API Documentation
Reports ¶
/reports endpoints are routes that support multigrouping.
For each report, there are listed supported group parameters. Available filters are the same as for the source object (task report has all the filters available for tasks). All reports endpoints support filter operations.
Example for passing a group param: /reports/task_reports?group=organization,task.
All /reports endpoints support grouping by date period. Available date periods for grouping are: year, quarter, month, week and day. Grouping by date period can be done like this: reports/task_reports?group=organization,created_at:month,task. For each report endpoint, there is a list of supported dates which can be used for grouping by date period.
Booking Reports ¶
Supported group params
-
booking
-
person
-
service
-
event
-
service_type
-
pricing_type_id
-
budget
-
project
-
responsible
-
company
-
project_type
-
organization
-
people_custom_fields
Supported date period dates
- date
GET /api/v2/reports/booking_reports
Requests
GET /api/v2/reports/booking_reports
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonResponses
Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": [
{
"id": "booking-report-booking-68-d41d8cd98f00b204e9800998ecf8427e",
"type": "booking_reports",
"attributes": {
"group": "booking",
"count": 1,
"time": 640,
"start_date": "2020-09-28",
"end_date": "2020-09-28",
"pricing_type_id": null,
"project_type": null,
"total_recognized_time": null,
"average_recognized_margin": null,
"people_custom_fields": {},
"formula_fields": {},
"date_period": null,
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"average_blended_rate": null,
"average_blended_rate_default": null,
"average_blended_rate_normalized": null,
"total_recognized_revenue": null,
"total_recognized_revenue_default": null,
"total_recognized_revenue_normalized": null,
"total_cost": 0,
"total_cost_default": 0,
"total_cost_normalized": 0,
"total_recognized_profit": null,
"total_recognized_profit_default": null,
"total_recognized_profit_normalized": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 568
}
},
"booking": {
"data": {
"type": "bookings",
"id": "68"
}
},
"person": {
"data": null
},
"service": {
"data": null
},
"service_type": {
"data": null
},
"event": {
"data": null
},
"budget": {
"data": null
},
"project": {
"data": null
},
"company": {
"data": null
},
"report": {
"data": null
}
}
}
],
"included": [
{
"id": "68",
"type": "bookings",
"attributes": {
"hours": 6,
"time": 360,
"started_on": "2020-09-28",
"ended_on": "2020-09-28",
"note": null,
"total_time": 0,
"percentage": null,
"created_at": "2020-09-28T01:05:12.512+02:00",
"updated_at": "2020-09-28T01:05:12.512+02:00",
"people_custom_fields": null,
"approved": true,
"approved_at": "2020-09-28T01:05:12.512+02:00",
"rejected": false,
"rejected_reason": null,
"rejected_at": null,
"booking_method_id": 1
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 568
}
},
"service": {
"data": {
"type": "services",
"id": "25"
}
},
"event": {
"data": null
},
"person": {
"data": {
"type": "people",
"id": "1398"
}
},
"creator": {
"data": {
"type": "people",
"id": "1395"
}
},
"updater": {
"data": {
"type": "people",
"id": "1395"
}
},
"approver": {
"data": {
"type": "people",
"id": "1395"
}
},
"rejecter": {
"data": null
},
"origin": {
"data": null
}
}
},
{
"id": "25",
"type": "services",
"attributes": {
"name": "test name",
"position": 1,
"deleted_at": null,
"billable": true,
"description": null,
"pricing_type_id": 1,
"worked_time": 0,
"unapproved_time": 0,
"billable_time": 0,
"estimated_time": null,
"booked_time": 0,
"budgeted_time": 0,
"profit_margin": 100,
"unit_id": 2,
"quantity": "1.0",
"discount": null,
"future_booked_time": 0,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"hourly_rate": null,
"hourly_rate_default": null,
"hourly_rate_normalized": null,
"price": 100000,
"price_default": 125000,
"price_normalized": 100000,
"revenue": 100000,
"revenue_default": 125000,
"revenue_normalized": 100000,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 100000,
"profit_default": 125000,
"profit_normalized": 100000,
"budget_total": 100000,
"budget_total_default": 125000,
"budget_total_normalized": 100000,
"budget_used": 100000,
"budget_used_default": 125000,
"budget_used_normalized": 100000,
"future_revenue": 0,
"future_revenue_default": 0,
"future_revenue_normalized": 0,
"future_budget_used": 100000,
"future_budget_used_default": 125000,
"future_budget_used_normalized": 100000,
"future_cost": 0,
"future_cost_default": 0,
"future_cost_normalized": 0,
"discount_amount": 0,
"discount_amount_default": 0,
"discount_amount_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 568
}
},
"service_type": {
"data": {
"type": "service_types",
"id": "84"
}
},
"deal": {
"data": {
"type": "deals",
"id": "135"
}
}
}
},
{
"id": "1398",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1356@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:12.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:12.489+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 568
}
},
"company": {
"data": {
"type": "companies",
"id": "1886"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "1395",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1353@email.com",
"title": null,
"joined_at": "2020-09-28T01:05:12.000+02:00",
"last_seen_at": "2020-09-28T01:05:12.749+02:00",
"deactivated_at": null,
"archived_at": null,
"role_id": 1,
"invited_at": null,
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:12.373+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 568
}
},
"company": {
"data": {
"type": "companies",
"id": "1882"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "84",
"type": "service_types",
"attributes": {
"name": "test name",
"category_id": null,
"archived_at": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 568
}
}
}
},
{
"id": "135",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2020-09-28",
"end_date": null,
"number": 1,
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": false,
"sales_status_id": 1,
"sales_status_updated_at": null,
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 100,
"discount": null,
"email_key": "ade9bbe49494488a5b6806f93ead133a",
"purchase_order_number": null,
"custom_fields": null,
"forecasted_billable_time": 0,
"forecasted_margin": 100,
"forecasted_budget_usage": 200,
"forecasted_time_usage": 0,
"budget_usage": 100,
"future_booked_time": 0,
"probability": 50,
"budget_warning": null,
"billable_time": 0,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 0,
"time_to_close": null,
"unapproved_entries_count": 0,
"rejected_entries_count": 0,
"estimated_remaining_time": 0,
"unapproved_time": 0,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": null,
"deleted_at": null,
"created_at": "2020-09-28T01:05:12.450+02:00",
"note": null,
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2020-09-28",
"note_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 100000,
"revenue_default": 125000,
"revenue_normalized": 100000,
"services_revenue": 100000,
"services_revenue_default": 125000,
"services_revenue_normalized": 100000,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"work_cost": 0,
"work_cost_default": 0,
"work_cost_normalized": 0,
"profit": 100000,
"profit_default": 125000,
"profit_normalized": 100000,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 100000,
"pending_invoicing_default": 125000,
"pending_invoicing_normalized": 100000,
"expense": 0,
"expense_default": 0,
"expense_normalized": 0,
"expense_billable": 0,
"expense_billable_default": 0,
"expense_billable_normalized": 0,
"budget_total": 100000,
"budget_total_default": 125000,
"budget_total_normalized": 100000,
"budget_used": 100000,
"budget_used_default": 125000,
"budget_used_normalized": 100000,
"actual_rate": 0,
"actual_rate_default": 0,
"actual_rate_normalized": 0,
"budget_remaining": 0,
"budget_remaining_default": 0,
"budget_remaining_normalized": 0,
"projected_revenue": 50000,
"projected_revenue_default": 62500,
"projected_revenue_normalized": 50000,
"future_revenue": 0,
"future_revenue_default": 0,
"future_revenue_normalized": 0,
"future_budget_used": 100000,
"future_budget_used_default": 125000,
"future_budget_used_normalized": 100000,
"future_cost": 0,
"future_cost_default": 0,
"future_cost_normalized": 0,
"forecasted_revenue": 100000,
"forecasted_revenue_default": 125000,
"forecasted_revenue_normalized": 100000,
"forecasted_cost": 0,
"forecasted_cost_default": 0,
"forecasted_cost_normalized": 0,
"forecasted_profit": 100000,
"forecasted_profit_default": 125000,
"forecasted_profit_normalized": 100000,
"forecasted_budget_used": 200000,
"forecasted_budget_used_default": 250000,
"forecasted_budget_used_normalized": 200000,
"invoiced_rate": 0,
"invoiced_rate_default": 0,
"invoiced_rate_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 568
}
},
"creator": {
"data": {
"type": "people",
"id": "1395"
}
},
"company": {
"data": {
"type": "companies",
"id": "1884"
}
},
"document_type": {
"data": null
},
"responsible": {
"data": {
"type": "people",
"id": "1397"
}
},
"deal_status": {
"data": {
"type": "deal_statuses",
"id": "2916"
}
},
"project": {
"data": null
},
"lost_reason": {
"data": null
},
"contract": {
"data": null
},
"contact": {
"data": null
}
}
},
{
"id": "1886",
"type": "companies",
"attributes": {
"name": "Client1319",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:12.485+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 568
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1882",
"type": "companies",
"attributes": {
"name": "Organization568",
"billing_name": null,
"vat": null,
"default_currency": "USD",
"created_at": "2020-09-28T01:05:12.372+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 568
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1884",
"type": "companies",
"attributes": {
"name": "Client1317",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:12.416+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 568
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1397",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1355@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:12.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:12.425+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 568
}
},
"company": {
"data": {
"type": "companies",
"id": "1885"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "2916",
"type": "deal_statuses",
"attributes": {
"name": "prospective",
"position": 6,
"archived_at": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 568
}
}
}
},
{
"id": "1885",
"type": "companies",
"attributes": {
"name": "Client1318",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:12.422+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 568
}
},
"bill_to": {
"data": null
}
}
}
],
"links": {
"first": "http://www.example.com/api/v2/reports/booking_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
"last": "http://www.example.com/api/v2/reports/booking_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
},
"meta": {
"current_page": 1,
"total_pages": 1,
"total_count": 1,
"page_size": 30,
"max_page_size": 200,
"organization_features": {
"custom_fields": {
"type": "metered",
"limit": 15,
"used": 0
},
"custom_fields_per_project": {
"type": "metered",
"limit": 10,
"used": 0
},
"public_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"private_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"scheduling_placeholders": {
"type": "metered",
"limit": 5,
"used": 0
},
"multigrouping": {
"type": "switch",
"available": true
},
"client_access_to_budgets": {
"type": "switch",
"available": true
},
"subsidiaries": {
"type": "switch",
"available": true
},
"time_approvals": {
"type": "switch",
"available": true
},
"expenses_approvals": {
"type": "switch",
"available": true
},
"timeoff_approvals": {
"type": "switch",
"available": true
},
"autotracking": {
"type": "switch",
"available": true
},
"forecasting": {
"type": "switch",
"available": true
},
"webhooks": {
"type": "switch",
"available": true
},
"table_pivoting": {
"type": "switch",
"available": true
},
"formula_fields": {
"type": "switch",
"available": true
},
"single_sign_on": {
"type": "switch",
"available": true
},
"duplicate_tasks": {
"type": "switch",
"available": true
},
"billable_time_rounding": {
"type": "switch",
"available": true
},
"payment_sync": {
"type": "switch",
"available": true
},
"booking_methods": {
"type": "switch",
"available": true
}
}
}
}Get booking reportsGET/api/v2/reports/booking_reports
Budget Reports ¶
Supported group params
-
budget
-
company
-
responsible
-
subsidiary
-
contract
-
project
-
status
-
project_type
-
organization
-
recurring
-
custom_fields
Supported date period dates
-
date
-
created_at
-
closed_at
-
end_date
-
last_activity_at
-
delivered_on
GET /api/v2/reports/budget_reports
Requests
GET /api/v2/reports/budget_reports
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonResponses
Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": [
{
"id": "budget-report-budget-137-d41d8cd98f00b204e9800998ecf8427e",
"type": "budget_reports",
"attributes": {
"group": "budget",
"count": 1,
"year": null,
"quarter": null,
"month": null,
"week": null,
"status": null,
"project_type": null,
"total_worked_time": 0,
"total_billable_time": 0,
"total_estimated_time": 0,
"total_budgeted_time": 0,
"total_estimated_remaining_time": 0,
"total_unapproved_time": 0,
"total_future_booked_time": 0,
"total_forecasted_billable_time": 0,
"average_forecasted_margin": null,
"average_forecasted_budget_usage": null,
"average_forecasted_time_usage": null,
"average_profit_margin": null,
"average_budget_usage": null,
"average_forecasted_budget_overrun": null,
"recurring": false,
"custom_fields": {},
"formula_fields": {},
"date_period": null,
"created_at_period": null,
"closed_at_period": null,
"end_date_period": null,
"last_activity_at_period": null,
"delivered_on_period": null,
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"total_revenue": 0,
"total_revenue_default": 0,
"total_revenue_normalized": 0,
"total_services_revenue": 0,
"total_services_revenue_default": 0,
"total_services_revenue_normalized": 0,
"total_work_cost": 0,
"total_work_cost_default": 0,
"total_work_cost_normalized": 0,
"total_expense": 0,
"total_expense_default": 0,
"total_expense_normalized": 0,
"total_cost": 0,
"total_cost_default": 0,
"total_cost_normalized": 0,
"total_profit": 0,
"total_profit_default": 0,
"total_profit_normalized": 0,
"total_budget_total": 0,
"total_budget_total_default": 0,
"total_budget_total_normalized": 0,
"total_budget_used": 0,
"total_budget_used_default": 0,
"total_budget_used_normalized": 0,
"total_budget_remaining": 0,
"total_budget_remaining_default": 0,
"total_budget_remaining_normalized": 0,
"total_invoiced": 0,
"total_invoiced_default": 0,
"total_invoiced_normalized": 0,
"total_pending_invoicing": 0,
"total_pending_invoicing_default": 0,
"total_pending_invoicing_normalized": 0,
"average_actual_rate": null,
"average_actual_rate_default": null,
"average_actual_rate_normalized": null,
"average_invoiced_rate": null,
"average_invoiced_rate_default": null,
"average_invoiced_rate_normalized": null,
"total_future_revenue": 0,
"total_future_revenue_default": 0,
"total_future_revenue_normalized": 0,
"total_future_budget_used": 0,
"total_future_budget_used_default": 0,
"total_future_budget_used_normalized": 0,
"total_future_cost": 0,
"total_future_cost_default": 0,
"total_future_cost_normalized": 0,
"total_forecasted_revenue": 0,
"total_forecasted_revenue_default": 0,
"total_forecasted_revenue_normalized": 0,
"total_forecasted_cost": 0,
"total_forecasted_cost_default": 0,
"total_forecasted_cost_normalized": 0,
"total_forecasted_profit": 0,
"total_forecasted_profit_default": 0,
"total_forecasted_profit_normalized": 0,
"total_forecasted_budget_used": 0,
"total_forecasted_budget_used_default": 0,
"total_forecasted_budget_used_normalized": 0,
"total_expense_billable": 0,
"total_expense_billable_default": 0,
"total_expense_billable_normalized": 0,
"total_forecasted_budget_overrun": 0,
"total_forecasted_budget_overrun_default": 0,
"total_forecasted_budget_overrun_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 569
}
},
"budget": {
"data": {
"type": "deals",
"id": "137"
}
},
"contract": {
"data": null
},
"project": {
"data": null
},
"company": {
"data": null
},
"responsible": {
"data": null
},
"subsidiary": {
"data": null
},
"report": {
"data": null
}
}
}
],
"included": [
{
"id": "137",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2020-09-28",
"end_date": null,
"number": 1,
"suffix": null,
"time_approval": true,
"expense_approval": false,
"client_access": false,
"deal_type_id": 2,
"budget": true,
"sales_status_id": null,
"sales_status_updated_at": null,
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"discount": null,
"email_key": "742fc57ce222d140e6a4f70752156f3a",
"purchase_order_number": null,
"custom_fields": null,
"forecasted_billable_time": 0,
"forecasted_margin": 0,
"forecasted_budget_usage": 0,
"forecasted_time_usage": 0,
"budget_usage": 0,
"future_booked_time": 0,
"probability": 100,
"budget_warning": null,
"billable_time": 0,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 0,
"time_to_close": null,
"unapproved_entries_count": 0,
"rejected_entries_count": 0,
"estimated_remaining_time": 0,
"unapproved_time": 0,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": null,
"deleted_at": null,
"created_at": "2020-09-28T01:05:13.034+02:00",
"note": null,
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2020-09-28",
"note_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"services_revenue": 0,
"services_revenue_default": 0,
"services_revenue_normalized": 0,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"work_cost": 0,
"work_cost_default": 0,
"work_cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"expense": 0,
"expense_default": 0,
"expense_normalized": 0,
"expense_billable": 0,
"expense_billable_default": 0,
"expense_billable_normalized": 0,
"budget_total": 0,
"budget_total_default": 0,
"budget_total_normalized": 0,
"budget_used": 0,
"budget_used_default": 0,
"budget_used_normalized": 0,
"actual_rate": 0,
"actual_rate_default": 0,
"actual_rate_normalized": 0,
"budget_remaining": 0,
"budget_remaining_default": 0,
"budget_remaining_normalized": 0,
"projected_revenue": 0,
"projected_revenue_default": 0,
"projected_revenue_normalized": 0,
"future_revenue": 0,
"future_revenue_default": 0,
"future_revenue_normalized": 0,
"future_budget_used": 0,
"future_budget_used_default": 0,
"future_budget_used_normalized": 0,
"future_cost": 0,
"future_cost_default": 0,
"future_cost_normalized": 0,
"forecasted_revenue": 0,
"forecasted_revenue_default": 0,
"forecasted_revenue_normalized": 0,
"forecasted_cost": 0,
"forecasted_cost_default": 0,
"forecasted_cost_normalized": 0,
"forecasted_profit": 0,
"forecasted_profit_default": 0,
"forecasted_profit_normalized": 0,
"forecasted_budget_used": 0,
"forecasted_budget_used_default": 0,
"forecasted_budget_used_normalized": 0,
"invoiced_rate": 0,
"invoiced_rate_default": 0,
"invoiced_rate_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 569
}
},
"creator": {
"data": {
"type": "people",
"id": "1402"
}
},
"company": {
"data": {
"type": "companies",
"id": "1892"
}
},
"document_type": {
"data": null
},
"responsible": {
"data": {
"type": "people",
"id": "1403"
}
},
"deal_status": {
"meta": {
"included": false
}
},
"project": {
"data": {
"type": "projects",
"id": "298"
}
},
"lost_reason": {
"meta": {
"included": false
}
},
"contract": {
"data": null
},
"contact": {
"meta": {
"included": false
}
}
}
},
{
"id": "1402",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1360@email.com",
"title": null,
"joined_at": "2020-09-28T01:05:13.000+02:00",
"last_seen_at": "2020-09-28T01:05:13.052+02:00",
"deactivated_at": null,
"archived_at": null,
"role_id": 1,
"invited_at": null,
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:12.898+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 569
}
},
"company": {
"data": {
"type": "companies",
"id": "1891"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "1892",
"type": "companies",
"attributes": {
"name": "Client1324",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:12.958+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 569
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1403",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1361@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:12.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:12.968+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 569
}
},
"company": {
"data": {
"type": "companies",
"id": "1893"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "298",
"type": "projects",
"attributes": {
"name": "test project",
"number": 1,
"project_type_id": 2,
"project_color_id": null,
"last_activity_at": null,
"public_access": true,
"time_on_tasks": false,
"tag_colors": {},
"archived_at": null,
"board_count": 0,
"budget_count": 1,
"worked_time": 0,
"estimated_time": 0,
"profit_margin": 0,
"budget_closing_date": null,
"invoice_payment_due": null,
"custom_fields": null,
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"needs_invoicing": 0,
"needs_invoicing_default": 0,
"needs_invoicing_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 569
}
},
"company": {
"data": {
"type": "companies",
"id": "1895"
}
},
"project_manager": {
"data": {
"type": "people",
"id": "1404"
}
},
"last_actor": {
"data": null
}
}
},
{
"id": "1891",
"type": "companies",
"attributes": {
"name": "Organization569",
"billing_name": null,
"vat": null,
"default_currency": "USD",
"created_at": "2020-09-28T01:05:12.896+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 569
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1893",
"type": "companies",
"attributes": {
"name": "Client1325",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:12.965+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 569
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1895",
"type": "companies",
"attributes": {
"name": "Client1327",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:13.011+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 569
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1404",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1362@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:12.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:12.994+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 569
}
},
"company": {
"data": {
"type": "companies",
"id": "1894"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "1894",
"type": "companies",
"attributes": {
"name": "Client1326",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:12.990+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 569
}
},
"bill_to": {
"data": null
}
}
}
],
"links": {
"first": "http://www.example.com/api/v2/reports/budget_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
"last": "http://www.example.com/api/v2/reports/budget_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
},
"meta": {
"current_page": 1,
"total_pages": 1,
"total_count": 1,
"page_size": 30,
"max_page_size": 200,
"organization_features": {
"custom_fields": {
"type": "metered",
"limit": 15,
"used": 0
},
"custom_fields_per_project": {
"type": "metered",
"limit": 10,
"used": 0
},
"public_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"private_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"scheduling_placeholders": {
"type": "metered",
"limit": 5,
"used": 0
},
"multigrouping": {
"type": "switch",
"available": true
},
"client_access_to_budgets": {
"type": "switch",
"available": true
},
"subsidiaries": {
"type": "switch",
"available": true
},
"time_approvals": {
"type": "switch",
"available": true
},
"expenses_approvals": {
"type": "switch",
"available": true
},
"timeoff_approvals": {
"type": "switch",
"available": true
},
"autotracking": {
"type": "switch",
"available": true
},
"forecasting": {
"type": "switch",
"available": true
},
"webhooks": {
"type": "switch",
"available": true
},
"table_pivoting": {
"type": "switch",
"available": true
},
"formula_fields": {
"type": "switch",
"available": true
},
"single_sign_on": {
"type": "switch",
"available": true
},
"duplicate_tasks": {
"type": "switch",
"available": true
},
"billable_time_rounding": {
"type": "switch",
"available": true
},
"payment_sync": {
"type": "switch",
"available": true
},
"booking_methods": {
"type": "switch",
"available": true
}
}
}
}Get budget reportsGET/api/v2/reports/budget_reports
Company Reports ¶
Supported group params
-
company, key: :company_id
-
status
-
organization
-
custom_fields
Supported date period dates
- created_at
GET /api/v2/reports/company_reports
Requests
GET /api/v2/reports/company_reports
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonResponses
Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": [
{
"id": "company-report-company-1896-d41d8cd98f00b204e9800998ecf8427e",
"type": "company_reports",
"attributes": {
"group": "company",
"count": 1,
"year": null,
"quarter": null,
"month": null,
"week": null,
"status": null,
"custom_fields": {},
"contact_phone": null,
"contact_email": null,
"contact_website": null,
"contact_city": null,
"contact_state": null,
"contact_country": null,
"contact_zipcode": null,
"contact_address": null,
"created_at_period": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 570
}
},
"company": {
"data": {
"type": "companies",
"id": "1896"
}
},
"report": {
"data": null
}
}
}
],
"included": [
{
"id": "1896",
"type": "companies",
"attributes": {
"name": "Organization570",
"billing_name": null,
"vat": null,
"default_currency": "USD",
"created_at": "2020-09-28T01:05:13.204+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 570
}
},
"bill_to": {
"data": null
}
}
}
],
"links": {
"first": "http://www.example.com/api/v2/reports/company_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
"last": "http://www.example.com/api/v2/reports/company_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
},
"meta": {
"current_page": 1,
"total_pages": 1,
"total_count": 1,
"page_size": 30,
"max_page_size": 200,
"organization_features": {
"custom_fields": {
"type": "metered",
"limit": 15,
"used": 0
},
"custom_fields_per_project": {
"type": "metered",
"limit": 10,
"used": 0
},
"public_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"private_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"scheduling_placeholders": {
"type": "metered",
"limit": 5,
"used": 0
},
"multigrouping": {
"type": "switch",
"available": true
},
"client_access_to_budgets": {
"type": "switch",
"available": true
},
"subsidiaries": {
"type": "switch",
"available": true
},
"time_approvals": {
"type": "switch",
"available": true
},
"expenses_approvals": {
"type": "switch",
"available": true
},
"timeoff_approvals": {
"type": "switch",
"available": true
},
"autotracking": {
"type": "switch",
"available": true
},
"forecasting": {
"type": "switch",
"available": true
},
"webhooks": {
"type": "switch",
"available": true
},
"table_pivoting": {
"type": "switch",
"available": true
},
"formula_fields": {
"type": "switch",
"available": true
},
"single_sign_on": {
"type": "switch",
"available": true
},
"duplicate_tasks": {
"type": "switch",
"available": true
},
"billable_time_rounding": {
"type": "switch",
"available": true
},
"payment_sync": {
"type": "switch",
"available": true
},
"booking_methods": {
"type": "switch",
"available": true
}
}
}
}Get company reportsGET/api/v2/reports/company_reports
Deal Reports ¶
Supported group params
-
deal
-
company
-
responsible
-
subsidiary
-
sales_status_id
-
deal_status
-
lost_reason
-
organization
-
custom_fields
-
contact
Supported date period dates
-
date
-
created_at
-
last_activity_at
-
sales_status_updated_at
-
sales_closed_at
GET /api/v2/reports/deal_reports
Requests
GET /api/v2/reports/deal_reports
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonResponses
Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": [
{
"id": "deal-report-deal-138-d41d8cd98f00b204e9800998ecf8427e",
"type": "deal_reports",
"attributes": {
"group": "deal",
"count": 1,
"year": null,
"quarter": null,
"month": null,
"week": null,
"sales_status_id": null,
"total_worked_time": 0,
"total_billable_time": 0,
"total_estimated_time": 0,
"total_budgeted_time": 0,
"total_estimated_remaining_time": 0,
"custom_fields": {},
"formula_fields": {},
"date_period": null,
"created_at_period": null,
"last_activity_at_period": null,
"sales_closed_at_period": null,
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"total_revenue": 0,
"total_revenue_default": 0,
"total_revenue_normalized": 0,
"total_services_revenue": 0,
"total_services_revenue_default": 0,
"total_services_revenue_normalized": 0,
"total_projected_revenue": 0,
"total_projected_revenue_default": 0,
"total_projected_revenue_normalized": 0,
"total_work_cost": 0,
"total_work_cost_default": 0,
"total_work_cost_normalized": 0,
"total_expense": 0,
"total_expense_default": 0,
"total_expense_normalized": 0,
"total_cost": 0,
"total_cost_default": 0,
"total_cost_normalized": 0,
"total_profit": 0,
"total_profit_default": 0,
"total_profit_normalized": 0,
"total_budget_total": 0,
"total_budget_total_default": 0,
"total_budget_total_normalized": 0,
"total_budget_used": 0,
"total_budget_used_default": 0,
"total_budget_used_normalized": 0,
"total_invoiced": 0,
"total_invoiced_default": 0,
"total_invoiced_normalized": 0,
"total_pending_invoicing": 0,
"total_pending_invoicing_default": 0,
"total_pending_invoicing_normalized": 0,
"average_actual_rate": 0,
"average_actual_rate_default": 0,
"average_actual_rate_normalized": 0,
"average_rate": 0,
"average_rate_default": 0,
"average_rate_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 571
}
},
"deal": {
"data": {
"type": "deals",
"id": "138"
}
},
"company": {
"data": null
},
"responsible": {
"data": null
},
"subsidiary": {
"data": null
},
"deal_status": {
"data": null
},
"lost_reason": {
"data": null
},
"contact": {
"data": null
},
"report": {
"data": null
}
}
}
],
"included": [
{
"id": "138",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2020-09-28",
"end_date": null,
"number": 1,
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": false,
"sales_status_id": 1,
"sales_status_updated_at": null,
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"discount": null,
"email_key": "c1c071f9d628071996cf63394f8c3377",
"purchase_order_number": null,
"custom_fields": null,
"forecasted_billable_time": 0,
"forecasted_margin": 0,
"forecasted_budget_usage": 0,
"forecasted_time_usage": 0,
"budget_usage": 0,
"future_booked_time": 0,
"probability": 50,
"budget_warning": null,
"billable_time": 0,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 0,
"time_to_close": null,
"unapproved_entries_count": 0,
"rejected_entries_count": 0,
"estimated_remaining_time": 0,
"unapproved_time": 0,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": null,
"deleted_at": null,
"created_at": "2020-09-28T01:05:13.349+02:00",
"note": null,
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2020-09-28",
"note_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"services_revenue": 0,
"services_revenue_default": 0,
"services_revenue_normalized": 0,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"work_cost": 0,
"work_cost_default": 0,
"work_cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"expense": 0,
"expense_default": 0,
"expense_normalized": 0,
"expense_billable": 0,
"expense_billable_default": 0,
"expense_billable_normalized": 0,
"budget_total": 0,
"budget_total_default": 0,
"budget_total_normalized": 0,
"budget_used": 0,
"budget_used_default": 0,
"budget_used_normalized": 0,
"actual_rate": 0,
"actual_rate_default": 0,
"actual_rate_normalized": 0,
"budget_remaining": 0,
"budget_remaining_default": 0,
"budget_remaining_normalized": 0,
"projected_revenue": 0,
"projected_revenue_default": 0,
"projected_revenue_normalized": 0,
"future_revenue": 0,
"future_revenue_default": 0,
"future_revenue_normalized": 0,
"future_budget_used": 0,
"future_budget_used_default": 0,
"future_budget_used_normalized": 0,
"future_cost": 0,
"future_cost_default": 0,
"future_cost_normalized": 0,
"forecasted_revenue": 0,
"forecasted_revenue_default": 0,
"forecasted_revenue_normalized": 0,
"forecasted_cost": 0,
"forecasted_cost_default": 0,
"forecasted_cost_normalized": 0,
"forecasted_profit": 0,
"forecasted_profit_default": 0,
"forecasted_profit_normalized": 0,
"forecasted_budget_used": 0,
"forecasted_budget_used_default": 0,
"forecasted_budget_used_normalized": 0,
"invoiced_rate": 0,
"invoiced_rate_default": 0,
"invoiced_rate_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 571
}
},
"creator": {
"data": {
"type": "people",
"id": "1406"
}
},
"company": {
"data": {
"type": "companies",
"id": "1898"
}
},
"document_type": {
"data": null
},
"responsible": {
"data": {
"type": "people",
"id": "1407"
}
},
"deal_status": {
"data": {
"type": "deal_statuses",
"id": "2933"
}
},
"project": {
"data": null
},
"lost_reason": {
"data": null
},
"contract": {
"data": null
},
"contact": {
"data": null
}
}
},
{
"id": "1406",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1364@email.com",
"title": null,
"joined_at": "2020-09-28T01:05:13.000+02:00",
"last_seen_at": "2020-09-28T01:05:13.368+02:00",
"deactivated_at": null,
"archived_at": null,
"role_id": 1,
"invited_at": null,
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:13.300+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 571
}
},
"company": {
"data": {
"type": "companies",
"id": "1897"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "1898",
"type": "companies",
"attributes": {
"name": "Client1328",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:13.315+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 571
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1407",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1365@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:13.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:13.324+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 571
}
},
"company": {
"data": {
"type": "companies",
"id": "1899"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "2933",
"type": "deal_statuses",
"attributes": {
"name": "prospective",
"position": 6,
"archived_at": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 571
}
}
}
},
{
"id": "1897",
"type": "companies",
"attributes": {
"name": "Organization571",
"billing_name": null,
"vat": null,
"default_currency": "USD",
"created_at": "2020-09-28T01:05:13.299+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 571
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1899",
"type": "companies",
"attributes": {
"name": "Client1329",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:13.321+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 571
}
},
"bill_to": {
"data": null
}
}
}
],
"links": {
"first": "http://www.example.com/api/v2/reports/deal_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
"last": "http://www.example.com/api/v2/reports/deal_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
},
"meta": {
"current_page": 1,
"total_pages": 1,
"total_count": 1,
"page_size": 30,
"max_page_size": 200,
"organization_features": {
"custom_fields": {
"type": "metered",
"limit": 15,
"used": 0
},
"custom_fields_per_project": {
"type": "metered",
"limit": 10,
"used": 0
},
"public_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"private_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"scheduling_placeholders": {
"type": "metered",
"limit": 5,
"used": 0
},
"multigrouping": {
"type": "switch",
"available": true
},
"client_access_to_budgets": {
"type": "switch",
"available": true
},
"subsidiaries": {
"type": "switch",
"available": true
},
"time_approvals": {
"type": "switch",
"available": true
},
"expenses_approvals": {
"type": "switch",
"available": true
},
"timeoff_approvals": {
"type": "switch",
"available": true
},
"autotracking": {
"type": "switch",
"available": true
},
"forecasting": {
"type": "switch",
"available": true
},
"webhooks": {
"type": "switch",
"available": true
},
"table_pivoting": {
"type": "switch",
"available": true
},
"formula_fields": {
"type": "switch",
"available": true
},
"single_sign_on": {
"type": "switch",
"available": true
},
"duplicate_tasks": {
"type": "switch",
"available": true
},
"billable_time_rounding": {
"type": "switch",
"available": true
},
"payment_sync": {
"type": "switch",
"available": true
},
"booking_methods": {
"type": "switch",
"available": true
}
}
}
}Get deal reportsGET/api/v2/reports/deal_reports
Expense Reports ¶
Supported group params
-
expense
-
deal
-
service_type
-
project
-
company
-
person
-
responsible
-
status
-
invoiced
-
approval_status
-
reimbursement
-
organization
-
vendor
Supported date period dates
-
date
-
pay_on
-
paid_on
GET /api/v2/reports/expense_reports
Requests
GET /api/v2/reports/expense_reports
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonResponses
Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": [
{
"id": "expense-report-expense-42-d41d8cd98f00b204e9800998ecf8427e",
"type": "expense_reports",
"attributes": {
"group": "expense",
"count": 1,
"year": null,
"quarter": null,
"month": null,
"week": null,
"status": null,
"quote_type": null,
"invoiced": false,
"approval_status": null,
"average_profit_margin": null,
"reimbursement": null,
"date_period": null,
"pay_on_period": null,
"paid_on_period": null,
"formula_fields": {},
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"total_amount": 12500,
"total_amount_default": 12500,
"total_amount_normalized": 12500,
"total_profit": -12500,
"total_profit_default": -12500,
"total_profit_normalized": -12500,
"total_billable_amount": 0,
"total_billable_amount_default": 0,
"total_billable_amount_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 572
}
},
"expense": {
"data": {
"type": "expenses",
"id": "42"
}
},
"deal": {
"data": null
},
"project": {
"data": null
},
"company": {
"data": null
},
"service_type": {
"data": null
},
"vendor": {
"data": null
},
"person": {
"data": null
},
"report": {
"data": null
}
}
}
],
"included": [
{
"id": "42",
"type": "expenses",
"attributes": {
"name": "test name",
"date": "2020-09-28",
"pay_on": null,
"paid_on": null,
"position": 1,
"invoiced": false,
"approved": true,
"approved_at": "2020-09-28T01:05:13.558+02:00",
"rejected": false,
"rejected_reason": null,
"rejected_at": null,
"deleted_at": null,
"reimbursable": null,
"reimbursed_on": null,
"exchange_rate": "1.25",
"exchange_date": "2020-09-28",
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"amount": 10000,
"amount_default": 12500,
"amount_normalized": 10000,
"billable_amount": 0,
"billable_amount_default": 0,
"billable_amount_normalized": 0,
"profit": -10000,
"profit_default": -12500,
"profit_normalized": -10000
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 572
}
},
"deal": {
"data": {
"type": "deals",
"id": "139"
}
},
"service_type": {
"data": {
"type": "service_types",
"id": "86"
}
},
"person": {
"data": null
},
"creator": {
"data": {
"type": "people",
"id": "1408"
}
},
"approver": {
"data": {
"type": "people",
"id": "1409"
}
},
"rejecter": {
"data": null
},
"vendor": {
"data": null
},
"attachment": {
"data": null
}
}
},
{
"id": "139",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2020-09-28",
"end_date": null,
"number": 1,
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": false,
"sales_status_id": 1,
"sales_status_updated_at": null,
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 0,
"discount": null,
"email_key": "2e6244e9fbde64e7449d2f4596bf9944",
"purchase_order_number": null,
"custom_fields": null,
"forecasted_billable_time": 0,
"forecasted_margin": 0,
"forecasted_budget_usage": 0,
"forecasted_time_usage": 0,
"budget_usage": 0,
"future_booked_time": 0,
"probability": 50,
"budget_warning": null,
"billable_time": 0,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 0,
"time_to_close": null,
"unapproved_entries_count": 0,
"rejected_entries_count": 0,
"estimated_remaining_time": 0,
"unapproved_time": 0,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": null,
"deleted_at": null,
"created_at": "2020-09-28T01:05:13.545+02:00",
"note": null,
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2020-09-28",
"note_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"services_revenue": 0,
"services_revenue_default": 0,
"services_revenue_normalized": 0,
"cost": 10000,
"cost_default": 12500,
"cost_normalized": 10000,
"work_cost": 0,
"work_cost_default": 0,
"work_cost_normalized": 0,
"profit": -10000,
"profit_default": -12500,
"profit_normalized": -10000,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"expense": 10000,
"expense_default": 12500,
"expense_normalized": 10000,
"expense_billable": 0,
"expense_billable_default": 0,
"expense_billable_normalized": 0,
"budget_total": 0,
"budget_total_default": 0,
"budget_total_normalized": 0,
"budget_used": 0,
"budget_used_default": 0,
"budget_used_normalized": 0,
"actual_rate": 0,
"actual_rate_default": 0,
"actual_rate_normalized": 0,
"budget_remaining": 0,
"budget_remaining_default": 0,
"budget_remaining_normalized": 0,
"projected_revenue": 0,
"projected_revenue_default": 0,
"projected_revenue_normalized": 0,
"future_revenue": 0,
"future_revenue_default": 0,
"future_revenue_normalized": 0,
"future_budget_used": 0,
"future_budget_used_default": 0,
"future_budget_used_normalized": 0,
"future_cost": 0,
"future_cost_default": 0,
"future_cost_normalized": 0,
"forecasted_revenue": 0,
"forecasted_revenue_default": 0,
"forecasted_revenue_normalized": 0,
"forecasted_cost": 10000,
"forecasted_cost_default": 12500,
"forecasted_cost_normalized": 10000,
"forecasted_profit": -10000,
"forecasted_profit_default": -12500,
"forecasted_profit_normalized": -10000,
"forecasted_budget_used": 0,
"forecasted_budget_used_default": 0,
"forecasted_budget_used_normalized": 0,
"invoiced_rate": 0,
"invoiced_rate_default": 0,
"invoiced_rate_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 572
}
},
"creator": {
"data": {
"type": "people",
"id": "1408"
}
},
"company": {
"data": {
"type": "companies",
"id": "1901"
}
},
"document_type": {
"data": null
},
"responsible": {
"data": {
"type": "people",
"id": "1409"
}
},
"deal_status": {
"data": {
"type": "deal_statuses",
"id": "2939"
}
},
"project": {
"data": null
},
"lost_reason": {
"data": null
},
"contract": {
"data": null
},
"contact": {
"data": null
}
}
},
{
"id": "86",
"type": "service_types",
"attributes": {
"name": "test name",
"category_id": null,
"archived_at": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 572
}
}
}
},
{
"id": "1408",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1366@email.com",
"title": null,
"joined_at": "2020-09-28T01:05:13.000+02:00",
"last_seen_at": "2020-09-28T01:05:13.589+02:00",
"deactivated_at": null,
"archived_at": null,
"role_id": 1,
"invited_at": null,
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:13.492+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 572
}
},
"company": {
"data": {
"type": "companies",
"id": "1900"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "1409",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1367@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:13.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:13.518+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 572
}
},
"company": {
"data": {
"type": "companies",
"id": "1902"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "1901",
"type": "companies",
"attributes": {
"name": "Client1330",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:13.508+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 572
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "2939",
"type": "deal_statuses",
"attributes": {
"name": "prospective",
"position": 6,
"archived_at": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 572
}
}
}
},
{
"id": "1900",
"type": "companies",
"attributes": {
"name": "Organization572",
"billing_name": null,
"vat": null,
"default_currency": "USD",
"created_at": "2020-09-28T01:05:13.491+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 572
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1902",
"type": "companies",
"attributes": {
"name": "Client1331",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:13.514+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 572
}
},
"bill_to": {
"data": null
}
}
}
],
"links": {
"first": "http://www.example.com/api/v2/reports/expense_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
"last": "http://www.example.com/api/v2/reports/expense_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
},
"meta": {
"current_page": 1,
"total_pages": 1,
"total_count": 1,
"page_size": 30,
"max_page_size": 200,
"organization_features": {
"custom_fields": {
"type": "metered",
"limit": 15,
"used": 0
},
"custom_fields_per_project": {
"type": "metered",
"limit": 10,
"used": 0
},
"public_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"private_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"scheduling_placeholders": {
"type": "metered",
"limit": 5,
"used": 0
},
"multigrouping": {
"type": "switch",
"available": true
},
"client_access_to_budgets": {
"type": "switch",
"available": true
},
"subsidiaries": {
"type": "switch",
"available": true
},
"time_approvals": {
"type": "switch",
"available": true
},
"expenses_approvals": {
"type": "switch",
"available": true
},
"timeoff_approvals": {
"type": "switch",
"available": true
},
"autotracking": {
"type": "switch",
"available": true
},
"forecasting": {
"type": "switch",
"available": true
},
"webhooks": {
"type": "switch",
"available": true
},
"table_pivoting": {
"type": "switch",
"available": true
},
"formula_fields": {
"type": "switch",
"available": true
},
"single_sign_on": {
"type": "switch",
"available": true
},
"duplicate_tasks": {
"type": "switch",
"available": true
},
"billable_time_rounding": {
"type": "switch",
"available": true
},
"payment_sync": {
"type": "switch",
"available": true
},
"booking_methods": {
"type": "switch",
"available": true
}
}
}
}Get expense reportsGET/api/v2/reports/expense_reports
Finanacial Item Reports ¶
Supported group params
-
financial_item
-
person
-
service
-
service_type
-
budget
-
project
-
company
-
pricing_type
-
project_type
-
future
-
organization
Supported date period dates
- date
GET /api/v2/reports/financial_item_reports
Requests
GET /api/v2/reports/financial_item_reports
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonResponses
Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": [
{
"id": "financial-item-report-financial_item-time_entry-9-d41d8cd98f00b204e9800998ecf8427e",
"type": "financial_item_reports",
"attributes": {
"group": "financial_item",
"financial_item_id": 9,
"financial_item_type": "time_entry",
"financial_item_date": "2020-09-28",
"total_time": 480,
"total_billable_time": 480,
"total_recognized_time": null,
"pricing_type_id": null,
"project_type_id": null,
"average_profit_margin": null,
"average_recognized_margin": null,
"future": null,
"approval_status": null,
"date_period": null,
"formula_fields": {},
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"total_revenue": null,
"total_revenue_default": null,
"total_revenue_normalized": null,
"total_recognized_revenue": null,
"total_recognized_revenue_default": null,
"total_recognized_revenue_normalized": null,
"total_cost": 0,
"total_cost_default": 0,
"total_cost_normalized": 0,
"total_profit": null,
"total_profit_default": null,
"total_profit_normalized": null,
"total_recognized_profit": null,
"total_recognized_profit_default": null,
"total_recognized_profit_normalized": null,
"average_blended_rate": null,
"average_blended_rate_default": null,
"average_blended_rate_normalized": null,
"total_budget_used": 0,
"total_budget_used_default": 0,
"total_budget_used_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 573
}
},
"person": {
"data": null
},
"service": {
"data": null
},
"service_type": {
"data": null
},
"budget": {
"data": null
},
"company": {
"data": null
},
"project": {
"data": null
},
"time_entry": {
"data": {
"type": "time_entries",
"id": "9"
}
},
"booking_item": {
"data": null
},
"expense": {
"data": null
},
"report": {
"data": null
}
}
}
],
"included": [
{
"id": "9",
"type": "time_entries",
"attributes": {
"date": "2020-09-28",
"created_at": "2020-09-28T01:05:13.833+02:00",
"time": 480,
"billable_time": 480,
"note": "test note",
"track_method_id": 1,
"tracking_type_id": null,
"started_at": null,
"timer_started_at": null,
"approved": false,
"approved_at": null,
"updated_at": "2020-09-28T01:05:13.833+02:00",
"invoiced": false,
"rejected": false,
"rejected_reason": null,
"rejected_at": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"work_cost": 0,
"work_cost_default": 0,
"work_cost_normalized": 0,
"overhead_cost": 0,
"overhead_cost_default": 0,
"overhead_cost_normalized": 0,
"internal_overhead_cost": 0,
"internal_overhead_cost_default": 0,
"internal_overhead_cost_normalized": 0,
"facility_overhead_cost": 0,
"facility_overhead_cost_default": 0,
"facility_overhead_cost_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 573
}
},
"person": {
"data": {
"type": "people",
"id": "1411"
}
},
"service": {
"data": {
"type": "services",
"id": "27"
}
},
"task": {
"data": null
},
"approver": {
"data": null
},
"updater": {
"data": {
"type": "people",
"id": "1410"
}
},
"rejecter": {
"data": null
}
}
},
{
"id": "1411",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1369@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:13.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:13.735+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 573
}
},
"company": {
"data": {
"type": "companies",
"id": "1904"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "27",
"type": "services",
"attributes": {
"name": "test name",
"position": 1,
"deleted_at": null,
"billable": true,
"description": null,
"pricing_type_id": 1,
"worked_time": 480,
"unapproved_time": 480,
"billable_time": 0,
"estimated_time": null,
"booked_time": 0,
"budgeted_time": 0,
"profit_margin": 100,
"unit_id": 2,
"quantity": "1.0",
"discount": null,
"future_booked_time": 0,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"hourly_rate": null,
"hourly_rate_default": null,
"hourly_rate_normalized": null,
"price": 100000,
"price_default": 125000,
"price_normalized": 100000,
"revenue": 100000,
"revenue_default": 125000,
"revenue_normalized": 100000,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 100000,
"profit_default": 125000,
"profit_normalized": 100000,
"budget_total": 100000,
"budget_total_default": 125000,
"budget_total_normalized": 100000,
"budget_used": 100000,
"budget_used_default": 125000,
"budget_used_normalized": 100000,
"future_revenue": 0,
"future_revenue_default": 0,
"future_revenue_normalized": 0,
"future_budget_used": 100000,
"future_budget_used_default": 125000,
"future_budget_used_normalized": 100000,
"future_cost": 0,
"future_cost_default": 0,
"future_cost_normalized": 0,
"discount_amount": 0,
"discount_amount_default": 0,
"discount_amount_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 573
}
},
"service_type": {
"data": {
"type": "service_types",
"id": "87"
}
},
"deal": {
"data": {
"type": "deals",
"id": "140"
}
}
}
},
{
"id": "1410",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1368@email.com",
"title": null,
"joined_at": "2020-09-28T01:05:13.000+02:00",
"last_seen_at": "2020-09-28T01:05:13.873+02:00",
"deactivated_at": null,
"archived_at": null,
"role_id": 1,
"invited_at": null,
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:13.714+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 573
}
},
"company": {
"data": {
"type": "companies",
"id": "1903"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "1904",
"type": "companies",
"attributes": {
"name": "Client1332",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:13.732+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 573
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "87",
"type": "service_types",
"attributes": {
"name": "test name",
"category_id": null,
"archived_at": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 573
}
}
}
},
{
"id": "140",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2020-09-28",
"end_date": null,
"number": 1,
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": false,
"sales_status_id": 1,
"sales_status_updated_at": null,
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 100,
"discount": null,
"email_key": "0af17187722fbd7273a71f3061811c53",
"purchase_order_number": null,
"custom_fields": null,
"forecasted_billable_time": 0,
"forecasted_margin": 100,
"forecasted_budget_usage": 200,
"forecasted_time_usage": 0,
"budget_usage": 100,
"future_booked_time": 0,
"probability": 50,
"budget_warning": null,
"billable_time": 0,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 480,
"time_to_close": null,
"unapproved_entries_count": 1,
"rejected_entries_count": 0,
"estimated_remaining_time": -480,
"unapproved_time": 480,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": null,
"deleted_at": null,
"created_at": "2020-09-28T01:05:13.794+02:00",
"note": null,
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2020-09-28",
"note_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 100000,
"revenue_default": 125000,
"revenue_normalized": 100000,
"services_revenue": 100000,
"services_revenue_default": 125000,
"services_revenue_normalized": 100000,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"work_cost": 0,
"work_cost_default": 0,
"work_cost_normalized": 0,
"profit": 100000,
"profit_default": 125000,
"profit_normalized": 100000,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 100000,
"pending_invoicing_default": 125000,
"pending_invoicing_normalized": 100000,
"expense": 0,
"expense_default": 0,
"expense_normalized": 0,
"expense_billable": 0,
"expense_billable_default": 0,
"expense_billable_normalized": 0,
"budget_total": 100000,
"budget_total_default": 125000,
"budget_total_normalized": 100000,
"budget_used": 100000,
"budget_used_default": 125000,
"budget_used_normalized": 100000,
"actual_rate": 12500,
"actual_rate_default": 15625,
"actual_rate_normalized": 12500,
"budget_remaining": 0,
"budget_remaining_default": 0,
"budget_remaining_normalized": 0,
"projected_revenue": 50000,
"projected_revenue_default": 62500,
"projected_revenue_normalized": 50000,
"future_revenue": 0,
"future_revenue_default": 0,
"future_revenue_normalized": 0,
"future_budget_used": 100000,
"future_budget_used_default": 125000,
"future_budget_used_normalized": 100000,
"future_cost": 0,
"future_cost_default": 0,
"future_cost_normalized": 0,
"forecasted_revenue": 100000,
"forecasted_revenue_default": 125000,
"forecasted_revenue_normalized": 100000,
"forecasted_cost": 0,
"forecasted_cost_default": 0,
"forecasted_cost_normalized": 0,
"forecasted_profit": 100000,
"forecasted_profit_default": 125000,
"forecasted_profit_normalized": 100000,
"forecasted_budget_used": 200000,
"forecasted_budget_used_default": 250000,
"forecasted_budget_used_normalized": 200000,
"invoiced_rate": 0,
"invoiced_rate_default": 0,
"invoiced_rate_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 573
}
},
"creator": {
"data": {
"type": "people",
"id": "1410"
}
},
"company": {
"data": {
"type": "companies",
"id": "1905"
}
},
"document_type": {
"data": null
},
"responsible": {
"data": {
"type": "people",
"id": "1412"
}
},
"deal_status": {
"data": {
"type": "deal_statuses",
"id": "2945"
}
},
"project": {
"data": null
},
"lost_reason": {
"data": null
},
"contract": {
"data": null
},
"contact": {
"data": null
}
}
},
{
"id": "1903",
"type": "companies",
"attributes": {
"name": "Organization573",
"billing_name": null,
"vat": null,
"default_currency": "USD",
"created_at": "2020-09-28T01:05:13.712+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 573
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1905",
"type": "companies",
"attributes": {
"name": "Client1333",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:13.756+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 573
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1412",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1370@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:13.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:13.767+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 573
}
},
"company": {
"data": {
"type": "companies",
"id": "1906"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "2945",
"type": "deal_statuses",
"attributes": {
"name": "prospective",
"position": 6,
"archived_at": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 573
}
}
}
},
{
"id": "1906",
"type": "companies",
"attributes": {
"name": "Client1334",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:13.763+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 573
}
},
"bill_to": {
"data": null
}
}
}
],
"links": {
"first": "http://www.example.com/api/v2/reports/financial_item_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
"last": "http://www.example.com/api/v2/reports/financial_item_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
},
"meta": {
"current_page": 1,
"total_pages": 1,
"total_count": 1,
"page_size": 30,
"max_page_size": 200,
"organization_features": {
"custom_fields": {
"type": "metered",
"limit": 15,
"used": 0
},
"custom_fields_per_project": {
"type": "metered",
"limit": 10,
"used": 0
},
"public_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"private_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"scheduling_placeholders": {
"type": "metered",
"limit": 5,
"used": 0
},
"multigrouping": {
"type": "switch",
"available": true
},
"client_access_to_budgets": {
"type": "switch",
"available": true
},
"subsidiaries": {
"type": "switch",
"available": true
},
"time_approvals": {
"type": "switch",
"available": true
},
"expenses_approvals": {
"type": "switch",
"available": true
},
"timeoff_approvals": {
"type": "switch",
"available": true
},
"autotracking": {
"type": "switch",
"available": true
},
"forecasting": {
"type": "switch",
"available": true
},
"webhooks": {
"type": "switch",
"available": true
},
"table_pivoting": {
"type": "switch",
"available": true
},
"formula_fields": {
"type": "switch",
"available": true
},
"single_sign_on": {
"type": "switch",
"available": true
},
"duplicate_tasks": {
"type": "switch",
"available": true
},
"billable_time_rounding": {
"type": "switch",
"available": true
},
"payment_sync": {
"type": "switch",
"available": true
},
"booking_methods": {
"type": "switch",
"available": true
}
}
}
}Get financial item reportsGET/api/v2/reports/financial_item_reports
Payment Reports ¶
Supported group params
-
payment
-
invoice
-
company
-
subsidiary
-
organization
Supported date period dates
- paid_on
GET /api/v2/reports/payment_reports
Requests
GET /api/v2/reports/payment_reports
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonResponses
Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": [
{
"id": "payment-report-payment-12-d41d8cd98f00b204e9800998ecf8427e",
"type": "payment_reports",
"attributes": {
"group": "payment",
"count": 1,
"year": null,
"quarter": null,
"month": null,
"week": null,
"date_period": null,
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"total_amount": 12500,
"total_amount_default": 12500,
"total_amount_normalized": 12500
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 574
}
},
"payment": {
"data": {
"type": "payments",
"id": "12"
}
},
"invoice": {
"data": null
},
"company": {
"data": null
},
"subsidiary": {
"data": null
},
"deal": {
"meta": {
"included": false
}
},
"report": {
"data": null
}
}
}
],
"included": [
{
"id": "12",
"type": "payments",
"attributes": {
"paid_on": "2020-09-28",
"written_off_on": null,
"note": null,
"external_id": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"amount": 10000,
"amount_default": 12500,
"amount_normalized": 10000
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 574
}
},
"invoice": {
"data": {
"type": "invoices",
"id": "61"
}
}
}
},
{
"id": "61",
"type": "invoices",
"attributes": {
"number": "2016/01",
"subject": null,
"invoiced_on": "2020-09-28",
"sent_on": null,
"pay_on": "2020-10-08",
"delivery_on": null,
"paid_on": "2020-09-28",
"discount": null,
"tax1_name": null,
"tax1_value": null,
"tax2_name": null,
"tax2_value": null,
"deleted_at": null,
"tag_list": [],
"note": null,
"exported_at": null,
"export_integration_type_id": null,
"note_interpolated": null,
"email_key": "0ecd48fc3e8142757fd22473d6121cc9",
"purchase_order_number": null,
"export_invoice_url": null,
"company_reference_id": null,
"created_at": "2020-09-28T01:05:14.123+02:00",
"exchange_rate": "1.25",
"exchange_date": "2020-09-28",
"custom_fields": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"amount": 0,
"amount_default": 0,
"amount_normalized": 0,
"amount_tax": 0,
"amount_tax_default": 0,
"amount_tax_normalized": 0,
"amount_with_tax": 0,
"amount_with_tax_default": 0,
"amount_with_tax_normalized": 0,
"amount_paid": 10000,
"amount_paid_default": 12500,
"amount_paid_normalized": 10000,
"amount_written_off": 0,
"amount_written_off_default": 0,
"amount_written_off_normalized": 0,
"amount_unpaid": -10000,
"amount_unpaid_default": -12500,
"amount_unpaid_normalized": -10000
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 574
}
},
"bill_to": {
"data": null
},
"bill_from": {
"data": null
},
"company": {
"data": {
"type": "companies",
"id": "1908"
}
},
"document_type": {
"data": {
"type": "document_types",
"id": "15"
}
},
"creator": {
"data": {
"type": "people",
"id": "1413"
}
},
"invoice_attributions": {
"data": []
},
"attachment": {
"data": null
}
}
},
{
"id": "1908",
"type": "companies",
"attributes": {
"name": "Client1335",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:14.117+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 574
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "15",
"type": "document_types",
"attributes": {
"name": "Standard Document Type",
"tax1_name": "VAT",
"tax1_value": "25.0",
"tax2_name": null,
"tax2_value": null,
"locale": "en_US",
"document_template_id": 1,
"exportable_type_id": 1,
"note": null,
"footer": null,
"template_options": {},
"archived_at": null,
"header_template": null,
"body_template": null,
"footer_template": null,
"scss_template": null,
"exporter_options": {},
"email_template": null,
"email_subject": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 574
}
},
"subsidiary": {
"data": {
"type": "subsidiaries",
"id": "95"
}
}
}
},
{
"id": "1413",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1371@email.com",
"title": null,
"joined_at": "2020-09-28T01:05:14.000+02:00",
"last_seen_at": "2020-09-28T01:05:14.151+02:00",
"deactivated_at": null,
"archived_at": null,
"role_id": 1,
"invited_at": null,
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:14.094+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 574
}
},
"company": {
"data": {
"type": "companies",
"id": "1907"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "95",
"type": "subsidiaries",
"attributes": {
"name": "Subsidiary95",
"invoice_number_format": null,
"archived_at": null,
"export_integration_type_id": null,
"invoice_logo_url": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 574
}
},
"bill_from": {
"data": null
},
"integration": {
"data": null
}
}
},
{
"id": "1907",
"type": "companies",
"attributes": {
"name": "Organization574",
"billing_name": null,
"vat": null,
"default_currency": "USD",
"created_at": "2020-09-28T01:05:14.093+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 574
}
},
"bill_to": {
"data": null
}
}
}
],
"links": {
"first": "http://www.example.com/api/v2/reports/payment_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
"last": "http://www.example.com/api/v2/reports/payment_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
},
"meta": {
"current_page": 1,
"total_pages": 1,
"total_count": 1,
"page_size": 30,
"max_page_size": 200,
"organization_features": {
"custom_fields": {
"type": "metered",
"limit": 15,
"used": 0
},
"custom_fields_per_project": {
"type": "metered",
"limit": 10,
"used": 0
},
"public_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"private_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"scheduling_placeholders": {
"type": "metered",
"limit": 5,
"used": 0
},
"multigrouping": {
"type": "switch",
"available": true
},
"client_access_to_budgets": {
"type": "switch",
"available": true
},
"subsidiaries": {
"type": "switch",
"available": true
},
"time_approvals": {
"type": "switch",
"available": true
},
"expenses_approvals": {
"type": "switch",
"available": true
},
"timeoff_approvals": {
"type": "switch",
"available": true
},
"autotracking": {
"type": "switch",
"available": true
},
"forecasting": {
"type": "switch",
"available": true
},
"webhooks": {
"type": "switch",
"available": true
},
"table_pivoting": {
"type": "switch",
"available": true
},
"formula_fields": {
"type": "switch",
"available": true
},
"single_sign_on": {
"type": "switch",
"available": true
},
"duplicate_tasks": {
"type": "switch",
"available": true
},
"billable_time_rounding": {
"type": "switch",
"available": true
},
"payment_sync": {
"type": "switch",
"available": true
},
"booking_methods": {
"type": "switch",
"available": true
}
}
}
}Get payment reportsGET/api/v2/reports/payment_reports
Person Reports ¶
Supported group params
-
person
-
company
-
subsidiary
-
role_id
-
type
-
status
-
organization
-
custom_fields
Supported date period dates
-
created_at
-
joined_at
GET /api/v2/reports/person_reports
Requests
GET /api/v2/reports/person_reports
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonResponses
Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": [
{
"id": "person-report-person-1414-d41d8cd98f00b204e9800998ecf8427e",
"type": "person_reports",
"attributes": {
"group": "person",
"count": 1,
"year": null,
"quarter": null,
"month": null,
"week": null,
"role_id": null,
"status": null,
"type": null,
"custom_fields": {},
"created_at_period": null,
"joined_at_period": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 575
}
},
"person": {
"data": {
"type": "people",
"id": "1414"
}
},
"company": {
"data": null
},
"subsidiary": {
"data": null
},
"report": {
"data": null
}
}
}
],
"included": [
{
"id": "1414",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1372@email.com",
"title": null,
"joined_at": "2020-09-28T01:05:14.000+02:00",
"last_seen_at": "2020-09-28T01:05:14.280+02:00",
"deactivated_at": null,
"archived_at": null,
"role_id": 1,
"invited_at": null,
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:14.255+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 575
}
},
"company": {
"data": {
"type": "companies",
"id": "1909"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "1909",
"type": "companies",
"attributes": {
"name": "Organization575",
"billing_name": null,
"vat": null,
"default_currency": "USD",
"created_at": "2020-09-28T01:05:14.253+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 575
}
},
"bill_to": {
"data": null
}
}
}
],
"links": {
"first": "http://www.example.com/api/v2/reports/person_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
"last": "http://www.example.com/api/v2/reports/person_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
},
"meta": {
"current_page": 1,
"total_pages": 1,
"total_count": 1,
"page_size": 30,
"max_page_size": 200,
"organization_features": {
"custom_fields": {
"type": "metered",
"limit": 15,
"used": 0
},
"custom_fields_per_project": {
"type": "metered",
"limit": 10,
"used": 0
},
"public_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"private_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"scheduling_placeholders": {
"type": "metered",
"limit": 5,
"used": 0
},
"multigrouping": {
"type": "switch",
"available": true
},
"client_access_to_budgets": {
"type": "switch",
"available": true
},
"subsidiaries": {
"type": "switch",
"available": true
},
"time_approvals": {
"type": "switch",
"available": true
},
"expenses_approvals": {
"type": "switch",
"available": true
},
"timeoff_approvals": {
"type": "switch",
"available": true
},
"autotracking": {
"type": "switch",
"available": true
},
"forecasting": {
"type": "switch",
"available": true
},
"webhooks": {
"type": "switch",
"available": true
},
"table_pivoting": {
"type": "switch",
"available": true
},
"formula_fields": {
"type": "switch",
"available": true
},
"single_sign_on": {
"type": "switch",
"available": true
},
"duplicate_tasks": {
"type": "switch",
"available": true
},
"billable_time_rounding": {
"type": "switch",
"available": true
},
"payment_sync": {
"type": "switch",
"available": true
},
"booking_methods": {
"type": "switch",
"available": true
}
}
}
}Get person reportsGET/api/v2/reports/person_reports
Project Reports ¶
Supported group params
-
project
-
company
-
project_manager
-
project_status
-
project_type
-
public_access
-
organization
-
custom_fields
Supported date period dates
-
created_at
-
last_activity_at
GET /api/v2/reports/project_reports
Requests
GET /api/v2/reports/project_reports
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonResponses
Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": [
{
"id": "project-report-project-299-d41d8cd98f00b204e9800998ecf8427e",
"type": "project_reports",
"attributes": {
"group": "project",
"count": 1,
"year": null,
"quarter": null,
"month": null,
"week": null,
"project_status": null,
"project_type": null,
"public_access": null,
"total_worked_time": null,
"total_estimated_time": null,
"average_profit_margin": null,
"custom_fields": {},
"formula_fields": {},
"created_at_period": null,
"last_activity_at_period": null,
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"total_revenue": null,
"total_revenue_default": null,
"total_revenue_normalized": null,
"total_cost": null,
"total_cost_default": null,
"total_cost_normalized": null,
"total_profit": null,
"total_profit_default": null,
"total_profit_normalized": null,
"total_pending_invoicing": null,
"total_pending_invoicing_default": null,
"total_pending_invoicing_normalized": null,
"total_needs_invoicing": 0,
"total_needs_invoicing_default": 0,
"total_needs_invoicing_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 576
}
},
"project": {
"data": {
"type": "projects",
"id": "299"
}
},
"company": {
"data": null
},
"project_manager": {
"data": null
},
"report": {
"data": null
}
}
}
],
"included": [
{
"id": "299",
"type": "projects",
"attributes": {
"name": "test project",
"number": 1,
"project_type_id": 2,
"project_color_id": null,
"last_activity_at": null,
"public_access": true,
"time_on_tasks": false,
"tag_colors": {},
"archived_at": null,
"board_count": 0,
"budget_count": 0,
"worked_time": 0,
"estimated_time": 0,
"profit_margin": 0,
"budget_closing_date": null,
"invoice_payment_due": null,
"custom_fields": null,
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"needs_invoicing": 0,
"needs_invoicing_default": 0,
"needs_invoicing_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 576
}
},
"company": {
"data": {
"type": "companies",
"id": "1912"
}
},
"project_manager": {
"data": {
"type": "people",
"id": "1416"
}
},
"last_actor": {
"data": null
}
}
},
{
"id": "1912",
"type": "companies",
"attributes": {
"name": "Client1337",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:14.404+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 576
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1416",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1374@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:14.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:14.386+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 576
}
},
"company": {
"data": {
"type": "companies",
"id": "1911"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "1911",
"type": "companies",
"attributes": {
"name": "Client1336",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:14.382+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 576
}
},
"bill_to": {
"data": null
}
}
}
],
"links": {
"first": "http://www.example.com/api/v2/reports/project_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
"last": "http://www.example.com/api/v2/reports/project_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
},
"meta": {
"current_page": 1,
"total_pages": 1,
"total_count": 1,
"page_size": 30,
"max_page_size": 200,
"organization_features": {
"custom_fields": {
"type": "metered",
"limit": 15,
"used": 0
},
"custom_fields_per_project": {
"type": "metered",
"limit": 10,
"used": 0
},
"public_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"private_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"scheduling_placeholders": {
"type": "metered",
"limit": 5,
"used": 0
},
"multigrouping": {
"type": "switch",
"available": true
},
"client_access_to_budgets": {
"type": "switch",
"available": true
},
"subsidiaries": {
"type": "switch",
"available": true
},
"time_approvals": {
"type": "switch",
"available": true
},
"expenses_approvals": {
"type": "switch",
"available": true
},
"timeoff_approvals": {
"type": "switch",
"available": true
},
"autotracking": {
"type": "switch",
"available": true
},
"forecasting": {
"type": "switch",
"available": true
},
"webhooks": {
"type": "switch",
"available": true
},
"table_pivoting": {
"type": "switch",
"available": true
},
"formula_fields": {
"type": "switch",
"available": true
},
"single_sign_on": {
"type": "switch",
"available": true
},
"duplicate_tasks": {
"type": "switch",
"available": true
},
"billable_time_rounding": {
"type": "switch",
"available": true
},
"payment_sync": {
"type": "switch",
"available": true
},
"booking_methods": {
"type": "switch",
"available": true
}
}
}
}Get project reportsGET/api/v2/reports/project_reports
Service Reports ¶
Supported group params
-
service
-
budget
-
service_type
-
company
-
responsible
-
subsidiary
-
project
-
budget_status
-
project_type
-
organization
-
recurring
-
budget_custom_fields
-
pricing_type
-
billable
Supported date period dates
- date
GET /api/v2/reports/service_reports
Requests
GET /api/v2/reports/service_reports
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonResponses
Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": [
{
"id": "service-report-service-28-d41d8cd98f00b204e9800998ecf8427e",
"type": "service_reports",
"attributes": {
"group": "service",
"count": 1,
"budget_status": null,
"project_type": null,
"pricing_type": null,
"billable": null,
"total_booked_time": 0,
"total_worked_time": 0,
"total_billable_time": 0,
"total_estimated_time": null,
"total_budgeted_time": 0,
"total_estimated_remaining_time": null,
"total_unapproved_time": 0,
"total_future_booked_time": 0,
"total_forecasted_billable_time": 0,
"average_forecasted_margin": "100.0",
"average_forecasted_budget_usage": "200.0",
"average_forecasted_time_usage": null,
"average_profit_margin": "100.0",
"average_budget_usage": "100.0",
"average_discount": null,
"recurring": false,
"budget_custom_fields": {},
"formula_fields": {},
"date_period": null,
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"total_revenue": 125000,
"total_revenue_default": 125000,
"total_revenue_normalized": 125000,
"total_price": 100000,
"total_price_default": 100000,
"total_price_normalized": 100000,
"total_cost": 0,
"total_cost_default": 0,
"total_cost_normalized": 0,
"total_profit": 125000,
"total_profit_default": 125000,
"total_profit_normalized": 125000,
"total_budget_total": 125000,
"total_budget_total_default": 125000,
"total_budget_total_normalized": 125000,
"total_budget_used": 125000,
"total_budget_used_default": 125000,
"total_budget_used_normalized": 125000,
"total_budget_remaining": 0,
"total_budget_remaining_default": 0,
"total_budget_remaining_normalized": 0,
"average_actual_rate": null,
"average_actual_rate_default": null,
"average_actual_rate_normalized": null,
"average_hourly_rate": null,
"average_hourly_rate_default": null,
"average_hourly_rate_normalized": null,
"total_future_revenue": 0,
"total_future_revenue_default": 0,
"total_future_revenue_normalized": 0,
"total_future_budget_used": 125000,
"total_future_budget_used_default": 125000,
"total_future_budget_used_normalized": 125000,
"total_future_cost": 0,
"total_future_cost_default": 0,
"total_future_cost_normalized": 0,
"total_forecasted_revenue": 125000,
"total_forecasted_revenue_default": 125000,
"total_forecasted_revenue_normalized": 125000,
"total_forecasted_cost": 0,
"total_forecasted_cost_default": 0,
"total_forecasted_cost_normalized": 0,
"total_forecasted_profit": 125000,
"total_forecasted_profit_default": 125000,
"total_forecasted_profit_normalized": 125000,
"total_forecasted_budget_used": 250000,
"total_forecasted_budget_used_default": 250000,
"total_forecasted_budget_used_normalized": 250000,
"total_discount_amount": 0,
"total_discount_amount_default": 0,
"total_discount_amount_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 577
}
},
"service": {
"data": {
"type": "services",
"id": "28"
}
},
"budget": {
"data": null
},
"service_type": {
"data": null
},
"contract": {
"meta": {
"included": false
}
},
"project": {
"data": null
},
"company": {
"data": null
},
"responsible": {
"data": null
},
"subsidiary": {
"data": null
},
"report": {
"data": null
}
}
}
],
"included": [
{
"id": "28",
"type": "services",
"attributes": {
"name": "test name",
"position": 1,
"deleted_at": null,
"billable": true,
"description": null,
"pricing_type_id": 1,
"worked_time": 0,
"unapproved_time": 0,
"billable_time": 0,
"estimated_time": null,
"booked_time": 0,
"budgeted_time": 0,
"profit_margin": 100,
"unit_id": 2,
"quantity": "1.0",
"discount": null,
"future_booked_time": 0,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"hourly_rate": null,
"hourly_rate_default": null,
"hourly_rate_normalized": null,
"price": 100000,
"price_default": 125000,
"price_normalized": 100000,
"revenue": 100000,
"revenue_default": 125000,
"revenue_normalized": 100000,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 100000,
"profit_default": 125000,
"profit_normalized": 100000,
"budget_total": 100000,
"budget_total_default": 125000,
"budget_total_normalized": 100000,
"budget_used": 100000,
"budget_used_default": 125000,
"budget_used_normalized": 100000,
"future_revenue": 0,
"future_revenue_default": 0,
"future_revenue_normalized": 0,
"future_budget_used": 100000,
"future_budget_used_default": 125000,
"future_budget_used_normalized": 100000,
"future_cost": 0,
"future_cost_default": 0,
"future_cost_normalized": 0,
"discount_amount": 0,
"discount_amount_default": 0,
"discount_amount_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 577
}
},
"service_type": {
"data": {
"type": "service_types",
"id": "88"
}
},
"deal": {
"data": {
"type": "deals",
"id": "141"
}
}
}
},
{
"id": "88",
"type": "service_types",
"attributes": {
"name": "test name",
"category_id": null,
"archived_at": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 577
}
}
}
},
{
"id": "141",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2020-09-28",
"end_date": null,
"number": 1,
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": false,
"sales_status_id": 1,
"sales_status_updated_at": null,
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 100,
"discount": null,
"email_key": "395225746a744754d0e84c8096b8dd4b",
"purchase_order_number": null,
"custom_fields": null,
"forecasted_billable_time": 0,
"forecasted_margin": 100,
"forecasted_budget_usage": 200,
"forecasted_time_usage": 0,
"budget_usage": 100,
"future_booked_time": 0,
"probability": 50,
"budget_warning": null,
"billable_time": 0,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 0,
"time_to_close": null,
"unapproved_entries_count": 0,
"rejected_entries_count": 0,
"estimated_remaining_time": 0,
"unapproved_time": 0,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": null,
"deleted_at": null,
"created_at": "2020-09-28T01:05:14.593+02:00",
"note": null,
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2020-09-28",
"note_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 100000,
"revenue_default": 125000,
"revenue_normalized": 100000,
"services_revenue": 100000,
"services_revenue_default": 125000,
"services_revenue_normalized": 100000,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"work_cost": 0,
"work_cost_default": 0,
"work_cost_normalized": 0,
"profit": 100000,
"profit_default": 125000,
"profit_normalized": 100000,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 100000,
"pending_invoicing_default": 125000,
"pending_invoicing_normalized": 100000,
"expense": 0,
"expense_default": 0,
"expense_normalized": 0,
"expense_billable": 0,
"expense_billable_default": 0,
"expense_billable_normalized": 0,
"budget_total": 100000,
"budget_total_default": 125000,
"budget_total_normalized": 100000,
"budget_used": 100000,
"budget_used_default": 125000,
"budget_used_normalized": 100000,
"actual_rate": 0,
"actual_rate_default": 0,
"actual_rate_normalized": 0,
"budget_remaining": 0,
"budget_remaining_default": 0,
"budget_remaining_normalized": 0,
"projected_revenue": 50000,
"projected_revenue_default": 62500,
"projected_revenue_normalized": 50000,
"future_revenue": 0,
"future_revenue_default": 0,
"future_revenue_normalized": 0,
"future_budget_used": 100000,
"future_budget_used_default": 125000,
"future_budget_used_normalized": 100000,
"future_cost": 0,
"future_cost_default": 0,
"future_cost_normalized": 0,
"forecasted_revenue": 100000,
"forecasted_revenue_default": 125000,
"forecasted_revenue_normalized": 100000,
"forecasted_cost": 0,
"forecasted_cost_default": 0,
"forecasted_cost_normalized": 0,
"forecasted_profit": 100000,
"forecasted_profit_default": 125000,
"forecasted_profit_normalized": 100000,
"forecasted_budget_used": 200000,
"forecasted_budget_used_default": 250000,
"forecasted_budget_used_normalized": 200000,
"invoiced_rate": 0,
"invoiced_rate_default": 0,
"invoiced_rate_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 577
}
},
"creator": {
"data": {
"type": "people",
"id": "1417"
}
},
"company": {
"data": {
"type": "companies",
"id": "1914"
}
},
"document_type": {
"data": null
},
"responsible": {
"data": {
"type": "people",
"id": "1418"
}
},
"deal_status": {
"data": {
"type": "deal_statuses",
"id": "2966"
}
},
"project": {
"data": null
},
"lost_reason": {
"data": null
},
"contract": {
"data": null
},
"contact": {
"data": null
}
}
},
{
"id": "1417",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1375@email.com",
"title": null,
"joined_at": "2020-09-28T01:05:14.000+02:00",
"last_seen_at": "2020-09-28T01:05:14.638+02:00",
"deactivated_at": null,
"archived_at": null,
"role_id": 1,
"invited_at": null,
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:14.540+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 577
}
},
"company": {
"data": {
"type": "companies",
"id": "1913"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "1914",
"type": "companies",
"attributes": {
"name": "Client1338",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:14.556+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 577
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1418",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1376@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:14.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:14.567+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 577
}
},
"company": {
"data": {
"type": "companies",
"id": "1915"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "2966",
"type": "deal_statuses",
"attributes": {
"name": "prospective",
"position": 6,
"archived_at": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 577
}
}
}
},
{
"id": "1913",
"type": "companies",
"attributes": {
"name": "Organization577",
"billing_name": null,
"vat": null,
"default_currency": "USD",
"created_at": "2020-09-28T01:05:14.539+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 577
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1915",
"type": "companies",
"attributes": {
"name": "Client1339",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:14.563+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 577
}
},
"bill_to": {
"data": null
}
}
}
],
"links": {
"first": "http://www.example.com/api/v2/reports/service_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
"last": "http://www.example.com/api/v2/reports/service_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
},
"meta": {
"current_page": 1,
"total_pages": 1,
"total_count": 1,
"page_size": 30,
"max_page_size": 200,
"organization_features": {
"custom_fields": {
"type": "metered",
"limit": 15,
"used": 0
},
"custom_fields_per_project": {
"type": "metered",
"limit": 10,
"used": 0
},
"public_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"private_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"scheduling_placeholders": {
"type": "metered",
"limit": 5,
"used": 0
},
"multigrouping": {
"type": "switch",
"available": true
},
"client_access_to_budgets": {
"type": "switch",
"available": true
},
"subsidiaries": {
"type": "switch",
"available": true
},
"time_approvals": {
"type": "switch",
"available": true
},
"expenses_approvals": {
"type": "switch",
"available": true
},
"timeoff_approvals": {
"type": "switch",
"available": true
},
"autotracking": {
"type": "switch",
"available": true
},
"forecasting": {
"type": "switch",
"available": true
},
"webhooks": {
"type": "switch",
"available": true
},
"table_pivoting": {
"type": "switch",
"available": true
},
"formula_fields": {
"type": "switch",
"available": true
},
"single_sign_on": {
"type": "switch",
"available": true
},
"duplicate_tasks": {
"type": "switch",
"available": true
},
"billable_time_rounding": {
"type": "switch",
"available": true
},
"payment_sync": {
"type": "switch",
"available": true
},
"booking_methods": {
"type": "switch",
"available": true
}
}
}
}Get service reportsGET/api/v2/reports/service_reports
Task Reports ¶
Supported group params
-
task
-
project
-
task_list
-
board
-
assignee
-
creator
-
last_actor
-
company
-
status
-
organization
-
custom_fields
Supported date period dates
-
created_at
-
closed_at
-
last_activity_at
-
due_date
-
start_date
GET /api/v2/reports/task_reports
Requests
GET /api/v2/reports/task_reports
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonResponses
Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": [
{
"id": "task-report-task-63-d41d8cd98f00b204e9800998ecf8427e",
"type": "task_reports",
"attributes": {
"group": "task",
"count": 1,
"year": null,
"quarter": null,
"month": null,
"week": null,
"status": null,
"total_worked_time": null,
"total_initial_estimate": null,
"total_remaining_time": null,
"total_estimation_offset_time": null,
"custom_fields": {},
"formula_fields": {},
"created_at_period": null,
"closed_at_period": null,
"last_activity_at_period": null,
"due_date_period": null,
"start_date_period": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"task": {
"data": {
"type": "tasks",
"id": "63"
}
},
"project": {
"data": null
},
"task_list": {
"data": null
},
"board": {
"data": null
},
"assignee": {
"data": null
},
"creator": {
"data": null
},
"last_actor": {
"data": null
},
"company": {
"data": null
},
"report": {
"data": null
}
}
}
],
"included": [
{
"id": "63",
"type": "tasks",
"attributes": {
"title": "Ticket title",
"description": null,
"number": 1,
"private": false,
"due_date": null,
"start_date": null,
"closed_at": null,
"created_at": "2020-09-28T01:05:15.063+02:00",
"updated_at": "2020-09-28T01:05:15.063+02:00",
"repeat_schedule_id": null,
"repeat_on_interval": null,
"repeat_on_monthday": null,
"repeat_on_weekday": [],
"repeat_on_date": null,
"repeat_origin_id": null,
"email_key": "952b8757857da3409c39f6916a53a197",
"custom_fields": null,
"todo_count": null,
"open_todo_count": null,
"todo_assignee_count": null,
"creation_method_id": 1,
"closed": false,
"due_time": null,
"tag_list": [],
"position": 1,
"last_activity_at": null,
"initial_estimate": null,
"remaining_time": null,
"worked_time": null,
"deleted_at": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"project": {
"data": {
"type": "projects",
"id": "300"
}
},
"creator": {
"data": {
"type": "people",
"id": "1421"
}
},
"assignee": {
"data": null
},
"last_actor": {
"data": null
},
"task_list": {
"data": {
"type": "task_lists",
"id": "62"
}
},
"attachments": {
"data": []
}
}
},
{
"id": "300",
"type": "projects",
"attributes": {
"name": "test project",
"number": 1,
"project_type_id": 2,
"project_color_id": null,
"last_activity_at": null,
"public_access": true,
"time_on_tasks": false,
"tag_colors": {},
"archived_at": null,
"board_count": 0,
"budget_count": 0,
"worked_time": 0,
"estimated_time": 0,
"profit_margin": 0,
"budget_closing_date": null,
"invoice_payment_due": null,
"custom_fields": null,
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"needs_invoicing": 0,
"needs_invoicing_default": 0,
"needs_invoicing_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"company": {
"data": {
"type": "companies",
"id": "1918"
}
},
"project_manager": {
"data": {
"type": "people",
"id": "1420"
}
},
"last_actor": {
"data": null
}
}
},
{
"id": "1421",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1379@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:14.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:14.882+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"company": {
"data": {
"type": "companies",
"id": "1919"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "62",
"type": "task_lists",
"attributes": {
"name": "Milestone58",
"position": 1,
"archived_at": null,
"email_key": "6310621e227bfe6f65927dcddbac207e"
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"project": {
"data": {
"type": "projects",
"id": "301"
}
},
"board": {
"data": {
"type": "boards",
"id": "77"
}
}
}
},
{
"id": "1918",
"type": "companies",
"attributes": {
"name": "Client1341",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:14.850+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1420",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1378@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:14.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:14.829+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"company": {
"data": {
"type": "companies",
"id": "1917"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "1919",
"type": "companies",
"attributes": {
"name": "Client1342",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:14.877+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "301",
"type": "projects",
"attributes": {
"name": "test project",
"number": 2,
"project_type_id": 2,
"project_color_id": null,
"last_activity_at": null,
"public_access": true,
"time_on_tasks": false,
"tag_colors": {},
"archived_at": null,
"board_count": 0,
"budget_count": 0,
"worked_time": 0,
"estimated_time": 0,
"profit_margin": 0,
"budget_closing_date": null,
"invoice_payment_due": null,
"custom_fields": null,
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"needs_invoicing": 0,
"needs_invoicing_default": 0,
"needs_invoicing_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"company": {
"data": {
"type": "companies",
"id": "1921"
}
},
"project_manager": {
"data": {
"type": "people",
"id": "1422"
}
},
"last_actor": {
"data": null
}
}
},
{
"id": "77",
"type": "boards",
"attributes": {
"name": "Board57",
"position": 1,
"archived_at": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"project": {
"data": {
"type": "projects",
"id": "302"
}
}
}
},
{
"id": "1917",
"type": "companies",
"attributes": {
"name": "Client1340",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:14.824+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1921",
"type": "companies",
"attributes": {
"name": "Client1344",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:14.934+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1422",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1380@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:14.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:14.913+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"company": {
"data": {
"type": "companies",
"id": "1920"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "302",
"type": "projects",
"attributes": {
"name": "test project",
"number": 3,
"project_type_id": 2,
"project_color_id": null,
"last_activity_at": null,
"public_access": true,
"time_on_tasks": false,
"tag_colors": {},
"archived_at": null,
"board_count": 1,
"budget_count": 0,
"worked_time": 0,
"estimated_time": 0,
"profit_margin": 0,
"budget_closing_date": null,
"invoice_payment_due": null,
"custom_fields": null,
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"revenue": 0,
"revenue_default": 0,
"revenue_normalized": 0,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 0,
"profit_default": 0,
"profit_normalized": 0,
"pending_invoicing": 0,
"pending_invoicing_default": 0,
"pending_invoicing_normalized": 0,
"needs_invoicing": 0,
"needs_invoicing_default": 0,
"needs_invoicing_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"company": {
"data": {
"type": "companies",
"id": "1923"
}
},
"project_manager": {
"data": {
"type": "people",
"id": "1423"
}
},
"last_actor": {
"data": null
}
}
},
{
"id": "1920",
"type": "companies",
"attributes": {
"name": "Client1343",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:14.909+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1923",
"type": "companies",
"attributes": {
"name": "Client1346",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:14.992+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1423",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1381@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:14.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:14.967+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"company": {
"data": {
"type": "companies",
"id": "1922"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "1922",
"type": "companies",
"attributes": {
"name": "Client1345",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:14.962+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 578
}
},
"bill_to": {
"data": null
}
}
}
],
"links": {
"first": "http://www.example.com/api/v2/reports/task_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
"last": "http://www.example.com/api/v2/reports/task_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
},
"meta": {
"current_page": 1,
"total_pages": 1,
"total_count": 1,
"page_size": 30,
"max_page_size": 200,
"organization_features": {
"custom_fields": {
"type": "metered",
"limit": 15,
"used": 0
},
"custom_fields_per_project": {
"type": "metered",
"limit": 10,
"used": 0
},
"public_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"private_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"scheduling_placeholders": {
"type": "metered",
"limit": 5,
"used": 0
},
"multigrouping": {
"type": "switch",
"available": true
},
"client_access_to_budgets": {
"type": "switch",
"available": true
},
"subsidiaries": {
"type": "switch",
"available": true
},
"time_approvals": {
"type": "switch",
"available": true
},
"expenses_approvals": {
"type": "switch",
"available": true
},
"timeoff_approvals": {
"type": "switch",
"available": true
},
"autotracking": {
"type": "switch",
"available": true
},
"forecasting": {
"type": "switch",
"available": true
},
"webhooks": {
"type": "switch",
"available": true
},
"table_pivoting": {
"type": "switch",
"available": true
},
"formula_fields": {
"type": "switch",
"available": true
},
"single_sign_on": {
"type": "switch",
"available": true
},
"duplicate_tasks": {
"type": "switch",
"available": true
},
"billable_time_rounding": {
"type": "switch",
"available": true
},
"payment_sync": {
"type": "switch",
"available": true
},
"booking_methods": {
"type": "switch",
"available": true
}
}
}
}Get task reportsGET/api/v2/reports/task_reports
Time Entry Reports ¶
Supported group params
-
time_entry
-
person
-
task
-
service
-
service_type
-
pricing_type_id
-
budget
-
project
-
responsible
-
company
-
status
-
invoiced
-
organization
-
people_custom_fields
-
project_type_id
Supported date period dates
-
date
-
created_at
GET /api/v2/reports/time_entry_reports
Requests
GET /api/v2/reports/time_entry_reports
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonResponses
Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": [
{
"id": "time-entry-report-time_entry-10-d41d8cd98f00b204e9800998ecf8427e",
"type": "time_entry_reports",
"attributes": {
"group": "time_entry",
"count": 1,
"year": null,
"quarter": null,
"month": null,
"week": null,
"day": null,
"status": null,
"jira_issue_id": null,
"invoiced": false,
"total_time": 480,
"total_billable_time": 480,
"total_recognized_time": null,
"pricing_type_id": null,
"unit_id": null,
"project_type_id": null,
"average_recognized_margin": null,
"people_custom_fields": {},
"formula_fields": {},
"date_period": null,
"created_at_period": null,
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"total_cost": 0,
"total_cost_default": 0,
"total_cost_normalized": 0,
"total_work_cost": 0,
"total_work_cost_default": 0,
"total_work_cost_normalized": 0,
"total_overhead_cost": 0,
"total_overhead_cost_default": 0,
"total_overhead_cost_normalized": 0,
"total_internal_overhead_cost": 0,
"total_internal_overhead_cost_default": 0,
"total_internal_overhead_cost_normalized": 0,
"total_facility_overhead_cost": 0,
"total_facility_overhead_cost_default": 0,
"total_facility_overhead_cost_normalized": 0,
"total_revenue": null,
"total_revenue_default": null,
"total_revenue_normalized": null,
"total_profit": null,
"total_profit_default": null,
"total_profit_normalized": null,
"average_blended_rate": null,
"average_blended_rate_default": null,
"average_blended_rate_normalized": null,
"total_recognized_revenue": null,
"total_recognized_revenue_default": null,
"total_recognized_revenue_normalized": null,
"total_recognized_profit": null,
"total_recognized_profit_default": null,
"total_recognized_profit_normalized": null,
"total_billable_revenue": null,
"total_billable_revenue_default": null,
"total_billable_revenue_normalized": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 579
}
},
"time_entry": {
"data": {
"type": "time_entries",
"id": "10"
}
},
"person": {
"data": null
},
"task": {
"data": null
},
"service": {
"data": null
},
"service_type": {
"data": null
},
"budget": {
"data": null
},
"project": {
"data": null
},
"responsible": {
"data": null
},
"company": {
"data": null
},
"report": {
"data": null
}
}
}
],
"included": [
{
"id": "10",
"type": "time_entries",
"attributes": {
"date": "2020-09-28",
"created_at": "2020-09-28T01:05:15.504+02:00",
"time": 480,
"billable_time": 480,
"note": "test note",
"track_method_id": 1,
"tracking_type_id": null,
"started_at": null,
"timer_started_at": null,
"approved": false,
"approved_at": null,
"updated_at": "2020-09-28T01:05:15.504+02:00",
"invoiced": false,
"rejected": false,
"rejected_reason": null,
"rejected_at": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"work_cost": 0,
"work_cost_default": 0,
"work_cost_normalized": 0,
"overhead_cost": 0,
"overhead_cost_default": 0,
"overhead_cost_normalized": 0,
"internal_overhead_cost": 0,
"internal_overhead_cost_default": 0,
"internal_overhead_cost_normalized": 0,
"facility_overhead_cost": 0,
"facility_overhead_cost_default": 0,
"facility_overhead_cost_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 579
}
},
"person": {
"data": {
"type": "people",
"id": "1426"
}
},
"service": {
"data": {
"type": "services",
"id": "29"
}
},
"task": {
"data": null
},
"approver": {
"data": null
},
"updater": {
"data": {
"type": "people",
"id": "1425"
}
},
"rejecter": {
"data": null
}
}
},
{
"id": "1426",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1384@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:15.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:15.375+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 579
}
},
"company": {
"data": {
"type": "companies",
"id": "1926"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "29",
"type": "services",
"attributes": {
"name": "test name",
"position": 1,
"deleted_at": null,
"billable": true,
"description": null,
"pricing_type_id": 1,
"worked_time": 480,
"unapproved_time": 480,
"billable_time": 0,
"estimated_time": null,
"booked_time": 0,
"budgeted_time": 0,
"profit_margin": 100,
"unit_id": 2,
"quantity": "1.0",
"discount": null,
"future_booked_time": 0,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"hourly_rate": null,
"hourly_rate_default": null,
"hourly_rate_normalized": null,
"price": 100000,
"price_default": 125000,
"price_normalized": 100000,
"revenue": 100000,
"revenue_default": 125000,
"revenue_normalized": 100000,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"profit": 100000,
"profit_default": 125000,
"profit_normalized": 100000,
"budget_total": 100000,
"budget_total_default": 125000,
"budget_total_normalized": 100000,
"budget_used": 100000,
"budget_used_default": 125000,
"budget_used_normalized": 100000,
"future_revenue": 0,
"future_revenue_default": 0,
"future_revenue_normalized": 0,
"future_budget_used": 100000,
"future_budget_used_default": 125000,
"future_budget_used_normalized": 100000,
"future_cost": 0,
"future_cost_default": 0,
"future_cost_normalized": 0,
"discount_amount": 0,
"discount_amount_default": 0,
"discount_amount_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 579
}
},
"service_type": {
"data": {
"type": "service_types",
"id": "89"
}
},
"deal": {
"data": {
"type": "deals",
"id": "142"
}
}
}
},
{
"id": "1425",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1383@email.com",
"title": null,
"joined_at": "2020-09-28T01:05:15.000+02:00",
"last_seen_at": "2020-09-28T01:05:15.553+02:00",
"deactivated_at": null,
"archived_at": null,
"role_id": 1,
"invited_at": null,
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:15.343+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 579
}
},
"company": {
"data": {
"type": "companies",
"id": "1925"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "1926",
"type": "companies",
"attributes": {
"name": "Client1348",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:15.370+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 579
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "89",
"type": "service_types",
"attributes": {
"name": "test name",
"category_id": null,
"archived_at": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 579
}
}
}
},
{
"id": "142",
"type": "deals",
"attributes": {
"name": "test name",
"date": "2020-09-28",
"end_date": null,
"number": 1,
"suffix": null,
"time_approval": true,
"expense_approval": true,
"client_access": false,
"deal_type_id": 2,
"budget": false,
"sales_status_id": 1,
"sales_status_updated_at": null,
"tag_list": [],
"origin_deal_id": null,
"profit_margin": 100,
"discount": null,
"email_key": "db13021aa95c3e478667dc5c6f961f96",
"purchase_order_number": null,
"custom_fields": null,
"forecasted_billable_time": 0,
"forecasted_margin": 100,
"forecasted_budget_usage": 200,
"forecasted_time_usage": 0,
"budget_usage": 100,
"future_booked_time": 0,
"probability": 50,
"budget_warning": null,
"billable_time": 0,
"estimated_time": 0,
"budgeted_time": 0,
"worked_time": 480,
"time_to_close": null,
"unapproved_entries_count": 1,
"rejected_entries_count": 0,
"estimated_remaining_time": -480,
"unapproved_time": 480,
"lost_comment": null,
"closed_at": null,
"delivered_on": null,
"last_activity_at": null,
"deleted_at": null,
"created_at": "2020-09-28T01:05:15.453+02:00",
"note": null,
"sales_closed_at": null,
"exchange_rate": "1.25",
"exchange_date": "2020-09-28",
"note_interpolated": null,
"todo_count": 0,
"todo_due_date": null,
"currency": "EUR",
"currency_default": "USD",
"currency_normalized": "EUR",
"revenue": 100000,
"revenue_default": 125000,
"revenue_normalized": 100000,
"services_revenue": 100000,
"services_revenue_default": 125000,
"services_revenue_normalized": 100000,
"cost": 0,
"cost_default": 0,
"cost_normalized": 0,
"work_cost": 0,
"work_cost_default": 0,
"work_cost_normalized": 0,
"profit": 100000,
"profit_default": 125000,
"profit_normalized": 100000,
"invoiced": 0,
"invoiced_default": 0,
"invoiced_normalized": 0,
"pending_invoicing": 100000,
"pending_invoicing_default": 125000,
"pending_invoicing_normalized": 100000,
"expense": 0,
"expense_default": 0,
"expense_normalized": 0,
"expense_billable": 0,
"expense_billable_default": 0,
"expense_billable_normalized": 0,
"budget_total": 100000,
"budget_total_default": 125000,
"budget_total_normalized": 100000,
"budget_used": 100000,
"budget_used_default": 125000,
"budget_used_normalized": 100000,
"actual_rate": 12500,
"actual_rate_default": 15625,
"actual_rate_normalized": 12500,
"budget_remaining": 0,
"budget_remaining_default": 0,
"budget_remaining_normalized": 0,
"projected_revenue": 50000,
"projected_revenue_default": 62500,
"projected_revenue_normalized": 50000,
"future_revenue": 0,
"future_revenue_default": 0,
"future_revenue_normalized": 0,
"future_budget_used": 100000,
"future_budget_used_default": 125000,
"future_budget_used_normalized": 100000,
"future_cost": 0,
"future_cost_default": 0,
"future_cost_normalized": 0,
"forecasted_revenue": 100000,
"forecasted_revenue_default": 125000,
"forecasted_revenue_normalized": 100000,
"forecasted_cost": 0,
"forecasted_cost_default": 0,
"forecasted_cost_normalized": 0,
"forecasted_profit": 100000,
"forecasted_profit_default": 125000,
"forecasted_profit_normalized": 100000,
"forecasted_budget_used": 200000,
"forecasted_budget_used_default": 250000,
"forecasted_budget_used_normalized": 200000,
"invoiced_rate": 0,
"invoiced_rate_default": 0,
"invoiced_rate_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 579
}
},
"creator": {
"data": {
"type": "people",
"id": "1425"
}
},
"company": {
"data": {
"type": "companies",
"id": "1927"
}
},
"document_type": {
"data": null
},
"responsible": {
"data": {
"type": "people",
"id": "1427"
}
},
"deal_status": {
"data": {
"type": "deal_statuses",
"id": "2977"
}
},
"project": {
"data": null
},
"lost_reason": {
"data": null
},
"contract": {
"data": null
},
"contact": {
"data": null
}
}
},
{
"id": "1925",
"type": "companies",
"attributes": {
"name": "Organization579",
"billing_name": null,
"vat": null,
"default_currency": "USD",
"created_at": "2020-09-28T01:05:15.341+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 579
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1927",
"type": "companies",
"attributes": {
"name": "Client1349",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:15.403+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 579
}
},
"bill_to": {
"data": null
}
}
},
{
"id": "1427",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1385@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:15.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:15.418+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 579
}
},
"company": {
"data": {
"type": "companies",
"id": "1928"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "2977",
"type": "deal_statuses",
"attributes": {
"name": "prospective",
"position": 6,
"archived_at": null
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 579
}
}
}
},
{
"id": "1928",
"type": "companies",
"attributes": {
"name": "Client1350",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:15.413+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 579
}
},
"bill_to": {
"data": null
}
}
}
],
"links": {
"first": "http://www.example.com/api/v2/reports/time_entry_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
"last": "http://www.example.com/api/v2/reports/time_entry_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
},
"meta": {
"current_page": 1,
"total_pages": 1,
"total_count": 1,
"page_size": 30,
"max_page_size": 200,
"organization_features": {
"custom_fields": {
"type": "metered",
"limit": 15,
"used": 0
},
"custom_fields_per_project": {
"type": "metered",
"limit": 10,
"used": 0
},
"public_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"private_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"scheduling_placeholders": {
"type": "metered",
"limit": 5,
"used": 0
},
"multigrouping": {
"type": "switch",
"available": true
},
"client_access_to_budgets": {
"type": "switch",
"available": true
},
"subsidiaries": {
"type": "switch",
"available": true
},
"time_approvals": {
"type": "switch",
"available": true
},
"expenses_approvals": {
"type": "switch",
"available": true
},
"timeoff_approvals": {
"type": "switch",
"available": true
},
"autotracking": {
"type": "switch",
"available": true
},
"forecasting": {
"type": "switch",
"available": true
},
"webhooks": {
"type": "switch",
"available": true
},
"table_pivoting": {
"type": "switch",
"available": true
},
"formula_fields": {
"type": "switch",
"available": true
},
"single_sign_on": {
"type": "switch",
"available": true
},
"duplicate_tasks": {
"type": "switch",
"available": true
},
"billable_time_rounding": {
"type": "switch",
"available": true
},
"payment_sync": {
"type": "switch",
"available": true
},
"booking_methods": {
"type": "switch",
"available": true
}
}
}
}Get time entry reportsGET/api/v2/reports/time_entry_reports
Time Reports ¶
Supported group params
-
person
-
service
-
service_type
-
budget
-
project
-
company
-
event
-
future
-
organization
-
people_custom_fields
Supported date period dates
- date
GET /api/v2/reports/time_reports
Requests
GET /api/v2/reports/time_reports
Headers
Accept: text/xml,application/xml,application/xhtml+xml,text/html;q=0.9,text/plain;q=0.8,image/png,*/*;q=0.5
Content-Type: application/vnd.api+jsonResponses
Headers
Content-Type: application/vnd.api+json; charset=utf-8Body
{
"data": [
{
"id": "time-report-person-1429-d41d8cd98f00b204e9800998ecf8427e",
"type": "new_time_reports",
"attributes": {
"group": "person",
"year": null,
"quarter": null,
"month": null,
"week": null,
"day": null,
"count": 1,
"future": null,
"people_custom_fields": {},
"formula_fields": {},
"date_period": null,
"capacity": null,
"available_time": null,
"scheduled_time": 0,
"scheduled_internal_time": 0,
"scheduled_client_time": 0,
"scheduled_event_time": "0.0",
"internal_time": 0,
"client_time": 480,
"billable_time": 0,
"unapproved_time": 480,
"worked_time": 480,
"paid_event_time": 0,
"unpaid_event_time": 0,
"event_time": 0,
"worked_available_diff": null,
"client_worked_ratio": "1.0",
"worked_available_ratio": null,
"worked_scheduled_ratio": null,
"available_capacity_ratio": null,
"billable_available_ratio": null,
"billable_client_ratio": "0.0",
"billable_worked_ratio": "0.0",
"client_available_ratio": null,
"scheduled_available_ratio": null,
"client_scheduled_available_ratio": null,
"currency": "USD",
"currency_default": "USD",
"currency_normalized": "USD",
"total_cost": 0,
"total_cost_default": 0,
"total_cost_normalized": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 580
}
},
"person": {
"data": {
"type": "people",
"id": "1429"
}
},
"service": {
"data": null
},
"service_type": {
"data": null
},
"budget": {
"data": null
},
"company": {
"data": null
},
"project": {
"data": null
},
"event": {
"data": null
},
"report": {
"data": null
}
}
}
],
"included": [
{
"id": "1429",
"type": "people",
"attributes": {
"first_name": "test first name",
"last_name": "test last name",
"email": "user1387@email.com",
"title": null,
"joined_at": null,
"last_seen_at": null,
"deactivated_at": null,
"archived_at": null,
"role_id": 3,
"invited_at": "2020-09-28T01:05:15.000+02:00",
"is_user": true,
"tag_list": [],
"avatar_url": null,
"virtual": false,
"custom_fields": null,
"autotracking": false,
"created_at": "2020-09-28T01:05:15.793+02:00",
"placeholder": false,
"color_id": null,
"private_custom_reports_used": 0
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 580
}
},
"company": {
"data": {
"type": "companies",
"id": "1930"
}
},
"subsidiary": {
"data": null
}
}
},
{
"id": "1930",
"type": "companies",
"attributes": {
"name": "Client1351",
"billing_name": null,
"vat": null,
"default_currency": null,
"created_at": "2020-09-28T01:05:15.788+02:00",
"archived_at": null,
"avatar_url": null,
"invoice_email_recipients": {},
"custom_fields": null,
"description": null,
"due_days": null,
"tag_list": [],
"contact": {}
},
"relationships": {
"organization": {
"data": {
"type": "organizations",
"id": 580
}
},
"bill_to": {
"data": null
}
}
}
],
"links": {
"first": "http://www.example.com/api/v2/reports/time_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
"last": "http://www.example.com/api/v2/reports/time_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
},
"meta": {
"current_page": 1,
"total_pages": 1,
"total_count": 1,
"page_size": 30,
"max_page_size": 200,
"organization_features": {
"custom_fields": {
"type": "metered",
"limit": 15,
"used": 0
},
"custom_fields_per_project": {
"type": "metered",
"limit": 10,
"used": 0
},
"public_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"private_custom_reports": {
"type": "metered",
"limit": 30,
"used": 0
},
"scheduling_placeholders": {
"type": "metered",
"limit": 5,
"used": 0
},
"multigrouping": {
"type": "switch",
"available": true
},
"client_access_to_budgets": {
"type": "switch",
"available": true
},
"subsidiaries": {
"type": "switch",
"available": true
},
"time_approvals": {
"type": "switch",
"available": true
},
"expenses_approvals": {
"type": "switch",
"available": true
},
"timeoff_approvals": {
"type": "switch",
"available": true
},
"autotracking": {
"type": "switch",
"available": true
},
"forecasting": {
"type": "switch",
"available": true
},
"webhooks": {
"type": "switch",
"available": true
},
"table_pivoting": {
"type": "switch",
"available": true
},
"formula_fields": {
"type": "switch",
"available": true
},
"single_sign_on": {
"type": "switch",
"available": true
},
"duplicate_tasks": {
"type": "switch",
"available": true
},
"billable_time_rounding": {
"type": "switch",
"available": true
},
"payment_sync": {
"type": "switch",
"available": true
},
"booking_methods": {
"type": "switch",
"available": true
}
}
}
}Get time reportsGET/api/v2/reports/time_reports
Generated by aglio on 27 Sep 2020