POST
/report/portfolio - Start Report Job
Ready
GET
/reporting/fields - Get Available Fields
âšī¸ Info: Returns all available fields for creating report templates.
Ready
PUT
/reporting/templates/{id} - Create Report Template
âšī¸ Info: Create a report template with your chosen fields. Name it whatever you want.
â ī¸ Note: The "Type" in the JSON body must match your selected Template Type above. Click "Load Sample" to get a valid template.
Ready
GET
/reporting/reports/{type}/{id} - Get Report Data
âšī¸ Info: Retrieve data using a template. Limited to 100 records per call - use offset for pagination.
Ready
âī¸ Edit Template:
Ready
Ready