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🚧 Expanding soon — full Report Customization documentation is in progress.

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Customizing your Daily Report

The Daily Report is configurable. You can turn sections on or off, adjust the delivery time, choose the format, and add custom sections via directives.

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Section configuration

curl -sX PUT https://bossmode.ing/api/pro/reports/config \
  -H "x-bossmode-token: $BOSSMODE_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "sections": {
      "revenue": true,
      "agentActivity": true,
      "approvalQueue": true,
      "trustIntelligence": true,
      "costLedger": true,
      "guardianState": true,
      "tomorrowQueue": false
    },
    "delivery": {
      "time": "07:00",
      "timezone": "America/New_York",
      "email": true,
      "emailAddress": "you@example.com"
    },
    "format": "email"
  }'

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Delivery schedule options

OptionDescription
Daily 7amDefault. Morning delivery, prior day summary.
Daily custom timeSet any hour in your timezone.
On-demand onlyNo scheduled delivery. Pull via API when you want it.

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Adding custom sections

You can add a custom section that pulls from a directive: 
curl -sX POST https://bossmode.ing/api/pro/reports/custom-sections \
  -H "x-bossmode-token: $BOSSMODE_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Pipeline Status",
    "directive": "Summarize the top 5 leads in the pipeline with next action for each",
    "capo": "capo_revenue",
    "includeInReport": true
  }'
Custom sections are generated fresh for each report.

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Report formats

FormatDescription
emailHTML email, formatted for readability
plain-textMarkdown-formatted text (good for Slack)
jsonMachine-readable, for piping to other tools

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Timezone

All reports use your configured timezone. Set it in account settings or via API: 
curl -sX PUT https://bossmode.ing/api/pro/settings \
  -H "x-bossmode-token: $BOSSMODE_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{ "timezone": "America/Chicago" }'