Research screens

Open the Pro Screener on the Companies tab. Filter Stage to Producer from the funnel icon in its header, then set Market cap to at most $500M. That screen is worth keeping, so press New report, name it - say ‘Producers under $500M cap’ - and press Save report. It appears as a chip above the table and in the sidebar, and reopening it later reruns the query against current data.

• ▸New report - opens the save panel with a summary of the screen you are on.
• ▸Name this report - the name is how you find it later, so say what the screen means.
• ▸Save report - saves it. Pro includes 50 saved reports.
• ▸Watch this report - arms alerts at the same time. The watching section below covers what that does.

Saving and watching reports requires Pro. Research screens also offers public previews, so you can inspect permitted results before upgrading. Building your own screen is covered in the screener guide.

A report stores five things: the dataset (Companies, Projects, Deals and so on), the columns you showed, the filters you set, any search term, and the sort. It does not store rows - the query runs again every time you open it, so a report is a living screen, not a snapshot.

Research screens lists your saved reports with those facts spelled out - ‘Projects · 8 columns · 1 filter · saved 12d ago’, then the filters in words, like ‘Commodity: Lithium’. Open Research screens from the sidebar or the screener. Your newest reports render as live preview tables at the top; every report sits in the list below.

• ▸Open - click a preview card or a row to load that report in the screener.
• ▸Watch - each row carries the Off / Notify me / Notify and email control.
• ▸Rename (pencil) - edits the name in place.
• ▸Delete (bin) - removes the report, after asking first.
• ▸Save - name the screen you are on from the screener itself, with the Save button beside the filters.

Two ways in. The sidebar’s Research screens entry includes your saved reports - click one and the screener opens with it applied. Inside the screener, each dataset tab shows its own reports as chips above the table: the row is labelled after the tab, so on Companies it reads ‘Reports on Companies’, and the open report is highlighted.

• ▸Research screens - opens the library of templates and your saved reports across every dataset.
• ▸Report chips - the reports saved on the dataset tab you are on. Click one to apply it.
• ▸New report - saves the screen you are on.

Templates are ready-made screens - ‘Explorers with cash over $10M’, ‘Drill results coming up’, ‘Acquisitions over $100M’ and more, at least one per dataset. A fresh tab shows one as an example chip, and the full set lives on the Research screens page. Open one, then use Pro to adjust and save it as your own report.

A loaded template is provisional - it stays dashed until you press Save, at which point it joins your reports and can be watched. Dismissing it returns to the ad-hoc screen you had on that dataset; the template draft remains recoverable.

Open a report and change something - tighten a filter, add a column - and its chip marks it as edited. Two buttons appear beside it, so overwriting is never the only offer.

• ▸Save - writes your edits back into the report.
• ▸Save as new - keeps the edits as a separate new report; the original stays as it was.

Unsaved edits are kept as a recovery draft. You can open a company, switch datasets or move between report chips and return without rebuilding the screen; an amber dot marks contexts with preserved work. A recovery draft never overwrites the named report - only Save does that. If browser storage is unavailable, the app falls back to asking before you leave.

Each report in the manager carries a ‘When its rows change’ control. We re-run the report throughout the day and tell you when a new row matches it, or when a row already in it changes. Market prices are ignored, so daily quote moves never trigger an alert.

• ▸Off - the report is not watched.
• ▸Notify me - an in-app notification when the report’s rows change.
• ▸Notify and email - adds email when delivery is available. If the control says email is unavailable, preferences are saved but email is not yet sending.
• ▸Watching count - you can watch up to 10 reports at a time; the manager shows how many you have armed.

Everything that can reach you is managed in one place - the alerts guide covers delivery. And once a report says exactly what you mean, the exports guide covers pulling its rows to CSV or Excel.