# Orion Advisor Solutions Reporting/Custom API

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

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

## Operations (58)

| Method | Path | Summary |
|---|---|---|
| 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 |

## Machine-readable artifacts (6)

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

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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-custom-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.