Schedule report generation for an existing Report Preset using Report Schedules. A Report Schedule will generate reports from the specified Preset's report options on a daily, weekly or monthly basis. Once the report has been generated, users will be notified via email. [Support Link](https://help.clio.com/hc/en-us/articles/9290078155803-Generate-Reports-Presets-and-History)
openapi: 3.0.0
info:
title: Clio API Documentation Activities Report Schedules API
contact:
name: Clio API Support
email: api@clio.com
description: "# Developer Support and Feedback\n* 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](mailto:api@clio.com).\n* For business and partnership inquiries, contact our API Partnerships team at [api.partnerships@clio.com](mailto:api.partnerships@clio.com).\n* For best practices and tips from the Clio development community, join the conversation in the [Clio Developer Slack Channel](https://join.slack.com/t/clio-public/shared_invite/zt-36i0eqgo1-7POORPtMJpp2N0~_auL2IQ).\n\nA community-driven [Clio Developers Stack Overflow Group](https://stackoverflow.com/questions/tagged/clio-api) also exists where you can connect and ask questions from other Clio API users.\n# Getting Started\n> **Note:** The API is available in four distinct data regions: Australia (au.app.clio.com), Canada (ca.app.clio.com), EU (eu.app.clio.com) and US (app.clio.com).\n>\n> Likewise, the developer portal is available at region-specific links for the [Australia](https://au.developers.clio.com), [Canada](https://ca.developers.clio.com), [EU](https://eu.developers.clio.com), and [US](https://developers.clio.com) regions.\n>\n> This document assumes the US region is being used (app.clio.com). If you're building in one of the other regions, you should adapt the links and examples as necessary.\n\nTo start building on the Clio API, you’ll need a Clio account – you can review our [Developer Handbook](https://docs.developers.clio.com/) and follow the steps to sign up for an account.\n\nOnce you have an account, you can [create a developer application](https://docs.developers.clio.com/api-docs/applications) from the [Developer Portal](https://developers.clio.com) and start building!\n# Authorization with OAuth 2.0\nSee our [Authorization documentation →](https://docs.developers.clio.com/api-docs/authorization)\n# Permissions\nSee our [Permissions documentation →](https://docs.developers.clio.com/api-docs/permissions)\n# Fields\nSee our [Fields documentation →](https://docs.developers.clio.com/api-docs/fields)\n# Rate Limiting\nSee our [Rate Limits documentation →](https://docs.developers.clio.com/api-docs/rate-limits)\n# Paging\nSee our [Pagination documentation →](https://docs.developers.clio.com/api-docs/paging)\n# ETags\nSee our [ETags documentation →](https://docs.developers.clio.com/api-docs/etags)\n# Minor Versions\nAPI v4 supports multiple minor versions. Versions are of the form '4.X.Y'. To request a specific version, you can use an `X-API-VERSION` header in your request, with the header value set to the API version you're requesting. If this header is omitted, it will be treated as a request for the default API version. If the header is present but invalid, it will return a `410 Gone` response. If the header is present and valid, but it is no longer supported, it will return a `410 Gone` response.\n\nAn `X-API-VERSION` will be included in all successful responses, with the value being set to the API version used.\n\nYou can find our [API Versioning Policy and Guidelines](https://docs.developers.clio.com/api-docs/api-versioning-policy) in our documentation hub.\n\nThe [API Changelog](https://docs.developers.clio.com/api-docs/api-changelog) explains each version's changes in further detail.\n### [4.0.4](https://docs.developers.clio.com/api-docs/api-changelog#404)\n\n * Update `quantity` field to return values in seconds rather than hours for Activities\n\n### [4.0.5](https://docs.developers.clio.com/api-docs/api-changelog#405)\n\n * Remove `matter_balances` field from Bills\n* Standardize status/state enum values\n* Add a Document association to completed DocumentAutomations\n* Add rate visibility handling for Activity's price and total\n\n### [4.0.6](https://docs.developers.clio.com/api-docs/api-changelog#406)\n\n * Remove `document_versions` collection field from Documents\n\n### [4.0.7](https://docs.developers.clio.com/api-docs/api-changelog#407)\n\n * Change secure link format\n\n### [4.0.8](https://docs.developers.clio.com/api-docs/api-changelog#408)\n\n * `Activity` hours are redacted in the response based on the activity hours visibility setting for the user\n * Add `quantity_redacted` field to activities\n\n### [4.0.9](https://docs.developers.clio.com/api-docs/api-changelog#409)\n\n * Contacts are filtered and redacted in the response based on the new 'Contacts Visibility' user permission setting.\n\n### [4.0.10](https://docs.developers.clio.com/api-docs/api-changelog#4010)\n\n * Fixed validation of `type` query parameter when querying Notes\n\n### [4.0.12](https://docs.developers.clio.com/api-docs/api-changelog#4012)\n\n * Restrict fields for CalendarEntry that should only be visible to event owners, editors, and viewers\n\n### [4.0.13](https://docs.developers.clio.com/api-docs/api-changelog#4013)\n\n **This is the default version**\n\n * Add association limits to Contacts\n* Returns 422 Unprocessable Entity when association limits are exceeded\n\n\n"
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:
- name: Report Schedules
description: 'Schedule report generation for an existing Report Preset using Report Schedules. A Report Schedule will generate reports from the specified Preset''s report options on a daily, weekly or monthly basis. Once the report has been generated, users will be notified via email.
[Support Link](https://help.clio.com/hc/en-us/articles/9290078155803-Generate-Reports-Presets-and-History)
'
paths:
/report_schedules.json:
get:
tags:
- Report Schedules
summary: Return the data for all ReportSchedules
operationId: ReportSchedule#index
description: Outlines the parameters, optional and required, used when requesting the data for all ReportSchedules
parameters:
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: created_since
in: query
description: Filter ReportSchedule records to those having the `created_at` field after a specific time. (Expects an ISO-8601 timestamp).
required: false
schema:
type: string
format: date-time
- name: fields
in: query
description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
required: false
schema:
type: string
- name: ids[]
in: query
description: Filter ReportSchedule records to those having the specified unique identifiers.
required: false
schema:
type: integer
format: int64
- name: limit
in: query
description: 'A limit on the number of ReportSchedule records to be returned. Limit can range between 1 and 200. Default: `200`.'
required: false
schema:
type: integer
format: int32
- name: page_token
in: query
description: A token specifying which page to return.
required: false
schema:
type: string
- name: updated_since
in: query
description: Filter ReportSchedule records to those having the `updated_at` field after a specific time. (Expects an ISO-8601 timestamp).
required: false
schema:
type: string
format: date-time
responses:
'200':
description: Ok
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/ReportSchedule_List'
'400':
description: Bad Request
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unauthorized
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
post:
tags:
- Report Schedules
summary: Create a new ReportSchedule
operationId: ReportSchedule#create
description: Outlines the parameters and data fields used when creating a new ReportSchedule
parameters:
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: fields
in: query
description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
required: false
schema:
type: string
responses:
'201':
description: Created
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/ReportSchedule_Show'
'400':
description: Bad Request
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'422':
description: Unprocessable Entity
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unauthorized
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
requestBody:
description: Request Body for Report Schedules
content:
application/json:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
day_of_month:
type: integer
format: int32
description: If the frequency is monthly, which day of the month the Report Schedule should run. 32 is used to represent the last day of the month.
days_of_week:
type: array
items:
type: integer
format: int32
description: If the frequency is weekly, which days of the week the Report Schedule should run. Values are 0 to 6, representing Sunday to Saturday.
effective_from:
type: string
format: date
description: Date the Report Schedule should be enabled. (Expects an ISO-8601 date).
every_no_of_months:
type: integer
format: int32
description: If the frequency is monthly, how many months between each run of the Report Schedule.
frequency:
type: string
enum:
- daily
- weekly
- monthly
description: How often to run the Report Schedule.
report_preset_id:
type: integer
format: int64
description: What Report Preset the Report Schedule should use to generate a report.
time_of_day:
type: string
format: date-time
description: What time the Report Schedule should run. Although the entire datetime is sent, only the time information is used.
time_zone:
type: string
enum:
- Africa/Abidjan
- Africa/Accra
- Africa/Addis_Ababa
- Africa/Algiers
- Africa/Asmara
- Africa/Asmera
- Africa/Bamako
- Africa/Bangui
- Africa/Banjul
- Africa/Bissau
- Africa/Blantyre
- Africa/Brazzaville
- Africa/Bujumbura
- Africa/Cairo
- Africa/Casablanca
- Africa/Ceuta
- Africa/Conakry
- Africa/Dakar
- Africa/Dar_es_Salaam
- Africa/Djibouti
- Africa/Douala
- Africa/El_Aaiun
- Africa/Freetown
- Africa/Gaborone
- Africa/Harare
- Africa/Johannesburg
- Africa/Juba
- Africa/Kampala
- Africa/Khartoum
- Africa/Kigali
- Africa/Kinshasa
- Africa/Lagos
- Africa/Libreville
- Africa/Lome
- Africa/Luanda
- Africa/Lubumbashi
- Africa/Lusaka
- Africa/Malabo
- Africa/Maputo
- Africa/Maseru
- Africa/Mbabane
- Africa/Mogadishu
- Africa/Monrovia
- Africa/Nairobi
- Africa/Ndjamena
- Africa/Niamey
- Africa/Nouakchott
- Africa/Ouagadougou
- Africa/Porto-Novo
- Africa/Sao_Tome
- Africa/Timbuktu
- Africa/Tripoli
- Africa/Tunis
- Africa/Windhoek
- America/Adak
- America/Anchorage
- America/Anguilla
- America/Antigua
- America/Araguaina
- America/Argentina/Buenos_Aires
- America/Argentina/Catamarca
- America/Argentina/ComodRivadavia
- America/Argentina/Cordoba
- America/Argentina/Jujuy
- America/Argentina/La_Rioja
- America/Argentina/Mendoza
- America/Argentina/Rio_Gallegos
- America/Argentina/Salta
- America/Argentina/San_Juan
- America/Argentina/San_Luis
- America/Argentina/Tucuman
- America/Argentina/Ushuaia
- America/Aruba
- America/Asuncion
- America/Atikokan
- America/Atka
- America/Bahia
- America/Bahia_Banderas
- America/Barbados
- America/Belem
- America/Belize
- America/Blanc-Sablon
- America/Boa_Vista
- America/Bogota
- America/Boise
- America/Buenos_Aires
- America/Cambridge_Bay
- America/Campo_Grande
- America/Cancun
- America/Caracas
- America/Catamarca
- America/Cayenne
- America/Cayman
- America/Chicago
- America/Chihuahua
- America/Ciudad_Juarez
- America/Coral_Harbour
- America/Cordoba
- America/Costa_Rica
- America/Coyhaique
- America/Creston
- America/Cuiaba
- America/Curacao
- America/Danmarkshavn
- America/Dawson
- America/Dawson_Creek
- America/Denver
- America/Detroit
- America/Dominica
- America/Edmonton
- America/Eirunepe
- America/El_Salvador
- America/Ensenada
- America/Fort_Nelson
- America/Fort_Wayne
- America/Fortaleza
- America/Glace_Bay
- America/Godthab
- America/Goose_Bay
- America/Grand_Turk
- America/Grenada
- America/Guadeloupe
- America/Guatemala
- America/Guayaquil
- America/Guyana
- America/Halifax
- America/Havana
- America/Hermosillo
- America/Indiana/Indianapolis
- America/Indiana/Knox
- America/Indiana/Marengo
- America/Indiana/Petersburg
- America/Indiana/Tell_City
- America/Indiana/Vevay
- America/Indiana/Vincennes
- America/Indiana/Winamac
- America/Indianapolis
- America/Inuvik
- America/Iqaluit
- America/Jamaica
- America/Jujuy
- America/Juneau
- America/Kentucky/Louisville
- America/Kentucky/Monticello
- America/Knox_IN
- America/Kralendijk
- America/La_Paz
- America/Lima
- America/Los_Angeles
- America/Louisville
- America/Lower_Princes
- America/Maceio
- America/Managua
- America/Manaus
- America/Marigot
- America/Martinique
- America/Matamoros
- America/Mazatlan
- America/Mendoza
- America/Menominee
- America/Merida
- America/Metlakatla
- America/Mexico_City
- America/Miquelon
- America/Moncton
- America/Monterrey
- America/Montevideo
- America/Montreal
- America/Montserrat
- America/Nassau
- America/New_York
- America/Nipigon
- America/Nome
- America/Noronha
- America/North_Dakota/Beulah
- America/North_Dakota/Center
- America/North_Dakota/New_Salem
- America/Nuuk
- America/Ojinaga
- America/Panama
- America/Pangnirtung
- America/Paramaribo
- America/Phoenix
- America/Port-au-Prince
- America/Port_of_Spain
- America/Porto_Acre
- America/Porto_Velho
- America/Puerto_Rico
- America/Punta_Arenas
- America/Rainy_River
- America/Rankin_Inlet
- America/Recife
- America/Regina
- America/Resolute
- America/Rio_Branco
- America/Rosario
- America/Santa_Isabel
- America/Santarem
- America/Santiago
- America/Santo_Domingo
- America/Sao_Paulo
- America/Scoresbysund
- America/Shiprock
- America/Sitka
- America/St_Barthelemy
- America/St_Johns
- America/St_Kitts
- America/St_Lucia
- America/St_Thomas
- America/St_Vincent
- America/Swift_Current
- America/Tegucigalpa
- America/Thule
- America/Thunder_Bay
- America/Tijuana
- America/Toronto
- America/Tortola
- America/Vancouver
- America/Virgin
- America/Whitehorse
- America/Winnipeg
- America/Yakutat
- America/Yellowknife
- Antarctica/Casey
- Antarctica/Davis
- Antarctica/DumontDUrville
- Antarctica/Macquarie
- Antarctica/Mawson
- Antarctica/McMurdo
- Antarctica/Palmer
- Antarctica/Rothera
- Antarctica/South_Pole
- Antarctica/Syowa
- Antarctica/Troll
- Antarctica/Vostok
- Arctic/Longyearbyen
- Asia/Aden
- Asia/Almaty
- Asia/Amman
- Asia/Anadyr
- Asia/Aqtau
- Asia/Aqtobe
- Asia/Ashgabat
- Asia/Ashkhabad
- Asia/Atyrau
- Asia/Baghdad
- Asia/Bahrain
- Asia/Baku
- Asia/Bangkok
- Asia/Barnaul
- Asia/Beirut
- Asia/Bishkek
- Asia/Brunei
- Asia/Calcutta
- Asia/Chita
- Asia/Choibalsan
- Asia/Chongqing
- Asia/Chungking
- Asia/Colombo
- Asia/Dacca
- Asia/Damascus
- Asia/Dhaka
- Asia/Dili
- Asia/Dubai
- Asia/Dushanbe
- Asia/Famagusta
- Asia/Gaza
- Asia/Harbin
- Asia/Hebron
- Asia/Ho_Chi_Minh
- Asia/Hong_Kong
- Asia/Hovd
- Asia/Irkutsk
- Asia/Istanbul
- Asia/Jakarta
- Asia/Jayapura
- Asia/Jerusalem
- Asia/Kabul
- Asia/Kamchatka
- Asia/Karachi
- Asia/Kashgar
- Asia/Kathmandu
- Asia/Katmandu
- Asia/Khandyga
- Asia/Kolkata
- Asia/Krasnoyarsk
- Asia/Kuala_Lumpur
- Asia/Kuching
- Asia/Kuwait
- Asia/Macao
- Asia/Macau
- Asia/Magadan
- Asia/Makassar
- Asia/Manila
- Asia/Muscat
- Asia/Nicosia
- Asia/Novokuznetsk
- Asia/Novosibirsk
- Asia/Omsk
- Asia/Oral
- Asia/Phnom_Penh
- Asia/Pontianak
- Asia/Pyongyang
- Asia/Qatar
- Asia/Qostanay
- Asia/Qyzylorda
- Asia/Rangoon
- Asia/Riyadh
- Asia/Saigon
- Asia/Sakhalin
- Asia/Samarkand
- Asia/Seoul
- Asia/Shanghai
- Asia/Singapore
- Asia/Srednekolymsk
- Asia/Taipei
- Asia/Tashkent
- Asia/Tbilisi
- Asia/Tehran
- Asia/Tel_Aviv
- Asia/Thimbu
- Asia/Thimphu
- Asia/Tokyo
- Asia/Tomsk
- Asia/Ujung_Pandang
- Asia/Ulaanbaatar
- Asia/Ulan_Bator
- Asia/Urumqi
- Asia/Ust-Nera
- Asia/Vientiane
- Asia/Vladivostok
- Asia/Yakutsk
- Asia/Yangon
- Asia/Yekaterinburg
- Asia/Yerevan
- Atlantic/Azores
- Atlantic/Bermuda
- Atlantic/Canary
- Atlantic/Cape_Verde
- Atlantic/Faeroe
- Atlantic/Faroe
- Atlantic/Jan_Mayen
- Atlantic/Madeira
- Atlantic/Reykjavik
- Atlantic/South_Georgia
- Atlantic/St_Helena
- Atlantic/Stanley
- Australia/ACT
- Australia/Adelaide
- Australia/Brisbane
- Australia/Broken_Hill
- Australia/Canberra
- Australia/Currie
- Australia/Darwin
- Australia/Eucla
- Australia/Hobart
- Australia/LHI
- Australia/Lindeman
- Australia/Lord_Howe
- Australia/Melbourne
- Australia/NSW
- Australia/North
- Australia/Perth
- Australia/Queensland
- Australia/South
- Australia/Sydney
- Australia/Tasmania
- Australia/Victoria
- Australia/West
- Australia/Yancowinna
- Brazil/Acre
- Brazil/DeNoronha
- Brazil/East
- Brazil/West
- CET
- CST6CDT
- Canada/Atlantic
- Canada/Central
- Canada/Eastern
- Canada/Mountain
- Canada/Newfoundland
- Canada/Pacific
- Canada/Saskatchewan
- Canada/Yukon
- Chile/Continental
- Chile/EasterIsland
- Cuba
- EET
- EST
- EST5EDT
- Egypt
- Eire
- Etc/GMT
- Etc/GMT+0
- Etc/GMT+1
- Etc/GMT+10
- Etc/GMT+11
- Etc/GMT+12
- Etc/GMT+2
- Etc/GMT+3
- Etc/GMT+4
- Etc/GMT+5
- Etc/GMT+6
- Etc/GMT+7
- Etc/GMT+8
- Etc/GMT+9
- Etc/GMT-0
- Etc/GMT-1
- Etc/GMT-10
- Etc/GMT-11
- Etc/GMT-12
- Etc/GMT-13
- Etc/GMT-14
- Etc/GMT-2
- Etc/GMT-3
- Etc/GMT-4
- Etc/GMT-5
- Etc/GMT-6
- Etc/GMT-7
- Etc/GMT-8
- Etc/GMT-9
- Etc/GMT0
- Etc/Greenwich
- Etc/UCT
- Etc/UTC
- Etc/Universal
- Etc/Zulu
- Europe/Amsterdam
- Europe/Andorra
- Europe/Astrakhan
- Europe/Athens
- Europe/Belfast
- Europe/Belgrade
- Europe/Berlin
- Europe/Bratislava
- Europe/Brussels
- Europe/Bucharest
- Europe/Budapest
- Europe/Busingen
- Europe/Chisinau
- Europe/Copenhagen
- Europe/Dublin
- Europe/Gibraltar
- Europe/Guernsey
- Europe/Helsinki
- Europe/Isle_of_Man
- Europe/Istanbul
- Europe/Jersey
- Europe/Kaliningrad
- Europe/Kiev
- Europe/Kirov
- Europe/Kyiv
- Europe/Lisbon
- Europe/Ljubljana
- Europe/London
- Europe/Luxembourg
- Europe/Madrid
- Europe/Malta
- Europe/Mariehamn
- Europe/Minsk
- Europe/Monaco
- Europe/Moscow
- Europe/Nicosia
- Europe/Oslo
- Europe/Paris
- Europe/Podgorica
- Europe/Prague
- Europe/Riga
- Europe/Rome
- Europe/Samara
- Europe/San_Marino
- Europe/Sarajevo
- Europe/Saratov
- Europe/Simferopol
- Europe/Skopje
- Europe/Sofia
- Europe/Stockholm
- Europe/Tallinn
- Europe/Tirane
- Europe/Tiraspol
- Europe/Ulyanovsk
- Europe/Uzhgorod
- Europe/Vaduz
- Europe/Vatican
- Europe/Vienna
- Europe/Vilnius
# --- truncated at 32 KB (174 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/openapi/clio-report-schedules-api-openapi.yml