# Orion Advisor Solutions Reporting/Envision API

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

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

## Operations (60 of 124)

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

…and 64 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-envision-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/Envision

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