GET
/api/v1/static/reports
curl \
--request GET 'https://api.plannrcrm.com/api/v1/static/reports' \
--header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200)
{
"data": [
{
"id": "actual_vs_estimate_report",
"name": "Actual vs Estimate Report",
"description": "List all expectations with their original expected amount and the actual amount received."
},
{
"id": "adviser_income_detailed",
"name": "Adviser Income Detailed",
"description": "List all detailed income within a date range."
},
{
"id": "aged_debt_report",
"name": "Aged Debt Report",
"description": "List all expectations which still need reconciling to bank transactions."
},
{
"id": "staff_member_export",
"name": "Business Staff Member Export",
"description": "Export all of the business clients with their staff members."
},
{
"id": "cases_export",
"name": "Cases export",
"description": "Export all cases"
},
{
"id": "charges_export",
"name": "Charges Export",
"description": "Export charges."
},
{
"id": "client_expenditure_export",
"name": "Client Expenditure Export",
"description": "Export all of the Life Stage Expenditures for clients."
},
{
"id": "client_export",
"name": "Client Export",
"description": "Export all clients."
},
{
"id": "conversion_pipeline",
"name": "Conversion Pipeline",
"description": "Shows the number of prospects that have converted to clients between two dates."
},
{
"id": "employee_export",
"name": "Employee Export",
"description": "Export all employees."
},
{
"id": "form_submission_export",
"name": "Form Submission Export",
"description": "Export all submissions for a form"
},
{
"id": "group_scheme_members_export",
"name": "Group Scheme Members Export",
"description": "Provides a detailed export of the members on a given group scheme. Can be used with the group scheme member importer to bulk update members."
},
{
"id": "holding_export",
"name": "Holding Export",
"description": "An export of a firms or clients holdings"
},
{
"id": "income_reconciliation_export",
"name": "Income Reconciliation Export",
"description": "Export all income reconciliation data for a monthly statement or a given date range."
},
{
"id": "new_business_export",
"name": "New Business Export",
"description": "Data export of all New Business Events on a firm."
},
{
"id": "new_business_summary_report",
"name": "New Business Summary Report",
"description": "Summary Report of New Business Events on a firm."
},
{
"id": "note_export",
"name": "Notes Export",
"description": "Export all notes on your firm"
},
{
"id": "plan_export",
"name": "Plan Export",
"description": "Data export of all plans on a firm."
},
{
"id": "premium_export",
"name": "Premium Export",
"description": "Export premium for plans."
},
{
"id": "rmar",
"name": "RMAR",
"description": "RMAR Report."
},
{
"id": "revenue_analysis_based_on_receipts",
"name": "Revenue Analysis Based On Receipts",
"description": "Report detailing all revenue reconciled in a payment period or between dates based on bank receipts."
},
{
"id": "task_export",
"name": "Task Export",
"description": "Export All Tasks"
},
{
"id": "time_entries",
"name": "Time Entries Export",
"description": "Full company time report."
},
{
"id": "valuation_report",
"name": "Valuation Report",
"description": "Valuation Report"
}
]
}