Orion Advisor Solutions

Orion Advisor Solutions Reporting/Envision API

The Reporting/Envision API from Orion Advisor Solutions — 97 operation(s) for reporting/envision.

GitHub OpenAPI
Business capability
Analytics & BI Management BC-610.50

Operations 124

GET /v1/Reporting/Envision/CoverPages Envision cover page get cover pages async #
GET /v1/Reporting/Envision/CoverPages/{key} Envision cover page get by key async #
GET /v1/Reporting/Envision/CoverPages/Simple Gets a simple list of reports that the logged in user has access to #
GET /v1/Reporting/Envision/CoverPages/Verbose Envision cover page get verbose async #
POST /v1/Reporting/Envision/CoverPages/Verbose Envision cover page create async #
GET /v1/Reporting/Envision/CoverPages/Verbose/{key} Envision cover page get V1 reporting envision cover pages verbose by key #
PUT /v1/Reporting/Envision/CoverPages/Verbose/{key} Envision cover page update async #
DELETE /v1/Reporting/Envision/CoverPages/Verbose/{key} Envision cover page delete async #
GET /v1/Reporting/Envision/CoverPages/Verbose/New Envision cover page get new verbose async #
GET /v1/Reporting/Envision/ExcelReports Envision excel reports get excel reports async #
GET /v1/Reporting/Envision/ExcelReports/{key} Get excel report by Id #
PUT /v1/Reporting/Envision/ExcelReports/{key}/Favorite Envision excel reports update favorite async #
POST /v1/Reporting/Envision/ExcelReports/{key}/Generate Generate #
POST /v1/Reporting/Envision/ExcelReports/{key}/Generate/csv Used to generate a custom report csv with the provided parameters. #
POST /v1/Reporting/Envision/ExcelReports/{key}/Generate/SlickGrid Generates the result of the custom report, using the parameters passed in #
GET /v1/Reporting/Envision/ExcelReports/{key}/Generate/SlickGrid/{cacheKey} Retrieve the previously generated slick grid result #
POST /v1/Reporting/Envision/ExcelReports/{key}/Generate/Table Generates the result of the custom report, using the parameters passed in #
POST /v1/Reporting/Envision/ExcelReports/{key}/Generate/xlsx Used to generate a custom report xlsx with the provided parameters. #
GET /v1/Reporting/Envision/ExcelReports/{key}/Parameters Gets the custom report that has the provided key. #
GET /v1/Reporting/Envision/ExcelReports/{key}/Run/{filename} Used to download a previously generated custom report #
GET /v1/Reporting/Envision/ExcelReports/Categories Envision excel reports get query categories async #
GET /v1/Reporting/Envision/ExcelReports/Simple Gets a simple list of excel reports that the logged in user has access to #
GET /v1/Reporting/Envision/ExcelReports/Verbose Envision excel reports verbose get verbose async #
POST /v1/Reporting/Envision/ExcelReports/Verbose Envision excel reports verbose create async #
GET /v1/Reporting/Envision/ExcelReports/Verbose/{key} Envision excel reports verbose get V1 reporting envision excel reports verbose… #
PUT /v1/Reporting/Envision/ExcelReports/Verbose/{key} Envision excel reports verbose update async #
DELETE /v1/Reporting/Envision/ExcelReports/Verbose/{key} Envision excel reports verbose delete async #
GET /v1/Reporting/Envision/ExcelReports/Verbose/New Creates a blank verbose report that will be used as a starting template to… #
GET /v1/Reporting/Envision/ExcelReportSchedules Get all excel report schedules #
POST /v1/Reporting/Envision/ExcelReportSchedules Create new schedule #
GET /v1/Reporting/Envision/ExcelReportSchedules/{key} Get excel report schedule by key #
PUT /v1/Reporting/Envision/ExcelReportSchedules/{key} Update schedule #
DELETE /v1/Reporting/Envision/ExcelReportSchedules/{key} Delete schedule #
GET /v1/Reporting/Envision/ExcelReportSchedules/{key}/Download/csv/{resultId} Get data query results as Csv #
GET /v1/Reporting/Envision/ExcelReportSchedules/{key}/Download/psv/{resultId} Get data query results as pipe-delimited #
GET /v1/Reporting/Envision/ExcelReportSchedules/{key}/Download/xls/{resultId} Get data query results as data Xls #
GET /v1/Reporting/Envision/ExcelReportSchedules/{key}/Download/xlsx/{resultId} Get data query results as Xlsx #
GET /v1/Reporting/Envision/ExcelReportSchedules/{key}/Generate/SlickGrid/{resultId} Get data query results as slick grid #
GET /v1/Reporting/Envision/ExcelReportSchedules/{key}/Generate/Table/{resultId} Get data query results as data table #
GET /v1/Reporting/Envision/ExcelReportSchedules/{key}/Run/{filename} Used to download a scheduled generated excel report #
GET /v1/Reporting/Envision/ExcelReportSchedules/New Returns a new schedule object #
GET /v1/Reporting/Envision/Fragments List all report fragments accessible by current user #
GET /v1/Reporting/Envision/Fragments/{fragmentId} Get report fragment by Id #
GET /v1/Reporting/Envision/Fragments/Categories List all report fragment categories accessible by current user #
GET /v1/Reporting/Envision/Fragments/FragmentReportCount/{fragmentId} Get the count if subreport to parent reports #
GET /v1/Reporting/Envision/Fragments/Simple Gets a simple list of report fragments that the logged in user has access to #
GET /v1/Reporting/Envision/Fragments/Verbose Envision fragments verbose get verbose async #
PUT /v1/Reporting/Envision/Fragments/Verbose Envision fragments verbose update verbose fragments async #
POST /v1/Reporting/Envision/Fragments/Verbose Create new report #
GET /v1/Reporting/Envision/Fragments/Verbose/{fragmentId} Envision fragments verbose get verbose fragment async #
PUT /v1/Reporting/Envision/Fragments/Verbose/{fragmentId} Envision fragments verbose update verbose report async #
DELETE /v1/Reporting/Envision/Fragments/Verbose/{fragmentId} Envision fragments verbose delete verbose report async #
GET /v1/Reporting/Envision/Fragments/Verbose/Edit/{fragmentId} Envision fragments verbose get verbose fragment for edit async #
GET /v1/Reporting/Envision/Fragments/Verbose/Edit/New Envision fragments verbose get new edit verbose async #
GET /v1/Reporting/Envision/Fragments/Verbose/New Envision fragments verbose get new verbose async #
GET /v1/Reporting/Envision/GroupingOptions Envision get grouping options async #
GET /v1/Reporting/Envision/PlaceholderHeirarchy Envision get placeholder heirarchy async #
POST /v1/Reporting/Envision/PlaceholderHeirarchy/Action/Format Envision get random value #
POST /v1/Reporting/Envision/PlaceholderHeirarchy/Action/Format/List Envision get random value list async #
GET /v1/Reporting/Envision/ReportImages Report images get all async #
POST /v1/Reporting/Envision/ReportImages Create new Report Image #
GET /v1/Reporting/Envision/ReportImages/{key} Report images get async #
PUT /v1/Reporting/Envision/ReportImages/{key} Update Report Image #
DELETE /v1/Reporting/Envision/ReportImages/{key} Report images delete async #
POST /v1/Reporting/Envision/ReportImages/{key}/Action/Upload Report images upload file for image async #
GET /v1/Reporting/Envision/ReportPdfs Report pdfs get all async #
POST /v1/Reporting/Envision/ReportPdfs Create new Report Pdf #
GET /v1/Reporting/Envision/ReportPdfs/{key} Report pdfs get async #
PUT /v1/Reporting/Envision/ReportPdfs/{key} Update Report Pdf #
DELETE /v1/Reporting/Envision/ReportPdfs/{key} Report pdfs delete async #
POST /v1/Reporting/Envision/ReportPdfs/{key}/Action/Upload Report pdfs upload file for pdf async #
GET /v1/Reporting/Envision/Reports List all reports accessible by current user #
PUT /v1/Reporting/Envision/Reports/{key}/Favorite Envision reports update favorite async #
GET /v1/Reporting/Envision/Reports/{key}/History Gets the list of history for this given report #
GET /v1/Reporting/Envision/Reports/{key}/History/{historyId} Gets the point in time for the given report and the provided historyId #
GET /v1/Reporting/Envision/Reports/{reportId} Get report by Id #
POST /v1/Reporting/Envision/Reports/{reportId}/Generate Generate #
GET /v1/Reporting/Envision/Reports/{reportId}/Generate/{sessionId} Envision reports get previously calculated batch async #
GET /v1/Reporting/Envision/Reports/{reportId}/Generate/{sessionId}/Html Envision reports get generated report html async #
GET /v1/Reporting/Envision/Reports/{reportId}/Generate/{sessionId}/Json Envision reports get generated report json async #
GET /v1/Reporting/Envision/Reports/{reportId}/Generate/{sessionId}/Pdf Envision reports get generated report pdf async #
GET /v1/Reporting/Envision/Reports/{reportId}/HasThumbnail Envision reports has thumbnail async #
GET /v1/Reporting/Envision/Reports/{reportId}/Thumbnail Envision reports get report thumbnail async #
DELETE /v1/Reporting/Envision/Reports/{reportId}/Thumbnail Envision reports delete report thumbnail async #
POST /v1/Reporting/Envision/Reports/{reportId}/Thumbnail/Upload Envision reports upload report thumbnail async #
GET /v1/Reporting/Envision/Reports/Categories Envision reports get categories async #
POST /v1/Reporting/Envision/Reports/GetReportVersionAssignment/{entity}/{reportGuid} Envision reports get report version assignment async #
GET /v1/Reporting/Envision/Reports/Recent Returns the reports the user has run over the last 30 days ordered by how often… #
GET /v1/Reporting/Envision/Reports/Settings Envision report settings get global settings #
DELETE /v1/Reporting/Envision/Reports/Settings/{optionGuid} Envision report settings delete option #
GET /v1/Reporting/Envision/Reports/Settings/AdHoc Envision report settings get ad hoc settings #
GET /v1/Reporting/Envision/Reports/Settings/CheckDuplicates/Batch/{workerCount} Envision report settings check duplicates batch #
GET /v1/Reporting/Envision/Reports/Settings/CheckDuplicates/Single Envision report settings check duplicates single async #
PUT /v1/Reporting/Envision/Reports/Settings/Defaults Envision report settings save global defaults #
POST /v1/Reporting/Envision/Reports/Settings/Option Envision report settings save option by type #
POST /v1/Reporting/Envision/Reports/Settings/Options/{typeOption} Envision report settings save options by type #
POST /v1/Reporting/Envision/Reports/Settings/UpdateSpecificReportsGlobalOptionGuids This method can be removed after it is run in production #
POST /v1/Reporting/Envision/Reports/Settings/UpdateSpecificSubReportsGlobalOptionGuids This method can be removed after it is run in production #
POST /v1/Reporting/Envision/Reports/Settings/Validate/{typeOption} Envision report settings validate options by type #
GET /v1/Reporting/Envision/Reports/Simple Gets a simple list of reports that the logged in user has access to #
GET /v1/Reporting/Envision/Reports/Validate Goes through all the reports and checks for any errors #
GET /v1/Reporting/Envision/Reports/Verbose Envision reports verbose get verbose reports async #
PUT /v1/Reporting/Envision/Reports/Verbose Envision reports verbose update verbose reports async #
POST /v1/Reporting/Envision/Reports/Verbose Create new report #
GET /v1/Reporting/Envision/Reports/Verbose/{reportId} Envision reports verbose get verbose report async #
PUT /v1/Reporting/Envision/Reports/Verbose/{reportId} Envision reports verbose update verbose report async #
DELETE /v1/Reporting/Envision/Reports/Verbose/{reportId} Envision reports verbose delete verbose report async #
PUT /v1/Reporting/Envision/Reports/Verbose/Action/RestoreReport/{reportId} Envision reports verbose update verbose restore report async #
GET /v1/Reporting/Envision/Reports/Verbose/New Gets a blank verbose report that will be used as a starting template to create… #
GET /v1/Reporting/Envision/Themes Envision themes get themes async #
GET /v1/Reporting/Envision/Themes/{key} Envision themes get by key async #
GET /v1/Reporting/Envision/Themes/{key}/Css Envision public themes get css #
GET /v1/Reporting/Envision/Themes/Default Envision themes get default theme async #
GET /v1/Reporting/Envision/Themes/Render/Css Envision public themes get render css #
GET /v1/Reporting/Envision/Themes/Selection Envision themes get themes for selection async #
GET /v1/Reporting/Envision/Themes/Standard/Css Envision public themes get standard css #
POST /v1/Reporting/Envision/Themes/ValidateImport Envision themes post multipart stream #
GET /v1/Reporting/Envision/Themes/ValidateImport/Template Envision themes get template #
GET /v1/Reporting/Envision/Themes/Verbose Envision themes get verbose async #
POST /v1/Reporting/Envision/Themes/Verbose Envision themes create async #
GET /v1/Reporting/Envision/Themes/Verbose/{key} Envision themes get V1 reporting envision themes verbose by key #
PUT /v1/Reporting/Envision/Themes/Verbose/{key} Envision themes update async #
DELETE /v1/Reporting/Envision/Themes/Verbose/{key} Envision themes delete async #
GET /v1/Reporting/Envision/Themes/Verbose/New Envision themes get new verbose 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-envision-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-envision-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Reporting/Envision 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-envision-api-openapi.yml