Orion Advisor Solutions

Orion Advisor Solutions Reporting/Reports API

The Reporting/Reports API from Orion Advisor Solutions — 20 operation(s) for reporting/reports.

GitHub OpenAPI
Business capability
Analytics & BI Management BC-610.50

Operations 29

GET /v1/Reporting/Reports Run reports get async #
POST /v1/Reporting/Reports/{key}/Calculate/InceptionDate Used to calculate the appropriate inception date for the provided report. #
POST /v1/Reporting/Reports/{key}/Generate Used to generate a report pdf with the provided report parameters. #
GET /v1/Reporting/Reports/{key}/Generate/{session}/Status Used to get the status of a previously requested report generation #
PUT /v1/Reporting/Reports/{key}/Parameters/EntityDefaults Used to save the entity level default parameters for a the provided report. #
POST /v1/Reporting/Reports/{key}/Parameters/EntityDefaults Used to save the entity level default parameters for a the provided report. #
POST /v1/Reporting/Reports/{key}/Parameters/EntityDefaults/Delete/{entity}/{entityId} Used to delete the entity level default parameters for a the provided report. #
PUT /v1/Reporting/Reports/{key}/Parameters/ReportDefaults Used to save the report level default parameters for a the provided report. #
POST /v1/Reporting/Reports/{key}/Parameters/ReportDefaults Used to save the report level default parameters for a the provided report. #
POST /v1/Reporting/Reports/{key}/Parameters/ReportDefaults/Delete Used to delete the report level default parameters for a the provided report. #
PUT /v1/Reporting/Reports/{key}/Parameters/UserDefaults Used to save the user level default parameters for a the provided report. #
POST /v1/Reporting/Reports/{key}/Parameters/UserDefaults Used to save the user level default parameters for a the provided report. #
POST /v1/Reporting/Reports/{key}/Parameters/UserDefaults/Delete Used to delete the user level default parameters for a the provided report. #
GET /v1/Reporting/Reports/{reportId} Gets a dictionary of all the parameters used in all sections that the logged in… #
PUT /v1/Reporting/Reports/{reportId} Fills in the storable paramaters (if any) for the provided report that has the… #
POST /v1/Reporting/Reports/{reportId} Fills in the storable paramaters (if any) for the provided report that has the… #
POST /v1/Reporting/Reports/{reportId}/Calculate/InceptionDate Used to calculate the appropriate inception date for the provided report. #
POST /v1/Reporting/Reports/{reportId}/Generate Used to generate a report pdf with the provided report parameters. #
GET /v1/Reporting/Reports/{reportId}/Parameters Gets a dictionary of all the parameters used in all sections that the logged in… #
PUT /v1/Reporting/Reports/{reportId}/Parameters Fills in the storable paramaters (if any) for the provided report that has the… #
POST /v1/Reporting/Reports/{reportId}/Parameters Fills in the storable paramaters (if any) for the provided report that has the… #
GET /v1/Reporting/Reports/{reportId}/Parameters/{parentParameterName}/{parentParameterValue}/ChildOptions For a given parent parameter/value, it returns options fo rthe child parameter. #
PUT /v1/Reporting/Reports/{reportId}/ReportInboxes Gets a list of the valid report inbox options #
POST /v1/Reporting/Reports/{reportId}/ReportInboxes Gets a list of the valid report inbox options #
GET /v1/Reporting/Reports/{reportId}/Run/{fileGuid} Used to download a previously generated report pdf #
HEAD /v1/Reporting/Reports/{reportId}/Run/{fileGuid} Used to download a previously generated report pdf #
GET /v1/Reporting/Reports/Code/{code} Gets a dictionary of all the parameters used in all sections that the logged in… #
GET /v1/Reporting/Reports/Simple/Search Run reports get report simple search async #
GET /v1/Reporting/Reports/Simple/Search/{search} Run reports get V1 reporting reports simple search by search #

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