. you can scan across the rows to see where the setup has historically been strongest.

at the top of the data table, you'll see a live indicator showing whether the setup is currently in play for your selected ticker and session. this tells you right now — before the session starts or while it's live — whether today's conditions match what the report is measuring.

the report selector is the first dropdown in the left sidebar on any report page. it's how you switch between the 50+ reports available on edgeful — without leaving the page or losing your current ticker, session, and date range settings.

reports are grouped into categories by type. use the category groups to browse by what you're looking for, or use the search bar if you already know the report name.

when you go through onboarding, edgeful automatically bookmarks 8 reports based on the most useful starting points for traders new to the platform. you'll find these in your bookmarks bar in the right navigation — ready to open without any setup.

here's what each one measures:

gap fill — how often price returns to fill the gap back to the previous session close after opening with a gap. one of the highest-frequency setups on the platform and a staple for most traders.

initial balance (IB) — how often price breaks above or below the opening range (first-hour high and low), and how those breakouts tend to play out. the most widely used report on edgeful.

inside bars — how often a candle forms entirely within the previous candle's range, and which direction the subsequent breakout typically goes.

opening candle continuation — how often the first candle's direction continues through the rest of the session. tells you whether the opening move tends to hold or fade.

outside days — how often price expands beyond the previous session's full range, and whether those expansions tend to continue or reverse.

previous day's range — how often price revisits the previous session's high or low during the current session, and how often it closes beyond those levels.

engulfing candles — how often a candle completely engulfs the previous candle, and the historical follow-through rate in that direction.

ICT opening retracement — how often price retraces back to the opening range after an initial directional move. useful for traders who use ICT concepts in their analysis.

if you're not sure which report to open first, start with these two:

initial balance — it's the most data-rich report on the platform and applicable to almost every futures and equity trader. look at it on your primary ticker with NY session selected. the IB sets the framework for the rest of the day, and the data here will immediately give you context for how it typically resolves.

opening candle continuation — pairs naturally with the IB. once you know how the opening range tends to break, understanding whether that first candle tends to follow through gives you a more complete picture of what to expect at the open.

both are already bookmarked — just click them from the right navigation bar.

subreports let you slice the same report data by a different dimension without leaving the report. instead of asking "does ES gap fill?" a subreport lets you ask "does ES gap fill on Mondays?" or "does a large gap fill at a different rate than a small one?" — same data, sharper lens.

the subreport selector is the second dropdown in the left sidebar, directly below the report selector. it defaults to "standard" — the base view — and updates the chart and stats the moment you switch. not every report has every subreport — the list in the dropdown shows only what's available for the report you're currently on.

shows how the report's data breaks down by day of week — Monday through Friday. use this when you want to know if a setup is more reliable on certain days. some setups hit at a much higher rate on specific weekdays, and the by-weekday view makes that visible at a glance.

timezone: weekdays are always determined by ET (Eastern Time), regardless of your location or the asset's primary trading timezone.

shows how the report's data changes based on the physical size of the setup itself. the definition of "size" is specific to each report — for gap fill, it's the size of the gap; for IB breakout, it's the size of the initial balance range; for ICT opening retracement, it's the size of the opening displacement. larger setups don't always perform the same as smaller ones, and this view surfaces those differences.

shows where the day's close landed relative to the setup's key level. for example, on a gap fill report, by-close shows how often the day closed above vs. below the prior day's close (the fill target). on IB breakout, it shows whether the day closed above the IB high, inside the IB, or below the IB low.

shows performance split by which direction the breakout went — upside vs. downside. appears on reports where direction isn't predetermined, like IB breakout and inside bars. lets you compare whether bullish and bearish setups perform symmetrically or if one side has a stronger historical edge.

shows how far price traveled beyond the key level after the break. after a breakout, not all moves are equal — some run hard, some barely move. by-performance groups data by the extent of the post-break move, showing you the distribution of how far price typically travels once a level is broken. appears on IB breakout and opening range breakout (ORB).

shows how often price pulls back toward the broken level after a clean breakout, and how deep those retracements typically go. this is useful for planning entries on a re-test after an initial break — you can see historically how frequently price comes back and how far it tends to pull in.

important: by-retracement only includes days with a single clean break. days where both sides of the range broke (double-break days) are excluded from this calculation, since a double break changes the context entirely. appears on IB breakout and ORB.

shows performance at specific price extension levels beyond the broken range — e.g., how often price reaches 25%, 50%, 75%, 100%, or further beyond the IB high after a breakout. by-levels is where the break type setting matters:

use "first break" when you're trading the initial breakout and want the cleanest read on how that first move typically plays out. use "all breaks" for a broader view of overall breakout behavior throughout the day. appears on IB breakout, ORB, previous day's range, market session breakout, and opening week range.

shows how far beyond the range boundary price extends, expressed as a percentage of the range itself. where by-levels shows performance at fixed percentage targets, by-extension shows the full distribution of how far price went — including moves well beyond 100% of the range. appears on Asian range breakout, ATR, and ADR.

shows when during the session the key event (breakout, fill, etc.) occurred. for IB breakout and ORB, this shows whether early breaks behave differently from late breaks — a break at 9:45 AM often plays out very differently from one at 2:00 PM. use this to calibrate your timing expectations around a setup.

shows when during the session the gap or retracement level was reached and filled. for gap fill, this tells you whether fills tend to happen on the open, mid-morning, or later in the session — which affects how you'd time an entry. for ICT opening retracement, it shows when the retracement level is typically hit.

shows the subset of days where price broke both sides of the initial balance — first breaking one direction, then reversing and breaking the other. double-break days are their own distinct setup and behave differently from single-break days. this subreport isolates them so you can study that behavior specifically. appears on IB breakout only.

shows days where price tested the IB boundary but failed to break through — a breakout attempt that reversed back into range. rejections are the counterplay to a breakout thesis. by-rejection shows how often these false breaks occur and how far the rejection typically moves back into the range. useful context if you're fading breakouts or managing risk on entries that don't immediately follow through. appears on IB breakout and ORB.

shows whether a move was a short-lived spike (price briefly touched a level then reversed) vs. a sustained directional move that held. a gap fill is meaningless if price just ticked through it and reversed. by-spike separates real fills and sustained moves from momentary wicks, giving you a cleaner read on the quality of the setups you're counting. appears on gap fill, outside days, and weekly open retracement.

shows how the setup's behavior correlates with the character of the prior day's candle — for example, does a bullish prior day change how a gap fills or how a range level holds? the specific relationship measured depends on the report — on gap fill it relates to the prior close; on previous day's range it looks at how the prior candle's structure affects the current day. appears on gap fill, previous day's range, and pivot points.

shows performance in the context of consecutive patterns — e.g., after 2, 3, or 4 straight days of expanding or contracting range, does the next day behave differently? streak context matters because markets rarely move in isolation from recent history. by-streak shows whether current momentum affects the probability of continuation or reversal. appears on ATR and ADR.

shows how the setup relates to where price opened — above, below, or at a key reference level. the exact reference varies by report. on power hour, it shows whether price opened inside or outside the prior session's range. on previous week's range, it tracks the weekly open retracement. appears on power hour breakout, power hour continuation, previous week's range, and opening stats.

filters data specifically to days where price closed outside the prior range boundary — a close above the prior high or below the prior low. outside closes are a signal in themselves, and this subreport lets you study what typically follows them. appears on previous day's range and previous week's range.

why don't I see a subreport I'm looking for? not every report supports every subreport type. the dropdown only shows what's available for the report you're currently on. if a subreport isn't listed, it doesn't exist for that report.

does switching subreports change my date range or session settings? no — your date range, session, and ticker stay exactly as selected. only the data dimension changes.

what's the difference between by-performance and by-levels? by-performance shows the distribution of how far price moved post-break — the full range of outcomes. by-levels asks a targeted question: how often did price reach a specific extension target (50%, 100%, etc.)? use by-performance to understand the shape of moves; use by-levels to evaluate specific price targets.

what's the difference between by-retracement and by-rejection? by-retracement covers days where a real break happened and price pulled back — a successful breakout that retested the level. by-rejection covers days where the break attempt failed entirely and price reversed without a clean break. they're studying fundamentally different market behaviors.

every report on edgeful has a set of parameters that control exactly how it runs. the customize button on the left sidebar is where you adjust those parameters to match your trading setup. since every report measures something differently, the available parameters vary by report — but the workflow is the same across all of them.

the customize panel shows the parameters specific to that report — the parameters that define how the data gets calculated. these are different from the standard sidebar dropdowns (ticker, session, lookback). they're the deeper, report-level controls.

what you see inside the panel depends entirely on which report you're on. some reports have 1 or 2 adjustable parameters. others have more. the panel only shows what's relevant to that report.

your customizations are saved to that report across your account. switch tickers, come back later, log out and back in — they stay. one thing to keep in mind: customizations are saved per report, not per ticker. if you customize the ORB report, those parameters apply to every ticker you run it on — not just the one you were on when you saved.

if you want to go back to the original parameters for a report, click reset to default inside the customize panel, then save. please note that not all reports include this function, and it's mostly available on reports with multiple customizations. this only affects the report you're currently on — your customizations on other reports aren't touched.

a "failed to fetch" error usually means the current combination of custom parameters isn't returning valid data. the fastest fix is to reset the report back to its defaults.

the report will reload with the default parameters and the error should clear. if it doesn't, reach out via the support chat and we'll take a look.

customizations are per report, not per ticker. whatever you save for a report applies across all tickers. if your setup for NQ is different from ES, you'd need to adjust manually when switching.

the defaults are a solid starting point. if you're not sure what to change, don't. the default parameters are set to work well for most use cases — you can always customize later once you know exactly what you want to adjust.

changes don't apply until you save. adjusting parameters inside the panel doesn't do anything until you click save. if you close the panel without saving, nothing changes.

not all assets have full report coverage on edgeful. here's what you need to know about finding reports for the instruments you trade.

full report support: forex majors, gold, crude oil, natural gas, and index futures (ES, NQ, YM, RTY).

limited or no support: individual stocks, crypto (varies by exchange), illiquid futures, or markets trading outside standard hours.

for SPX analysis, use the SPX500USD ticker — it's the forex equivalent and gets full report coverage in edgeful. this ticker works with all standard reports: ORB, initial balance, session ranges, and price behavior analysis. most forex majors (EUR/USD, GBP/USD, etc.) have complete report libraries. check edgeful's asset list to verify your instrument is supported.

ICT Opening Retracement reports are designed for Regular Trading Hours (RTH) futures only — not after-hours stocks like SPY. this is because SPY trades heavily during pre-market and post-market hours, which invalidates the RTH assumptions the report relies on. the report needs clean session boundaries to calculate opening ranges accurately. stocks with extended hours trading create gaps in the data, making the report unreliable.

when a report says "not available," check if an alternative ticker exists. example: instead of SPY, use SPX500USD for the same market with full report coverage. TradingView's search function shows you available tickers for each symbol. if an asset isn't covered, consider using a correlated instrument that is — e.g., trade ORB on ES if your stock doesn't have reports.

every report page has a learn more section at the bottom with video, text, and graphic explanations — plus access to edgeful AI for deeper report-specific questions. instead of leaving the platform to search YouTube or dig through documentation, everything you need to understand a report is built right into the page.

the learn more section includes a video walkthrough and a written guide. the written guide is broken into 4 sections:

alongside the written guide, most reports also include a video walkthrough that shows the report in action and chart explainer graphics that illustrate the report concepts visually.

the learn more section is most useful when:

most reports have a learn more section — but not all of them do yet. if you open a report and there's nothing at the bottom, the best options are to check the edgeful YouTube channel for a video walkthrough or use edgeful AI to ask directly.

the learn more section covers the fundamentals. for anything more specific — edge cases, how a report behaves in certain market conditions, how to use it alongside other reports — edgeful AI is the fastest way to get an answer.

edgeful AI has full knowledge of every report on the platform. you can ask it things like:

it's purpose-built for edgeful — not a general AI assistant. the answers are grounded in how the platform actually works and what the data is telling you. you can access it at edgeful.com/ai.

the session setting changes what the report is measuring entirely — not just which data gets shown. make sure it always matches how you actually trade. for a full breakdown of the built-in sessions, how each one works, and how to set up a custom session, see the sessions guide.