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.

prefer to watch first? Andre walks through the whole templates system — saving variants of a report (like the 100%, 50%, and 25% gap fill), switching between them in one click, and navigating the all templates sidebar. the written sections below cover everything in the video.

templates are accessible from 2 places on the reports page:

both do the same thing — use whichever is closer to your cursor.

by default, the sidebar anchors to the report you're currently viewing — if you're on the gap fill report, you only see your gap fill templates. switch to all templates to see your entire library grouped by report, with folders you can expand and collapse. clicking a template that belongs to a different report jumps you straight to that report with the saved settings applied — so the sidebar doubles as a fast way to move around the platform.

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.

whenever you change a report's customizations, the templates section shows that you're on a custom template that's not saved. that's your cue: if this is a setup you'll want to revisit, click save as new and name it. if it was a one-off, just ignore it — nothing gets saved unless you save it.

this is also the easiest way to capture a customization you saw in a YouTube video or on X — set it up once, save it as a template, and you never have to remember the exact settings again.

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.

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.

templates make the most sense when you have specific report setups you check regularly. some examples:

the goal is to eliminate the repetitive setup work so you can spend your time on analysis, not configuration. the rule of thumb: whenever you find yourself going through the same customize-and-save clicks over and over, that's a template.