Get all Report Templates | PlannrCRM API documentation

Get all Report Templates Run in API Explorer

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL


        
          
            https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

      
          mcp.json

"PlannrCRM MCP server": {
  "url": "https://apidocs.plannrcrm.com/mcp"
}

GET /api/v1/report-template

Personal access token & O auth2

Query parameters

filter[uuid] string

Filter by a comma separated list of UUIDs.
filter[report_type_id] string

Exact filter for type of report to return
filter[created_by] string

Comma separated list of adviser uuids to filter reports created by these accounts
sort string

Field to sort by. Valid fields are [updated_at,created_at,name,report_type_id]. Negative sign to denote DESC. Defaults to 'name'.
per_page integer

Number of results to return with pagination (Default 15. Max 500).

Responses

200 application/json
Hide response attribute Show response attribute object
- data array[object]
  
  Hide data attributes Show data attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  created_by object
  
  Hide created_by attributes Show created_by attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email string
  
  photo_url string
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  first_contact_date string
  
  next_review_date string
  
  previous_review_date string
  
  anniversary_review_date string
  
  terms_of_business_at string
  
  client_agreement_at string
  
  with_login boolean
  
  has_joint_account boolean
  
  can_be_deleted string
  
  joint_account_circle string
  
  circles string
  
  ownership_percentage integer
  
  inactive_at string
  
  last_interaction_at string
  
  referral_code string
  
  permissions object
  
  Hide permissions attributes Show permissions attributes object
  
  firm:read array[string]
  
  network:read array[string]
  
  custom_fields string
  
  external_references string
  
  report_type_id string
  
  report_query object
  
  Hide report_query attribute Show report_query attribute object
  
  start_date string

GET /api/v1/report-template

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/report-template' \
 --header "Authorization: Bearer $ACCESS_TOKEN"

Response examples (200)

{
  "data": [
    [
      {
        "uuid": "91bc5c29-71ff-4eea-a1d3-f73a10f35f3c",
        "created_at": "2026-06-08T16:08:03+01:00",
        "updated_at": "2026-06-08T16:08:03+01:00",
        "name": "2 weeks overdue task report",
        "created_by": {
          "uuid": "344d8d59-946e-4f01-8e03-871c2da2ca46",
          "created_at": "2026-06-08T16:08:03+01:00",
          "updated_at": "2026-06-08T16:08:03+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "firm": "App\\Http\\Resources\\FirmResource",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "primary_email": "App\\Http\\Resources\\ContactDetailResource",
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "assigned_adviser": "App\\Http\\Resources\\AccountResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
          "introduced_by": "App\\Http\\Resources\\AccountResource",
          "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
          "groups": "App\\Http\\Resources\\GroupResource",
          "tags": "App\\Http\\Resources\\TagResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "first_contact_date": "2026-06-08T16:08:03+01:00",
          "next_review_date": "2026-06-08T16:08:03+01:00",
          "previous_review_date": "2026-06-08T16:08:03+01:00",
          "anniversary_review_date": "2026-06-08T16:08:03+01:00",
          "terms_of_business_at": "2026-06-08T16:08:03+01:00",
          "client_agreement_at": "2026-06-08T16:08:03+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "joint_account_circle": "App\\Http\\Resources\\CircleResource",
          "circles": "App\\Http\\Resources\\CircleResource",
          "ownership_percentage": 100,
          "inactive_at": "2026-06-08",
          "last_interaction_at": "2026-06-08 16:08:03",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "report_type_id": "rmar",
        "report_query": {
          "start_date": "2026-06-08T16:08:03+01:00"
        }
      }
    ]
  ]
}