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

# Report Customization

> Customize the sections, delivery schedule, and format of your Daily Report to match how you actually run your business.

<Warning>🚧 Expanding soon — full Report Customization documentation is in progress.</Warning>

## 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.

## Section configuration

```bash theme={null}
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"
  }'
```

## Delivery schedule options

| Option            | Description                                           |
| ----------------- | ----------------------------------------------------- |
| Daily 7am         | Default. Morning delivery, prior day summary.         |
| Daily custom time | Set any hour in your timezone.                        |
| On-demand only    | No scheduled delivery. Pull via API when you want it. |

## Adding custom sections

You can add a custom section that pulls from a directive:

```bash theme={null}
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.

## Report formats

| Format       | Description                                 |
| ------------ | ------------------------------------------- |
| `email`      | HTML email, formatted for readability       |
| `plain-text` | Markdown-formatted text (good for Slack)    |
| `json`       | Machine-readable, for piping to other tools |

## Timezone

All reports use your configured timezone. Set it in account settings or via API:

```bash theme={null}
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" }'
```