Query parameters
-
Filter by a comma separated list of UUIDs.
-
Exact filter for type of report to return
-
Comma separated list of adviser uuids to filter reports created by these accounts
-
Field to sort by. Valid fields are [updated_at,created_at,name,report_type_id]. Negative sign to denote DESC. Defaults to 'name'.
-
Number of results to return with pagination (Default 15. Max 500).
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": [
{
"name": "2 weeks overdue task report",
"uuid": "5d5ec5d9-622d-47f2-97ee-192aeada9efc",
"created_at": "2025-08-07T13:41:46+01:00",
"created_by": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "79844bae-ef6f-4f03-b781-a96273c3624e",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-08-07T13:41:46+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:46+01:00",
"with_login": true,
"inactive_at": "2025-08-07",
"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": "2025-08-07T13:41:46+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-08-07T13:41:46+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": "2025-08-07T13:41:46+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-08-07T13:41:46+01:00"
},
"updated_at": "2025-08-07T13:41:46+01:00",
"report_query": {
"start_date": "2025-08-07T13:41:46+01:00"
},
"report_type_id": "rmar"
}
]
}