Get the valuations formatted for a graph

GET /api/v1/plans/{plan_uuid}/reporting/valuations/{subAccount}

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

Path parameters

plan_uuid string Required
subAccount string Required

Optional parameter.

Query parameters

start_date string

date Optional date to constrain only valuations from this date. For example: ?start_date=2022-06-12
end_date string

date Optional date to constrain only valuations up until this date. For example: ?end_date=2022-06-18
limit integer

Optional limit to constrain the number of unique days returned

Responses

200 application/json
Hide response attributes Show response attributes object
- valued_at string
  
  The total valuations for that day if there were any.
- value object
  
  The total valuation value for that day.
  
  Hide value attributes Show value attributes object
  
  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
  Hide formatted attributes Show formatted attributes object
  
  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string

GET /api/v1/plans/{plan_uuid}/reporting/valuations/{subAccount}

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/reporting/valuations/{"value"=>"", "summary"=>"When the value is omitted"}' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"

Response examples (200)

{
  "value": {
    "amount": {
      "example": "4000",
      "description": "Money amount at their lowest denominator (for example: pennies)"
    },
    "currency": {
      "example": "GBP",
      "description": "Currency of the money"
    },
    "formatted": {
      "example": "£40.00",
      "description": "Money amount formatted with currency"
    }
  },
  "valued_at": "2025-06-26"
}