# Orion Advisor Solutions Reporting/Widgets API **Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-reporting-widgets-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/Widgets 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/Widgets. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide. The Reporting/Widgets API from Orion Advisor Solutions — 40 operation(s) for reporting/widgets. ## Operations (52) | Method | Path | Summary | |---|---|---| | GET | `/v1/Reporting/Widgets` | Widgets get | | GET | `/v1/Reporting/Widgets/DataEngine/{key}/Download/{filename}` | Dashboard data engine download pdf async | | GET | `/v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/beneficiaries` | Method to get registration beneficiaries for a account | | GET | `/v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/IndexedAnnuities` | Dashboard data engine get account indexed annuities async | | GET | `/v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/InsightDocuments` | Method to get insight documents for the account. | | POST | `/v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/InsightDocuments` | Method to create insight documents for the account | | GET | `/v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/InsightDocuments/{fileId}` | Method to get insight document for the account. | | PUT | `/v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/InsightDocuments/{fileId}` | Method to update insight document for the account | | DELETE | `/v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/InsightDocuments/{fileId}` | Method to delete insight document for the account | | GET | `/v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/RmdCalculations` | Method to get RMD calculation for the account | | GET | `/v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/Suitabilitys` | Method to get suitabilitys for the account | | GET | `/v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/Systematics` | Dashboard data engine get account systematics | | POST | `/v1/Reporting/Widgets/DataEngine/Action/SaveToPDF` | Dashboard data engine save to PDF async | | GET | `/v1/Reporting/Widgets/DataEngine/Advisor/AUM` | Dashboard data engine get advisor AUM | | GET | `/v1/Reporting/Widgets/DataEngine/Advisor/AUM/Detail` | Dashboard data engine get advisor AUM detail | | GET | `/v1/Reporting/Widgets/DataEngine/Advisor/InsightDocuments` | Method to get insight documents for the advisor | | POST | `/v1/Reporting/Widgets/DataEngine/Advisor/InsightDocuments` | Method to create insight document for the advisor | | GET | `/v1/Reporting/Widgets/DataEngine/Advisor/InsightDocuments/{fileId}` | Method to get insight document for the advisor | | PUT | `/v1/Reporting/Widgets/DataEngine/Advisor/InsightDocuments/{fileId}` | Method to update insight document for the advisor | | DELETE | `/v1/Reporting/Widgets/DataEngine/Advisor/InsightDocuments/{fileId}` | Method to delete insight document for the advisor | | GET | `/v1/Reporting/Widgets/DataEngine/AUM` | Dashboard data engine get aum | | GET | `/v1/Reporting/Widgets/DataEngine/Clients/{clientId}/beneficiaries` | Method to get registration beneficiaries for aclient | | GET | `/v1/Reporting/Widgets/DataEngine/Clients/{clientId}/IndexedAnnuities` | Dashboard data engine get client indexed annuities async | | GET | `/v1/Reporting/Widgets/DataEngine/Clients/{clientId}/InsightDocuments` | Method to get insight document for the client. | | POST | `/v1/Reporting/Widgets/DataEngine/Clients/{clientId}/InsightDocuments` | Method to create insight document for the client | | GET | `/v1/Reporting/Widgets/DataEngine/Clients/{clientId}/InsightDocuments/{fileId}` | Method to get insight document for the client. | | PUT | `/v1/Reporting/Widgets/DataEngine/Clients/{clientId}/InsightDocuments/{fileId}` | Method to update insight document for the client | | DELETE | `/v1/Reporting/Widgets/DataEngine/Clients/{clientId}/InsightDocuments/{fileId}` | Method to delete insight document for the client | | GET | `/v1/Reporting/Widgets/DataEngine/Clients/{clientId}/RmdCalculations` | Method to get RMD calculation for each account of a client | | GET | `/v1/Reporting/Widgets/DataEngine/Clients/{clientId}/Suitabilitys` | Method to get suitabilitys for each account of a client | | GET | `/v1/Reporting/Widgets/DataEngine/Clients/{clientId}/Systematics` | Dashboard data engine get client systematics | | GET | `/v1/Reporting/Widgets/DataEngine/NewClosedAccounts` | Dashboard data engine get | | GET | `/v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/beneficiaries` | Method to get registration beneficiaries for a registration | | GET | `/v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/IndexedAnnuities` | Dashboard data engine get registration indexed annuities async | | GET | `/v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/InsightDocuments` | Method to get insight documents for the registration. | | POST | `/v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/InsightDocuments` | Method to create insight document for the registration | | GET | `/v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/InsightDocuments/{fileId}` | Method to get insight document for the registration. | | PUT | `/v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/InsightDocuments/{fileId}` | Method to update insight document for the registration | | DELETE | `/v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/InsightDocuments/{fileId}` | Method to delete insight document for the registration | | GET | `/v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/RmdCalculations` | Method to get RMD calculation for each account of a registration | | GET | `/v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/Suitabilitys` | Method to get suitabilitys for each account of a registration | | GET | `/v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/Systematics` | Dashboard data engine get registration systematics | | GET | `/v1/Reporting/Widgets/DataEngine/Rep/{repId}/AUM` | Dashboard data engine get rep AUM | | GET | `/v1/Reporting/Widgets/DataEngine/Rep/{repId}/AUM/Detail` | Dashboard data engine get rep AUM detail | | POST | `/v1/Reporting/Widgets/DataEngine/Representative/AccountStatusSummary` | Dashboard data engine get data for account status summary tile | | POST | `/v1/Reporting/Widgets/DataEngine/Representative/AdvisoryFeeReport` | Dashboard data engine get rep advisory fee reports async | | POST | `/v1/Reporting/Widgets/DataEngine/Representative/AUM` | Dashboard data engine get rep AUM over time | | POST | `/v1/Reporting/Widgets/DataEngine/Representative/Holding/Group/{group}` | Dashboard data engine get rep holding | | POST | `/v1/Reporting/Widgets/DataEngine/Representative/Payout` | Dashboard data engine get rep payout async | | POST | `/v1/Reporting/Widgets/DataEngine/Representative/Performance/Group/{group}` | Dashboard data engine get top ten performance | | GET | `/v1/Reporting/Widgets/DataEngine/Reps/{repId}/RmdSummary` | Dashboard data engine get rep rmd summary | | GET | `/v1/Reporting/Widgets/Grouped` | Widgets get grouped | ## Machine-readable artifacts (6) - **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-reporting-widgets-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/Widgets --- Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-reporting-widgets-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.