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DFS Reporting Services API (latest)

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Contains methods to create and render reports.

For endpoints that support localization the language can be passed either as a query string parameter (using the name 'language') or in the 'accept-language' header.
If no language is passed to such endpoints then the default configured language will be used.

Reporting

Delete report category.

Deletes report categories.

Authorizations:
path Parameters
reportCategoryId
required
integer <int32>

The ID of the report category

header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

204

No Content

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

delete/v1.0/reports/categories/{reportCategoryId}
https://example-host/v1.0/reports/categories/{reportCategoryId}

Response samples

Content type
application/json
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{
  • "code": "General",
  • "subCode": "string",
  • "message": "string",
  • "correlationId": "string",
  • "properties":
    {
    }
}

Update report category.

Updates report categories.

Authorizations:
path Parameters
reportCategoryId
required
integer <int32>

The ID of the report category

header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:

The parameter DTO.

name
string Nullable
parentId
integer <int32> Nullable

Responses

204

No Content

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

put/v1.0/reports/categories/{reportCategoryId}
https://example-host/v1.0/reports/categories/{reportCategoryId}

Request samples

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{
  • "name": "string",
  • "parentId": 0
}

Response samples

Content type
application/json
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{
  • "code": "General",
  • "subCode": "string",
  • "message": "string",
  • "correlationId": "string",
  • "properties":
    {
    }
}

Get report definition by ID.

Gets a report definition by ID.

Authorizations:
path Parameters
reportDefinitionId
required
integer <int32>

The ID of the report definition

header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

get/v1.1/reports/definitions/{reportDefinitionId}
https://example-host/v1.1/reports/definitions/{reportDefinitionId}

Response samples

Content type
application/json
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{
  • "id": 0,
  • "key": "string",
  • "name": "string",
  • "description": "string",
  • "parameters":
    [
    ],
  • "createDate": "2024-09-25T13:31:17Z",
  • "isActive": true,
  • "template": "string",
  • "reportType":
    {
    },
  • "reportCategory":
    {
    },
  • "storageMetadataReference":
    {
    }
}

Update report definition.

Updates an existing report definition.

Authorizations:
path Parameters
reportDefinitionId
required
integer <int32>

The ID of the report definition

header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:

The parameter DTO.

reportDefinitionKey
required
string non-empty

The key of the report definition.

name
required
string non-empty

The name of the report definition.

description
string Nullable

A description of the report definition.

template
required
string non-empty

The Base64 encoded report definition template.

isActive
boolean

Indicates if the report definition is active.

reportTypeKey
required
string (ReportTypeKey)
Enum: "Contact" "LegalEntity" "Member" "Portfolio" "Proposal"
reportCategoryId
integer <int32> Nullable
storageMetadataReferenceId
string Nullable

Responses

204

No Content

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

put/v1.1/reports/definitions/{reportDefinitionId}
https://example-host/v1.1/reports/definitions/{reportDefinitionId}

Request samples

Content type
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{
  • "reportDefinitionKey": "string",
  • "name": "string",
  • "description": "string",
  • "template": "string",
  • "isActive": true,
  • "reportTypeKey": "Contact",
  • "reportCategoryId": 0,
  • "storageMetadataReferenceId": "string"
}

Response samples

Content type
application/json
Copy
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{
  • "code": "General",
  • "subCode": "string",
  • "message": "string",
  • "correlationId": "string",
  • "properties":
    {
    }
}

Generate report and/or upload report to DMS

Generates a report from an existing report definition and/or uploads the report to DMS (Document Management System). The report can be generated/saved in the following formats: PDF, CSV, XLSX, PPTX, RTF, IMAGE and DOCX.

Note: SVG images as part of a report template are not recommended for non-PDF export formats. In case an SVG image needs to be used, the following condition should be used in the image element value: '= RenderingFormat.Name = "PDF" ? "Base64 of SVG Image" : "Base64 of Raster image format" '.

Authorizations:
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:

The parameter DTO.

reportDefinitionId
integer <int32> Nullable

The ID of an existing report definition.

reportDefinitionKey
string Nullable

The key of an existing report definition.

reportParameters
Array of objects (ReportParameter) Nullable

The list of report parameters to use for the report generation.

generationType
string (ReportGenerationType)
Enum: "Download" "Save" "DownloadAndSave"
fileName
string Nullable
documentValidityDate
string <date-time> Nullable
exportFormat
string (ReportExportFormat)
Enum: "PDF" "CSV" "XLSX" "PPTX" "RTF" "IMAGE" "DOCX"

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v1.1/reports/generate
https://example-host/v1.1/reports/generate

Request samples

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{
  • "reportParameters":
    [
    ],
  • "generationType": "Download",
  • "exportFormat": "XLSX",
  • "reportDefinitionId": 1
}

Response samples

Content type
application/json
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{
  • "report": "string",
  • "dmsDocumentId": 0
}

Create report definition.

Creates a new report definition.

Authorizations:
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:

The parameter DTO.

reportDefinitionKey
required
string non-empty

The key of of the report definition

name
required
string non-empty

The name of the report definition.

description
string Nullable

A description of the report definition.

template
required
string non-empty

The Base64 encoded report definition template.

isActive
boolean

Indicates if the report definition is active.

reportTypeKey
required
string (ReportTypeKey)
Enum: "Contact" "LegalEntity" "Member" "Portfolio" "Proposal"
reportCategoryId
integer <int32> Nullable
storageMetadataReferenceId
string Nullable

Responses

201

Created

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v1.1/reports/definitions
https://example-host/v1.1/reports/definitions

Request samples

Content type
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{
  • "reportDefinitionKey": "string",
  • "name": "string",
  • "description": "string",
  • "template": "string",
  • "isActive": true,
  • "reportTypeKey": "Contact",
  • "reportCategoryId": 0,
  • "storageMetadataReferenceId": "string"
}

Response samples

Content type
application/json
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{
  • "id": 0
}

Search report definitions.

Searches report definitions by given criteria.

Authorizations:
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:

The parameter DTO.

page
integer <int32>
pageSize
integer <int32>
sortBy
string Nullable
sortOrder
string (SortOrder)
Enum: "Ascending" "Descending"
searchText
string Nullable

The text to search for in the name, key and description fields

name
string Nullable

The filter for the Name property

key
string Nullable

The filter for the Key property

description
string Nullable

The filter for the Description property

createDateFrom
string <date-time> Nullable

The filter for the CreateDate property to be starting from the specified date

createDateTo
string <date-time> Nullable

The filter for the CreateDate property to be until the specified date

isActive
boolean Nullable

The filter for the IsActive property

reportCategoryIds
Array of integers <int32> Nullable
reportTypeKeys
Array of strings (ReportTypeKey) Nullable
Items Enum: "Contact" "LegalEntity" "Member" "Portfolio" "Proposal"
storageMetadataReferenceId
string Nullable

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v1.1/reports/definitions/search
https://example-host/v1.1/reports/definitions/search

Request samples

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{
  • "searchText": "test",
  • "createDateFrom": "2021-08-05T00:00:00",
  • "createDateTo": "2021-09-01T00:00:00",
  • "isActive": true,
  • "reportCategoryIds":
    [
    ],
  • "reportTypeKeys":
    [
    ],
  • "storageMetadataReferenceId": "test",
  • "sortBy": "Name",
  • "sortOrder": "Descending",
  • "page": 1,
  • "pageSize": 5
}

Response samples

Content type
application/json
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{
  • "results":
    [
    ],
  • "page": 0,
  • "pageSize": 0,
  • "pageCount": 0,
  • "totalCount": 0
}

Generate report and/or upload report to DMS with hierarchical validations

Generates a report from an existing report definition and/or uploads the report to DMS (Document Management System). The report can be generated/saved in the following formats: PDF, CSV, XLSX, PPTX, RTF, IMAGE and DOCX. The endpoint contemplates the hierarchical access validation to member.

Note: SVG images as part of a report template are not recommended for non-PDF export formats. In case an SVG image needs to be used, the following condition should be used in the image element value: '= RenderingFormat.Name = "PDF" ? "Base64 of SVG Image" : "Base64 of Raster image format" '.

Authorizations:
path Parameters
contactId
required
integer <int32>

The ID of the contact to create the report for

header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:

The parameter DTO.

reportDefinitionId
integer <int32> Nullable

The ID of an existing report definition.

reportDefinitionKey
string Nullable

The key of an existing report definition.

reportParameters
Array of objects (ReportParameter) Nullable

The list of report parameters to use for the report generation.

generationType
string (ReportGenerationType)
Enum: "Download" "Save" "DownloadAndSave"
fileName
string Nullable
documentValidityDate
string <date-time> Nullable
exportFormat
string (ReportExportFormat)
Enum: "PDF" "CSV" "XLSX" "PPTX" "RTF" "IMAGE" "DOCX"

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v1.1/reports/contacts/{contactId}/generate
https://example-host/v1.1/reports/contacts/{contactId}/generate

Request samples

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{
  • "reportParameters":
    [
    ],
  • "generationType": "Download",
  • "exportFormat": "XLSX",
  • "reportDefinitionId": 1
}

Response samples

Content type
application/json
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{
  • "report": "string",
  • "dmsDocumentId": 0
}

Get enumerations from multiple tables

Retrieves a list of enumerations for multiple tables. The tables available are: ReportType

Authorizations:
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:

Request data

enumerationTypes
Array of strings (EnumerationType) Nullable
Items Value: "ReportType"

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v1.0/reports/enumerations
https://example-host/v1.0/reports/enumerations

Request samples

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{
  • "enumerationTypes":
    [
    ]
}

Response samples

Content type
application/json
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{
  • "enumerations":
    [
    ]
}

Search report categories.

Searches report categories.

Authorizations:
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:

The parameter DTO.

page
integer <int32>
pageSize
integer <int32>
sortBy
string Nullable
sortOrder
string (SortOrder)
Enum: "Ascending" "Descending"
name
string Nullable
parentIds
Array of integers <int32> Nullable

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v1.0/reports/categories/search
https://example-host/v1.0/reports/categories/search

Request samples

Content type
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{
  • "page": 0,
  • "pageSize": 0,
  • "sortBy": "string",
  • "sortOrder": "Ascending",
  • "name": "string",
  • "parentIds":
    [
    ]
}

Response samples

Content type
application/json
Copy
Expand all Collapse all
{
  • "results":
    [
    ],
  • "page": 0,
  • "pageSize": 0,
  • "pageCount": 0,
  • "totalCount": 0
}

Create report category.

Creates report categories.

Authorizations:
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:

The parameter DTO.

name
string Nullable
parentId
integer <int32> Nullable

Responses

201

Created

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v1.0/reports/categories
https://example-host/v1.0/reports/categories

Request samples

Content type
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{
  • "name": "string",
  • "parentId": 0
}

Response samples

Content type
application/json
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Expand all Collapse all
{
  • "id": 0
}