Reports

Reports

The Reports API is used to access, create, and modify the different reports on your business' account. Since reports allow you to view critical information about your business in a clear way, it is crucial for you to familiarize yourself with how to get, create, and modify the different reports you have built.

 


 

Reports API Endpoints

These are the endpoints that are available under the /reports path, which lists all the different reports you have available on your business' reports page.

Endpoint

Description

Endpoint

Description

GET /reports/category

Returns an array of strings representing each report category code on an account.

GET /report/category/{categoryCode}

Returns a list of report objects in the specified category.

POST /report/print/file/{reportFileName}

Runs the specified report.

 


 

Reports API Parameters

 

Data points passed on in the request URL portion of the API call that are used to filter the data being requested. 

Parameter

Type

Endpoints to be used with

Description

Parameter

Type

Endpoints to be used with

Description

attach

boolean

POST /report/print/file

Indicates whether the report should download (if set to 'true') or show on screen (if set to 'false').

endDate

string

POST /report/print/file

Should be set as the end date of the report to be returned following a GET report call, formatted as YYYY-MM-DD. 

format

string

POST /report/print/file

Should be set as the format of the report to be returned. Accepts "print", "pdf", "xls" or "xlsx".

locationId

integer

POST /report/print/file

Should be set as the ID of the location of the report to be returned. Only applicable for reports in the "locations" report category. 

startDate

string

POST /report/print/file

Should be set as the start date of the report to be returned following a GET report call, formatted as YYYY-MM-DD. 

 


 

Reports API Request Body/Headers

"startDate": 2023-06-02, "endDate": 2023-06-02, "format": pdf, "attach": 0, "locationId": undefined

 


 

Reports API Responses

{ "0": "closed_appointments", "1": "open_appointments", "2": "coupon", "3": "client_service", "4": "cancelled_appointments", "5": "classes", "6": "by_location", "7": "staff", "8": "noshow_appointments", "9": "booking_site_reports", "10": "email_reports", "11": "repeating_appointments", "12": "working_hours", "13": "all_appts", "14": "waitlist", "15": "client", "16": "invoice" }
[{ "active": true, "businessId": null, "category": "closed_appointments", "createdDate": 1462475855691, "createdUser": null, "modifiedDate": null, "modifiedUser": null, "planIds": [1, 3, 5, 6, 7, 8, 9, 11, 12, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 30, 31, 32, 33,…], "reportFileName": "appt-closed-daily-staff", "reportId": 10, "reportName": "Completed Appointments by Staff", "reportType": null, "resellerIds": [1, 2, 3], "securityFunctions": ["dashboardReportView", "accessAllStaffAtLocations", "accessAllLocations"] }]

 


 

Reports Object Values

Property name

Type

Description

Property name

Type

Description

active

boolean

Indicates whether or not the specified report is active.

businessId

integer

Provides the unique numeric ID for the business that the specified report belongs to.

category

string

Displays as the category of the specified report.

createdDate

integer

Displays as the date the specified report was created, in milliseconds elapsed since January 1, 1970 00:00:00 UTC form.

createdUser

string

Displays the username of the user who created the specified report.

modifiedDate

integer

Displays as the date the specified report was last modified, in milliseconds elapsed since January 1, 1970 00:00:00 UTC form.

modifiedUser

string

Displays the username of the user who last modified the specified report.

planIds

integer

Provides a comma-separated list of the IDs of the plans that can run the specified report.

reportFileName

string

Displays as the file name of the specified report.

reportId

integer

Provides the unique numeric ID for the specified report.

reportName

string

Displays as the name of the specified report.

reportType

string

Displays as the type of the specified report.

resellerIds

integer

Provides unique numeric IDs for the resellers of the specified report. 

securityFunctions

string

Displays the names of the security role functions required for a staff to be able to access the specified report.