# Orion Advisor Solutions Reporting/Batch API **Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-reporting-batch-api/ **Provider:** Orion Advisor Solutions — https://apis.io/providers/orion-advisor-solutions/ **Base URL:** https://api.orionadvisor.com/api/v1 **Documentation:** https://developers.orionadvisor.com/ Orion Advisor Solutions Reporting/Batch API is one of 573 APIs that [Orion Advisor Solutions](https://apis.io/providers/orion-advisor-solutions/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Reporting/Batch. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide. The Reporting/Batch API from Orion Advisor Solutions — 31 operation(s) for reporting/batch. ## Operations (36) | Method | Path | Summary | |---|---|---| | 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 | ## Machine-readable artifacts (6) - **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-reporting-batch-api-openapi.yml - **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/ - **Webhooks** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml ## Other Orion Advisor Solutions APIs (12) - [Orion Advisor Solutions Advisor Trading/Buy Sell API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-buysell-api/) - [Orion Advisor Solutions Advisor Trading/Core API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-core-api/) - [Orion Advisor Solutions Advisor Trading/Instances API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-instances-api/) - [Orion Advisor Solutions Advisor Trading/Sleeve Assignment API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-sleeveassignment-api/) - [Orion Advisor Solutions Aggregator/Access Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accesstoken-api/) - [Orion Advisor Solutions Aggregator/Accounts API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accounts-api/) - [Orion Advisor Solutions Aggregator API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-api/) - [Orion Advisor Solutions Aggregator/Holdings API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-holdings-api/) - [Orion Advisor Solutions Aggregator/Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-token-api/) - [Orion Advisor Solutions Aggregator/Transactions API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-transactions-api/) - [Orion Advisor Solutions Authorization/Databases API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-databases-api/) - [Orion Advisor Solutions Authorization/Profiles API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-profiles-api/) ## Tags Reporting/Batch --- Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-reporting-batch-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.