Get Report

GET /api/v1/report/{uuid}
Personal access token & O auth2

Path parameters

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • name string

      Name of the report

    • created_by object

      the account that created this report

    • report_type_id string

      report type id

    • status string

      Current status of report generation

    • progress integer

      Current progress of the report when generating

    • files array[object]

      Files generated for this report instance

    • folder object

      Folder generated with the report. this is the default folder that all generated documents will be stored
GET /api/v1/report/{uuid} 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/report/uuid' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json"
Response examples (200) 
{
  "name": "rmar-report-2025-04-02T13:27:58+01:00",
  "uuid": "90605f1c-496b-44d4-a605-8f74e645fb4f",
  "files": [
    {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Welcome to Plannr",
      "path": "Gareth Thompson/Subfolder/Welcome to Plannr.pdf",
      "size": "21691783",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "type",
      "uuid": "eacf2a9b-da87-4a43-a6cf-9a783afb1f43",
      "folder": "App\\Http\\Resources\\FolderResource",
      "status": "uploaded",
      "account": "App\\Http\\Resources\\MinimalAccountResource",
      "filename": "Welcome to Plannr.pdf",
      "progress": "100",
      "extension": "pdf",
      "navigator": {
        "model_type": "account",
        "model_uuid": "c1b22533-f76f-4e0a-9f46-791eac9c4334"
      },
      "created_at": "2025-04-02T13:27:58+01:00",
      "updated_at": "2025-04-02T13:27:58+01:00",
      "folder_name": "folder 2",
      "uploaded_at": "2025-04-02T13:27:58+01:00",
      "documentable": "Object",
      "download_url": "https://plannr.valet/file/7767f214-252b-43f8-8a65-a231b9f9c359/download",
      "last_modified": "2025-04-02T13:27:58+01:00",
      "documentable_type": "account",
      "original_created_at": "2025-04-02T13:27:58+01:00"
    }
  ],
  "folder": {
    "name": "Important Documents",
    "path": "Codepotato/Important Documents",
    "slug": "important-documents",
    "uuid": "34fe7b07-cbea-4ef3-9cc4-cdd16ffb5ff7",
    "depth": 5,
    "files": "App\\Http\\Resources\\FileResource",
    "owned": false,
    "folders": "App\\Http\\Resources\\FolderResource",
    "parents": "App\\Http\\Resources\\FolderResource",
    "children": "App\\Http\\Resources\\FolderResource",
    "ancestors": "App\\Http\\Resources\\FolderResource",
    "created_at": "2025-04-02T13:27:58+01:00",
    "updated_at": "2025-04-02T13:27:58+01:00",
    "files_count": 8,
    "clients_read": true,
    "documentable": "Object",
    "participants": "App\\Http\\Resources\\FolderParticipantResource",
    "clients_write": true,
    "folders_count": 5,
    "is_root_folder": true,
    "is_pseudo_folder": true,
    "is_system_folder": true,
    "documentable_type": "account",
    "documentable_uuid": "account",
    "participants_count": 3,
    "show_client_permissions": true
  },
  "status": "complete",
  "progress": 100,
  "created_at": "2025-04-02T13:27:58+01:00",
  "created_by": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "4200d995-69e9-4ac8-b73a-5b09d0b7f1bd",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-04-02T13:27:58+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-04-02T13:27:58+01:00",
    "with_login": true,
    "inactive_at": "2025-04-02",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-04-02T13:27:58+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-04-02T13:27:58+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-04-02T13:27:58+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-04-02T13:27:58+01:00"
  },
  "updated_at": "2025-04-02T13:27:58+01:00",
  "report_type_id": "rmar"
}