# Clio Report Presets API

**Canonical:** https://apis.io/apis/clio/clio-report-presets-api/  
**Provider:** Clio — https://apis.io/providers/clio/  
**Base URL:** https://app.clio.com/api/v4  
**Documentation:** https://docs.developers.clio.com/

Clio Report Presets API is one of 85 APIs that [Clio](https://apis.io/providers/clio/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Report Presets. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and authentication docs.

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" } } ```

## Machine-readable artifacts (5)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/openapi/clio-report-presets-api-openapi.yml
- **Documentation** — https://docs.developers.clio.com/
- **Reference** — https://docs.developers.clio.com/api-docs/
- **Authentication** — https://app.clio.com/oauth/authorize
- **GraphQL** — https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/graphql/clio-graphql.md

## Other Clio APIs (12)

- [Clio Webhooks](https://apis.io/apis/clio/webhooks/)
- [Clio App Directory](https://apis.io/apis/clio/app-directory/)
- [Clio Activities API](https://apis.io/apis/clio/clio-activities-api/)
- [Clio Activity Descriptions API](https://apis.io/apis/clio/clio-activity-descriptions-api/)
- [Clio Activity Rates API](https://apis.io/apis/clio/clio-activity-rates-api/)
- [Clio Allocations API](https://apis.io/apis/clio/clio-allocations-api/)
- [Clio Bank Accounts API](https://apis.io/apis/clio/clio-bank-accounts-api/)
- [Clio Bank Transactions API](https://apis.io/apis/clio/clio-bank-transactions-api/)
- [Clio Bank Transfers API](https://apis.io/apis/clio/clio-bank-transfers-api/)
- [Clio Bill Themes API](https://apis.io/apis/clio/clio-bill-themes-api/)
- [Clio Billable Clients API](https://apis.io/apis/clio/clio-billable-clients-api/)
- [Clio Billable Matters API](https://apis.io/apis/clio/clio-billable-matters-api/)

## Tags

Report Presets

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/clio/clio-report-presets-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/clio/.