Orion Advisor Solutions

Orion Advisor Solutions Reporting/Deliver API

The Reporting/Deliver API from Orion Advisor Solutions — 41 operation(s) for reporting/deliver.

GitHub OpenAPI

Operations 50

GET /v1/Reporting/Deliver Gets a list of Deliver templates that the logged in user has access to #
GET /v1/Reporting/Deliver/{databaseName}/AdvisorEmail/{filepath} Deliver get advisor email image async #
GET /v1/Reporting/Deliver/{key} Gets the Deliver template with the provided key. #
GET /v1/Reporting/Deliver/{key}/Action/Download/{sentEmailId} Deliver download sent email async #
GET /v1/Reporting/Deliver/{key}/Action/Render/{entityId} Deliver render template for entity async #
POST /v1/Reporting/Deliver/{key}/Action/SendTestEmail/{entityId} Deliver send test email async #
GET /v1/Reporting/Deliver/Email/{blobId} Deliver email get email sent #
GET /v1/Reporting/Deliver/Email/{dateSent}/ByDate Deliver email get send emails by date #
GET /v1/Reporting/Deliver/Email/{emailId}/Sent Get all emails that have been sent given an emailId #
GET /v1/Reporting/Deliver/Email/ByDate Deliver email get sent emails grouped by date #
GET /v1/Reporting/Deliver/Email/Groups Deliver email groups get email groups #
POST /v1/Reporting/Deliver/Email/Groups Deliver email groups add email group #
GET /v1/Reporting/Deliver/Email/Groups/{key} Deliver email groups get email group by id #
PUT /v1/Reporting/Deliver/Email/Groups/{key} Deliver email groups update email group #
DELETE /v1/Reporting/Deliver/Email/Groups/{key} Deliver email groups delete email group #
GET /v1/Reporting/Deliver/Email/Groups/{key}/Selected Deliver email groups get selected emails #
GET /v1/Reporting/Deliver/Emails Get all Deliver Sents #
GET /v1/Reporting/Deliver/Emails/{key} Gets the Deliver Sent that has the provided key. #
GET /v1/Reporting/Deliver/Emails/{key}/Action/Download/Html Deliver instance emails download email html async #
GET /v1/Reporting/Deliver/Emails/{key}/Action/Download/Pdf Deliver instance emails download email pdf async #
POST /v1/Reporting/Deliver/Emails/Action/Download Used to set up a download request to get the stored deliver sent items… #
GET /v1/Reporting/Deliver/Emails/Action/Download/{sessionId} Used to actually download the group of deliver sent items (as a zip file) that… #
POST /v1/Reporting/Deliver/Emails/Action/Regenerate Used to regenerate [successfully generated], [not generated], and [errored]… #
POST /v1/Reporting/Deliver/Emails/Action/Resend Used to resend any email that previosly failed when it attempted to send #
POST /v1/Reporting/Deliver/Emails/Action/Reviewed Used to update a set of emails in pending review status to either allow them to… #
POST /v1/Reporting/Deliver/Emails/List Returns a list of Deliver Sents that are found for the list of Id's posted in… #
POST /v1/Reporting/Deliver/Emails/List/Id Returns a list of Deliver Sents that are found for the list of Id's posted in… #
GET /v1/Reporting/Deliver/Instances Get all Deliver Templates #
GET /v1/Reporting/Deliver/Instances/{key} Gets the Deliver Template that has the provided key. #
POST /v1/Reporting/Deliver/Instances/{key}/Action/EmailPreview Used to preview an email version of a report based on the selected Deliver… #
POST /v1/Reporting/Deliver/Instances/{key}/Action/EmailTestSend Used to send a test email of a report based on the selected Deliver instance #
POST /v1/Reporting/Deliver/Instances/List Returns a list of Deliver Templates that are found for the list of Id's posted… #
POST /v1/Reporting/Deliver/Instances/List/Id Returns a list of Deliver Templates that are found for the list of Id's posted… #
GET /v1/Reporting/Deliver/Instances/Verbose Deliver instances get verbose async #
POST /v1/Reporting/Deliver/Instances/Verbose Inserts a Deliver template #
GET /v1/Reporting/Deliver/Instances/Verbose/{key} Deliver instances get verbose by key async #
PUT /v1/Reporting/Deliver/Instances/Verbose/{key} Updates a Deliver template #
DELETE /v1/Reporting/Deliver/Instances/Verbose/{key} Deletes an existing Deliver Instance #
GET /v1/Reporting/Deliver/Instances/Verbose/New Returns a blank Deliver template #
GET /v1/Reporting/Deliver/Sections Deliver get available sections #
GET /v1/Reporting/Deliver/Triggers Get all Deliver Triggers #
GET /v1/Reporting/Deliver/Triggers/{key} Gets the Deliver Trigger that has the provided key. #
GET /v1/Reporting/Deliver/Triggers/Display Get all Deliver Triggers #
POST /v1/Reporting/Deliver/Triggers/List Returns a list of Deliver Triggers that are found for the list of Id's posted… #
POST /v1/Reporting/Deliver/Triggers/List/Id Returns a list of Deliver Triggers that are found for the list of Id's posted… #
GET /v1/Reporting/Deliver/Verbose Deliver get verbose #
POST /v1/Reporting/Deliver/Verbose Creates a new Deliver template #
GET /v1/Reporting/Deliver/Verbose/{key} Deliver get verbose by key #
PUT /v1/Reporting/Deliver/Verbose/{key} Updates a Deliver template #
DELETE /v1/Reporting/Deliver/Verbose/{key} Deliver delete verbose advisor email #

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