Clio

Clio Report Presets API

Report Presets can be created to streamline report generation workflow by saving report option parameters as a Preset. [Support Link](https://help.clio.com/hc/en-us/articles/9290078155803-Generate-Reports-Presets-and-History#reports-presets-0-2) ## Creating a Report Preset ### Options When creating a Report Preset, the options sent in the request body is dependent on the report kind. Check out the sample request to create a Report Preset for the Billing History web report for the current year and grouped by client. ``` Request POST /api/v4/report_presets.json { data: { name: "Current Yr Billing", kind: "billing_history", options: { date_range: "year", format: "html", group_by: "client", start_date: null, end_date: null, kind: "billing_history" }, format: "html" } } ```

GitHub OpenAPI

Operations 6

POST /report_presets/{id}/generate_report.json Generate a new report for a given preset #
GET /report_presets.json Return the data for all ReportPresets #
POST /report_presets.json Create a new ReportPreset #
GET /report_presets/{id}.json Return the data for a single ReportPreset #
PATCH /report_presets/{id}.json Update a single ReportPreset #
DELETE /report_presets/{id}.json Delete a single ReportPreset #

Documentation

📖
Documentation
https://docs.developers.clio.com/
📖
Authentication
https://app.clio.com/oauth/authorize

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/openapi/clio-report-presets-api-openapi.yml

Other Resources

🔗
Reference
https://docs.developers.clio.com/api-docs/

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OpenAPI Specification

clio-report-presets-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Clio API Documentation Report Presets API
  contact:
    name: Clio API Support
    email: api@clio.com
  description: '# Developer Support and Feedback

    * Clio takes the availability and stability of our API seriously; please report any **degradations** or **breakages** to Clio''s API Support team at api@clio.com.'
  version: v4
  x-logo:
    url: https://www.clio.com/wp-content/uploads/2015/05/Container-5-Logo.png
servers:
- url: https://app.clio.com/api/v4
  description: US region Production Server
- url: https://eu.app.clio.com/api/v4
  description: Europe region Production Server
- url: https://ca.app.clio.com/api/v4
  description: Canada region Production Server
- url: https://au.app.clio.com/api/v4
  description: Australia region Production Server
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/openapi/clio-report-presets-api-openapi.yml