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Get Report

GET /api/v1/report/{uuid}

Personal access token & O auth2

Dismiss highlight

Headers

• Authorization string
• Content-Type string
• Accept string

Path parameters

• uuid integer Required

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-2025-06-23T13:23:32+01:00",
  "uuid": "ef6acbf5-3c01-4df7-b0d1-02ec5b61ce13",
  "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": "800c166e-1da4-4a0f-a6c7-d2343d62ea0a",
      "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": "64194bae-851a-4586-8461-a218f24d85be"
      },
      "created_at": "2025-06-23T13:23:32+01:00",
      "updated_at": "2025-06-23T13:23:32+01:00",
      "folder_name": "folder 2",
      "uploaded_at": "2025-06-23T13:23:32+01:00",
      "documentable": "Object",
      "download_url": "https://plannr.valet/file/ba7b80a2-41c8-4030-bade-ca268cdd5c2f/download",
      "last_modified": "2025-06-23T13:23:32+01:00",
      "documentable_type": "account",
      "original_created_at": "2025-06-23T13:23:32+01:00"
    }
  ],
  "folder": {
    "name": "Important Documents",
    "path": "Codepotato/Important Documents",
    "slug": "important-documents",
    "uuid": "ba9befef-8515-44bf-a797-07d54295563a",
    "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": "2025-06-23T13:23:32+01:00",
    "updated_at": "2025-06-23T13:23:32+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": "2025-06-23T13:23:32+01:00",
  "created_by": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "0a427a9c-c166-4c41-a089-e92c0dae3535",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-06-23T13:23:32+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-06-23T13:23:32+01:00",
    "with_login": true,
    "inactive_at": "2025-06-23",
    "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": "2025-06-23T13:23:32+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-06-23T13:23:32+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": "2025-06-23T13:23:32+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-06-23T13:23:32+01:00"
  },
  "updated_at": "2025-06-23T13:23:32+01:00",
  "report_type_id": "rmar"
}