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": "2021-05-06",
        "end_date": "2021-05-06",
        "pricing_type_id": null,
        "project_type": null,
        "total_recognized_time": null,
        "average_recognized_margin": null,
        "people_custom_fields": {},
        "formula_fields": {},
        "date_period": null,
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "average_blended_rate": null,
        "average_blended_rate_default": null,
        "average_blended_rate_normalized": null,
        "total_recognized_revenue": null,
        "total_recognized_revenue_default": null,
        "total_recognized_revenue_normalized": null,
        "total_cost": 0,
        "total_cost_default": 0,
        "total_cost_normalized": 0,
        "total_recognized_profit": null,
        "total_recognized_profit_default": null,
        "total_recognized_profit_normalized": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 721
          }
        },
        "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": "2021-05-06",
        "ended_on": "2021-05-06",
        "note": null,
        "total_time": 0,
        "total_working_days": 0,
        "percentage": null,
        "created_at": "2021-05-06T01:09:31.268+02:00",
        "updated_at": "2021-05-06T01:09:31.268+02:00",
        "people_custom_fields": null,
        "approved": true,
        "approved_at": "2021-05-06T01:09:31.268+02:00",
        "rejected": false,
        "rejected_reason": null,
        "rejected_at": null,
        "canceled": false,
        "canceled_at": null,
        "booking_method_id": 1
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 721
          }
        },
        "service": {
          "data": {
            "type": "services",
            "id": "66"
          }
        },
        "event": {
          "data": null
        },
        "person": {
          "data": {
            "type": "people",
            "id": "1858"
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "1855"
          }
        },
        "updater": {
          "data": {
            "type": "people",
            "id": "1855"
          }
        },
        "approver": {
          "data": {
            "type": "people",
            "id": "1855"
          }
        },
        "rejecter": {
          "data": null
        },
        "canceler": {
          "data": null
        },
        "origin": {
          "data": null
        }
      }
    },
    {
      "id": "66",
      "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": 100000,
        "future_budget_used_default": 125000,
        "future_budget_used_normalized": 100000,
        "future_cost": 0,
        "future_cost_default": 0,
        "future_cost_normalized": 0,
        "discount_amount": 0,
        "discount_amount_default": 0,
        "discount_amount_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 721
          }
        },
        "service_type": {
          "data": {
            "type": "service_types",
            "id": "121"
          }
        },
        "deal": {
          "data": {
            "type": "deals",
            "id": "172"
          }
        },
        "section": {
          "data": null
        }
      }
    },
    {
      "id": "1858",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user1806@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:09:31.000+02:00",
        "is_user": true,
        "user_id": 1846,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:09:31.222+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 721
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "2524"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "1855",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user1803@email.com",
        "title": null,
        "joined_at": "2021-05-06T01:09:31.000+02:00",
        "last_seen_at": "2021-05-06T01:09:31.649+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "invited_at": null,
        "is_user": true,
        "user_id": 1843,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:09:31.004+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 721
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "2520"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "121",
      "type": "service_types",
      "attributes": {
        "name": "test name",
        "category_id": null,
        "archived_at": null,
        "description": "test description"
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 721
          }
        }
      }
    },
    {
      "id": "172",
      "type": "deals",
      "attributes": {
        "name": "test name",
        "date": "2021-05-06",
        "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": "dfadf1e519ce0079093f99b0760e455f",
        "purchase_order_number": null,
        "custom_fields": null,
        "forecasted_billable_time": 0,
        "forecasted_margin": 100,
        "forecasted_budget_usage": 100,
        "forecasted_time_usage": 0,
        "budget_usage": 0,
        "position": 1,
        "budget_revamp": false,
        "future_booked_time": 0,
        "probability": 50,
        "budget_warning": null,
        "billable_time": 0,
        "estimated_time": 0,
        "budgeted_time": 0,
        "worked_time": 0,
        "time_to_close": null,
        "unapproved_entries_count": 0,
        "rejected_entries_count": 0,
        "estimated_remaining_time": 0,
        "unapproved_time": 0,
        "lost_comment": null,
        "closed_at": null,
        "delivered_on": null,
        "last_activity_at": null,
        "deleted_at": null,
        "created_at": "2021-05-06T01:09:31.144+02:00",
        "note": null,
        "sales_closed_at": null,
        "exchange_rate": "1.25",
        "exchange_date": "2021-05-06",
        "sales_closed_on": null,
        "sample_data": null,
        "note_interpolated": null,
        "todo_count": 0,
        "todo_due_date": null,
        "currency": "EUR",
        "currency_default": "USD",
        "currency_normalized": "EUR",
        "revenue": 100000,
        "revenue_default": 125000,
        "revenue_normalized": 100000,
        "services_revenue": 100000,
        "services_revenue_default": 125000,
        "services_revenue_normalized": 100000,
        "cost": 0,
        "cost_default": 0,
        "cost_normalized": 0,
        "work_cost": 0,
        "work_cost_default": 0,
        "work_cost_normalized": 0,
        "profit": 100000,
        "profit_default": 125000,
        "profit_normalized": 100000,
        "invoiced": 0,
        "invoiced_default": 0,
        "invoiced_normalized": 0,
        "pending_invoicing": 100000,
        "pending_invoicing_default": 125000,
        "pending_invoicing_normalized": 100000,
        "expense": 0,
        "expense_default": 0,
        "expense_normalized": 0,
        "expense_billable": 0,
        "expense_billable_default": 0,
        "expense_billable_normalized": 0,
        "budget_total": 100000,
        "budget_total_default": 125000,
        "budget_total_normalized": 100000,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_normalized": 0,
        "actual_rate": 0,
        "actual_rate_default": 0,
        "actual_rate_normalized": 0,
        "budget_remaining": 100000,
        "budget_remaining_default": 125000,
        "budget_remaining_normalized": 100000,
        "projected_revenue": 50000,
        "projected_revenue_default": 62500,
        "projected_revenue_normalized": 50000,
        "future_revenue": 0,
        "future_revenue_default": 0,
        "future_revenue_normalized": 0,
        "future_budget_used": 100000,
        "future_budget_used_default": 125000,
        "future_budget_used_normalized": 100000,
        "future_cost": 0,
        "future_cost_default": 0,
        "future_cost_normalized": 0,
        "forecasted_revenue": 100000,
        "forecasted_revenue_default": 125000,
        "forecasted_revenue_normalized": 100000,
        "forecasted_cost": 0,
        "forecasted_cost_default": 0,
        "forecasted_cost_normalized": 0,
        "forecasted_profit": 100000,
        "forecasted_profit_default": 125000,
        "forecasted_profit_normalized": 100000,
        "forecasted_budget_used": 100000,
        "forecasted_budget_used_default": 125000,
        "forecasted_budget_used_normalized": 100000,
        "invoiced_rate": 0,
        "invoiced_rate_default": 0,
        "invoiced_rate_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 721
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "1855"
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "2522"
          }
        },
        "document_type": {
          "data": null
        },
        "responsible": {
          "data": {
            "type": "people",
            "id": "1857"
          }
        },
        "deal_status": {
          "data": {
            "type": "deal_statuses",
            "id": "3716"
          }
        },
        "project": {
          "data": null
        },
        "lost_reason": {
          "data": null
        },
        "contract": {
          "data": null
        },
        "contact": {
          "data": null
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "2524",
      "type": "companies",
      "attributes": {
        "name": "Client1804",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:09:31.215+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 721
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "2520",
      "type": "companies",
      "attributes": {
        "name": "Organization721",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-05-06T01:09:31.002+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 721
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "2522",
      "type": "companies",
      "attributes": {
        "name": "Client1802",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:09:31.084+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 721
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "1857",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user1805@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:09:31.000+02:00",
        "is_user": true,
        "user_id": 1845,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:09:31.100+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 721
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "2523"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "3716",
      "type": "deal_statuses",
      "attributes": {
        "name": "prospective",
        "position": 6,
        "archived_at": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 721
          }
        }
      }
    },
    {
      "id": "2523",
      "type": "companies",
      "attributes": {
        "name": "Client1803",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:09:31.094+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 721
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/booking_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/booking_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "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-308-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": 757
          }
        },
        "budget": {
          "data": {
            "type": "deals",
            "id": "308"
          }
        },
        "contract": {
          "data": null
        },
        "project": {
          "data": null
        },
        "company": {
          "data": null
        },
        "responsible": {
          "data": null
        },
        "subsidiary": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "308",
      "type": "deals",
      "attributes": {
        "name": "test name",
        "date": "2021-05-06",
        "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": "07e1b28035e7c1e43f564348b6c3ee6b",
        "purchase_order_number": null,
        "custom_fields": null,
        "forecasted_billable_time": 0,
        "forecasted_margin": 0,
        "forecasted_budget_usage": 0,
        "forecasted_time_usage": 0,
        "budget_usage": 0,
        "position": 1,
        "budget_revamp": false,
        "future_booked_time": 0,
        "probability": 100,
        "budget_warning": null,
        "billable_time": 0,
        "estimated_time": 0,
        "budgeted_time": 0,
        "worked_time": 0,
        "time_to_close": null,
        "unapproved_entries_count": 0,
        "rejected_entries_count": 0,
        "estimated_remaining_time": 0,
        "unapproved_time": 0,
        "lost_comment": null,
        "closed_at": null,
        "delivered_on": null,
        "last_activity_at": null,
        "deleted_at": null,
        "created_at": "2021-05-06T01:10:22.600+02:00",
        "note": null,
        "sales_closed_at": null,
        "exchange_rate": "1.25",
        "exchange_date": "2021-05-06",
        "sales_closed_on": null,
        "sample_data": null,
        "note_interpolated": null,
        "todo_count": 0,
        "todo_due_date": null,
        "currency": "EUR",
        "currency_default": "USD",
        "currency_normalized": "EUR",
        "revenue": 0,
        "revenue_default": 0,
        "revenue_normalized": 0,
        "services_revenue": 0,
        "services_revenue_default": 0,
        "services_revenue_normalized": 0,
        "cost": 0,
        "cost_default": 0,
        "cost_normalized": 0,
        "work_cost": 0,
        "work_cost_default": 0,
        "work_cost_normalized": 0,
        "profit": 0,
        "profit_default": 0,
        "profit_normalized": 0,
        "invoiced": 0,
        "invoiced_default": 0,
        "invoiced_normalized": 0,
        "pending_invoicing": 0,
        "pending_invoicing_default": 0,
        "pending_invoicing_normalized": 0,
        "expense": 0,
        "expense_default": 0,
        "expense_normalized": 0,
        "expense_billable": 0,
        "expense_billable_default": 0,
        "expense_billable_normalized": 0,
        "budget_total": 0,
        "budget_total_default": 0,
        "budget_total_normalized": 0,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_normalized": 0,
        "actual_rate": 0,
        "actual_rate_default": 0,
        "actual_rate_normalized": 0,
        "budget_remaining": 0,
        "budget_remaining_default": 0,
        "budget_remaining_normalized": 0,
        "projected_revenue": 0,
        "projected_revenue_default": 0,
        "projected_revenue_normalized": 0,
        "future_revenue": 0,
        "future_revenue_default": 0,
        "future_revenue_normalized": 0,
        "future_budget_used": 0,
        "future_budget_used_default": 0,
        "future_budget_used_normalized": 0,
        "future_cost": 0,
        "future_cost_default": 0,
        "future_cost_normalized": 0,
        "forecasted_revenue": 0,
        "forecasted_revenue_default": 0,
        "forecasted_revenue_normalized": 0,
        "forecasted_cost": 0,
        "forecasted_cost_default": 0,
        "forecasted_cost_normalized": 0,
        "forecasted_profit": 0,
        "forecasted_profit_default": 0,
        "forecasted_profit_normalized": 0,
        "forecasted_budget_used": 0,
        "forecasted_budget_used_default": 0,
        "forecasted_budget_used_normalized": 0,
        "invoiced_rate": 0,
        "invoiced_rate_default": 0,
        "invoiced_rate_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 757
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "2281"
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3095"
          }
        },
        "document_type": {
          "data": null
        },
        "responsible": {
          "data": {
            "type": "people",
            "id": "2282"
          }
        },
        "deal_status": {
          "meta": {
            "included": false
          }
        },
        "project": {
          "data": {
            "type": "projects",
            "id": "471"
          }
        },
        "lost_reason": {
          "meta": {
            "included": false
          }
        },
        "contract": {
          "data": null
        },
        "contact": {
          "meta": {
            "included": false
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "2281",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2229@email.com",
        "title": null,
        "joined_at": "2021-05-06T01:10:22.000+02:00",
        "last_seen_at": "2021-05-06T01:10:22.622+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "invited_at": null,
        "is_user": true,
        "user_id": 2269,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:10:22.422+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 757
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3094"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "3095",
      "type": "companies",
      "attributes": {
        "name": "Client2339",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:10:22.497+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 757
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "2282",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2230@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:10:22.000+02:00",
        "is_user": true,
        "user_id": 2270,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:10:22.509+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 757
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3096"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "471",
      "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": "2021-05-06T01:10:22.577+02:00",
        "board_count": 0,
        "budget_count": 1,
        "worked_time": 0,
        "estimated_time": 0,
        "profit_margin": 0,
        "budget_closing_date": null,
        "invoice_payment_due": null,
        "custom_fields": null,
        "task_custom_fields_ids": null,
        "sample_data": null,
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "revenue": 0,
        "revenue_default": 0,
        "revenue_normalized": 0,
        "cost": 0,
        "cost_default": 0,
        "cost_normalized": 0,
        "profit": 0,
        "profit_default": 0,
        "profit_normalized": 0,
        "pending_invoicing": 0,
        "pending_invoicing_default": 0,
        "pending_invoicing_normalized": 0,
        "needs_invoicing": 0,
        "needs_invoicing_default": 0,
        "needs_invoicing_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 757
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3098"
          }
        },
        "project_manager": {
          "data": {
            "type": "people",
            "id": "2283"
          }
        },
        "last_actor": {
          "data": null
        }
      }
    },
    {
      "id": "3094",
      "type": "companies",
      "attributes": {
        "name": "Organization757",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-05-06T01:10:22.421+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 757
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "3096",
      "type": "companies",
      "attributes": {
        "name": "Client2340",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:10:22.505+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 757
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "3098",
      "type": "companies",
      "attributes": {
        "name": "Client2342",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:10:22.574+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 757
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "2283",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2231@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:10:22.000+02:00",
        "is_user": true,
        "user_id": 2271,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:10:22.546+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 757
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3097"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "3097",
      "type": "companies",
      "attributes": {
        "name": "Client2341",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:10:22.541+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 757
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/budget_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/budget_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "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": 784
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "123"
          }
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "123",
      "type": "companies",
      "attributes": {
        "name": "Client2567",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:10:34.443+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 784
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/company_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/company_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "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-367-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": 803
          }
        },
        "deal": {
          "data": {
            "type": "deals",
            "id": "367"
          }
        },
        "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": "367",
      "type": "deals",
      "attributes": {
        "name": "test name",
        "date": "2021-05-06",
        "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": "3b63c6fdd3f3b3879a3aa2b47d8c6e07",
        "purchase_order_number": null,
        "custom_fields": null,
        "forecasted_billable_time": 0,
        "forecasted_margin": 0,
        "forecasted_budget_usage": 0,
        "forecasted_time_usage": 0,
        "budget_usage": 0,
        "position": 1,
        "budget_revamp": false,
        "future_booked_time": 0,
        "probability": 50,
        "budget_warning": null,
        "billable_time": 0,
        "estimated_time": 0,
        "budgeted_time": 0,
        "worked_time": 0,
        "time_to_close": null,
        "unapproved_entries_count": 0,
        "rejected_entries_count": 0,
        "estimated_remaining_time": 0,
        "unapproved_time": 0,
        "lost_comment": null,
        "closed_at": null,
        "delivered_on": null,
        "last_activity_at": null,
        "deleted_at": null,
        "created_at": "2021-05-06T01:10:36.601+02:00",
        "note": null,
        "sales_closed_at": null,
        "exchange_rate": "1.25",
        "exchange_date": "2021-05-06",
        "sales_closed_on": null,
        "sample_data": null,
        "note_interpolated": null,
        "todo_count": 0,
        "todo_due_date": null,
        "currency": "EUR",
        "currency_default": "USD",
        "currency_normalized": "EUR",
        "revenue": 0,
        "revenue_default": 0,
        "revenue_normalized": 0,
        "services_revenue": 0,
        "services_revenue_default": 0,
        "services_revenue_normalized": 0,
        "cost": 0,
        "cost_default": 0,
        "cost_normalized": 0,
        "work_cost": 0,
        "work_cost_default": 0,
        "work_cost_normalized": 0,
        "profit": 0,
        "profit_default": 0,
        "profit_normalized": 0,
        "invoiced": 0,
        "invoiced_default": 0,
        "invoiced_normalized": 0,
        "pending_invoicing": 0,
        "pending_invoicing_default": 0,
        "pending_invoicing_normalized": 0,
        "expense": 0,
        "expense_default": 0,
        "expense_normalized": 0,
        "expense_billable": 0,
        "expense_billable_default": 0,
        "expense_billable_normalized": 0,
        "budget_total": 0,
        "budget_total_default": 0,
        "budget_total_normalized": 0,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_normalized": 0,
        "actual_rate": 0,
        "actual_rate_default": 0,
        "actual_rate_normalized": 0,
        "budget_remaining": 0,
        "budget_remaining_default": 0,
        "budget_remaining_normalized": 0,
        "projected_revenue": 0,
        "projected_revenue_default": 0,
        "projected_revenue_normalized": 0,
        "future_revenue": 0,
        "future_revenue_default": 0,
        "future_revenue_normalized": 0,
        "future_budget_used": 0,
        "future_budget_used_default": 0,
        "future_budget_used_normalized": 0,
        "future_cost": 0,
        "future_cost_default": 0,
        "future_cost_normalized": 0,
        "forecasted_revenue": 0,
        "forecasted_revenue_default": 0,
        "forecasted_revenue_normalized": 0,
        "forecasted_cost": 0,
        "forecasted_cost_default": 0,
        "forecasted_cost_normalized": 0,
        "forecasted_profit": 0,
        "forecasted_profit_default": 0,
        "forecasted_profit_normalized": 0,
        "forecasted_budget_used": 0,
        "forecasted_budget_used_default": 0,
        "forecasted_budget_used_normalized": 0,
        "invoiced_rate": 0,
        "invoiced_rate_default": 0,
        "invoiced_rate_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 803
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "2439"
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3397"
          }
        },
        "document_type": {
          "data": null
        },
        "responsible": {
          "data": {
            "type": "people",
            "id": "2440"
          }
        },
        "deal_status": {
          "data": {
            "type": "deal_statuses",
            "id": "4256"
          }
        },
        "project": {
          "data": null
        },
        "lost_reason": {
          "data": null
        },
        "contract": {
          "data": null
        },
        "contact": {
          "data": null
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "2439",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2387@email.com",
        "title": null,
        "joined_at": "2021-05-06T01:10:36.000+02:00",
        "last_seen_at": "2021-05-06T01:10:36.622+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "invited_at": null,
        "is_user": true,
        "user_id": 2427,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:10:36.527+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 803
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3396"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "3397",
      "type": "companies",
      "attributes": {
        "name": "Client2604",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:10:36.553+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 803
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "2440",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2388@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:10:36.000+02:00",
        "is_user": true,
        "user_id": 2428,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:10:36.564+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 803
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3398"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "4256",
      "type": "deal_statuses",
      "attributes": {
        "name": "prospective",
        "position": 6,
        "archived_at": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 803
          }
        }
      }
    },
    {
      "id": "3396",
      "type": "companies",
      "attributes": {
        "name": "Organization803",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-05-06T01:10:36.525+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 803
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "3398",
      "type": "companies",
      "attributes": {
        "name": "Client2605",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:10:36.560+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 803
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/deal_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/deal_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "settings": {}
  }
}

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


Engagement Reports

Supported filter params

  • ended_on

  • engagement_id

  • engagement_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

  • engagement

  • organization

  • people_custom_fields

  • person

Supported date period dates

  • start_date

  • end_date

GET /api/v2/reports/engagement_reports
Requestsreturns engagement reports

GET  /api/v2/reports/engagement_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": "engagement-report-engagement-164-d41d8cd98f00b204e9800998ecf8427e",
      "type": "engagement_reports",
      "attributes": {
        "group": "engagement",
        "count": 616,
        "time": 211840,
        "engagement_type_id": 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_rate": 8826666,
        "total_rate_default": 8826666,
        "total_rate_normalized": 8826666
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 834
          }
        },
        "person": {
          "data": null
        },
        "engagement": {
          "data": {
            "type": "salaries",
            "id": "164"
          }
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "164",
      "type": "salaries",
      "attributes": {
        "working_days": [],
        "working_hours": [
          8,
          8,
          8,
          8,
          8,
          0,
          0
        ],
        "salary_type_id": 2,
        "started_on": "2021-04-26",
        "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": 834
          }
        },
        "person": {
          "data": {
            "type": "people",
            "id": "2547"
          }
        }
      }
    },
    {
      "id": "2547",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2495@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:10:45.000+02:00",
        "is_user": true,
        "user_id": 2535,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:10:45.789+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 834
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3583"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "3583",
      "type": "companies",
      "attributes": {
        "name": "Client2759",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:10:45.784+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 834
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/engagement_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/engagement_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "settings": {}
  }
}

Get booking reports
GET/api/v2/reports/engagement_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-26-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": "851"
          }
        },
        "entitlement": {
          "data": {
            "type": "entitlements",
            "id": "26"
          }
        },
        "person": {
          "data": null
        },
        "event": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "26",
      "type": "entitlements",
      "attributes": {
        "start_date": "2021-05-05",
        "end_date": "2021-05-16",
        "allocated": 22,
        "used": 0,
        "note": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 851
          }
        },
        "event": {
          "data": {
            "type": "events",
            "id": "93"
          }
        },
        "person": {
          "data": {
            "type": "people",
            "id": "2637"
          }
        }
      }
    },
    {
      "id": "93",
      "type": "events",
      "attributes": {
        "name": "test name",
        "event_type_id": 2,
        "icon_id": null,
        "color_id": null,
        "archived_at": null,
        "limitation_type_id": 2
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 851
          }
        }
      }
    },
    {
      "id": "2637",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2585@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:10:55.000+02:00",
        "is_user": true,
        "user_id": 2625,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:10:55.371+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 851
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3673"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "3673",
      "type": "companies",
      "attributes": {
        "name": "Client2832",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:10:55.367+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 851
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "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,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "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-42-d41d8cd98f00b204e9800998ecf8427e",
      "type": "expense_reports",
      "attributes": {
        "group": "expense",
        "count": 1,
        "year": null,
        "quarter": null,
        "month": null,
        "week": null,
        "status": null,
        "quote_type": null,
        "invoiced": false,
        "approval_status": null,
        "average_profit_margin": null,
        "reimbursement": null,
        "date_period": null,
        "pay_on_period": null,
        "paid_on_period": null,
        "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": 862
          }
        },
        "expense": {
          "data": {
            "type": "expenses",
            "id": "42"
          }
        },
        "deal": {
          "data": null
        },
        "project": {
          "data": null
        },
        "company": {
          "data": null
        },
        "service_type": {
          "data": null
        },
        "vendor": {
          "data": null
        },
        "person": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "42",
      "type": "expenses",
      "attributes": {
        "name": "Višak",
        "date": "2021-05-06",
        "pay_on": null,
        "paid_on": null,
        "position": 1,
        "invoiced": false,
        "approved": true,
        "approved_at": "2021-05-06T01:10:57.617+02:00",
        "rejected": false,
        "rejected_reason": null,
        "rejected_at": null,
        "deleted_at": null,
        "reimbursable": null,
        "reimbursed_on": null,
        "exchange_rate": "1.25",
        "exchange_date": "2021-05-06",
        "created_at": "2021-05-06T01:10:57.618+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": 862
          }
        },
        "deal": {
          "data": {
            "type": "deals",
            "id": "434"
          }
        },
        "service_type": {
          "data": {
            "type": "service_types",
            "id": "260"
          }
        },
        "person": {
          "data": null
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "2670"
          }
        },
        "approver": {
          "data": {
            "type": "people",
            "id": "2671"
          }
        },
        "rejecter": {
          "data": null
        },
        "vendor": {
          "data": null
        },
        "service": {
          "data": null
        },
        "attachment": {
          "data": null
        }
      }
    },
    {
      "id": "434",
      "type": "deals",
      "attributes": {
        "name": "test name",
        "date": "2021-05-06",
        "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": "74894b6f267a9820aa48c9ef3832a75e",
        "purchase_order_number": null,
        "custom_fields": null,
        "forecasted_billable_time": 0,
        "forecasted_margin": 0,
        "forecasted_budget_usage": 0,
        "forecasted_time_usage": 0,
        "budget_usage": 0,
        "position": 1,
        "budget_revamp": false,
        "future_booked_time": 0,
        "probability": 50,
        "budget_warning": null,
        "billable_time": 0,
        "estimated_time": 0,
        "budgeted_time": 0,
        "worked_time": 0,
        "time_to_close": null,
        "unapproved_entries_count": 0,
        "rejected_entries_count": 0,
        "estimated_remaining_time": 0,
        "unapproved_time": 0,
        "lost_comment": null,
        "closed_at": null,
        "delivered_on": null,
        "last_activity_at": null,
        "deleted_at": null,
        "created_at": "2021-05-06T01:10:57.505+02:00",
        "note": null,
        "sales_closed_at": null,
        "exchange_rate": "1.25",
        "exchange_date": "2021-05-06",
        "sales_closed_on": null,
        "sample_data": null,
        "note_interpolated": null,
        "todo_count": 0,
        "todo_due_date": null,
        "currency": "EUR",
        "currency_default": "USD",
        "currency_normalized": "EUR",
        "revenue": 0,
        "revenue_default": 0,
        "revenue_normalized": 0,
        "services_revenue": 0,
        "services_revenue_default": 0,
        "services_revenue_normalized": 0,
        "cost": 0,
        "cost_default": 0,
        "cost_normalized": 0,
        "work_cost": 0,
        "work_cost_default": 0,
        "work_cost_normalized": 0,
        "profit": 0,
        "profit_default": 0,
        "profit_normalized": 0,
        "invoiced": 0,
        "invoiced_default": 0,
        "invoiced_normalized": 0,
        "pending_invoicing": 0,
        "pending_invoicing_default": 0,
        "pending_invoicing_normalized": 0,
        "expense": 0,
        "expense_default": 0,
        "expense_normalized": 0,
        "expense_billable": 0,
        "expense_billable_default": 0,
        "expense_billable_normalized": 0,
        "budget_total": 0,
        "budget_total_default": 0,
        "budget_total_normalized": 0,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_normalized": 0,
        "actual_rate": 0,
        "actual_rate_default": 0,
        "actual_rate_normalized": 0,
        "budget_remaining": 0,
        "budget_remaining_default": 0,
        "budget_remaining_normalized": 0,
        "projected_revenue": 0,
        "projected_revenue_default": 0,
        "projected_revenue_normalized": 0,
        "future_revenue": 0,
        "future_revenue_default": 0,
        "future_revenue_normalized": 0,
        "future_budget_used": 0,
        "future_budget_used_default": 0,
        "future_budget_used_normalized": 0,
        "future_cost": 0,
        "future_cost_default": 0,
        "future_cost_normalized": 0,
        "forecasted_revenue": 0,
        "forecasted_revenue_default": 0,
        "forecasted_revenue_normalized": 0,
        "forecasted_cost": 0,
        "forecasted_cost_default": 0,
        "forecasted_cost_normalized": 0,
        "forecasted_profit": 0,
        "forecasted_profit_default": 0,
        "forecasted_profit_normalized": 0,
        "forecasted_budget_used": 0,
        "forecasted_budget_used_default": 0,
        "forecasted_budget_used_normalized": 0,
        "invoiced_rate": 0,
        "invoiced_rate_default": 0,
        "invoiced_rate_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 862
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "2670"
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3707"
          }
        },
        "document_type": {
          "data": null
        },
        "responsible": {
          "data": {
            "type": "people",
            "id": "2671"
          }
        },
        "deal_status": {
          "data": {
            "type": "deal_statuses",
            "id": "4614"
          }
        },
        "project": {
          "data": null
        },
        "lost_reason": {
          "data": null
        },
        "contract": {
          "data": null
        },
        "contact": {
          "data": null
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "260",
      "type": "service_types",
      "attributes": {
        "name": "test name",
        "category_id": null,
        "archived_at": null,
        "description": "test description"
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 862
          }
        }
      }
    },
    {
      "id": "2670",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2618@email.com",
        "title": null,
        "joined_at": "2021-05-06T01:10:57.000+02:00",
        "last_seen_at": "2021-05-06T01:10:57.665+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "invited_at": null,
        "is_user": true,
        "user_id": 2658,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:10:57.429+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 862
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3706"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "2671",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2619@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:10:57.000+02:00",
        "is_user": true,
        "user_id": 2659,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:10:57.464+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 862
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "3708"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "3707",
      "type": "companies",
      "attributes": {
        "name": "Client2855",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:10:57.453+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 862
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "4614",
      "type": "deal_statuses",
      "attributes": {
        "name": "prospective",
        "position": 6,
        "archived_at": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 862
          }
        }
      }
    },
    {
      "id": "3706",
      "type": "companies",
      "attributes": {
        "name": "Organization862",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-05-06T01:10:57.427+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 862
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "3708",
      "type": "companies",
      "attributes": {
        "name": "Client2856",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:10:57.460+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 862
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/expense_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/expense_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "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-9-d41d8cd98f00b204e9800998ecf8427e",
      "type": "financial_item_reports",
      "attributes": {
        "group": "financial_item",
        "count": 1,
        "financial_item_id": 9,
        "financial_item_type": "time_entry",
        "financial_item_date": "2021-05-06",
        "total_time": 480,
        "total_billable_time": 0,
        "total_scheduled_time": 0,
        "total_recognized_time": null,
        "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_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": 909
          }
        },
        "person": {
          "data": null
        },
        "service": {
          "data": null
        },
        "service_type": {
          "data": null
        },
        "budget": {
          "data": null
        },
        "company": {
          "data": null
        },
        "project": {
          "data": null
        },
        "time_entry": {
          "data": {
            "type": "time_entries",
            "id": "9"
          }
        },
        "booking_item": {
          "data": null
        },
        "expense": {
          "data": null
        },
        "invoice_attribution": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "9",
      "type": "time_entries",
      "attributes": {
        "date": "2021-05-06",
        "created_at": "2021-05-06T01:11:26.417+02:00",
        "time": 480,
        "billable_time": 480,
        "note": "test note",
        "track_method_id": null,
        "tracking_type_id": null,
        "started_at": null,
        "timer_started_at": null,
        "timer_stopped_at": null,
        "approved": false,
        "approved_at": null,
        "updated_at": "2021-05-06T01:11:26.417+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": 909
          }
        },
        "person": {
          "data": {
            "type": "people",
            "id": "2938"
          }
        },
        "service": {
          "data": {
            "type": "services",
            "id": "303"
          }
        },
        "task": {
          "data": null
        },
        "approver": {
          "data": null
        },
        "updater": {
          "data": {
            "type": "people",
            "id": "2937"
          }
        },
        "rejecter": {
          "data": null
        }
      }
    },
    {
      "id": "2938",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2886@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:11:26.000+02:00",
        "is_user": true,
        "user_id": 2926,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:11:26.282+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 909
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4196"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "303",
      "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": 100000,
        "future_budget_used_default": 125000,
        "future_budget_used_normalized": 100000,
        "future_cost": 0,
        "future_cost_default": 0,
        "future_cost_normalized": 0,
        "discount_amount": 0,
        "discount_amount_default": 0,
        "discount_amount_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 909
          }
        },
        "service_type": {
          "data": {
            "type": "service_types",
            "id": "457"
          }
        },
        "deal": {
          "data": {
            "type": "deals",
            "id": "630"
          }
        },
        "section": {
          "data": null
        }
      }
    },
    {
      "id": "2937",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2885@email.com",
        "title": null,
        "joined_at": "2021-05-06T01:11:26.000+02:00",
        "last_seen_at": "2021-05-06T01:11:26.465+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "invited_at": null,
        "is_user": true,
        "user_id": 2925,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:11:26.217+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 909
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4195"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "4196",
      "type": "companies",
      "attributes": {
        "name": "Client3297",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:11:26.276+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 909
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "457",
      "type": "service_types",
      "attributes": {
        "name": "test name",
        "category_id": null,
        "archived_at": null,
        "description": "test description"
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 909
          }
        }
      }
    },
    {
      "id": "630",
      "type": "deals",
      "attributes": {
        "name": "test name",
        "date": "2021-05-06",
        "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": "a09eb2de5899b3e3828f468200591553",
        "purchase_order_number": null,
        "custom_fields": null,
        "forecasted_billable_time": 0,
        "forecasted_margin": 100,
        "forecasted_budget_usage": 100,
        "forecasted_time_usage": 0,
        "budget_usage": 0,
        "position": 1,
        "budget_revamp": false,
        "future_booked_time": 0,
        "probability": 50,
        "budget_warning": null,
        "billable_time": 0,
        "estimated_time": 0,
        "budgeted_time": 0,
        "worked_time": 480,
        "time_to_close": null,
        "unapproved_entries_count": 1,
        "rejected_entries_count": 0,
        "estimated_remaining_time": -480,
        "unapproved_time": 480,
        "lost_comment": null,
        "closed_at": null,
        "delivered_on": null,
        "last_activity_at": null,
        "deleted_at": null,
        "created_at": "2021-05-06T01:11:26.366+02:00",
        "note": null,
        "sales_closed_at": null,
        "exchange_rate": "1.25",
        "exchange_date": "2021-05-06",
        "sales_closed_on": null,
        "sample_data": null,
        "note_interpolated": null,
        "todo_count": 0,
        "todo_due_date": null,
        "currency": "EUR",
        "currency_default": "USD",
        "currency_normalized": "EUR",
        "revenue": 100000,
        "revenue_default": 125000,
        "revenue_normalized": 100000,
        "services_revenue": 100000,
        "services_revenue_default": 125000,
        "services_revenue_normalized": 100000,
        "cost": 0,
        "cost_default": 0,
        "cost_normalized": 0,
        "work_cost": 0,
        "work_cost_default": 0,
        "work_cost_normalized": 0,
        "profit": 100000,
        "profit_default": 125000,
        "profit_normalized": 100000,
        "invoiced": 0,
        "invoiced_default": 0,
        "invoiced_normalized": 0,
        "pending_invoicing": 100000,
        "pending_invoicing_default": 125000,
        "pending_invoicing_normalized": 100000,
        "expense": 0,
        "expense_default": 0,
        "expense_normalized": 0,
        "expense_billable": 0,
        "expense_billable_default": 0,
        "expense_billable_normalized": 0,
        "budget_total": 100000,
        "budget_total_default": 125000,
        "budget_total_normalized": 100000,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_normalized": 0,
        "actual_rate": 12500,
        "actual_rate_default": 15625,
        "actual_rate_normalized": 12500,
        "budget_remaining": 100000,
        "budget_remaining_default": 125000,
        "budget_remaining_normalized": 100000,
        "projected_revenue": 50000,
        "projected_revenue_default": 62500,
        "projected_revenue_normalized": 50000,
        "future_revenue": 0,
        "future_revenue_default": 0,
        "future_revenue_normalized": 0,
        "future_budget_used": 100000,
        "future_budget_used_default": 125000,
        "future_budget_used_normalized": 100000,
        "future_cost": 0,
        "future_cost_default": 0,
        "future_cost_normalized": 0,
        "forecasted_revenue": 100000,
        "forecasted_revenue_default": 125000,
        "forecasted_revenue_normalized": 100000,
        "forecasted_cost": 0,
        "forecasted_cost_default": 0,
        "forecasted_cost_normalized": 0,
        "forecasted_profit": 100000,
        "forecasted_profit_default": 125000,
        "forecasted_profit_normalized": 100000,
        "forecasted_budget_used": 100000,
        "forecasted_budget_used_default": 125000,
        "forecasted_budget_used_normalized": 100000,
        "invoiced_rate": 0,
        "invoiced_rate_default": 0,
        "invoiced_rate_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 909
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "2937"
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4197"
          }
        },
        "document_type": {
          "data": null
        },
        "responsible": {
          "data": {
            "type": "people",
            "id": "2939"
          }
        },
        "deal_status": {
          "data": {
            "type": "deal_statuses",
            "id": "5029"
          }
        },
        "project": {
          "data": null
        },
        "lost_reason": {
          "data": null
        },
        "contract": {
          "data": null
        },
        "contact": {
          "data": null
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "4195",
      "type": "companies",
      "attributes": {
        "name": "Organization909",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-05-06T01:11:26.216+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 909
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "4197",
      "type": "companies",
      "attributes": {
        "name": "Client3298",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:11:26.315+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 909
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "2939",
      "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,
        "invited_at": "2021-05-06T01:11:26.000+02:00",
        "is_user": true,
        "user_id": 2927,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:11:26.328+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 909
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4198"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "5029",
      "type": "deal_statuses",
      "attributes": {
        "name": "prospective",
        "position": 6,
        "archived_at": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 909
          }
        }
      }
    },
    {
      "id": "4198",
      "type": "companies",
      "attributes": {
        "name": "Client3299",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:11:26.323+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 909
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/financial_item_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/financial_item_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "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-64-d41d8cd98f00b204e9800998ecf8427e",
      "type": "invoice_reports",
      "attributes": {
        "group": "invoice",
        "count": 1,
        "sent_status": null,
        "payment_status": null,
        "overdue_status": null,
        "invoice_status": null,
        "invoice_aging": 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": 910
          }
        },
        "invoice": {
          "data": {
            "type": "invoices",
            "id": "64"
          }
        },
        "company": {
          "data": null
        },
        "subsidiary": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "64",
      "type": "invoices",
      "attributes": {
        "number": "2016/01",
        "subject": null,
        "invoiced_on": "2021-05-06",
        "sent_on": null,
        "pay_on": "2021-05-16",
        "delivery_on": null,
        "paid_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": "8662113c3eddc624bd795b721ba779ef",
        "purchase_order_number": null,
        "export_invoice_url": null,
        "company_reference_id": null,
        "created_at": "2021-05-06T01:11:26.745+02:00",
        "exchange_rate": "1.25",
        "exchange_date": "2021-05-06",
        "custom_fields": null,
        "updated_at": "2021-05-06T01:11:26.745+02:00",
        "sample_data": null,
        "currency": "EUR",
        "currency_default": "USD",
        "currency_normalized": "EUR",
        "amount": 0,
        "amount_default": 0,
        "amount_normalized": 0,
        "amount_tax": 0,
        "amount_tax_default": 0,
        "amount_tax_normalized": 0,
        "amount_with_tax": 0,
        "amount_with_tax_default": 0,
        "amount_with_tax_normalized": 0,
        "amount_paid": 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": 910
          }
        },
        "bill_to": {
          "data": null
        },
        "bill_from": {
          "data": null
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4200"
          }
        },
        "document_type": {
          "data": {
            "type": "document_types",
            "id": "24"
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "2940"
          }
        },
        "subsidiary": {
          "data": null
        },
        "invoice_attributions": {
          "data": []
        },
        "attachment": {
          "data": null
        }
      }
    },
    {
      "id": "4200",
      "type": "companies",
      "attributes": {
        "name": "Client3300",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:11:26.738+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 910
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "24",
      "type": "document_types",
      "attributes": {
        "name": "Standard Document Type",
        "tax1_name": "VAT",
        "tax1_value": "25.0",
        "tax2_name": null,
        "tax2_value": null,
        "locale": "en_US",
        "document_template_id": 1,
        "exportable_type_id": 1,
        "note": null,
        "footer": null,
        "template_options": {},
        "archived_at": null,
        "header_template": null,
        "body_template": null,
        "footer_template": null,
        "scss_template": null,
        "exporter_options": {},
        "email_template": null,
        "email_subject": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 910
          }
        },
        "subsidiary": {
          "data": {
            "type": "subsidiaries",
            "id": "132"
          }
        },
        "document_style": {
          "data": null
        }
      }
    },
    {
      "id": "2940",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2888@email.com",
        "title": null,
        "joined_at": "2021-05-06T01:11:26.000+02:00",
        "last_seen_at": "2021-05-06T01:11:26.764+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "invited_at": null,
        "is_user": true,
        "user_id": 2928,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:11:26.703+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 910
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4199"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "132",
      "type": "subsidiaries",
      "attributes": {
        "name": "Subsidiary132",
        "invoice_number_format": null,
        "archived_at": null,
        "export_integration_type_id": null,
        "invoice_logo_url": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 910
          }
        },
        "bill_from": {
          "data": null
        },
        "integration": {
          "data": null
        }
      }
    },
    {
      "id": "4199",
      "type": "companies",
      "attributes": {
        "name": "Organization910",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-05-06T01:11:26.702+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 910
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "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,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "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": 957
          }
        },
        "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": "2021-05-06",
        "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": 957
          }
        },
        "invoice": {
          "data": {
            "type": "invoices",
            "id": "878"
          }
        }
      }
    },
    {
      "id": "878",
      "type": "invoices",
      "attributes": {
        "number": "2016/01",
        "subject": null,
        "invoiced_on": "2021-05-06",
        "sent_on": null,
        "pay_on": "2021-05-16",
        "delivery_on": null,
        "paid_on": "2021-05-06",
        "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": "bdcb3e53c393dbabec7dd46b516ceb39",
        "purchase_order_number": null,
        "export_invoice_url": null,
        "company_reference_id": null,
        "created_at": "2021-05-06T01:11:37.249+02:00",
        "exchange_rate": "1.25",
        "exchange_date": "2021-05-06",
        "custom_fields": null,
        "updated_at": "2021-05-06T01:11:37.265+02:00",
        "sample_data": null,
        "currency": "EUR",
        "currency_default": "USD",
        "currency_normalized": "EUR",
        "amount": 0,
        "amount_default": 0,
        "amount_normalized": 0,
        "amount_tax": 0,
        "amount_tax_default": 0,
        "amount_tax_normalized": 0,
        "amount_with_tax": 0,
        "amount_with_tax_default": 0,
        "amount_with_tax_normalized": 0,
        "amount_paid": 10000,
        "amount_paid_default": 12500,
        "amount_paid_normalized": 10000,
        "amount_written_off": 0,
        "amount_written_off_default": 0,
        "amount_written_off_normalized": 0,
        "amount_unpaid": -10000,
        "amount_unpaid_default": -12500,
        "amount_unpaid_normalized": -10000
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 957
          }
        },
        "bill_to": {
          "data": null
        },
        "bill_from": {
          "data": null
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4390"
          }
        },
        "document_type": {
          "data": {
            "type": "document_types",
            "id": "73"
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "3011"
          }
        },
        "subsidiary": {
          "data": null
        },
        "invoice_attributions": {
          "data": []
        },
        "attachment": {
          "data": null
        }
      }
    },
    {
      "id": "4390",
      "type": "companies",
      "attributes": {
        "name": "Client3443",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:11:37.244+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 957
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "73",
      "type": "document_types",
      "attributes": {
        "name": "Standard Document Type",
        "tax1_name": "VAT",
        "tax1_value": "25.0",
        "tax2_name": null,
        "tax2_value": null,
        "locale": "en_US",
        "document_template_id": 1,
        "exportable_type_id": 1,
        "note": null,
        "footer": null,
        "template_options": {},
        "archived_at": null,
        "header_template": null,
        "body_template": null,
        "footer_template": null,
        "scss_template": null,
        "exporter_options": {},
        "email_template": null,
        "email_subject": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 957
          }
        },
        "subsidiary": {
          "data": {
            "type": "subsidiaries",
            "id": "181"
          }
        },
        "document_style": {
          "data": null
        }
      }
    },
    {
      "id": "3011",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user2959@email.com",
        "title": null,
        "joined_at": "2021-05-06T01:11:37.000+02:00",
        "last_seen_at": "2021-05-06T01:11:37.280+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "invited_at": null,
        "is_user": true,
        "user_id": 2999,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:11:37.214+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 957
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4389"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "181",
      "type": "subsidiaries",
      "attributes": {
        "name": "Subsidiary181",
        "invoice_number_format": null,
        "archived_at": null,
        "export_integration_type_id": null,
        "invoice_logo_url": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 957
          }
        },
        "bill_from": {
          "data": null
        },
        "integration": {
          "data": null
        }
      }
    },
    {
      "id": "4389",
      "type": "companies",
      "attributes": {
        "name": "Organization957",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-05-06T01:11:37.213+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 957
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/payment_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/payment_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "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-3053-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": 979
          }
        },
        "person": {
          "data": {
            "type": "people",
            "id": "3053"
          }
        },
        "company": {
          "data": null
        },
        "subsidiary": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "3053",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3001@email.com",
        "title": null,
        "joined_at": "2021-05-06T01:11:42.000+02:00",
        "last_seen_at": "2021-05-06T01:11:42.716+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "invited_at": null,
        "is_user": true,
        "user_id": 3041,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:11:42.690+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 979
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4484"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "4484",
      "type": "companies",
      "attributes": {
        "name": "Organization979",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-05-06T01:11:42.688+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 979
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/person_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/person_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "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-572-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": 1036
          }
        },
        "project": {
          "data": {
            "type": "projects",
            "id": "572"
          }
        },
        "company": {
          "data": null
        },
        "project_manager": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "572",
      "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": "2021-05-06T01:11:49.277+02:00",
        "board_count": 0,
        "budget_count": 0,
        "worked_time": 0,
        "estimated_time": 0,
        "profit_margin": 0,
        "budget_closing_date": null,
        "invoice_payment_due": null,
        "custom_fields": null,
        "task_custom_fields_ids": null,
        "sample_data": null,
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "revenue": 0,
        "revenue_default": 0,
        "revenue_normalized": 0,
        "cost": 0,
        "cost_default": 0,
        "cost_normalized": 0,
        "profit": 0,
        "profit_default": 0,
        "profit_normalized": 0,
        "pending_invoicing": 0,
        "pending_invoicing_default": 0,
        "pending_invoicing_normalized": 0,
        "needs_invoicing": 0,
        "needs_invoicing_default": 0,
        "needs_invoicing_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1036
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4599"
          }
        },
        "project_manager": {
          "data": {
            "type": "people",
            "id": "3169"
          }
        },
        "last_actor": {
          "data": null
        }
      }
    },
    {
      "id": "4599",
      "type": "companies",
      "attributes": {
        "name": "Client3573",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:11:49.274+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1036
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "3169",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3115@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:11:49.000+02:00",
        "is_user": true,
        "user_id": 3155,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:11:49.245+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1036
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4598"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "4598",
      "type": "companies",
      "attributes": {
        "name": "Client3572",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:11:49.241+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1036
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/project_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/project_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "settings": {}
  }
}

Get project reports
GET/api/v2/reports/project_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-338-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": "100.0",
        "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": 100000,
        "total_price_default": 100000,
        "total_price_normalized": 100000,
        "total_cost": 0,
        "total_cost_default": 0,
        "total_cost_normalized": 0,
        "total_profit": 125000,
        "total_profit_default": 125000,
        "total_profit_normalized": 125000,
        "total_budget_total": 125000,
        "total_budget_total_default": 125000,
        "total_budget_total_normalized": 125000,
        "total_budget_used": 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": 125000,
        "total_future_budget_used_default": 125000,
        "total_future_budget_used_normalized": 125000,
        "total_future_cost": 0,
        "total_future_cost_default": 0,
        "total_future_cost_normalized": 0,
        "total_forecasted_revenue": 125000,
        "total_forecasted_revenue_default": 125000,
        "total_forecasted_revenue_normalized": 125000,
        "total_forecasted_cost": 0,
        "total_forecasted_cost_default": 0,
        "total_forecasted_cost_normalized": 0,
        "total_forecasted_profit": 125000,
        "total_forecasted_profit_default": 125000,
        "total_forecasted_profit_normalized": 125000,
        "total_forecasted_budget_used": 125000,
        "total_forecasted_budget_used_default": 125000,
        "total_forecasted_budget_used_normalized": 125000,
        "total_discount_amount": 0,
        "total_discount_amount_default": 0,
        "total_discount_amount_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1073
          }
        },
        "service": {
          "data": {
            "type": "services",
            "id": "338"
          }
        },
        "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": "338",
      "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": 100000,
        "future_budget_used_default": 125000,
        "future_budget_used_normalized": 100000,
        "future_cost": 0,
        "future_cost_default": 0,
        "future_cost_normalized": 0,
        "discount_amount": 0,
        "discount_amount_default": 0,
        "discount_amount_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1073
          }
        },
        "service_type": {
          "data": {
            "type": "service_types",
            "id": "532"
          }
        },
        "deal": {
          "data": {
            "type": "deals",
            "id": "683"
          }
        },
        "section": {
          "data": null
        }
      }
    },
    {
      "id": "532",
      "type": "service_types",
      "attributes": {
        "name": "test name",
        "category_id": null,
        "archived_at": null,
        "description": "test description"
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1073
          }
        }
      }
    },
    {
      "id": "683",
      "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": "09881f8295b8a5b5e37c759f20166b35",
        "purchase_order_number": null,
        "custom_fields": null,
        "forecasted_billable_time": 0,
        "forecasted_margin": 100,
        "forecasted_budget_usage": 100,
        "forecasted_time_usage": 0,
        "budget_usage": 0,
        "position": 1,
        "budget_revamp": false,
        "future_booked_time": 0,
        "probability": 50,
        "budget_warning": null,
        "billable_time": 0,
        "estimated_time": 0,
        "budgeted_time": 0,
        "worked_time": 0,
        "time_to_close": null,
        "unapproved_entries_count": 0,
        "rejected_entries_count": 0,
        "estimated_remaining_time": 0,
        "unapproved_time": 0,
        "lost_comment": null,
        "closed_at": null,
        "delivered_on": null,
        "last_activity_at": null,
        "deleted_at": null,
        "created_at": "2020-12-01T00:00:00.000+01:00",
        "note": null,
        "sales_closed_at": null,
        "exchange_rate": "1.25",
        "exchange_date": "2020-12-01",
        "sales_closed_on": null,
        "sample_data": null,
        "note_interpolated": null,
        "todo_count": 0,
        "todo_due_date": null,
        "currency": "EUR",
        "currency_default": "USD",
        "currency_normalized": "EUR",
        "revenue": 100000,
        "revenue_default": 125000,
        "revenue_normalized": 100000,
        "services_revenue": 100000,
        "services_revenue_default": 125000,
        "services_revenue_normalized": 100000,
        "cost": 0,
        "cost_default": 0,
        "cost_normalized": 0,
        "work_cost": 0,
        "work_cost_default": 0,
        "work_cost_normalized": 0,
        "profit": 100000,
        "profit_default": 125000,
        "profit_normalized": 100000,
        "invoiced": 0,
        "invoiced_default": 0,
        "invoiced_normalized": 0,
        "pending_invoicing": 100000,
        "pending_invoicing_default": 125000,
        "pending_invoicing_normalized": 100000,
        "expense": 0,
        "expense_default": 0,
        "expense_normalized": 0,
        "expense_billable": 0,
        "expense_billable_default": 0,
        "expense_billable_normalized": 0,
        "budget_total": 100000,
        "budget_total_default": 125000,
        "budget_total_normalized": 100000,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_normalized": 0,
        "actual_rate": 0,
        "actual_rate_default": 0,
        "actual_rate_normalized": 0,
        "budget_remaining": 100000,
        "budget_remaining_default": 125000,
        "budget_remaining_normalized": 100000,
        "projected_revenue": 50000,
        "projected_revenue_default": 62500,
        "projected_revenue_normalized": 50000,
        "future_revenue": 0,
        "future_revenue_default": 0,
        "future_revenue_normalized": 0,
        "future_budget_used": 100000,
        "future_budget_used_default": 125000,
        "future_budget_used_normalized": 100000,
        "future_cost": 0,
        "future_cost_default": 0,
        "future_cost_normalized": 0,
        "forecasted_revenue": 100000,
        "forecasted_revenue_default": 125000,
        "forecasted_revenue_normalized": 100000,
        "forecasted_cost": 0,
        "forecasted_cost_default": 0,
        "forecasted_cost_normalized": 0,
        "forecasted_profit": 100000,
        "forecasted_profit_default": 125000,
        "forecasted_profit_normalized": 100000,
        "forecasted_budget_used": 100000,
        "forecasted_budget_used_default": 125000,
        "forecasted_budget_used_normalized": 100000,
        "invoiced_rate": 0,
        "invoiced_rate_default": 0,
        "invoiced_rate_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1073
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "3360"
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4933"
          }
        },
        "document_type": {
          "data": null
        },
        "responsible": {
          "data": {
            "type": "people",
            "id": "3361"
          }
        },
        "deal_status": {
          "data": {
            "type": "deal_statuses",
            "id": "5850"
          }
        },
        "project": {
          "data": null
        },
        "lost_reason": {
          "data": null
        },
        "contract": {
          "data": null
        },
        "contact": {
          "data": null
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "3360",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3306@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,
        "invited_at": null,
        "is_user": true,
        "user_id": 3346,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:12:04.432+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1073
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4932"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "4933",
      "type": "companies",
      "attributes": {
        "name": "Client3870",
        "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": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1073
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "3361",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3307@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2020-12-01T00:00:00.000+01:00",
        "is_user": true,
        "user_id": 3347,
        "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,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1073
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "4934"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "5850",
      "type": "deal_statuses",
      "attributes": {
        "name": "prospective",
        "position": 6,
        "archived_at": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1073
          }
        }
      }
    },
    {
      "id": "4932",
      "type": "companies",
      "attributes": {
        "name": "Organization1073",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-05-06T01:12:04.430+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1073
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "4934",
      "type": "companies",
      "attributes": {
        "name": "Client3871",
        "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": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1073
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/service_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/service_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "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-145-d41d8cd98f00b204e9800998ecf8427e",
      "type": "task_reports",
      "attributes": {
        "group": "task",
        "count": 1,
        "year": null,
        "quarter": null,
        "month": null,
        "week": null,
        "status": null,
        "total_worked_time": null,
        "total_initial_estimate": null,
        "total_remaining_time": null,
        "total_estimation_offset_time": null,
        "custom_fields": {},
        "formula_fields": {},
        "created_at_period": null,
        "closed_at_period": null,
        "last_activity_at_period": null,
        "due_date_period": null,
        "start_date_period": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "task": {
          "data": {
            "type": "tasks",
            "id": "145"
          }
        },
        "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": "145",
      "type": "tasks",
      "attributes": {
        "title": "Ticket title",
        "description": null,
        "number": 1,
        "private": false,
        "due_date": null,
        "start_date": null,
        "closed_at": null,
        "created_at": "2021-05-06T01:12:36.781+02:00",
        "updated_at": "2021-05-06T01:12:36.781+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": "57adbcda5b63c3e2814471e8adca9662",
        "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,
        "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": 1158
          }
        },
        "project": {
          "data": {
            "type": "projects",
            "id": "934"
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "3648"
          }
        },
        "assignee": {
          "data": null
        },
        "last_actor": {
          "data": null
        },
        "task_list": {
          "data": {
            "type": "task_lists",
            "id": "145"
          }
        },
        "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": "2021-05-06T01:12:36.532+02:00",
        "board_count": 0,
        "budget_count": 0,
        "worked_time": 0,
        "estimated_time": 0,
        "profit_margin": 0,
        "budget_closing_date": null,
        "invoice_payment_due": null,
        "custom_fields": null,
        "task_custom_fields_ids": null,
        "sample_data": null,
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "revenue": 0,
        "revenue_default": 0,
        "revenue_normalized": 0,
        "cost": 0,
        "cost_default": 0,
        "cost_normalized": 0,
        "profit": 0,
        "profit_default": 0,
        "profit_normalized": 0,
        "pending_invoicing": 0,
        "pending_invoicing_default": 0,
        "pending_invoicing_normalized": 0,
        "needs_invoicing": 0,
        "needs_invoicing_default": 0,
        "needs_invoicing_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5413"
          }
        },
        "project_manager": {
          "data": {
            "type": "people",
            "id": "3647"
          }
        },
        "last_actor": {
          "data": null
        }
      }
    },
    {
      "id": "3648",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3594@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:12:36.000+02:00",
        "is_user": true,
        "user_id": 3634,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:12:36.576+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5414"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "145",
      "type": "task_lists",
      "attributes": {
        "name": "Milestone120",
        "position": 1,
        "archived_at": null,
        "email_key": "388a73e8c94757b6878bd1f25431472e"
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "project": {
          "data": {
            "type": "projects",
            "id": "935"
          }
        },
        "board": {
          "data": {
            "type": "boards",
            "id": "173"
          }
        }
      }
    },
    {
      "id": "5413",
      "type": "companies",
      "attributes": {
        "name": "Client4265",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:12:36.529+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "3647",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3593@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:12:36.000+02:00",
        "is_user": true,
        "user_id": 3633,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:12:36.503+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5412"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "5414",
      "type": "companies",
      "attributes": {
        "name": "Client4266",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:12:36.571+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "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": "2021-05-06T01:12:36.650+02:00",
        "board_count": 0,
        "budget_count": 0,
        "worked_time": 0,
        "estimated_time": 0,
        "profit_margin": 0,
        "budget_closing_date": null,
        "invoice_payment_due": null,
        "custom_fields": null,
        "task_custom_fields_ids": null,
        "sample_data": null,
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "revenue": 0,
        "revenue_default": 0,
        "revenue_normalized": 0,
        "cost": 0,
        "cost_default": 0,
        "cost_normalized": 0,
        "profit": 0,
        "profit_default": 0,
        "profit_normalized": 0,
        "pending_invoicing": 0,
        "pending_invoicing_default": 0,
        "pending_invoicing_normalized": 0,
        "needs_invoicing": 0,
        "needs_invoicing_default": 0,
        "needs_invoicing_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5416"
          }
        },
        "project_manager": {
          "data": {
            "type": "people",
            "id": "3649"
          }
        },
        "last_actor": {
          "data": null
        }
      }
    },
    {
      "id": "173",
      "type": "boards",
      "attributes": {
        "name": "Board133",
        "position": 1,
        "archived_at": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "project": {
          "data": {
            "type": "projects",
            "id": "936"
          }
        }
      }
    },
    {
      "id": "5412",
      "type": "companies",
      "attributes": {
        "name": "Client4264",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:12:36.499+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "5416",
      "type": "companies",
      "attributes": {
        "name": "Client4268",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:12:36.647+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "3649",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3595@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:12:36.000+02:00",
        "is_user": true,
        "user_id": 3635,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:12:36.615+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5415"
          }
        },
        "subsidiary": {
          "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": "2021-05-06T01:12:36.716+02:00",
        "board_count": 1,
        "budget_count": 0,
        "worked_time": 0,
        "estimated_time": 0,
        "profit_margin": 0,
        "budget_closing_date": null,
        "invoice_payment_due": null,
        "custom_fields": null,
        "task_custom_fields_ids": null,
        "sample_data": null,
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "revenue": 0,
        "revenue_default": 0,
        "revenue_normalized": 0,
        "cost": 0,
        "cost_default": 0,
        "cost_normalized": 0,
        "profit": 0,
        "profit_default": 0,
        "profit_normalized": 0,
        "pending_invoicing": 0,
        "pending_invoicing_default": 0,
        "pending_invoicing_normalized": 0,
        "needs_invoicing": 0,
        "needs_invoicing_default": 0,
        "needs_invoicing_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5418"
          }
        },
        "project_manager": {
          "data": {
            "type": "people",
            "id": "3650"
          }
        },
        "last_actor": {
          "data": null
        }
      }
    },
    {
      "id": "5415",
      "type": "companies",
      "attributes": {
        "name": "Client4267",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:12:36.611+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "5418",
      "type": "companies",
      "attributes": {
        "name": "Client4270",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:12:36.713+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "3650",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user3596@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:12:36.000+02:00",
        "is_user": true,
        "user_id": 3636,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:12:36.680+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "5417"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "5417",
      "type": "companies",
      "attributes": {
        "name": "Client4269",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:12:36.675+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1158
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/task_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/task_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "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-12-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": null,
        "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": 1215
          }
        },
        "time_entry": {
          "data": {
            "type": "time_entries",
            "id": "12"
          }
        },
        "person": {
          "data": null
        },
        "task": {
          "data": null
        },
        "service": {
          "data": null
        },
        "service_type": {
          "data": null
        },
        "budget": {
          "data": null
        },
        "project": {
          "data": null
        },
        "responsible": {
          "data": null
        },
        "company": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "12",
      "type": "time_entries",
      "attributes": {
        "date": "2021-05-06",
        "created_at": "2021-05-06T01:13:26.199+02:00",
        "time": 480,
        "billable_time": 480,
        "note": "test note",
        "track_method_id": null,
        "tracking_type_id": null,
        "started_at": null,
        "timer_started_at": null,
        "timer_stopped_at": null,
        "approved": false,
        "approved_at": null,
        "updated_at": "2021-05-06T01:13:26.199+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": 1215
          }
        },
        "person": {
          "data": {
            "type": "people",
            "id": "4375"
          }
        },
        "service": {
          "data": {
            "type": "services",
            "id": "507"
          }
        },
        "task": {
          "data": null
        },
        "approver": {
          "data": null
        },
        "updater": {
          "data": {
            "type": "people",
            "id": "4374"
          }
        },
        "rejecter": {
          "data": null
        }
      }
    },
    {
      "id": "4375",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user4321@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:13:26.000+02:00",
        "is_user": true,
        "user_id": 4361,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:13:26.076+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1215
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "6549"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "507",
      "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": 100000,
        "future_budget_used_default": 125000,
        "future_budget_used_normalized": 100000,
        "future_cost": 0,
        "future_cost_default": 0,
        "future_cost_normalized": 0,
        "discount_amount": 0,
        "discount_amount_default": 0,
        "discount_amount_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1215
          }
        },
        "service_type": {
          "data": {
            "type": "service_types",
            "id": "701"
          }
        },
        "deal": {
          "data": {
            "type": "deals",
            "id": "832"
          }
        },
        "section": {
          "data": null
        }
      }
    },
    {
      "id": "4374",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user4320@email.com",
        "title": null,
        "joined_at": "2021-05-06T01:13:26.000+02:00",
        "last_seen_at": "2021-05-06T01:13:26.244+02:00",
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 1,
        "invited_at": null,
        "is_user": true,
        "user_id": 4360,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:13:26.043+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1215
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "6548"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "6549",
      "type": "companies",
      "attributes": {
        "name": "Client5344",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:13:26.071+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1215
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "701",
      "type": "service_types",
      "attributes": {
        "name": "test name",
        "category_id": null,
        "archived_at": null,
        "description": "test description"
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1215
          }
        }
      }
    },
    {
      "id": "832",
      "type": "deals",
      "attributes": {
        "name": "test name",
        "date": "2021-05-06",
        "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": "39951db0135f73c790eeae61be709d2b",
        "purchase_order_number": null,
        "custom_fields": null,
        "forecasted_billable_time": 0,
        "forecasted_margin": 100,
        "forecasted_budget_usage": 100,
        "forecasted_time_usage": 0,
        "budget_usage": 0,
        "position": 1,
        "budget_revamp": false,
        "future_booked_time": 0,
        "probability": 50,
        "budget_warning": null,
        "billable_time": 0,
        "estimated_time": 0,
        "budgeted_time": 0,
        "worked_time": 480,
        "time_to_close": null,
        "unapproved_entries_count": 1,
        "rejected_entries_count": 0,
        "estimated_remaining_time": -480,
        "unapproved_time": 480,
        "lost_comment": null,
        "closed_at": null,
        "delivered_on": null,
        "last_activity_at": null,
        "deleted_at": null,
        "created_at": "2021-05-06T01:13:26.153+02:00",
        "note": null,
        "sales_closed_at": null,
        "exchange_rate": "1.25",
        "exchange_date": "2021-05-06",
        "sales_closed_on": null,
        "sample_data": null,
        "note_interpolated": null,
        "todo_count": 0,
        "todo_due_date": null,
        "currency": "EUR",
        "currency_default": "USD",
        "currency_normalized": "EUR",
        "revenue": 100000,
        "revenue_default": 125000,
        "revenue_normalized": 100000,
        "services_revenue": 100000,
        "services_revenue_default": 125000,
        "services_revenue_normalized": 100000,
        "cost": 0,
        "cost_default": 0,
        "cost_normalized": 0,
        "work_cost": 0,
        "work_cost_default": 0,
        "work_cost_normalized": 0,
        "profit": 100000,
        "profit_default": 125000,
        "profit_normalized": 100000,
        "invoiced": 0,
        "invoiced_default": 0,
        "invoiced_normalized": 0,
        "pending_invoicing": 100000,
        "pending_invoicing_default": 125000,
        "pending_invoicing_normalized": 100000,
        "expense": 0,
        "expense_default": 0,
        "expense_normalized": 0,
        "expense_billable": 0,
        "expense_billable_default": 0,
        "expense_billable_normalized": 0,
        "budget_total": 100000,
        "budget_total_default": 125000,
        "budget_total_normalized": 100000,
        "budget_used": 0,
        "budget_used_default": 0,
        "budget_used_normalized": 0,
        "actual_rate": 12500,
        "actual_rate_default": 15625,
        "actual_rate_normalized": 12500,
        "budget_remaining": 100000,
        "budget_remaining_default": 125000,
        "budget_remaining_normalized": 100000,
        "projected_revenue": 50000,
        "projected_revenue_default": 62500,
        "projected_revenue_normalized": 50000,
        "future_revenue": 0,
        "future_revenue_default": 0,
        "future_revenue_normalized": 0,
        "future_budget_used": 100000,
        "future_budget_used_default": 125000,
        "future_budget_used_normalized": 100000,
        "future_cost": 0,
        "future_cost_default": 0,
        "future_cost_normalized": 0,
        "forecasted_revenue": 100000,
        "forecasted_revenue_default": 125000,
        "forecasted_revenue_normalized": 100000,
        "forecasted_cost": 0,
        "forecasted_cost_default": 0,
        "forecasted_cost_normalized": 0,
        "forecasted_profit": 100000,
        "forecasted_profit_default": 125000,
        "forecasted_profit_normalized": 100000,
        "forecasted_budget_used": 100000,
        "forecasted_budget_used_default": 125000,
        "forecasted_budget_used_normalized": 100000,
        "invoiced_rate": 0,
        "invoiced_rate_default": 0,
        "invoiced_rate_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1215
          }
        },
        "creator": {
          "data": {
            "type": "people",
            "id": "4374"
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "6550"
          }
        },
        "document_type": {
          "data": null
        },
        "responsible": {
          "data": {
            "type": "people",
            "id": "4376"
          }
        },
        "deal_status": {
          "data": {
            "type": "deal_statuses",
            "id": "6687"
          }
        },
        "project": {
          "data": null
        },
        "lost_reason": {
          "data": null
        },
        "contract": {
          "data": null
        },
        "contact": {
          "data": null
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "6548",
      "type": "companies",
      "attributes": {
        "name": "Organization1215",
        "billing_name": null,
        "vat": null,
        "default_currency": "USD",
        "created_at": "2021-05-06T01:13:26.042+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1215
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "6550",
      "type": "companies",
      "attributes": {
        "name": "Client5345",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:13:26.105+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1215
          }
        },
        "bill_to": {
          "data": null
        }
      }
    },
    {
      "id": "4376",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user4322@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:13:26.000+02:00",
        "is_user": true,
        "user_id": 4362,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:13:26.116+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1215
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "6551"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "6687",
      "type": "deal_statuses",
      "attributes": {
        "name": "prospective",
        "position": 6,
        "archived_at": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1215
          }
        }
      }
    },
    {
      "id": "6551",
      "type": "companies",
      "attributes": {
        "name": "Client5346",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:13:26.112+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1215
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/time_entry_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/time_entry_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "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
      }
    },
    "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-4733-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": 1281
          }
        },
        "person": {
          "data": {
            "type": "people",
            "id": "4733"
          }
        },
        "service": {
          "data": null
        },
        "service_type": {
          "data": null
        },
        "budget": {
          "data": null
        },
        "company": {
          "data": null
        },
        "project": {
          "data": null
        },
        "event": {
          "data": null
        },
        "report": {
          "data": null
        }
      }
    }
  ],
  "included": [
    {
      "id": "4733",
      "type": "people",
      "attributes": {
        "first_name": "test first name",
        "last_name": "test last name",
        "email": "user4679@email.com",
        "title": null,
        "joined_at": null,
        "last_seen_at": null,
        "deactivated_at": null,
        "archived_at": null,
        "role_id": 3,
        "invited_at": "2021-05-06T01:14:05.000+02:00",
        "is_user": true,
        "user_id": 4719,
        "tag_list": [],
        "avatar_url": null,
        "virtual": false,
        "custom_fields": null,
        "autotracking": false,
        "created_at": "2021-05-06T01:14:05.328+02:00",
        "placeholder": false,
        "color_id": null,
        "private_custom_reports_used": 0,
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1281
          }
        },
        "company": {
          "data": {
            "type": "companies",
            "id": "7056"
          }
        },
        "subsidiary": {
          "data": null
        }
      }
    },
    {
      "id": "7056",
      "type": "companies",
      "attributes": {
        "name": "Client5785",
        "billing_name": null,
        "vat": null,
        "default_currency": null,
        "created_at": "2021-05-06T01:14:05.323+02:00",
        "archived_at": null,
        "avatar_url": null,
        "invoice_email_recipients": {},
        "custom_fields": null,
        "description": null,
        "due_days": null,
        "tag_list": [],
        "contact": {},
        "sample_data": null
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": 1281
          }
        },
        "bill_to": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/reports/time_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/reports/time_reports?page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15,
        "used": 0
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10,
        "used": 0
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100,
        "used": 0
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30,
        "used": 0
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5,
        "used": 0
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "