Sending Reports and Data Export - Setup Guide

In the Trader's Diary, there are 6 types of reports available for sending in Telegram and downloading. Below, we will describe each type of report in more detail, as well as how to start sending them in Telegram.

When you start sending or downloading the "Trades" report in CSV format, you receive a report that includes the following information:
- exchange/broker through which the trade was made
- asset symbol (trading pair)
- API key through which the operation was carried out
- date and time of the trade
- trade direction (buy/sell)
- received profit or loss
- received profit or loss in %
- paid commission

When you start sending or downloading the "Deals" report in CSV format, you receive a report that includes the following information:
- exchange/broker through which the trade was made
- asset symbol (trading pair)
- API key through which the operation was carried out
- date and time of the deal
- deal direction (buy/sell)
- price at which the deal was made
- quantity of acquired assets
- total deal amount
- paid commission

When you start sending or downloading the "Transactions" report in CSV format, you receive a report that includes the following information:
- exchange/broker through which the trade was made
- asset symbol (trading pair)
- API key through which the operation was carried out
- date and time of the operation
- type of operation (account transfer, account withdrawal, referral receipts, commission, funding)
- total amount of the operation

When you start sending or downloading the "Trader Report" in PDF format, you receive a report that includes the following information:
- selected time period
- PnL and paid commission
- profit/loss for specific instruments
- visual representation as a line chart
- trade time
- asset symbol (trading pair)
- trade direction (buy/sell)
- paid commission for each trade
- received PnL for each trade

When you start sending or downloading the "Dashboard" report in PNG format, you receive a report that includes the following information:
- selected time period
- total PnL and paid commission
- instrument (asset) name and the number of trades made
- PnL for the specific instrument (asset)
- ratio of profitable and losing trades (green bar - profitable trades, red bar - losing trades)

When you start sending or downloading the "Daily-Loss" report in PNG format, you receive a report that includes the following information:
- selected time period
- total PnL and paid commission
- visual representation as a line chart, indicating the number of trades and the established Daily-Loss

On this tab, you can set up sending reports from the Trader's Diary to Telegram. To do this, you need to link your Diary account with your Telegram account, then configure the report: select the connection, report format, type, key, and the time when you want to receive the report.

To start sending reports, you need to link your Diary account to your Telegram account. There are two ways to link your account: creating a new account through Telegram and linking Telegram to an existing Diary account. Let's consider both options:

If you don't have a Diary account yet: go to the Telegram bot @tradersdiaries_bot → click the "Start" button, the bot will generate an authorization link for you → follow the link to the Diary (an account will be automatically created).

If you already have an account: log in to the Diary → go to "Settings" → in the "Telegram" section, click the "Connect" button → link the account.

You can read a more detailed instruction on linking Diary accounts with Telegram in the article:

Connecting accounts in the Trader's Diary

After you have linked your account in the Diary to your Telegram account, you need to go to the "Sending reports" page and click on the "Add reports" button.

A window with report settings will open. First, you need to select "Connections." At the moment, sending reports is available only for crypto connections.

Next, you need to choose the type of "Report." More details about the types of reports can be found above in the "Types of reports" section.

Then, you select the "Type" of the report. It depends on the form of the report you choose:
Trades - CSV
Deals - CSV
Transactions - CSV
Trader report - PDF
Dashboard - PNG
Daily-Loss - PNG

Next, you select the "Key" for which you want to receive the report. By default, you will receive a report for all keys (in one file). If you want to receive reports for each key separately, you will need to start multiple sendings by selecting each required key.
For Daily-Loss, this function is not available.

The last step is to set the report sending time. To the right of the "Time selection" field, the "Timezone" is indicated according to which you will receive the reports. You can set the time zone in "Settings".

After you have configured the report sending, you need to click the "Launch" button.

Done, you have started sending reports. If you want to delete a report, click on the "Trash" button next to the report.

On this tab, you can download reports from the Trader's Diary. To do this, you need to set up the report: select the connections, report format, type, key, and the time at which you will receive the report.

First, you need to select "Connections." The following connections are available for downloading reports: Crypto, Privod Bondar and T-Bank.

Next, you need to choose the type of "Report." More details about the types of reports can be found above in the "Types of reports" section.

Then, you select the "Type" of the report. It depends on the form of the report you choose:
Trades - CSV
Deals - CSV
Transactions - CSV
Trader report - PDF
Dashboard - PNG
Daily-Loss - PNG

Next, you select the "Key" for which you want to receive the report. By default, you will receive a report for all keys (in one file). If you want to receive reports for each key separately, you will need to start multiple sendings by selecting each required key.
For Daily-Loss, this function is not available.

The last step is to set up the "Period" of the report. To select the desired time period, you need to click on the "Select Period" window.

In the "Select Period" window, you can use a ready-made template (last 90 days, current quarter, current month, etc.), set the date using the calendar, or manually enter the desired period (at the bottom of the window). After selecting the desired period, click on the "Apply" button.

After you have configured everything, you need to click on the "Download" button.