Orion Advisor Solutions

Orion Advisor Solutions Reporting/Custom API

The Reporting/Custom API from Orion Advisor Solutions — 46 operation(s) for reporting/custom.

GitHub OpenAPI
Business capability
Analytics & BI Management BC-610.50

Operations 58

GET /v1/Reporting/Custom/{key} Gets the custom report that has the provided key. #
GET /v1/Reporting/Custom/{key}/ConfirmGroup/{confirmGroupId} Gets the custom report with the provided reportId, with prompts populated based… #
GET /v1/Reporting/Custom/{key}/CustomImportTypes Gets a list of custom import types associated to a dataquery #
PUT /v1/Reporting/Custom/{key}/Description Updates custom report description #
POST /v1/Reporting/Custom/{key}/Generate Used to generate a custom report to the format and location based on the… #
POST /v1/Reporting/Custom/{key}/Generate/csv Used to generate a custom report csv with the provided parameters. #
POST /v1/Reporting/Custom/{key}/Generate/CustomImport Used to generate a custom import from a provided dataquery #
POST /v1/Reporting/Custom/{key}/Generate/SlickGrid Generates the result of the custom report, using the parameters passed in #
GET /v1/Reporting/Custom/{key}/Generate/SlickGrid/{cacheKey} Retrieve the previously generated slick grid result #
POST /v1/Reporting/Custom/{key}/Generate/Table Generates the result of the custom report, using the parameters passed in #
POST /v1/Reporting/Custom/{key}/Generate/xls Used to generate a custom report xls with the provided parameters. #
POST /v1/Reporting/Custom/{key}/Generate/xlsx Used to generate a custom report xlsx with the provided parameters. #
GET /v1/Reporting/Custom/{key}/Run/{filename} Used to download a previously generated custom report #
GET /v1/Reporting/Custom/Category Gets a list of categories used by the custom reports #
POST /v1/Reporting/Custom/Full/List Custom reports get full by key list async #
POST /v1/Reporting/Custom/List Gets a simple list of custom reports that match one of the keys in the provided… #
GET /v1/Reporting/Custom/Notes Get custom report notes #
POST /v1/Reporting/Custom/Notes Create custom report note #
GET /v1/Reporting/Custom/Notes/{key} Get custom report note by key #
PUT /v1/Reporting/Custom/Notes/{key} Update custom report note #
GET /v1/Reporting/Custom/Schedules Get all custom report schedules #
POST /v1/Reporting/Custom/Schedules Create new schedule #
GET /v1/Reporting/Custom/Schedules/{key} Get custom report schedule by key #
PUT /v1/Reporting/Custom/Schedules/{key} Update schedule #
DELETE /v1/Reporting/Custom/Schedules/{key} Delete schedule #
GET /v1/Reporting/Custom/Schedules/{key}/Download/csv/{resultId} Get data query results as Csv #
GET /v1/Reporting/Custom/Schedules/{key}/Download/psv/{resultId} Get data query results as pipe-delimited #
GET /v1/Reporting/Custom/Schedules/{key}/Download/xls/{resultId} Get data query results as data Xls #
GET /v1/Reporting/Custom/Schedules/{key}/Download/xlsx/{resultId} Get data query results as Xlsx #
GET /v1/Reporting/Custom/Schedules/{key}/Generate/SlickGrid/{resultId} Get data query results as slick grid #
GET /v1/Reporting/Custom/Schedules/{key}/Generate/Table/{resultId} Get data query results as data table #
GET /v1/Reporting/Custom/Schedules/{key}/Run/{filename} Used to download a scheduled generated custom report #
GET /v1/Reporting/Custom/Schedules/New Returns a new schedule object #
GET /v1/Reporting/Custom/Schedules/ReportId/{key} Get custom report schedules by CustomReportId #
GET /v1/Reporting/Custom/Simple Gets a list of custom reports that the logged in user has access to. #
GET /v1/Reporting/Custom/Simple/{key} Gets the custom report that has the provided key. #
GET /v1/Reporting/Custom/Simple/ConfirmGroup/{confirmGroupId} Gets a list of Custom Reports associated to the provided Confirm Group Id. #
GET /v1/Reporting/Custom/Simple/DefaultQueryList Gets the default list of data queries that the logged in user has access to… #
POST /v1/Reporting/Custom/Simple/List Gets a simple list of custom reports that match one of the keys in the provided… #
GET /v1/Reporting/Custom/Simple/Search Gets a simple list of custom reports that the logged in user has access to… #
GET /v1/Reporting/Custom/Simple/Search/{search} Gets a simple list of custom reports that the logged in user has access to… #
GET /v1/Reporting/Custom/UploadTargets Custom report upload target get full list async #
POST /v1/Reporting/Custom/UploadTargets Custom report upload target create item async #
GET /v1/Reporting/Custom/UploadTargets/{key} Custom report upload target get full item by key async #
PUT /v1/Reporting/Custom/UploadTargets/{key} Custom report upload target update item async #
GET /v1/Reporting/Custom/UploadTargets/Simple Custom report upload target get simple #
GET /v1/Reporting/Custom/Verbose Custom reports verbose get verbose #
POST /v1/Reporting/Custom/Verbose Creates a new custom report #
GET /v1/Reporting/Custom/Verbose/{key} Custom reports verbose get verbose by key #
PUT /v1/Reporting/Custom/Verbose/{key} Updates a custom report #
DELETE /v1/Reporting/Custom/Verbose/{key} Deletes a custom report #
GET /v1/Reporting/Custom/Verbose/New Custom reports verbose get new verbose #
POST /v1/Reporting/Custom/Verbose/QuerySmith QuerySmith variant of {M:OAS.WebApi.Domains.Reporting.Custom.CustomReportsVerbos… #
GET /v1/Reporting/Custom/Verbose/QuerySmith/{key} Custom reports verbose get verbose for query smith #
PUT /v1/Reporting/Custom/Verbose/QuerySmith/{key} QuerySmith variant of {M:OAS.WebApi.Domains.Reporting.Custom.CustomReportsVerbos… #
DELETE /v1/Reporting/Custom/Verbose/QuerySmith/{key} QuerySmith variant of {M:OAS.WebApi.Domains.Reporting.Custom.CustomReportsVerbos… #
POST /v1/Reporting/Custom/Verbose/QuerySmith/Test QuerySmith variant of {M:OAS.WebApi.Domains.Reporting.Custom.CustomReportsVerbos… #
POST /v1/Reporting/Custom/Verbose/Test Custom reports verbose generate test report async #

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-custom-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-custom-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Reporting/Custom 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-custom-api-openapi.yml