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The Dashboard is your control center for automated reports. Access it from Dashboard in the sidebar. From here you create, manage, and review all your report subscriptions.

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What you can do

Create Subscriptions

Choose frequency, report type, and delivery channel. Your reports start generating automatically.

View Active Subscriptions

See all your active subscriptions at a glance, including the next scheduled delivery time.

Report History

Browse past reports with timestamps. Every report ever delivered to you is archived here.

Edit or Delete

Update the frequency, type, or channel of any subscription — or remove it entirely.

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Setting up a subscription

1

Open the Dashboard

Click Dashboard in the left sidebar, or press Cmd+K and type “dashboard”.
2

Click New Subscription

The subscription form opens with three configuration options.
3

Choose frequency

  • Daily — delivered every morning (UTC)
  • Weekly — delivered every Monday morning (UTC)
4

Choose report type

  • Quick Summary — fast, template-based market snapshot. Pure data, no AI. See Report Types for details.
  • Deep Synthesis — comprehensive AI-generated analysis using 5 agents. See Report Types for details.
5

Select delivery channel

  • Telegram — direct message from the ClearView bot
  • Discord — posted to a channel via webhook
  • Email — formatted HTML email
Haven’t connected a channel yet? See Notification Channels for setup instructions.
6

Save

Click Save. Your first report will be delivered at the next scheduled time.

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Multiple subscriptions

You can create as many subscriptions as you need. Common setups:
SetupFrequencyTypeChannel
Morning briefingDailyQuick SummaryTelegram
Weekly reviewWeeklyDeep SynthesisDiscord
Email archiveWeeklyDeep SynthesisEmail
Each subscription runs independently. You could receive a quick daily snapshot on Telegram every morning and a deep weekly analysis on Discord every Monday — both generated automatically by the AI agents.

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Managing subscriptions

From the Dashboard, each active subscription shows:
  • Report type and frequency
  • Delivery channel (with the connected account)
  • Next delivery time (in UTC)
  • Edit and Delete actions
Click Edit to change any parameter. Click Delete to remove the subscription. Deleted subscriptions stop immediately — no further reports will be generated.

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Report history

Below your active subscriptions, the Dashboard shows your Report History — a chronological list of every report delivered to you. Each entry shows:
  • Timestamp of generation
  • Report type (Quick Summary or Deep Synthesis)
  • Delivery channel
  • Status (delivered, failed, pending)
All delivery times are in UTC. If you’re in a different timezone, adjust accordingly. A “daily morning” report is generated at approximately 07:00 UTC.
Start with a Daily Quick Summary to Telegram. It takes 10 seconds to generate and gives you a complete market snapshot you can read in 30 seconds. Add a Weekly Deep Synthesis later once you see the value.