PUT /api/v1/report-template/{reportTemplate_uuid}
Personal access token & O auth2

Path parameters

  • reportTemplate_uuid string Required
application/json

Body

  • name string

    Name of the report template

  • report_query object

    Extra query information that may be either required or optional depending on the report type

    Additional properties are allowed.

Responses

  • 200 application/json
    Hide response attributes Show response 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
      • 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
PUT /api/v1/report-template/{reportTemplate_uuid} 
curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/report-template/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"name":"Task report for clients over the age 60","report_query":{"start_age":60}}'
Request examples 
{
  "name": "Task report for clients over the age 60",
  "report_query": {
    "start_age": 60
  }
}
Response examples (200) 
{
  "uuid": "7705a731-f640-40fa-89ca-8e160f70e4ec",
  "created_at": "2026-04-28T22:34:36+01:00",
  "updated_at": "2026-04-28T22:34:36+01:00",
  "name": "2 weeks overdue task report",
  "created_by": {
    "uuid": "0a9cdf85-4aea-40fa-8b55-d8e281561a50",
    "created_at": "2026-04-28T22:34:36+01:00",
    "updated_at": "2026-04-28T22:34:36+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": "2026-04-28T22:34:36+01:00",
    "next_review_date": "2026-04-28T22:34:36+01:00",
    "previous_review_date": "2026-04-28T22:34:36+01:00",
    "anniversary_review_date": "2026-04-28T22:34:36+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": "2026-04-28",
    "last_interaction_at": "2026-04-28 22:34:36",
    "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": "2026-04-28T22:34:36+01:00"
  }
}