API Documentation

API Endpoint

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 filter params

Supported filter params can be found on bookings endpoint

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
Requestsreturns booking reports

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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "booking-report-booking-73-d41d8cd98f00b204e9800998ecf8427e",
      "type": "booking_reports",
      "attributes": {
        "group": "booking",
        "count": 2,
        "time": 640,
        "mandays": "1.0",
        "start_date": "2021-09-21",
        "end_date": "2021-09-21",
        "pricing_type_id": null,
        "project_type": null,
        "approval_status": null,
        "total_recognized_time": 0,
        "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": 879
          }
        },
        "booking": {
          "data": {
            "type": "bookings",
            "id": "73"
          }
        },
        "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": "73",
      "type": "bookings",
      "attributes": {
        "hours": 6,
        "time": 360,
        "started_on": "2021-09-21",
        "ended_on": "2021-09-21",
        "note": null,
        "total_time": 0,
        "total_working_days": 0,
        "percentage": null,
        "created_at": "2021-09-21T01:07:37.389+02:00",
        "updated_at": "2021-09-21T01:07:37.389+02:00",
        "people_custom_fields": null,
        "approved": true,
        "approved_at": "2021-09-21T01:07:37.389+02:00",
        "rejected": false,
        "rejected_reason": null,
        "rejected_at": null,
        "canceled": false,
        "canceled_at": null,
        "booking_method_id": 1,
        "autotracking": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 879
          }
        },
        "service": {
          "data": {
            "type": "services",
            "id": "185"
          }
        },
        "event": {
          "data": null
        },
        "person": {
          "data": {
            "type": "people",
            "id": "2520"
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "2517"
          }
        },
        "updater": {
          "data": {
            "type": "people",
            "id": "2517"
          }
        },
        "approver": {
          "data": {
            "type": "people",
            "id": "2517"
          }
        },
        "rejecter": {
          "data": null
        },
        "canceler": {
          "data": null
        },
        "origin": {
          "data": null
        },
        "approval_statuses": {
          "data": []
        }
      }
    },
    {
      "id": "185",
      "type": "services",
      "attributes": {
        "name": "test name",
        "position": 1,
        "deleted_at": null,
        "billable": true,
        "description": null,
        "tracking_enabled": true,
        "pricing_type_id": 1,
        "billing_type_id": null,
        "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,
        "work_cost": 0,
        "work_cost_default": 0,
        "work_cost_normalized": 0,
        "expense_amount": 0,
        "expense_amount_default": 0,
        "expense_amount_normalized": 0,
        "expense_billable_amount": 0,
        "expense_billable_amount_default": 0,
        "expense_billable_amount_normalized": 0,
        "profit": 100000,
        "profit_default": 125000,
        "profit_normalized": 100000,
        "budget_total": 100000,
        "budget_total_default": 125000,
        "budget_total_normalized": 100000,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_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,
        "discount_amount": 0,
        "discount_amount_default": 0,
        "discount_amount_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 879
          }
        },
        "service_type": {
          "data": {
            "type": "service_types",
            "id": "266"
          }
        },
        "deal": {
          "data": {
            "type": "deals",
            "id": "342"
          }
        },
        "section": {
          "data": null
        }
      }
    },
    {
      "id": "2520",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2463@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:07:37.000+02:00",
        "is_user": true,
        "user_id": 2503,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:07:37.338+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 879
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3551"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "2517",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2460@email.com",
        "title": null,
        "joined_at": "2021-09-21T01:07:37.000+02:00",
        "last_seen_at": "2021-09-21T01:07:37.668+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "setting_role_id": null,
        "invited_at": null,
        "is_user": true,
        "user_id": 2500,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:07:37.213+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 879
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3547"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "266",
      "type": "service_types",
      "attributes": {
        "name": "test name",
        "category_id": null,
        "archived_at": null,
        "description": "test description"
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 879
          }
        }
      }
    },
    {
      "id": "342",
      "type": "deals",
      "attributes": {
        "name": "test name",
        "date": "2021-09-21",
        "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": "7a7b04fc0ef3734f1ab98eb4f7bb3986",
        "purchase_order_number": null,
        "custom_fields": null,
        "position": null,
        "global_position": 0,
        "budget_revamp": false,
        "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,
        "lost_comment": null,
        "closed_at": null,
        "delivered_on": null,
        "last_activity_at": null,
        "deleted_at": null,
        "created_at": "2021-09-21T01:07:37.308+02:00",
        "note": null,
        "sales_closed_at": null,
        "exchange_rate": "1.25",
        "exchange_date": "2021-09-21",
        "sales_closed_on": null,
        "sample_data": false,
        "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,
        "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,
        "budget_total": 100000,
        "budget_total_default": 125000,
        "budget_total_normalized": 100000,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_normalized": 0,
        "projected_revenue": 50000,
        "projected_revenue_default": 62500,
        "projected_revenue_normalized": 50000
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 879
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "2517"
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3549"
          }
        },
        "document_type": {
          "data": null
        },
        "responsible": {
          "data": {
            "type": "people",
            "id": "2519"
          }
        },
        "deal_status": {
          "data": {
            "type": "deal_statuses",
            "id": "4573"
          }
        },
        "project": {
          "data": null
        },
        "lost_reason": {
          "data": null
        },
        "contract": {
          "data": null
        },
        "contact": {
          "data": null
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "3551",
      "type": "companies",
      "attributes": {
        "name": "Client2673",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:07:37.334+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 879
          }
        }
      }
    },
    {
      "id": "3547",
      "type": "companies",
      "attributes": {
        "name": "Organization879",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-09-21T01:07:37.212+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 879
          }
        }
      }
    },
    {
      "id": "3549",
      "type": "companies",
      "attributes": {
        "name": "Client2671",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:07:37.267+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 879
          }
        }
      }
    },
    {
      "id": "2519",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2462@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:07:37.000+02:00",
        "is_user": true,
        "user_id": 2502,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:07:37.276+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 879
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3550"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "4573",
      "type": "deal_statuses",
      "attributes": {
        "name": "prospective",
        "position": 6,
        "archived_at": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 879
          }
        }
      }
    },
    {
      "id": "3550",
      "type": "companies",
      "attributes": {
        "name": "Client2672",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:07:37.272+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 879
          }
        }
      }
    }
  ],
  "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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get booking reports
GET/api/v2/reports/booking_reports


Budget Reports

Supported filter params

Supported filter params can be found on deals endpoint

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
Requestsreturns budget reports

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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "budget-report-budget-478-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": 915
          }
        },
        "budget": {
          "data": {
            "type": "deals",
            "id": "478"
          }
        },
        "contract": {
          "data": null
        },
        "project": {
          "data": null
        },
        "company": {
          "data": null
        },
        "responsible": {
          "data": null
        },
        "subsidiary": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "478",
      "type": "deals",
      "attributes": {
        "name": "test name",
        "date": "2021-09-21",
        "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": "147636b54ba40964c3f905a5fddc64d9",
        "purchase_order_number": null,
        "custom_fields": null,
        "position": null,
        "global_position": 0,
        "budget_revamp": false,
        "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,
        "lost_comment": null,
        "closed_at": null,
        "delivered_on": null,
        "last_activity_at": null,
        "deleted_at": null,
        "created_at": "2021-09-21T01:08:21.527+02:00",
        "note": null,
        "sales_closed_at": null,
        "exchange_rate": "1.25",
        "exchange_date": "2021-09-21",
        "sales_closed_on": null,
        "sample_data": false,
        "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,
        "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,
        "budget_total": 0,
        "budget_total_default": 0,
        "budget_total_normalized": 0,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_normalized": 0,
        "projected_revenue": 0,
        "projected_revenue_default": 0,
        "projected_revenue_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 915
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "2943"
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4122"
          }
        },
        "document_type": {
          "data": null
        },
        "responsible": {
          "data": {
            "type": "people",
            "id": "2944"
          }
        },
        "deal_status": {
          "meta": {
            "included": false
          }
        },
        "project": {
          "data": {
            "type": "projects",
            "id": "670"
          }
        },
        "lost_reason": {
          "meta": {
            "included": false
          }
        },
        "contract": {
          "data": null
        },
        "contact": {
          "meta": {
            "included": false
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "2943",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2886@email.com",
        "title": null,
        "joined_at": "2021-09-21T01:08:21.000+02:00",
        "last_seen_at": "2021-09-21T01:08:21.546+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "setting_role_id": null,
        "invited_at": null,
        "is_user": true,
        "user_id": 2926,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:08:21.364+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 915
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4121"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "4122",
      "type": "companies",
      "attributes": {
        "name": "Client3208",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:08:21.434+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 915
          }
        }
      }
    },
    {
      "id": "2944",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2887@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:08:21.000+02:00",
        "is_user": true,
        "user_id": 2927,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:08:21.443+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 915
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4123"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "670",
      "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,
        "created_at": "2021-09-21T01:08:21.504+02:00",
        "budget_closing_date": null,
        "custom_fields": null,
        "task_custom_fields_ids": null,
        "sample_data": false,
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "needs_invoicing": 0,
        "needs_invoicing_default": 0,
        "needs_invoicing_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 915
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4125"
          }
        },
        "project_manager": {
          "data": {
            "type": "people",
            "id": "2945"
          }
        },
        "last_actor": {
          "data": null
        }
      }
    },
    {
      "id": "4121",
      "type": "companies",
      "attributes": {
        "name": "Organization915",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-09-21T01:08:21.362+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 915
          }
        }
      }
    },
    {
      "id": "4123",
      "type": "companies",
      "attributes": {
        "name": "Client3209",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:08:21.440+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 915
          }
        }
      }
    },
    {
      "id": "4125",
      "type": "companies",
      "attributes": {
        "name": "Client3211",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:08:21.502+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 915
          }
        }
      }
    },
    {
      "id": "2945",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2888@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:08:21.000+02:00",
        "is_user": true,
        "user_id": 2928,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:08:21.475+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 915
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4124"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "4124",
      "type": "companies",
      "attributes": {
        "name": "Client3210",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:08:21.471+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 915
          }
        }
      }
    }
  ],
  "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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get budget reports
GET/api/v2/reports/budget_reports


Company Reports

Supported filter params

Supported filter params can be found on companies endpoint

Supported group params

  • company, key: :company_id

  • status

  • organization

  • custom_fields

Supported date period dates

  • created_at
GET /api/v2/reports/company_reports
Requestsreturns company reports

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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "company-report-company-123-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": 942
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "123"
          }
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "123",
      "type": "companies",
      "attributes": {
        "name": "Client3436",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:08:31.940+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 942
          }
        }
      }
    }
  ],
  "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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get company reports
GET/api/v2/reports/company_reports


Deal Reports

Supported filter params

Supported filter params can be found on deals endpoint

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
Requestsreturns deal reports

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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "deal-report-deal-537-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,
        "sales_closed_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_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": 961
          }
        },
        "deal": {
          "data": {
            "type": "deals",
            "id": "537"
          }
        },
        "company": {
          "data": null
        },
        "responsible": {
          "data": null
        },
        "deal_status": {
          "data": null
        },
        "lost_reason": {
          "data": null
        },
        "contact": {
          "data": null
        },
        "subsidiary": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "537",
      "type": "deals",
      "attributes": {
        "name": "test name",
        "date": "2021-09-21",
        "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": "9a9f9de14f8bb7b283046dfec71ed34c",
        "purchase_order_number": null,
        "custom_fields": null,
        "position": null,
        "global_position": 0,
        "budget_revamp": false,
        "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,
        "lost_comment": null,
        "closed_at": null,
        "delivered_on": null,
        "last_activity_at": null,
        "deleted_at": null,
        "created_at": "2021-09-21T01:08:33.634+02:00",
        "note": null,
        "sales_closed_at": null,
        "exchange_rate": "1.25",
        "exchange_date": "2021-09-21",
        "sales_closed_on": null,
        "sample_data": false,
        "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,
        "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,
        "budget_total": 0,
        "budget_total_default": 0,
        "budget_total_normalized": 0,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_normalized": 0,
        "projected_revenue": 0,
        "projected_revenue_default": 0,
        "projected_revenue_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 961
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "3101"
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4424"
          }
        },
        "document_type": {
          "data": null
        },
        "responsible": {
          "data": {
            "type": "people",
            "id": "3102"
          }
        },
        "deal_status": {
          "data": {
            "type": "deal_statuses",
            "id": "5113"
          }
        },
        "project": {
          "data": null
        },
        "lost_reason": {
          "data": null
        },
        "contract": {
          "data": null
        },
        "contact": {
          "data": null
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "3101",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3044@email.com",
        "title": null,
        "joined_at": "2021-09-21T01:08:33.000+02:00",
        "last_seen_at": "2021-09-21T01:08:33.649+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "setting_role_id": null,
        "invited_at": null,
        "is_user": true,
        "user_id": 3084,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:08:33.572+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 961
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4423"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "4424",
      "type": "companies",
      "attributes": {
        "name": "Client3473",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:08:33.593+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 961
          }
        }
      }
    },
    {
      "id": "3102",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3045@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:08:33.000+02:00",
        "is_user": true,
        "user_id": 3085,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:08:33.602+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 961
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4425"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "5113",
      "type": "deal_statuses",
      "attributes": {
        "name": "prospective",
        "position": 6,
        "archived_at": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 961
          }
        }
      }
    },
    {
      "id": "4423",
      "type": "companies",
      "attributes": {
        "name": "Organization961",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-09-21T01:08:33.571+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 961
          }
        }
      }
    },
    {
      "id": "4425",
      "type": "companies",
      "attributes": {
        "name": "Client3474",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:08:33.599+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 961
          }
        }
      }
    }
  ],
  "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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get deal reports
GET/api/v2/reports/deal_reports


Entitlement Reports

Supported filter params

Supported filter params can be found on entitlements endpoint

Supported group params

  • entitlement

  • event

  • person

  • organization

  • people_custom_fields

Supported date period dates

  • start_date

  • end_date

GET /api/v2/reports/entitlement_reports
Requestsreturns entitlement reports

GET  /api/v2/reports/entitlement_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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "entitlement-report-entitlement-36-d41d8cd98f00b204e9800998ecf8427e",
      "type": "entitlement_reports",
      "attributes": {
        "group": "entitlement",
        "count": 1,
        "total_allocated": 22,
        "total_used": 0,
        "total_available": 22,
        "people_custom_fields": {},
        "formula_fields": {},
        "start_date_period": null,
        "end_date_period": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": "992"
          }
        },
        "entitlement": {
          "data": {
            "type": "entitlements",
            "id": "36"
          }
        },
        "person": {
          "data": null
        },
        "event": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "36",
      "type": "entitlements",
      "attributes": {
        "start_date": "2021-09-20",
        "end_date": "2021-10-01",
        "allocated": 22,
        "used": 0,
        "pending": 0,
        "note": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 992
          }
        },
        "event": {
          "data": {
            "type": "events",
            "id": "117"
          }
        },
        "person": {
          "data": {
            "type": "people",
            "id": "3208"
          }
        },
        "approval_workflow": {
          "data": null
        }
      }
    },
    {
      "id": "117",
      "type": "events",
      "attributes": {
        "name": "test name",
        "event_type_id": 2,
        "icon_id": null,
        "color_id": null,
        "archived_at": null,
        "limitation_type_id": 2,
        "sync_slack": true,
        "sync_calendar": true
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 992
          }
        }
      }
    },
    {
      "id": "3208",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3151@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:08:41.000+02:00",
        "is_user": true,
        "user_id": 3191,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:08:41.240+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 992
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4609"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "4609",
      "type": "companies",
      "attributes": {
        "name": "Client3627",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:08:41.236+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 992
          }
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/entitlement_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/entitlement_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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get entitlement reports
GET/api/v2/reports/entitlement_reports


Expense Reports

Supported filter params

Supported filter params can be found on expenses endpoint

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
Requestsreturns expense reports

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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "expense-report-expense-83-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,
        "created_at_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": 1003
          }
        },
        "expense": {
          "data": {
            "type": "expenses",
            "id": "83"
          }
        },
        "deal": {
          "data": null
        },
        "project": {
          "data": null
        },
        "company": {
          "data": null
        },
        "service_type": {
          "data": null
        },
        "service": {
          "data": null
        },
        "vendor": {
          "data": null
        },
        "person": {
          "data": null
        },
        "approver": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "83",
      "type": "expenses",
      "attributes": {
        "name": "Višak",
        "date": "2021-09-21",
        "pay_on": null,
        "paid_on": null,
        "position": 1,
        "invoiced": false,
        "approved": true,
        "approved_at": "2021-09-21T01:08:43.243+02:00",
        "rejected": false,
        "rejected_reason": null,
        "rejected_at": null,
        "deleted_at": null,
        "reimbursable": null,
        "reimbursed_on": null,
        "exchange_rate": "1.25",
        "exchange_date": "2021-09-21",
        "created_at": "2021-09-21T01:08:43.244+02:00",
        "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": 1003
          }
        },
        "deal": {
          "data": {
            "type": "deals",
            "id": "604"
          }
        },
        "service_type": {
          "data": {
            "type": "service_types",
            "id": "405"
          }
        },
        "person": {
          "data": null
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "3241"
          }
        },
        "approver": {
          "data": {
            "type": "people",
            "id": "3242"
          }
        },
        "rejecter": {
          "data": null
        },
        "vendor": {
          "data": null
        },
        "service": {
          "data": null
        },
        "attachment": {
          "data": null
        }
      }
    },
    {
      "id": "604",
      "type": "deals",
      "attributes": {
        "name": "test name",
        "date": "2021-09-21",
        "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": "862b74f54d6e8515d6387bedb2a7ba86",
        "purchase_order_number": null,
        "custom_fields": null,
        "position": null,
        "global_position": 0,
        "budget_revamp": false,
        "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,
        "lost_comment": null,
        "closed_at": null,
        "delivered_on": null,
        "last_activity_at": null,
        "deleted_at": null,
        "created_at": "2021-09-21T01:08:43.159+02:00",
        "note": null,
        "sales_closed_at": null,
        "exchange_rate": "1.25",
        "exchange_date": "2021-09-21",
        "sales_closed_on": null,
        "sample_data": false,
        "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,
        "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,
        "budget_total": 0,
        "budget_total_default": 0,
        "budget_total_normalized": 0,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_normalized": 0,
        "projected_revenue": 0,
        "projected_revenue_default": 0,
        "projected_revenue_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1003
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "3241"
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4643"
          }
        },
        "document_type": {
          "data": null
        },
        "responsible": {
          "data": {
            "type": "people",
            "id": "3242"
          }
        },
        "deal_status": {
          "data": {
            "type": "deal_statuses",
            "id": "5386"
          }
        },
        "project": {
          "data": null
        },
        "lost_reason": {
          "data": null
        },
        "contract": {
          "data": null
        },
        "contact": {
          "data": null
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "405",
      "type": "service_types",
      "attributes": {
        "name": "test name",
        "category_id": null,
        "archived_at": null,
        "description": "test description"
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1003
          }
        }
      }
    },
    {
      "id": "3241",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3184@email.com",
        "title": null,
        "joined_at": "2021-09-21T01:08:43.000+02:00",
        "last_seen_at": "2021-09-21T01:08:43.276+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "setting_role_id": null,
        "invited_at": null,
        "is_user": true,
        "user_id": 3224,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:08:43.082+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1003
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4642"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "3242",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3185@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:08:43.000+02:00",
        "is_user": true,
        "user_id": 3225,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:08:43.123+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1003
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4644"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "4643",
      "type": "companies",
      "attributes": {
        "name": "Client3650",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:08:43.112+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1003
          }
        }
      }
    },
    {
      "id": "5386",
      "type": "deal_statuses",
      "attributes": {
        "name": "prospective",
        "position": 6,
        "archived_at": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1003
          }
        }
      }
    },
    {
      "id": "4642",
      "type": "companies",
      "attributes": {
        "name": "Organization1003",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-09-21T01:08:43.080+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1003
          }
        }
      }
    },
    {
      "id": "4644",
      "type": "companies",
      "attributes": {
        "name": "Client3651",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:08:43.118+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1003
          }
        }
      }
    }
  ],
  "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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get expense reports
GET/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
Requestsreturns financial item reports

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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "financial-item-report-financial_item-time_entry-64-d41d8cd98f00b204e9800998ecf8427e",
      "type": "financial_item_reports",
      "attributes": {
        "group": "financial_item",
        "count": 1,
        "financial_item_id": 64,
        "financial_item_type": "time_entry",
        "financial_item_date": "2021-09-21",
        "total_time": 480,
        "total_billable_time": 0,
        "total_scheduled_time": 0,
        "total_recognized_time": 0,
        "pricing_type_id": null,
        "project_type_id": null,
        "average_recognized_margin": null,
        "future": null,
        "approval_status": null,
        "date_period": null,
        "formula_fields": {},
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "total_recognized_revenue": null,
        "total_recognized_revenue_default": null,
        "total_recognized_revenue_normalized": null,
        "total_scheduled_revenue": 0,
        "total_scheduled_revenue_default": 0,
        "total_scheduled_revenue_normalized": 0,
        "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,
        "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,
        "total_invoiced": 0,
        "total_invoiced_default": 0,
        "total_invoiced_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1048
          }
        },
        "person": {
          "data": null
        },
        "service": {
          "data": null
        },
        "service_type": {
          "data": null
        },
        "budget": {
          "data": null
        },
        "company": {
          "data": null
        },
        "project": {
          "data": null
        },
        "responsible": {
          "data": null
        },
        "time_entry": {
          "data": {
            "type": "time_entries",
            "id": "64"
          }
        },
        "booking_item": {
          "data": null
        },
        "expense": {
          "data": null
        },
        "invoice_attribution": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "64",
      "type": "time_entries",
      "attributes": {
        "date": "2021-09-21",
        "created_at": "2021-09-21T01:09:06.942+02:00",
        "time": 480,
        "billable_time": 480,
        "note": "test note",
        "track_method_id": null,
        "started_at": null,
        "timer_started_at": null,
        "timer_stopped_at": null,
        "approved": false,
        "approved_at": null,
        "updated_at": "2021-09-21T01:09:06.942+02:00",
        "calendar_event_id": null,
        "invoiced": false,
        "overhead": 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": 1048
          }
        },
        "person": {
          "data": {
            "type": "people",
            "id": "3499"
          }
        },
        "service": {
          "data": {
            "type": "services",
            "id": "418"
          }
        },
        "task": {
          "data": null
        },
        "approver": {
          "data": null
        },
        "updater": {
          "data": {
            "type": "people",
            "id": "3498"
          }
        },
        "rejecter": {
          "data": null
        }
      }
    },
    {
      "id": "3499",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3442@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:09:06.000+02:00",
        "is_user": true,
        "user_id": 3482,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:09:06.839+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1048
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5114"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "418",
      "type": "services",
      "attributes": {
        "name": "test name",
        "position": 1,
        "deleted_at": null,
        "billable": true,
        "description": null,
        "tracking_enabled": true,
        "pricing_type_id": 1,
        "billing_type_id": null,
        "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,
        "work_cost": 0,
        "work_cost_default": 0,
        "work_cost_normalized": 0,
        "expense_amount": 0,
        "expense_amount_default": 0,
        "expense_amount_normalized": 0,
        "expense_billable_amount": 0,
        "expense_billable_amount_default": 0,
        "expense_billable_amount_normalized": 0,
        "profit": 100000,
        "profit_default": 125000,
        "profit_normalized": 100000,
        "budget_total": 100000,
        "budget_total_default": 125000,
        "budget_total_normalized": 100000,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_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,
        "discount_amount": 0,
        "discount_amount_default": 0,
        "discount_amount_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1048
          }
        },
        "service_type": {
          "data": {
            "type": "service_types",
            "id": "594"
          }
        },
        "deal": {
          "data": {
            "type": "deals",
            "id": "792"
          }
        },
        "section": {
          "data": null
        }
      }
    },
    {
      "id": "3498",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3441@email.com",
        "title": null,
        "joined_at": "2021-09-21T01:09:06.000+02:00",
        "last_seen_at": "2021-09-21T01:09:06.971+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "setting_role_id": null,
        "invited_at": null,
        "is_user": true,
        "user_id": 3481,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:09:06.810+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1048
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5113"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "5114",
      "type": "companies",
      "attributes": {
        "name": "Client4076",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:09:06.836+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1048
          }
        }
      }
    },
    {
      "id": "594",
      "type": "service_types",
      "attributes": {
        "name": "test name",
        "category_id": null,
        "archived_at": null,
        "description": "test description"
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1048
          }
        }
      }
    },
    {
      "id": "792",
      "type": "deals",
      "attributes": {
        "name": "test name",
        "date": "2021-09-21",
        "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": "e83413f69f16ddb779e5358343757606",
        "purchase_order_number": null,
        "custom_fields": null,
        "position": null,
        "global_position": 0,
        "budget_revamp": false,
        "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,
        "lost_comment": null,
        "closed_at": null,
        "delivered_on": null,
        "last_activity_at": null,
        "deleted_at": null,
        "created_at": "2021-09-21T01:09:06.912+02:00",
        "note": null,
        "sales_closed_at": null,
        "exchange_rate": "1.25",
        "exchange_date": "2021-09-21",
        "sales_closed_on": null,
        "sample_data": false,
        "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,
        "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,
        "budget_total": 100000,
        "budget_total_default": 125000,
        "budget_total_normalized": 100000,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_normalized": 0,
        "projected_revenue": 50000,
        "projected_revenue_default": 62500,
        "projected_revenue_normalized": 50000
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1048
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "3498"
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5115"
          }
        },
        "document_type": {
          "data": null
        },
        "responsible": {
          "data": {
            "type": "people",
            "id": "3500"
          }
        },
        "deal_status": {
          "data": {
            "type": "deal_statuses",
            "id": "5783"
          }
        },
        "project": {
          "data": null
        },
        "lost_reason": {
          "data": null
        },
        "contract": {
          "data": null
        },
        "contact": {
          "data": null
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "5113",
      "type": "companies",
      "attributes": {
        "name": "Organization1048",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-09-21T01:09:06.809+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1048
          }
        }
      }
    },
    {
      "id": "5115",
      "type": "companies",
      "attributes": {
        "name": "Client4077",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:09:06.867+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1048
          }
        }
      }
    },
    {
      "id": "3500",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3443@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:09:06.000+02:00",
        "is_user": true,
        "user_id": 3483,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:09:06.877+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1048
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5116"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "5783",
      "type": "deal_statuses",
      "attributes": {
        "name": "prospective",
        "position": 6,
        "archived_at": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1048
          }
        }
      }
    },
    {
      "id": "5116",
      "type": "companies",
      "attributes": {
        "name": "Client4078",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:09:06.873+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1048
          }
        }
      }
    }
  ],
  "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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get financial item reports
GET/api/v2/reports/financial_item_reports


Invoice Reports

Supported filter params

Supported filter params can be found on invoices endpoint

Supported group params

  • invoice

  • company

  • subsidiary

  • sent_status

  • payment_status

  • overdue_status

  • invoice_aging

  • invoice_status

  • organization

  • custom_fields

Supported date period dates

  • invoiced_on

  • pay_on

  • sent_on

  • delivery_on

  • paid_on

GET /api/v2/reports/invoice_reports
Requestsreturns invoice reports

GET  /api/v2/reports/invoice_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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "invoice-report-invoice-67-d41d8cd98f00b204e9800998ecf8427e",
      "type": "invoice_reports",
      "attributes": {
        "group": "invoice",
        "count": 1,
        "sent_status": null,
        "payment_status": null,
        "overdue_status": null,
        "invoice_status": null,
        "invoice_aging": null,
        "invoice_state": null,
        "average_due_in": "10.0",
        "average_paid_in": null,
        "currency_id": null,
        "year": null,
        "quarter": null,
        "month": null,
        "week": null,
        "custom_fields": {},
        "formula_fields": {},
        "invoiced_on_period": null,
        "pay_on_period": null,
        "sent_on_period": null,
        "delivery_on_period": null,
        "paid_on_period": null,
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "total_amount": 0,
        "total_amount_default": 0,
        "total_amount_normalized": 0,
        "total_amount_tax": 0,
        "total_amount_tax_default": 0,
        "total_amount_tax_normalized": 0,
        "total_amount_with_tax": 0,
        "total_amount_with_tax_default": 0,
        "total_amount_with_tax_normalized": 0,
        "total_amount_paid": 0,
        "total_amount_paid_default": 0,
        "total_amount_paid_normalized": 0,
        "total_amount_written_off": 0,
        "total_amount_written_off_default": 0,
        "total_amount_written_off_normalized": 0,
        "total_amount_unpaid": 0,
        "total_amount_unpaid_default": 0,
        "total_amount_unpaid_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1049
          }
        },
        "invoice": {
          "data": {
            "type": "invoices",
            "id": "67"
          }
        },
        "company": {
          "data": null
        },
        "subsidiary": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "67",
      "type": "invoices",
      "attributes": {
        "number": "2016/01",
        "subject": null,
        "invoiced_on": "2021-09-21",
        "sent_on": null,
        "pay_on": "2021-10-01",
        "delivery_on": null,
        "paid_on": null,
        "finalized_on": null,
        "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": "952f84d14715d7ac0067e95a2bc86ea7",
        "purchase_order_number": null,
        "export_invoice_url": null,
        "company_reference_id": null,
        "created_at": "2021-09-21T01:09:07.383+02:00",
        "exchange_rate": "1.25",
        "exchange_date": "2021-09-21",
        "custom_fields": null,
        "updated_at": "2021-09-21T01:09:07.383+02:00",
        "sample_data": false,
        "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": 0,
        "amount_paid_default": 0,
        "amount_paid_normalized": 0,
        "amount_written_off": 0,
        "amount_written_off_default": 0,
        "amount_written_off_normalized": 0,
        "amount_unpaid": 0,
        "amount_unpaid_default": 0,
        "amount_unpaid_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1049
          }
        },
        "bill_to": {
          "data": null
        },
        "bill_from": {
          "data": null
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5118"
          }
        },
        "document_type": {
          "data": {
            "type": "document_types",
            "id": "25"
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "3501"
          }
        },
        "subsidiary": {
          "data": null
        },
        "invoice_attributions": {
          "data": []
        },
        "attachment": {
          "data": null
        }
      }
    },
    {
      "id": "5118",
      "type": "companies",
      "attributes": {
        "name": "Client4079",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:09:07.373+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1049
          }
        }
      }
    },
    {
      "id": "25",
      "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,
        "email_data": {}
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1049
          }
        },
        "subsidiary": {
          "data": {
            "type": "subsidiaries",
            "id": "136"
          }
        },
        "document_style": {
          "data": null
        },
        "attachments": {
          "data": []
        }
      }
    },
    {
      "id": "3501",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3444@email.com",
        "title": null,
        "joined_at": "2021-09-21T01:09:07.000+02:00",
        "last_seen_at": "2021-09-21T01:09:07.413+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "setting_role_id": null,
        "invited_at": null,
        "is_user": true,
        "user_id": 3484,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:09:07.322+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1049
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5117"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "136",
      "type": "subsidiaries",
      "attributes": {
        "name": "Subsidiary136",
        "invoice_number_format": null,
        "archived_at": null,
        "export_integration_type_id": null,
        "invoice_logo_url": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1049
          }
        },
        "bill_from": {
          "data": null
        },
        "integration": {
          "data": null
        }
      }
    },
    {
      "id": "5117",
      "type": "companies",
      "attributes": {
        "name": "Organization1049",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-09-21T01:09:07.320+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1049
          }
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/invoice_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/invoice_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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get invoice reports
GET/api/v2/reports/invoice_reports


Payment Reports

Supported filter params

Supported filter params can be found on payments endpoint

Supported group params

  • payment

  • invoice

  • company

  • subsidiary

  • organization

Supported date period dates

  • paid_on
GET /api/v2/reports/payment_reports
Requestsreturns payment reports

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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "payment-report-payment-28-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": 1096
          }
        },
        "payment": {
          "data": {
            "type": "payments",
            "id": "28"
          }
        },
        "invoice": {
          "data": null
        },
        "company": {
          "data": null
        },
        "deal": {
          "meta": {
            "included": false
          }
        },
        "subsidiary": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "28",
      "type": "payments",
      "attributes": {
        "paid_on": "2021-09-21",
        "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": 1096
          }
        },
        "invoice": {
          "data": {
            "type": "invoices",
            "id": "878"
          }
        }
      }
    },
    {
      "id": "878",
      "type": "invoices",
      "attributes": {
        "number": "2016/01",
        "subject": null,
        "invoiced_on": "2021-09-21",
        "sent_on": null,
        "pay_on": "2021-10-01",
        "delivery_on": null,
        "paid_on": "2021-09-21",
        "finalized_on": null,
        "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": "368d089360c0db19644b04f847af9417",
        "purchase_order_number": null,
        "export_invoice_url": null,
        "company_reference_id": null,
        "created_at": "2021-09-21T01:09:17.521+02:00",
        "exchange_rate": "1.25",
        "exchange_date": "2021-09-21",
        "custom_fields": null,
        "updated_at": "2021-09-21T01:09:17.534+02:00",
        "sample_data": false,
        "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": 1096
          }
        },
        "bill_to": {
          "data": null
        },
        "bill_from": {
          "data": null
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5308"
          }
        },
        "document_type": {
          "data": {
            "type": "document_types",
            "id": "74"
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "3572"
          }
        },
        "subsidiary": {
          "data": null
        },
        "invoice_attributions": {
          "data": []
        },
        "attachment": {
          "data": null
        }
      }
    },
    {
      "id": "5308",
      "type": "companies",
      "attributes": {
        "name": "Client4222",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:09:17.516+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1096
          }
        }
      }
    },
    {
      "id": "74",
      "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,
        "email_data": {}
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1096
          }
        },
        "subsidiary": {
          "data": {
            "type": "subsidiaries",
            "id": "185"
          }
        },
        "document_style": {
          "data": null
        },
        "attachments": {
          "data": []
        }
      }
    },
    {
      "id": "3572",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3515@email.com",
        "title": null,
        "joined_at": "2021-09-21T01:09:17.000+02:00",
        "last_seen_at": "2021-09-21T01:09:17.549+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "setting_role_id": null,
        "invited_at": null,
        "is_user": true,
        "user_id": 3555,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:09:17.485+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1096
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5307"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "185",
      "type": "subsidiaries",
      "attributes": {
        "name": "Subsidiary185",
        "invoice_number_format": null,
        "archived_at": null,
        "export_integration_type_id": null,
        "invoice_logo_url": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1096
          }
        },
        "bill_from": {
          "data": null
        },
        "integration": {
          "data": null
        }
      }
    },
    {
      "id": "5307",
      "type": "companies",
      "attributes": {
        "name": "Organization1096",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-09-21T01:09:17.483+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1096
          }
        }
      }
    }
  ],
  "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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get payment reports
GET/api/v2/reports/payment_reports


Person Reports

Supported filter params

Supported filter params can be found on people endpoint

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
Requestsreturns person reports

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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "person-report-person-3614-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": {},
        "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,
        "joined_at_period": null,
        "deactivated_at_period": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1118
          }
        },
        "person": {
          "data": {
            "type": "people",
            "id": "3614"
          }
        },
        "company": {
          "data": null
        },
        "subsidiary": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "3614",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3557@email.com",
        "title": null,
        "joined_at": "2021-09-21T01:09:22.000+02:00",
        "last_seen_at": "2021-09-21T01:09:22.335+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "setting_role_id": null,
        "invited_at": null,
        "is_user": true,
        "user_id": 3597,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:09:22.308+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1118
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5402"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "5402",
      "type": "companies",
      "attributes": {
        "name": "Organization1118",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-09-21T01:09:22.307+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1118
          }
        }
      }
    }
  ],
  "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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get person reports
GET/api/v2/reports/person_reports


Project Reports

Supported filter params

Supported filter params can be found on projects endpoint

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
Requestsreturns project reports

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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "project-report-project-771-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": 1175
          }
        },
        "project": {
          "data": {
            "type": "projects",
            "id": "771"
          }
        },
        "company": {
          "data": null
        },
        "project_manager": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "771",
      "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,
        "created_at": "2021-09-21T01:09:29.896+02:00",
        "budget_closing_date": null,
        "custom_fields": null,
        "task_custom_fields_ids": null,
        "sample_data": false,
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "needs_invoicing": 0,
        "needs_invoicing_default": 0,
        "needs_invoicing_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1175
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5517"
          }
        },
        "project_manager": {
          "data": {
            "type": "people",
            "id": "3730"
          }
        },
        "last_actor": {
          "data": null
        }
      }
    },
    {
      "id": "5517",
      "type": "companies",
      "attributes": {
        "name": "Client4352",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:09:29.893+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1175
          }
        }
      }
    },
    {
      "id": "3730",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3671@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:09:29.000+02:00",
        "is_user": true,
        "user_id": 3711,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:09:29.857+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1175
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5516"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "5516",
      "type": "companies",
      "attributes": {
        "name": "Client4351",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:09:29.852+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1175
          }
        }
      }
    }
  ],
  "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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get project reports
GET/api/v2/reports/project_reports


Salary Reports

Supported filter params

  • ended_on

  • salary_id

  • salary_type_id (1: monthly, 2: hourly, 3: weekly, 4: bi-weekly, 5: annually)

  • person_id

  • started_on

  • time

Supported relationship filter params

  • person

Supported group params

  • salary

  • organization

  • people_custom_fields

  • person

Supported date period dates

  • start_date

  • end_date

GET /api/v2/reports/salary_reports
Requestsreturns engagement reports

GET  /api/v2/reports/salary_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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "salary-report-salary-227-d41d8cd98f00b204e9800998ecf8427e",
      "type": "new_salary_reports",
      "attributes": {
        "group": "salary",
        "count": 478,
        "time": 163840,
        "salary_type_id": null,
        "total_estimated_weekly_hours": 2400,
        "overhead": null,
        "people_custom_fields": {},
        "formula_fields": {},
        "start_date_period": null,
        "end_date_period": null,
        "date_period": null,
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "total_hourly_cost": 2500,
        "total_hourly_cost_default": 2500,
        "total_hourly_cost_normalized": 2500,
        "total_weekly_cost": 100000,
        "total_weekly_cost_default": 100000,
        "total_weekly_cost_normalized": 100000,
        "total_bi_weekly_cost": 200000,
        "total_bi_weekly_cost_default": 200000,
        "total_bi_weekly_cost_normalized": 200000,
        "total_monthly_cost": 400000,
        "total_monthly_cost_default": 400000,
        "total_monthly_cost_normalized": 400000,
        "total_annually_cost": 5200000,
        "total_annually_cost_default": 5200000,
        "total_annually_cost_normalized": 5200000
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1212
          }
        },
        "person": {
          "data": null
        },
        "salary": {
          "data": {
            "type": "salaries",
            "id": "227"
          }
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "227",
      "type": "salaries",
      "attributes": {
        "working_days": [],
        "working_hours": [
          8,
          8,
          8,
          8,
          8,
          0,
          0
        ],
        "salary_type_id": 2,
        "started_on": "2021-09-11",
        "ended_on": null,
        "hours": "8.0",
        "overhead": true,
        "note": null,
        "currency": "EUR",
        "currency_default": "USD",
        "currency_normalized": "EUR",
        "cost": 2000,
        "cost_default": 2500,
        "cost_normalized": 2000,
        "hourly_rate": 2000,
        "hourly_rate_default": 2500,
        "hourly_rate_normalized": 2000
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1212
          }
        },
        "person": {
          "data": {
            "type": "people",
            "id": "3923"
          }
        }
      }
    },
    {
      "id": "3923",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3864@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:09:43.000+02:00",
        "is_user": true,
        "user_id": 3904,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:09:43.363+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1212
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5852"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "5852",
      "type": "companies",
      "attributes": {
        "name": "Client4650",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:09:43.359+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1212
          }
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/salary_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/salary_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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get salary reports
GET/api/v2/reports/salary_reports


Service Reports

Supported filter params

Supported filter params can be found on services endpoint

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
Requestsreturns service reports

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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "service-report-service-453-d41d8cd98f00b204e9800998ecf8427e",
      "type": "service_reports",
      "attributes": {
        "group": "service",
        "count": 1,
        "budget_status": null,
        "project_type": null,
        "billing_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": "0.0",
        "average_forecasted_time_usage": null,
        "average_profit_margin": "100.0",
        "average_budget_usage": "0.0",
        "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": 125000,
        "total_price_default": 125000,
        "total_price_normalized": 125000,
        "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": 0,
        "total_budget_used_default": 0,
        "total_budget_used_normalized": 0,
        "total_budget_remaining": 125000,
        "total_budget_remaining_default": 125000,
        "total_budget_remaining_normalized": 125000,
        "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": 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": 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": 0,
        "total_forecasted_budget_used_default": 0,
        "total_forecasted_budget_used_normalized": 0,
        "total_discount_amount": 0,
        "total_discount_amount_default": 0,
        "total_discount_amount_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1229
          }
        },
        "service": {
          "data": {
            "type": "services",
            "id": "453"
          }
        },
        "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": "453",
      "type": "services",
      "attributes": {
        "name": "test name",
        "position": 1,
        "deleted_at": null,
        "billable": true,
        "description": null,
        "tracking_enabled": true,
        "pricing_type_id": 1,
        "billing_type_id": null,
        "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,
        "work_cost": 0,
        "work_cost_default": 0,
        "work_cost_normalized": 0,
        "expense_amount": 0,
        "expense_amount_default": 0,
        "expense_amount_normalized": 0,
        "expense_billable_amount": 0,
        "expense_billable_amount_default": 0,
        "expense_billable_amount_normalized": 0,
        "profit": 100000,
        "profit_default": 125000,
        "profit_normalized": 100000,
        "budget_total": 100000,
        "budget_total_default": 125000,
        "budget_total_normalized": 100000,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_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,
        "discount_amount": 0,
        "discount_amount_default": 0,
        "discount_amount_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1229
          }
        },
        "service_type": {
          "data": {
            "type": "service_types",
            "id": "669"
          }
        },
        "deal": {
          "data": {
            "type": "deals",
            "id": "845"
          }
        },
        "section": {
          "data": null
        }
      }
    },
    {
      "id": "669",
      "type": "service_types",
      "attributes": {
        "name": "test name",
        "category_id": null,
        "archived_at": null,
        "description": "test description"
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1229
          }
        }
      }
    },
    {
      "id": "845",
      "type": "deals",
      "attributes": {
        "name": "test name",
        "date": "2020-12-01",
        "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": "d5505ece2af03ad1d77effc244df7ca1",
        "purchase_order_number": null,
        "custom_fields": null,
        "position": null,
        "global_position": 0,
        "budget_revamp": false,
        "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,
        "lost_comment": null,
        "closed_at": null,
        "delivered_on": null,
        "last_activity_at": null,
        "deleted_at": null,
        "created_at": "2020-12-01T00:00:00.000+01:00",
        "note": null,
        "sales_closed_at": null,
        "exchange_rate": "1.25",
        "exchange_date": "2020-12-01",
        "sales_closed_on": null,
        "sample_data": false,
        "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,
        "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,
        "budget_total": 100000,
        "budget_total_default": 125000,
        "budget_total_normalized": 100000,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_normalized": 0,
        "projected_revenue": 50000,
        "projected_revenue_default": 62500,
        "projected_revenue_normalized": 50000
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1229
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "4012"
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5942"
          }
        },
        "document_type": {
          "data": null
        },
        "responsible": {
          "data": {
            "type": "people",
            "id": "4013"
          }
        },
        "deal_status": {
          "data": {
            "type": "deal_statuses",
            "id": "6689"
          }
        },
        "project": {
          "data": null
        },
        "lost_reason": {
          "data": null
        },
        "contract": {
          "data": null
        },
        "contact": {
          "data": null
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "4012",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3953@email.com",
        "title": null,
        "joined_at": "2020-12-01T00:00:00.000+01:00",
        "last_seen_at": "2020-12-01T00:00:00.000+01:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "setting_role_id": null,
        "invited_at": null,
        "is_user": true,
        "user_id": 3993,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:09:52.135+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1229
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5941"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "5942",
      "type": "companies",
      "attributes": {
        "name": "Client4723",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2020-12-01T00:00:00.000+01:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1229
          }
        }
      }
    },
    {
      "id": "4013",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3954@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2020-12-01T00:00:00.000+01:00",
        "is_user": true,
        "user_id": 3994,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2020-12-01T00:00:00.000+01:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1229
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5943"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "6689",
      "type": "deal_statuses",
      "attributes": {
        "name": "prospective",
        "position": 6,
        "archived_at": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1229
          }
        }
      }
    },
    {
      "id": "5941",
      "type": "companies",
      "attributes": {
        "name": "Organization1229",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-09-21T01:09:52.134+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1229
          }
        }
      }
    },
    {
      "id": "5943",
      "type": "companies",
      "attributes": {
        "name": "Client4724",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2020-12-01T00:00:00.000+01:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1229
          }
        }
      }
    }
  ],
  "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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get service reports
GET/api/v2/reports/service_reports


Task Reports

Supported filter params

Supported filter params can be found on tasks endpoint

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
Requestsreturns task reports

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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "task-report-task-195-d41d8cd98f00b204e9800998ecf8427e",
      "type": "task_reports",
      "attributes": {
        "group": "task",
        "count": 1,
        "year": null,
        "quarter": null,
        "month": null,
        "week": null,
        "status": null,
        "total_worked_time": 0,
        "total_initial_estimate": 0,
        "total_remaining_time": 0,
        "total_estimation_offset_time": null,
        "total_estimate_at_completion": 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": 1314
          }
        },
        "task": {
          "data": {
            "type": "tasks",
            "id": "195"
          }
        },
        "project": {
          "data": null
        },
        "task_list": {
          "data": null
        },
        "board": {
          "data": null
        },
        "assignee": {
          "data": null
        },
        "creator": {
          "data": null
        },
        "last_actor": {
          "data": null
        },
        "company": {
          "data": null
        },
        "parent_task": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "195",
      "type": "tasks",
      "attributes": {
        "title": "Ticket title",
        "description": null,
        "number": 1,
        "private": false,
        "due_date": null,
        "start_date": null,
        "closed_at": null,
        "created_at": "2021-09-21T01:10:19.236+02:00",
        "updated_at": "2021-09-21T01:10:19.236+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": "d31a59d47eb7dd3ca4f63d54579ee859",
        "custom_fields": null,
        "todo_count": null,
        "open_todo_count": null,
        "todo_assignee_count": null,
        "subtask_count": null,
        "open_subtask_count": null,
        "creation_method_id": 1,
        "subtask_position": null,
        "global_position": 0,
        "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": 1314
          }
        },
        "project": {
          "data": {
            "type": "projects",
            "id": "934"
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "4300"
          }
        },
        "assignee": {
          "data": null
        },
        "last_actor": {
          "data": null
        },
        "task_list": {
          "data": {
            "type": "task_lists",
            "id": "195"
          }
        },
        "parent_task": {
          "data": null
        },
        "attachments": {
          "data": []
        }
      }
    },
    {
      "id": "934",
      "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,
        "created_at": "2021-09-21T01:10:19.042+02:00",
        "budget_closing_date": null,
        "custom_fields": null,
        "task_custom_fields_ids": null,
        "sample_data": false,
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "needs_invoicing": 0,
        "needs_invoicing_default": 0,
        "needs_invoicing_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "6422"
          }
        },
        "project_manager": {
          "data": {
            "type": "people",
            "id": "4299"
          }
        },
        "last_actor": {
          "data": null
        }
      }
    },
    {
      "id": "4300",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user4241@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:10:19.000+02:00",
        "is_user": true,
        "user_id": 4281,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:10:19.067+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "6423"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "195",
      "type": "task_lists",
      "attributes": {
        "name": "Milestone170",
        "position": 1,
        "archived_at": null,
        "email_key": "63fbbe4cc8258ae8bbe65b0b9dc1a398"
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        },
        "project": {
          "data": {
            "type": "projects",
            "id": "935"
          }
        },
        "board": {
          "data": {
            "type": "boards",
            "id": "223"
          }
        }
      }
    },
    {
      "id": "6422",
      "type": "companies",
      "attributes": {
        "name": "Client5118",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:10:19.039+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        }
      }
    },
    {
      "id": "4299",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user4240@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:10:19.000+02:00",
        "is_user": true,
        "user_id": 4280,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:10:19.009+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "6421"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "6423",
      "type": "companies",
      "attributes": {
        "name": "Client5119",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:10:19.063+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        }
      }
    },
    {
      "id": "935",
      "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,
        "created_at": "2021-09-21T01:10:19.130+02:00",
        "budget_closing_date": null,
        "custom_fields": null,
        "task_custom_fields_ids": null,
        "sample_data": false,
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "needs_invoicing": 0,
        "needs_invoicing_default": 0,
        "needs_invoicing_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "6425"
          }
        },
        "project_manager": {
          "data": {
            "type": "people",
            "id": "4301"
          }
        },
        "last_actor": {
          "data": null
        }
      }
    },
    {
      "id": "223",
      "type": "boards",
      "attributes": {
        "name": "Board183",
        "position": 1,
        "archived_at": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        },
        "project": {
          "data": {
            "type": "projects",
            "id": "936"
          }
        }
      }
    },
    {
      "id": "6421",
      "type": "companies",
      "attributes": {
        "name": "Client5117",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:10:19.005+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        }
      }
    },
    {
      "id": "6425",
      "type": "companies",
      "attributes": {
        "name": "Client5121",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:10:19.127+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        }
      }
    },
    {
      "id": "4301",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user4242@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:10:19.000+02:00",
        "is_user": true,
        "user_id": 4282,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:10:19.101+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "6424"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "936",
      "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,
        "created_at": "2021-09-21T01:10:19.182+02:00",
        "budget_closing_date": null,
        "custom_fields": null,
        "task_custom_fields_ids": null,
        "sample_data": false,
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "needs_invoicing": 0,
        "needs_invoicing_default": 0,
        "needs_invoicing_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "6427"
          }
        },
        "project_manager": {
          "data": {
            "type": "people",
            "id": "4302"
          }
        },
        "last_actor": {
          "data": null
        }
      }
    },
    {
      "id": "6424",
      "type": "companies",
      "attributes": {
        "name": "Client5120",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:10:19.097+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        }
      }
    },
    {
      "id": "6427",
      "type": "companies",
      "attributes": {
        "name": "Client5123",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:10:19.180+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        }
      }
    },
    {
      "id": "4302",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user4243@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:10:19.000+02:00",
        "is_user": true,
        "user_id": 4283,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:10:19.154+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "6426"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "6426",
      "type": "companies",
      "attributes": {
        "name": "Client5122",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:10:19.150+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1314
          }
        }
      }
    }
  ],
  "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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get task reports
GET/api/v2/reports/task_reports


Time Entry Reports

Supported filter params

Supported filter params can be found on time entries endpoint

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
Requestsreturns time entry reports

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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "time-entry-report-time_entry-67-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,
        "overhead": false,
        "total_time": 480,
        "total_billable_time": 480,
        "total_recognized_time": 0,
        "pricing_type_id": null,
        "unit_id": null,
        "project_type_id": null,
        "track_method_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,
        "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": 1368
          }
        },
        "time_entry": {
          "data": {
            "type": "time_entries",
            "id": "67"
          }
        },
        "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
        },
        "approver": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "67",
      "type": "time_entries",
      "attributes": {
        "date": "2021-09-21",
        "created_at": "2021-09-21T01:11:01.748+02:00",
        "time": 480,
        "billable_time": 480,
        "note": "test note",
        "track_method_id": null,
        "started_at": null,
        "timer_started_at": null,
        "timer_stopped_at": null,
        "approved": false,
        "approved_at": null,
        "updated_at": "2021-09-21T01:11:01.748+02:00",
        "calendar_event_id": null,
        "invoiced": false,
        "overhead": 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": 1368
          }
        },
        "person": {
          "data": {
            "type": "people",
            "id": "4994"
          }
        },
        "service": {
          "data": {
            "type": "services",
            "id": "622"
          }
        },
        "task": {
          "data": null
        },
        "approver": {
          "data": null
        },
        "updater": {
          "data": {
            "type": "people",
            "id": "4993"
          }
        },
        "rejecter": {
          "data": null
        }
      }
    },
    {
      "id": "4994",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user4935@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:11:01.000+02:00",
        "is_user": true,
        "user_id": 4975,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:11:01.619+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1368
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "7507"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "622",
      "type": "services",
      "attributes": {
        "name": "test name",
        "position": 1,
        "deleted_at": null,
        "billable": true,
        "description": null,
        "tracking_enabled": true,
        "pricing_type_id": 1,
        "billing_type_id": null,
        "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,
        "work_cost": 0,
        "work_cost_default": 0,
        "work_cost_normalized": 0,
        "expense_amount": 0,
        "expense_amount_default": 0,
        "expense_amount_normalized": 0,
        "expense_billable_amount": 0,
        "expense_billable_amount_default": 0,
        "expense_billable_amount_normalized": 0,
        "profit": 100000,
        "profit_default": 125000,
        "profit_normalized": 100000,
        "budget_total": 100000,
        "budget_total_default": 125000,
        "budget_total_normalized": 100000,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_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,
        "discount_amount": 0,
        "discount_amount_default": 0,
        "discount_amount_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1368
          }
        },
        "service_type": {
          "data": {
            "type": "service_types",
            "id": "838"
          }
        },
        "deal": {
          "data": {
            "type": "deals",
            "id": "994"
          }
        },
        "section": {
          "data": null
        }
      }
    },
    {
      "id": "4993",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user4934@email.com",
        "title": null,
        "joined_at": "2021-09-21T01:11:01.000+02:00",
        "last_seen_at": "2021-09-21T01:11:01.779+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "setting_role_id": null,
        "invited_at": null,
        "is_user": true,
        "user_id": 4974,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:11:01.585+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1368
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "7506"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "7507",
      "type": "companies",
      "attributes": {
        "name": "Client6149",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:11:01.615+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1368
          }
        }
      }
    },
    {
      "id": "838",
      "type": "service_types",
      "attributes": {
        "name": "test name",
        "category_id": null,
        "archived_at": null,
        "description": "test description"
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1368
          }
        }
      }
    },
    {
      "id": "994",
      "type": "deals",
      "attributes": {
        "name": "test name",
        "date": "2021-09-21",
        "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": "54d0f69012fc4c8505e9cca62d9bded0",
        "purchase_order_number": null,
        "custom_fields": null,
        "position": null,
        "global_position": 0,
        "budget_revamp": false,
        "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,
        "lost_comment": null,
        "closed_at": null,
        "delivered_on": null,
        "last_activity_at": null,
        "deleted_at": null,
        "created_at": "2021-09-21T01:11:01.718+02:00",
        "note": null,
        "sales_closed_at": null,
        "exchange_rate": "1.25",
        "exchange_date": "2021-09-21",
        "sales_closed_on": null,
        "sample_data": false,
        "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,
        "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,
        "budget_total": 100000,
        "budget_total_default": 125000,
        "budget_total_normalized": 100000,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_normalized": 0,
        "projected_revenue": 50000,
        "projected_revenue_default": 62500,
        "projected_revenue_normalized": 50000
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1368
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "4993"
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "7508"
          }
        },
        "document_type": {
          "data": null
        },
        "responsible": {
          "data": {
            "type": "people",
            "id": "4995"
          }
        },
        "deal_status": {
          "data": {
            "type": "deal_statuses",
            "id": "7511"
          }
        },
        "project": {
          "data": null
        },
        "lost_reason": {
          "data": null
        },
        "contract": {
          "data": null
        },
        "contact": {
          "data": null
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "7506",
      "type": "companies",
      "attributes": {
        "name": "Organization1368",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-09-21T01:11:01.583+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1368
          }
        }
      }
    },
    {
      "id": "7508",
      "type": "companies",
      "attributes": {
        "name": "Client6150",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:11:01.663+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1368
          }
        }
      }
    },
    {
      "id": "4995",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user4936@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:11:01.000+02:00",
        "is_user": true,
        "user_id": 4976,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:11:01.676+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1368
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "7509"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "7511",
      "type": "deal_statuses",
      "attributes": {
        "name": "prospective",
        "position": 6,
        "archived_at": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1368
          }
        }
      }
    },
    {
      "id": "7509",
      "type": "companies",
      "attributes": {
        "name": "Client6151",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:11:01.672+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1368
          }
        }
      }
    }
  ],
  "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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get time entry reports
GET/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
Requestsreturns time reports

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+json
Responses200
Headers
Content-Type: application/vnd.api+json; charset=utf-8
Body
{
  "data": [
    {
      "id": "time-report-person-5337-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": 0,
        "available_time": 0,
        "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,
        "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": 1431
          }
        },
        "person": {
          "data": {
            "type": "people",
            "id": "5337"
          }
        },
        "service": {
          "data": null
        },
        "service_type": {
          "data": null
        },
        "budget": {
          "data": null
        },
        "company": {
          "data": null
        },
        "project": {
          "data": null
        },
        "event": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "5337",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user5278@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "setting_role_id": null,
        "invited_at": "2021-09-21T01:11:31.000+02:00",
        "is_user": true,
        "user_id": 5318,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-09-21T01:11:31.284+02:00",
        "placeholder": false,
        "color_id": null,
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1431
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "7993"
          }
        },
        "subsidiary": {
          "data": null
        },
        "holiday_calendar": {
          "data": null
        }
      }
    },
    {
      "id": "7993",
      "type": "companies",
      "attributes": {
        "name": "Client6572",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-09-21T01:11:31.280+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": false
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1431
          }
        }
      }
    }
  ],
  "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
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "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
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get time reports
GET/api/v2/reports/time_reports


Generated by aglio on 20 Sep 2021