Using Filters and Search

As your challenge count grows, you'll need ways to find specific challenges quickly. The Challenges page offers search, filters, and sorting to help you navigate your data.

The Search Bar

The search bar is located in the toolbar above the challenges table.

What You Can Search

Type in the search bar to find challenges by:

  • Challenge name — Any part of the name you entered

  • Account number — The trading account number

  • Prop firm name — Matches against the firm name

How Search Works

  • Search is instant—results update as you type

  • It's not case-sensitive ("FTMO" matches "ftmo")

  • Partial matches work ("100K" finds "FTMO 100K January")

Clearing Search

Click the X in the search bar or delete your text to return to the full list.

Filter Options

Click the Filter button to open the filter panel. Multiple filters can be combined.

Outcome Filter

Filter by challenge status:

  • Not Started

  • Active

  • Completed

  • Failed

  • Converted to Funded

Select one or multiple statuses. For example, select "Active" and "Not Started" to see all your current work-in-progress.

Prop Firm Filter

Show only challenges from specific prop firms. Useful when you work with multiple firms and want to focus on one.

Challenge Type Filter

Filter by evaluation structure:

  • Single Phase

  • 2-Step

  • 3-Step

  • Instant

Date Range Filter

Show challenges within a specific time period based on:

  • Start date

  • End date

  • Or either

Options include:

  • Last 30 days

  • Last 90 days

  • This year

  • Custom range

Tags Filter

If you've tagged your challenges, filter by one or more tags to see only matching challenges.

Combining Filters

Filters stack together. For example:

  • Outcome: Active

  • Prop Firm: FTMO

  • Shows: Only active FTMO challenges

The filter button shows a badge with the count of active filters so you always know filtering is applied.

Clearing Filters

To remove all filters:

  • Click the Clear Filters button that appears when filters are active

  • Or manually deselect each filter option

To remove a single filter:

  • Open the filter panel

  • Deselect the specific option

  • Close the panel

Sorting the Table

Click any column header to sort by that column.

Sortable Columns

  • Challenge Name (alphabetical)

  • Prop Firm (alphabetical)

  • Account Size (numeric)

  • Challenge Type

  • Current Phase

  • Outcome/Status

  • Start Date

  • End Date

Sort Direction

  • First click: Ascending (A→Z, smallest→largest, oldest→newest)

  • Second click: Descending (Z→A, largest→smallest, newest→oldest)

  • Third click: Returns to default order

A small arrow icon indicates the current sort column and direction.

Common Filter Combinations

"Show me what I'm working on"

  • Outcome: Active, Not Started

  • Sort by: Start Date (newest first)

"Show me my FTMO history"

  • Prop Firm: FTMO

  • Sort by: Start Date (oldest first)

"Show me failed challenges this year"

  • Outcome: Failed

  • Date Range: This year

"Show me challenges ready to convert"

  • Outcome: Completed

  • Then check which have all requirements met

"Show me all my 100K attempts"

  • Search: "100K"

  • Or filter by Account Size if available

Using Tags for Organization

Tags provide flexible organization beyond the standard filters.

Suggested Tag Strategies

By market:

  • Forex

  • Futures

  • Crypto

By strategy:

  • Scalping

  • Swing

  • News trading

By goal:

  • Q1 Goals

  • Practice

  • Main accounts

By priority:

  • Primary

  • Secondary

  • Experimental

Filtering by Tags

  1. Open the filter panel

  2. Find the Tags filter

  3. Select one or more tags

  4. Only challenges with those tags appear

Managing Tags

  • Add tags when creating or editing a challenge

  • Remove tags in the challenge detail drawer

  • Tags are shared across all modules

Saving Your View

While the platform doesn't have saved filter presets, you can:

  1. Set up your preferred filters

  2. Bookmark the URL (filters may be reflected in the URL)

  3. Return to that bookmark to restore the view

Or simply remember your common filter combinations for different review tasks.

Pagination

At the bottom of the table, pagination controls let you:

  • Choose rows per page (10, 25, 50, 100)

  • Navigate between pages

  • See total count ("Showing 1-25 of 73 challenges")

If you have many challenges and need to find one, search or filters are faster than scrolling through pages.

Next: Bulk Actions for Challenges →