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screener filtering and customizing the data table

how to filter and customize the screener — sorting columns, adjusting report-specific settings, resizing columns, and drilling into the full report from any cell.

Written by Brad
Updated over 2 weeks ago

how filtering works in the screener

the screener doesn't have a separate filter panel — the table itself is the filter. what you see is exactly what you've chosen: the reports you've added as columns, and the tickers you've added as rows.

want to narrow your focus? remove a report column or a ticker row. want to expand it? add more. this is intentional — it keeps the screener fast and purposeful instead of requiring you to configure a separate filter layer on top of your setup.

for how to manage which reports are showing, see the screener report selection article. for managing your tickers, see the screener asset and ticker selection article.

sorting the table by column

you can sort the entire screener by any report column — just click the column header. the table re-orders all ticker rows based on that report's values, highest to lowest. click again to reverse the sort.

this is one of the most useful things you can do with the screener. if you want to see which tickers have the strongest opening candle continuation read today, sort by that column and your best setups rise to the top immediately.

the sort resets when you reload the page or switch templates.

resizing columns

drag the border between any 2 column headers left or right to resize that column. this is useful when a report name is getting cut off or when you want to give more space to the columns you're watching most closely.

adjusting report settings per column

each report column in the screener carries the same customization options as the full report page. you can adjust the underlying parameters for any column directly within the screener.

the settings available depend on which report is in that column. common examples:

  • Opening Range reports — adjust the opening range duration (e.g. 5 min, 15 min, 30 min ORB)

  • Initial Balance reports — adjust the IB duration

  • Opening Candle reports — adjust the opening candle duration

  • Gap reports — set the gap fill threshold (e.g. 50% partial fill vs full fill)

to access these, click the settings icon on a column header. the options that appear are specific to that report.

this means you can have 2 instances of the same report in the screener set to different parameters — for example, an ORB column using a 15-min range and another using a 30-min range — and compare them side by side across all your tickers.

drilling into the full report from a cell

every cell in the screener is a link. click any cell to open the full report page for that ticker and report combination — pre-loaded with the same settings that column is using.

this is the natural next step once the screener has done its job. you scan the table, spot a ticker with a strong reading, click the cell, and land directly on that report page to review the full data, subreports, and historical context before deciding what to do with it.

real-time updates

all data in the screener updates live throughout the session. the reports recalculate constantly, the colour coding refreshes as prices move, and the bias bar adjusts as individual report reads change.

this makes the screener useful not just for your pre-market bias formation, but for tracking how the directional lean is evolving as the day develops.

saving your layout

column widths and sort order aren't saved between sessions, but your report columns and ticker rows are — and both can be saved as a template so your full setup is restored in one click each morning.

there's no "reset to defaults" button in the screener. if you've made changes and want to get back to a known state, the quickest path is to load a saved template. this is why it's worth saving a template once your setup is dialled in — it's your restore point if anything gets rearranged.

see the screener templates article for how to create and manage templates.

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