API Documentation

API Endpoint

Sales Reports

Sales Reports

Supported filter params

  • group (deal, manager, year, quarter, month)

  • manager_id (array)

  • tags

  • after

  • before

GET /api/v2/sales_reports
Requestsreturns sales reports

GET  /api/v2/sales_reports?filter[group]=year&filter[manager_id]=5819

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": "sales-report-year-2021",
      "type": "sales_reports",
      "attributes": {
        "group": "year",
        "year": 2021,
        "quarter": null,
        "month": null,
        "deal_count": 1,
        "won_deal_count": 0,
        "lost_deal_count": 0,
        "currency": "USD",
        "currency_default": "USD",
        "currency_normalized": "USD",
        "revenue": 0,
        "revenue_default": 0,
        "revenue_normalized": 0,
        "won_revenue": 0,
        "won_revenue_default": 0,
        "won_revenue_normalized": 0,
        "lost_revenue": 0,
        "lost_revenue_default": 0,
        "lost_revenue_normalized": 0
      },
      "relationships": {
        "organization": {
          "data": {
            "type": "organizations",
            "id": "1543"
          }
        },
        "deal": {
          "data": null
        },
        "manager": {
          "data": null
        }
      }
    }
  ],
  "links": {
    "first": "http://www.example.com/api/v2/sales_reports?filter%5Bgroup%5D=year&filter%5Bmanager_id%5D=5819&page%5Bnumber%5D=1&page%5Bsize%5D=30",
    "last": "http://www.example.com/api/v2/sales_reports?filter%5Bgroup%5D=year&filter%5Bmanager_id%5D=5819&page%5Bnumber%5D=1&page%5Bsize%5D=30"
  },
  "meta": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 1,
    "page_size": 30,
    "max_page_size": 200,
    "organization_features": {
      "custom_fields": {
        "type": "metered",
        "limit": 15
      },
      "custom_fields_per_project": {
        "type": "metered",
        "limit": 10
      },
      "public_custom_reports": {
        "type": "metered",
        "limit": 100
      },
      "private_custom_reports": {
        "type": "metered",
        "limit": 30
      },
      "public_project_reports": {
        "type": "metered",
        "limit": 30
      },
      "private_project_reports": {
        "type": "metered",
        "limit": 10
      },
      "scheduling_placeholders": {
        "type": "metered",
        "limit": 5
      },
      "workflows": {
        "type": "metered",
        "limit": 5
      },
      "recycle_bin": {
        "type": "restricted",
        "available": true,
        "limit": 180
      },
      "multigrouping": {
        "type": "switch",
        "available": true
      },
      "client_access_to_budgets": {
        "type": "switch",
        "available": true
      },
      "subsidiaries": {
        "type": "switch",
        "available": true
      },
      "time_approvals": {
        "type": "switch",
        "available": true
      },
      "expenses_approvals": {
        "type": "switch",
        "available": true
      },
      "timeoff_approvals": {
        "type": "switch",
        "available": true
      },
      "autotracking": {
        "type": "switch",
        "available": true
      },
      "forecasting": {
        "type": "switch",
        "available": true
      },
      "webhooks": {
        "type": "switch",
        "available": true
      },
      "table_pivoting": {
        "type": "switch",
        "available": true
      },
      "formula_fields": {
        "type": "switch",
        "available": true
      },
      "single_sign_on": {
        "type": "switch",
        "available": true
      },
      "duplicate_tasks": {
        "type": "switch",
        "available": true
      },
      "billable_time_rounding": {
        "type": "switch",
        "available": true
      },
      "payment_sync": {
        "type": "switch",
        "available": true
      },
      "booking_methods": {
        "type": "switch",
        "available": true
      },
      "import_tasks_csv": {
        "type": "switch",
        "available": true
      },
      "reactions": {
        "type": "switch",
        "available": true
      },
      "time_week_view": {
        "type": "switch",
        "available": true
      },
      "subtasks": {
        "type": "switch",
        "available": true
      },
      "time_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "theming": {
        "type": "switch",
        "available": true
      },
      "remove_branding": {
        "type": "switch",
        "available": true
      },
      "custom_invoicing_email": {
        "type": "switch",
        "available": true
      },
      "google_calendar_layout": {
        "type": "switch",
        "available": true
      },
      "pulse": {
        "type": "switch",
        "available": true
      },
      "slack": {
        "type": "switch",
        "available": true
      },
      "task_custom_fields_library": {
        "type": "switch",
        "available": true
      },
      "timeline_layout": {
        "type": "switch",
        "available": true
      },
      "comment_visibility": {
        "type": "switch",
        "available": true
      },
      "time_off_sync": {
        "type": "switch",
        "available": true
      }
    },
    "settings": {}
  }
}

Get sales reports
GET/api/v2/sales_reports

Generated by aglio on 23 Oct 2021