# Orion Advisor Solutions Reporting/Composite API

**Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-reporting-composite-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/Composite 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/Composite. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide.

The Reporting/Composite API from Orion Advisor Solutions — 93 operation(s) for reporting/composite.

## Operations (60 of 112)

| Method | Path | Summary |
|---|---|---|
| GET | `/v1/Reporting/Composite/Accounts` | Gets a list of composite accounts that the logged in user has access to. |
| POST | `/v1/Reporting/Composite/Accounts` | Used to create a new composite account. |
| GET | `/v1/Reporting/Composite/Accounts/{key}` | Gets the composite account that has the provided key. |
| PUT | `/v1/Reporting/Composite/Accounts/{key}` | Reporting composite accounts update entity async |
| PUT | `/v1/Reporting/Composite/Accounts/Action/Delete` | Reporting composite accounts action delete async |
| PUT | `/v1/Reporting/Composite/Accounts/Action/Delete/All` | Deletes composite accounts by date and type |
| PUT | `/v1/Reporting/Composite/Accounts/Action/Exclude` | Reporting composite accounts action exclude async |
| PUT | `/v1/Reporting/Composite/Accounts/Action/Exclude/AccountIds` | Reporting composite accounts action exclude by account id async |
| PUT | `/v1/Reporting/Composite/Accounts/Action/Include` | Reporting composite accounts action include async |
| PUT | `/v1/Reporting/Composite/Accounts/Action/Include/AccountIds` | Reporting composite accounts action include by account id async |
| PUT | `/v1/Reporting/Composite/Accounts/Action/MakeLive` | Marks all preliminary composite accounts, on the date provided, live |
| PUT | `/v1/Reporting/Composite/Accounts/Action/MakeLiveForSelected` | Reporting composite accounts make live selected keys |
| POST | `/v1/Reporting/Composite/Accounts/Action/OCISync` | Reporting composite accounts process orion custom indexing composite sync |
| POST | `/v1/Reporting/Composite/Accounts/Action/OCISync/ByDateRange` | Reporting composite accounts process orion custom indexing composite sync by… |
| PUT | `/v1/Reporting/Composite/Accounts/Action/Sync` | Mark rows for the selected preliminary node as not include if they are not… |
| PUT | `/v1/Reporting/Composite/Accounts/Action/UpdateList` | Used to create a new composite accounts. |
| PUT | `/v1/Reporting/Composite/Accounts/Action/UpdateNote` | Reporting composite accounts update note async |
| GET | `/v1/Reporting/Composite/Accounts/Archive` | Gets a list of composite archived reports |
| DELETE | `/v1/Reporting/Composite/Accounts/Archive/{key}` | Used to download an archived report file |
| GET | `/v1/Reporting/Composite/Accounts/Archive/{key}/Download` | Used to download an archived report file |
| GET | `/v1/Reporting/Composite/Accounts/CompositeFilter` | Reporting composite accounts get composite account keys by composite filter… |
| POST | `/v1/Reporting/Composite/Accounts/List` | Used to create a new composite accounts. |
| GET | `/v1/Reporting/Composite/Accounts/Logs` | Gets a list of composite account logs that the logged in user has access to. |
| GET | `/v1/Reporting/Composite/Accounts/Logs/{key}` | Gets the composite account log that has the provided key. |
| GET | `/v1/Reporting/Composite/Accounts/Missing` | Gets a list of accounts that are missing from this period's composites |
| GET | `/v1/Reporting/Composite/Accounts/Summary` | Gets a summary list of composite accounts. |
| GET | `/v1/Reporting/Composite/AdHocAccounts` | Gets a list of composite ad-hoc accounts that the logged in user has access to. |
| POST | `/v1/Reporting/Composite/AdHocAccounts` | Used to create a new composite account. |
| GET | `/v1/Reporting/Composite/AdHocAccounts/{key}` | Gets the composite account that has the provided key. |
| PUT | `/v1/Reporting/Composite/AdHocAccounts/{key}` | Reporting composite ad hoc accounts update entity |
| POST | `/v1/Reporting/Composite/AdHocAccounts/List` | Used to create a new composite accounts. |
| GET | `/v1/Reporting/Composite/AdHocInstances` | Return list of composite ad-hoc instances |
| GET | `/v1/Reporting/Composite/AdHocInstances/{key}` | Return list of composite ad-hoc instances |
| GET | `/v1/Reporting/Composite/AdHocInstances/{key}/CompositeAdHocAccount` | Return list of composite accounts |
| PUT | `/v1/Reporting/Composite/AdHocInstances/Action/Delete` | Reporting composite ad hoc instances delete ad hoc instances |
| POST | `/v1/Reporting/Composite/AdHocInstances/Action/Instance` | Reporting composite ad hoc instances create composite ad hoc instance async |
| GET | `/v1/Reporting/Composite/AdHocInstances/Running` | Return list of compositeAdHocInstanceIds that are currently running in hangfire |
| GET | `/v1/Reporting/Composite/AdHocInstances/Simple` | Reporting composite ad hoc instances get simple |
| POST | `/v1/Reporting/Composite/Dashboard` | Reporting composite dashboard get composite dashboard |
| POST | `/v1/Reporting/Composite/Dashboard/Details/{businessLineId}/{repAccountManagerId}/{brokerDealerId}/{branchId}/{fundFamilyId}/{platformId}/{modelAggId}/{custodianId}/{planId}/{repId}/{crsrId}/{crrbId}/{crrtId}` | Reporting composite dashboard get composite dashboard details |
| GET | `/v1/Reporting/Composite/Dashboard/ModelFactSheet` | Reporting composite dashboard calculate composite model fact sheet async |
| POST | `/v1/Reporting/Composite/Dashboard/ModelRollingReturns` | Reporting composite dashboard calculate composite model rolling returns async |
| POST | `/v1/Reporting/Composite/Dashboard/MonthlyModelReturns` | Reporting composite dashboard calculate monthly composite model returns async |
| POST | `/v1/Reporting/Composite/Dashboard/Performance/ModelAgg` | Reporting composite dashboard get performance for model agg async |
| GET | `/v1/Reporting/Composite/Disclosures` | Get the disclosures with their associated reports |
| GET | `/v1/Reporting/Composite/Disclosures/{key}` | Get disclosures by id |
| DELETE | `/v1/Reporting/Composite/Disclosures/{key}` | Delete the disclosure with matching id |
| POST | `/v1/Reporting/Composite/Disclosures/Create` | Create a new disclosure |
| PUT | `/v1/Reporting/Composite/Disclosures/Reorder` | Reorder disclosures |
| PUT | `/v1/Reporting/Composite/Disclosures/Update/{id}` | Update an existing disclosure |
| GET | `/v1/Reporting/Composite/FirmAssets` | Gets a list of composite firm assets that the logged in user has access to |
| POST | `/v1/Reporting/Composite/FirmAssets` | Used to create a new composite firm asset. |
| GET | `/v1/Reporting/Composite/FirmAssets/{asOfDate}` | Gets a list of composite firm assets that start on the date provided |
| GET | `/v1/Reporting/Composite/FirmAssets/{key}` | Gets the composite firm assets that has the provided key. |
| PUT | `/v1/Reporting/Composite/FirmAssets/{key}` | Used to update an existing composite firm asset. |
| DELETE | `/v1/Reporting/Composite/FirmAssets/{key}` | Used to delete an existing composite firm asset. |
| GET | `/v1/Reporting/Composite/GIPS` | Gets a list of GIPS queries The return is limited to pages of 50000. |
| GET | `/v1/Reporting/Composite/Instances/{key}` | Return list of composite accounts |
| GET | `/v1/Reporting/Composite/Instances/Running` | Return list of compositeInstanceIds that are currently running in hangfire |
| GET | `/v1/Reporting/Composite/Ranges` | Gets a list of composite ranges that the logged in user has access to |

…and 52 more operations. They are listed in full on the page.

## Machine-readable artifacts (6)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-reporting-composite-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/Composite

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