Orion Advisor Solutions

Orion Advisor Solutions Reporting/Batch API

The Reporting/Batch API from Orion Advisor Solutions — 31 operation(s) for reporting/batch.

GitHub OpenAPI

Operations 36

GET /v1/Reporting/Batch Gets a list of report batches that the logged in user has access to #
POST /v1/Reporting/Batch/{batchId}/Action/SendTestEmail Report batch send test batch email async #
POST /v1/Reporting/Batch/{batchId}/Action/ToggleLockDown Used to generate the stored PDFs for either the whole batch or only those… #
GET /v1/Reporting/Batch/{batchId}/Entities Report batch entities get all #
GET /v1/Reporting/Batch/{batchId}/Entities/{key} Gets the report batch entity with the provided key. #
GET /v1/Reporting/Batch/{batchId}/Entities/{key}/Action/Download Used to generate the stored PDF for this entity in the batch. #
POST /v1/Reporting/Batch/{batchId}/Entities/Action/DetectErrors Used to generate the stored PDFs for either the whole batch or only those… #
POST /v1/Reporting/Batch/{batchId}/Entities/Action/Download Report batch entities prepare download reports async #
GET /v1/Reporting/Batch/{batchId}/Entities/Action/Download/{sessionId} Used to actually download a group of reports that was requested using POST… #
GET /v1/Reporting/Batch/{batchId}/Entities/Action/DownloadAll/{combinationMethod} Report batch entities download all reports async #
POST /v1/Reporting/Batch/{batchId}/Entities/Action/Generate Used to generate the stored PDFs for either the whole batch or only those… #
DELETE /v1/Reporting/Batch/{batchId}/Entities/Action/Generate Used to stop report generation #
POST /v1/Reporting/Batch/{batchId}/Entities/Action/OnHold Used to update the OnHold property on some or all entities in the batch. #
POST /v1/Reporting/Batch/{batchId}/Entities/Action/ResetElectronicStatement Used to reset the electronic statement status of some of the entities in the… #
POST /v1/Reporting/Batch/{batchId}/Entities/Action/ResetGeneration Used to reset the generation status of some of the entities in the batch. #
POST /v1/Reporting/Batch/{batchId}/Entities/Action/ResetPrintVendor Used to reset the print vendor status of some of the entities in the batch. #
POST /v1/Reporting/Batch/{batchId}/Entities/Action/SendElectronicStatement Used to send e-statement notification for either the whole batch or only those… #
POST /v1/Reporting/Batch/{batchId}/Entities/Action/SendToPrintVendor Used to generate the stored PDFs for either the whole batch or only those… #
POST /v1/Reporting/Batch/{batchId}/Entities/Action/Sync If the provided batch has a dynamic group associated this will sync the list of… #
POST /v1/Reporting/Batch/{batchId}/Entities/Action/SyncList If the provided batch does not have a dynamic group associated this will sync… #
POST /v1/Reporting/Batch/{batchId}/Entities/Action/ViewableBy Used to update the viewableBy property on some or all entities in the batch. #
GET /v1/Reporting/Batch/{batchId}/Inserts Gets a list of inserts for the provided report batch id that the logged in user… #
PUT /v1/Reporting/Batch/{batchId}/Inserts Updates the list of inserts for the provided report batch id that the logged in… #
GET /v1/Reporting/Batch/{batchId}/Inserts/{key} Gets the report batch entity with the provided key. #
POST /v1/Reporting/Batch/{batchId}/Inserts/{key}/Action/Upload Report batch inserts upload file for insert async #
GET /v1/Reporting/Batch/{batchId}/Inserts/{key}/Download Gets the raw data of the specific insert with the key provided which is… #
GET /v1/Reporting/Batch/{key} Gets the report batches with the provided key. #
GET /v1/Reporting/Batch/Action/ConcurrentReportExecutionInfo Report batch get concurrent report execution info #
POST /v1/Reporting/Batch/Action/RefreshConcurrentReportExecutionLimit Report batch refresh concurrent report execution limit #
GET /v1/Reporting/Batch/Reports/{reportId} Endpoint to get report information needed for the batch wizard #
GET /v1/Reporting/Batch/Reports/{reportListId} Endpoint to get report information needed for the batch wizard #
GET /v1/Reporting/Batch/Verbose Report batch get verbose #
POST /v1/Reporting/Batch/Verbose Creates a new report batch #
GET /v1/Reporting/Batch/Verbose/{key} Report batch get verbose by key async #
PUT /v1/Reporting/Batch/Verbose/{key} Updates a report batch #
DELETE /v1/Reporting/Batch/Verbose/{key} Deletes a report batch #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-reporting-batch-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-reporting-batch-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Reporting/Batch API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-reporting-batch-api-openapi.yml