summary: a reference for what each report setting does and when you'd change it — the building blocks that define the setup, the filters that narrow which days count, and the settings that change what's measured. for the click-by-click UI walkthrough, see navigating and customizing reports.
how customizations work
every report has a set of parameters behind the customize button on the left sidebar. the workflow is always the same — click customize, adjust, save — but the available parameters vary by report. you'll only ever see the settings that apply to the report you're on.
the settings fall into three groups: the building blocks that define the setup, the filters that narrow which days are counted, and the measurement settings that change what's actually being measured. the rest of this article covers what each one does and when to reach for it.
building blocks — defining the setup
these define the range or level the whole report is built around. change one and every stat shifts.
report timeframe / window — the period the report is built on: the IB timeframe, the ORB timeframe, the opening-candle duration, or the candle timeframe a pattern is detected on. this is the setting that defines the range or level everything else is measured against, so changing it reshapes the whole report. you can pick a preset or type your own time.
breakout criteria — by wick vs. by close — what counts as a break of a level. by wick: price only has to trade through it. by close: a candle has to close beyond it. reach for by close when you want to screen out fakeouts, by wick when you want every touch. see wick vs close for how each option counts a break.
candle timeframe — the candle size used to run the report. it comes into play when breakout criteria is set to "by close," since that's what decides which candle has to close beyond the level.
period / lookback window (ADR, ATR, and other rolling-baseline reports) — the number of prior sessions used to compute the baseline. use a shorter window to track recent conditions, a longer one for a steadier read.
filters — narrowing which days count
these don't change the measurement, they just restrict the sample to the conditions you care about. pair them with the matching subreport to find your specific slice.
size filter — restricts to setups of a given size: IB size, ORB size, gap size, opening-candle size, or engulfing candle size. use it to study only what you trade (e.g. only large gaps, only tight IBs) instead of the blended average that mixes everything together.
weekdays to use — limits the calculation to specific days of the week; the by-weekday subreport is the same idea shown as a breakdown.
gap-size band (gap fill, IB by gap type) — narrows to gaps within a specific % range, so small gaps and large gaps aren't averaged together.
ending zone (by rejection) — filters by where price sat at the end of the range, relative to the rejection side of the range. use it to narrow to the formation + ending-position combinations you want to study.
exclude outliers (by spike) — drops extreme days so a handful of wild sessions don't skew the typical read.
measurement settings — changing what's measured
these change the definition of the thing being counted, so they move the numbers directly. reach for them when the default definition doesn't match how you trade the setup.
break type — all breaks vs. first break (by levels) — count every break in the session, or only the first. use "first break" for the clean read on the initial move, "all breaks" for a broader picture.
double break measure (ORB standard) — controls how a double break is counted versus a single break.
fill percentage (gap fill) — how much of the gap has to close to count as filled. set it lower to study partial (half-gap) fills instead of a full fill back to the prior close.
measurement — percent vs. dollars (by spike, by performance, engulfing) — the units extensions and spikes are shown in. percent is comparable across tickers; dollars is concrete for a single instrument.
break-back-in criteria — by wick vs. by close (by performance) — what counts as price returning inside the range to end the move.
candle to compare (ICT opening retracement) — the reference level the session open is measured against. it defines what "retraced" means for the report.
close area comparison — by range vs. by close (opening candle continuation, by close) — measure the day's close against the candle's high/low, or against its close.
settings outside the customize panel
three things set just above the customize button also change every number — and they're the most common reason a report doesn't match your own chart:
session — sets the open and the window the report measures (NY, London, Asia, and more).
date range — the lookback; a 6-month number and a 3-month number aren't the same sample.
ticker — every instrument behaves differently; don't carry one ticker's read over to another.
for why these cause mismatches with your charting platform, see why your edgeful data doesn't match TradingView.
if you're seeing a "failed to fetch" error
a "failed to fetch" error usually means the current combination of custom parameters isn't returning valid data. the fastest fix:
click customize on the left sidebar
click reset to default
click save
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.
related articles
→ subreports — the other half of this: what each subreport type measures
→ navigating and customizing reports — the full UI walkthrough
→ tickers