summary: report templates save your full report configuration — ticker, session, date range, subreport, and all customization settings — so you can reload them instantly.
report templates capture your full left sidebar setup and restore it in one click. for the full breakdown of what gets saved and how report templates compare to WIP and screener templates, see templates — reports, what's in play, and screener.
how to save a report template
once you've configured a report the way you want it, click the templates button (the save icon) and select save as template. give it a name that'll make sense to you later — something like "NQ IB by-levels NY 6mo" is way more useful than "template 1."
the template is now available in your templates list whenever you're on the reports page.
how to load a template
click the templates button and select the template you want to load. the report will reconfigure itself with all the saved settings — ticker, session, date range, customization, everything.
loading a template overwrites whatever you're currently looking at. if you've made changes to your current view that you want to keep, save them as a separate template first.
managing templates
you can rename or delete templates from the templates panel. templates are tied to your account — they'll be there whenever you log in, regardless of device.
there's no limit on the number of templates you can save. build as many as you need for your daily workflow — one per ticker, one per strategy, one per session, whatever structure works for you.
when to use report templates
templates make the most sense when you have specific report setups you check regularly. some examples:
you check NQ IB by-levels every morning before the NY session — save it as a template so it's one click instead of 6 settings
you run ES ORB by-weekday with a custom date range for weekly review — template it
you're comparing the same report across 5 different tickers — save 5 templates and flip between them
the goal is to eliminate the repetitive setup work so you can spend your time on analysis, not configuration.