> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearviewportal.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Report Dashboard

> Set up automated market reports delivered on your schedule.

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.

## What you can do

<CardGroup cols={2}>
  <Card title="Create Subscriptions" icon="plus">
    Choose frequency, report type, and delivery channel. Your reports start generating automatically.
  </Card>

  <Card title="View Active Subscriptions" icon="list-check">
    See all your active subscriptions at a glance, including the next scheduled delivery time.
  </Card>

  <Card title="Report History" icon="clock-rotate-left">
    Browse past reports with timestamps. Every report ever delivered to you is archived here.
  </Card>

  <Card title="Edit or Delete" icon="pen-to-square">
    Update the frequency, type, or channel of any subscription — or remove it entirely.
  </Card>
</CardGroup>

## Setting up a subscription

<Steps>
  <Step title="Open the Dashboard">
    Click **Dashboard** in the left sidebar, or press `Cmd+K` and type "dashboard".
  </Step>

  <Step title="Click New Subscription">
    The subscription form opens with three configuration options.
  </Step>

  <Step title="Choose frequency">
    * **Daily** — delivered every morning (UTC)
    * **Weekly** — delivered every Monday morning (UTC)
  </Step>

  <Step title="Choose report type">
    * **Quick Summary** — fast, template-based market snapshot. Pure data, no AI. See [Report Types](/reports/report-types) for details.
    * **Deep Synthesis** — comprehensive AI-generated analysis using 5 agents. See [Report Types](/reports/report-types) for details.
  </Step>

  <Step title="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](/reports/notifications) for setup instructions.
  </Step>

  <Step title="Save">
    Click **Save**. Your first report will be delivered at the next scheduled time.
  </Step>
</Steps>

## Multiple subscriptions

You can create as many subscriptions as you need. Common setups:

| Setup            | Frequency | Type           | Channel  |
| ---------------- | --------- | -------------- | -------- |
| Morning briefing | Daily     | Quick Summary  | Telegram |
| Weekly review    | Weekly    | Deep Synthesis | Discord  |
| Email archive    | Weekly    | Deep Synthesis | Email    |

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.

## 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.

## 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)

<Note>
  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.
</Note>

<Tip>
  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.
</Tip>