GraphQLRepositoriesreport
entities.report
Read report records with the report repository, and change them with the report mutations. Same records as the REST Reports entity.
Queries
Fields of entities { report { … } }.
| Kind | Field | Returns |
|---|---|---|
| QUERY | getById(entityId: ID!)Returns the record with the given id, or null when there is none. Deleted records are returned as well. | ReportEntity |
| QUERY | getByIds(entityIds: [ID!]!)Returns the records with the given ids; ids without a record are left out. Deleted records are returned as well. | [ReportEntity!]! |
| QUERY | getAll(limit: Int, offset: Int, filter: ReportFilterInput, orderBy: [ReportOrderByInput!], includeDeleted: Boolean)Returns the records that match the filter, paged with limit and offset. | [ReportEntity!]! |
| QUERY | getByCriteria(filter: ReportFilterInput, orderBy: [ReportOrderByInput!], includeDeleted: Boolean, before: String, after: String, first: Int, last: Int)Returns the records that match the filter as a cursor-paginated connection. | ReportEntityConnection |
| QUERY | getChangedFieldsSinceRevision(id: UUID!, revision: Int!)Returns the ids of the fields of a record that changed after the given revision. Returns an empty list for entities without change tracking. | [UUID!]! |
Mutations
| Kind | Mutation | Does | Returns |
|---|---|---|---|
| MUTATION | changeOwnershipReport(input: ChangeOwnershipReportInput!) | Change owner GraphQL only | ChangeOwnershipReportPayload |
| MUTATION | setScheduleReport(input: SetScheduleReportInput!) | Sets up or replaces the calling user's scheduled email delivery of the report. Schedules are personal: each user has their own schedule on a report. GraphQL only | SetScheduleReportPayload |
| MUTATION | removeScheduleReport(input: RemoveScheduleReportInput!) | Removes the calling user's scheduled email delivery of the report, so no further emails are sent. Does nothing when no schedule is set. GraphQL only | RemoveScheduleReportPayload |
Types
The types this repository uses, each with its fields and their descriptions. Types several repositories share, such as PageInfo and the filter fields, are in the types index.
ReportEntity object 26 fields: isDeleteProtected, id, isDeleted, …
Saved report or dashboard with its settings, sharing and delivery schedule.
| Field | Type | Description |
|---|---|---|
isDeleteProtected | Boolean! | True when the record is protected against deletion because it must always exist in the space. Deleting a record that is not protected can still fail on other checks. Read-only. |
id | ID! | Unique identifier of entity. |
isDeleted | Boolean | Specifies if the entity is considered deleted. |
modified | DateTime | Last modification time. |
created | DateTime | Creation time. |
owner | ClientEntity | User who owns the report or dashboard. |
reportsFolder | ReportFolderEntity | Report folder this report is filed under (default folder when empty). |
syncEntity | ProfileEntity | Specific record this report is synchronized to. Set only when syncEnabled is true. |
accessLink | String | Public access token used in shareable report URLs. Empty when public sharing is not configured for the report. |
aiConversation | [AiConversationItem!] | AI assistant conversation associated with the report (e.g. records of AI-driven report generation). |
description | String | Free-text description shown alongside the report. |
name | String! | Name of the entity and its default text representation. |
ownerId | ID! | Id of the owning user. |
reportsFolderId | ID! | Id of the parent report folder. |
settings | ReportSettings! | Report definition (entity, columns, filters, charts, structure). Stored as a JSON document. This payload conforms to the ReportSettings JSON Schema: GET /api/v100/rest/schemas/ReportSettings.json on your region's API host |
shareMode | ShareModeEnum | Who besides the owner can access the report: nobody (Private, the default), the users and sales units in sharingClients and sharingUnits (Standard), or all users (AllView to view, AllEdit to also edit). |
shareModeParams | Int | Legacy additional sharing options; kept with the record but no longer applied. |
syncEnabled | Boolean | When true, name and settings are kept in sync with the linked screen profile; when false, the report is detached from profile sync. |
syncEntityId | ID | Id of the synchronized record. |
type | ReportTypeEnum! | Kind of report: a table or pivot report, a dashboard, an opportunity forecast, or an advanced report built from several linked tables. |
revision | Int | Revision when entity was lastly changed. |
schedule | ReportScheduleEntity | The calling user's scheduled email delivery of this report; empty when none is set. Set it with setScheduleReport and remove it with removeScheduleReport. |
isFavorite | Boolean! | True when the current user has marked this report as a favorite (see ClientFavorite). |
sharingUnits | ReportSharingSalesUnitRelationEntityConnection (8 args) | Sales units granted shared access to this report (custom share mode). |
sharingClients | ReportSharingClientRelationEntityConnection (8 args) | Users granted shared access to this report (custom share mode). |
instancePermissions | [EntityPermsEnum!]! (1 args) | Permissions the current user has on this record, out of the requested ones. |
ReportEntityConnection object pageInfo: PageInfo!, edges: [ReportEntityEdge]!, totalCount: Int
Paginated list of Report records.
| Field | Type | Description |
|---|---|---|
pageInfo | PageInfo! | Pagination data for this connection. |
edges | [ReportEntityEdge]! | Contains the nodes in this connection. |
totalCount | Int | Total number of items in the connection. |
ReportEntityEdge object node: ReportEntity, cursor: String!
A Relay edge containing a ReportEntity and its cursor.
| Field | Type | Description |
|---|---|---|
node | ReportEntity | The item at the end of the edge |
cursor | String! | A cursor for use in pagination |
ReportFilterInput input AND, OR, NOT, globalSearchQuery, one condition per field
Filter conditions for Report records. Conditions on different fields are combined with AND; use OR, AND and NOT for other combinations.
| Input field | Type | Description |
|---|---|---|
OR | [ReportFilterInput!] | Matches records that meet at least one of the listed filters. |
AND | [ReportFilterInput!] | Matches records that meet all of the listed filters. |
NOT | ReportFilterInput | Matches records that do not meet this filter. |
globalSearchQuery | String | Search term matched against the fields that the global search covers for this entity. |
id | EntityFilterStringField | Unique identifier of entity. |
isDeleted | Boolean | Specifies if the entity is considered deleted. |
modified | EntityFilterDateTimeField | Last modification time. |
created | EntityFilterDateTimeField | Creation time. |
accessLink | EntityFilterStringField | Public access token used in shareable report URLs. Empty when public sharing is not configured for the report. |
description | EntityFilterStringField | Free-text description shown alongside the report. |
name | EntityFilterStringField | Name of the entity and its default text representation. |
ownerId | EntityFilterStringField | Id of the owning user. |
reportsFolderId | EntityFilterStringField | Id of the parent report folder. |
shareMode | ShareModeEnumFilterInput | Who besides the owner can access the report: nobody (Private, the default), the users and sales units in sharingClients and sharingUnits (Standard), or all users (AllView to view, AllEdit to also edit). |
shareModeParams | ShareModeParamsEnumFilterInput | Legacy additional sharing options; kept with the record but no longer applied. |
syncEnabled | Boolean | When true, name and settings are kept in sync with the linked screen profile; when false, the report is detached from profile sync. |
syncEntityId | EntityFilterStringField | Id of the synchronized record. |
type | ReportTypeEnumFilterInput | Kind of report: a table or pivot report, a dashboard, an opportunity forecast, or an advanced report built from several linked tables. |
revision | EntityFilterNumberField | Revision when entity was lastly changed. |
owner | ClientFilterInput | User who owns the report or dashboard. Matches records where a related record meets these conditions. |
reportsFolder | ReportFolderFilterInput | Report folder this report is filed under (default folder when empty). Matches records where a related record meets these conditions. |
syncEntity | ProfileFilterInput | Specific record this report is synchronized to. Set only when syncEnabled is true. Matches records where a related record meets these conditions. |
schedule | ReportScheduleFilterInput | The calling user's scheduled email delivery of this report; empty when none is set. Set it with setScheduleReport and remove it with removeScheduleReport. Matches records where a related record meets these conditions. |
sharingUnits | ReportSharingSalesUnitRelationFilterInput | Sales units granted shared access to this report (custom share mode). Matches records where a related record meets these conditions. |
sharingClients | ReportSharingClientRelationFilterInput | Users granted shared access to this report (custom share mode). Matches records where a related record meets these conditions. |
ReportOrderByInput input Asc or Desc per field
Sorting of Report records. Set exactly one field in each item; list several items to sort by more fields, in order of priority.
| Input field | Type | Description |
|---|---|---|
id | OrderByEnum | Unique identifier of entity. |
isDeleted | OrderByEnum | Specifies if the entity is considered deleted. |
modified | OrderByEnum | Last modification time. |
created | OrderByEnum | Creation time. |
owner | [ClientOrderByNestedInput!] | User who owns the report or dashboard. Sorts by fields of the related record, listed in order of priority. |
reportsFolder | [ReportFolderOrderByNestedInput!] | Report folder this report is filed under (default folder when empty). Sorts by fields of the related record, listed in order of priority. |
syncEntity | [ProfileOrderByNestedInput!] | Specific record this report is synchronized to. Set only when syncEnabled is true. Sorts by fields of the related record, listed in order of priority. |
accessLink | OrderByEnum | Public access token used in shareable report URLs. Empty when public sharing is not configured for the report. |
description | OrderByEnum | Free-text description shown alongside the report. |
name | OrderByEnum | Name of the entity and its default text representation. |
ownerId | OrderByEnum | Id of the owning user. |
reportsFolderId | OrderByEnum | Id of the parent report folder. |
shareMode | OrderByEnum | Who besides the owner can access the report: nobody (Private, the default), the users and sales units in sharingClients and sharingUnits (Standard), or all users (AllView to view, AllEdit to also edit). |
syncEnabled | OrderByEnum | When true, name and settings are kept in sync with the linked screen profile; when false, the report is detached from profile sync. |
syncEntityId | OrderByEnum | Id of the synchronized record. |
type | OrderByEnum | Kind of report: a table or pivot report, a dashboard, an opportunity forecast, or an advanced report built from several linked tables. |
revision | OrderByEnum | Revision when entity was lastly changed. |
schedule | [ReportScheduleOrderByNestedInput!] | The calling user's scheduled email delivery of this report; empty when none is set. Set it with setScheduleReport and remove it with removeScheduleReport. Sorts by fields of the related record, listed in order of priority. |
ReportTypeEnumFilterInput input eq: [ReportTypeEnum!], NOT: ReportTypeEnumFilterInput
Conditions on an enumeration field. Several conditions given together must all match.
| Input field | Type | Description |
|---|---|---|
eq | [ReportTypeEnum!] | Matches any of the listed values. |
NOT | ReportTypeEnumFilterInput | Matches values that do not meet this condition. |
ChangeOwnershipReportInput input 5 fields: ownerId, keepOwnerAsWatcher, copyScheduledReport, …
Parameters of the changeOwnershipReport mutation.
| Input field | Type | Description |
|---|---|---|
ownerId | ID! | User who becomes the new owner of the report. |
keepOwnerAsWatcher | Boolean! | When true, the previous owner (if still an active user) keeps the report shared with the Watcher role, and a Private sharing mode is switched to Standard. |
copyScheduledReport | Boolean! | When true, the calling user's own delivery schedule of this report is copied to the new owner, replacing any schedule the new owner already has on it. |
id | ID! | Identifier of the ReportEntity to perform the action on. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
CsvOptionsParams input includeForeignCurrency: Boolean, delimiter: CsvDelimiter, quotechar: CsvQuotechar, encoding: String
Options of a scheduled report attached to its email as a CSV file.
| Input field | Type | Description |
|---|---|---|
includeForeignCurrency | Boolean | When true, monetary values are also rendered in each record's foreign currency alongside the base-currency amounts. |
delimiter | CsvDelimiter | Character separating fields in the generated CSV: comma, semicolon, tab or colon. |
quotechar | CsvQuotechar | Character used to quote field values that contain the delimiter: double quotation mark or apostrophe. |
encoding | String | Character encoding of the generated CSV file (e.g. "UTF-8"). |
EmailFollowUpTaskParams input taskTypeId: ID!, dueDateOffset: Int, dueDate: Date
Follow-up task created each time a scheduled report email is sent.
| Input field | Type | Description |
|---|---|---|
taskTypeId | ID! | Activity type assigned to the follow-up task created when the report email is sent. |
dueDateOffset | Int | Number of business days after the report email is sent that the follow-up task is due (0 = the sending day). Either this or dueDate must be set, but not both. |
dueDate | Date | Explicit due date for the follow-up task. Either this or dueDateOffset must be set, but not both. |
PdfOptionsParams input 6 fields: pageWidth, pageHeight, landscape, …
Options of a scheduled report attached to its email as a PDF file.
| Input field | Type | Description |
|---|---|---|
pageWidth | Float! | Width of the PDF page, in inches. |
pageHeight | Float! | Height of the PDF page, in inches. |
landscape | Boolean! | When true, the PDF is laid out in landscape orientation; otherwise portrait. |
scale | Float! | Scaling factor applied when rendering the report into the PDF, where 1.0 is full size. |
pageNumbers | Boolean! | When true, page numbers are printed on the generated PDF. |
content | ReportContent! | Which parts of the report to include in the PDF: All content, only Charts, or only the Table. |
RemoveScheduleReportInput input id: ID!, clientMutationId: String
Parameters of the removeScheduleReport mutation.
| Input field | Type | Description |
|---|---|---|
id | ID! | Identifier of the ReportEntity to perform the action on. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
ReportScheduleParams input date: DateTime, timeOfDay: Int, dayOfWeek: [Int!], dayOfMonth: [Int!]
When a scheduled report runs: once at a given date and time, or repeatedly at a time of day on chosen days.
| Input field | Type | Description |
|---|---|---|
date | DateTime | Date and time the schedule runs once. Set for a one-time schedule; left empty for recurring schedules that use the time-of-day and day fields instead. |
timeOfDay | Int | Time of day a recurring schedule runs, in minutes after midnight (0 to 1439). |
dayOfWeek | [Int!] | Weekdays a weekly schedule runs on, from 1 (Monday) to 7 (Sunday). |
dayOfMonth | [Int!] | Days of the month a monthly schedule runs on, from 1 to 31. |
ReportScheduleSchemaParams input 6 fields: schedule, email, followUp, …
Settings of a scheduled report: when it runs, the email it sends and an optional follow-up task.
| Input field | Type | Description |
|---|---|---|
schedule | ReportScheduleParams! | Recurrence defining when the report is generated and emailed. |
email | ScheduledReportEmailParams! | Email delivered on each run: recipients, sending account, content and report attachment options. |
followUp | EmailFollowUpTaskParams | Optional follow-up task created each time the report email is sent. |
timezone | String | IANA timezone name used to interpret the schedule times (e.g. "Europe/Bratislava"). |
skipEmpty | Boolean! | When true, the scheduled email is not sent on runs where the report contains no data. |
workingDaysOnly | Boolean | When true, scheduled runs that fall on a weekend are skipped. |
ScheduledReportEmailAttachmentParams input 7 fields: formatCsv, formatXlsx, formatHtml, …
Report file attached to a scheduled report email: its format, and whether it is zipped and password-protected.
| Input field | Type | Description |
|---|---|---|
formatCsv | CsvOptionsParams | Render the attached report as a CSV file with these options. Exactly one of the format fields may be set. |
formatXlsx | XlsxOptionsParams | Render the attached report as an XLSX file with these options. Exactly one of the format fields may be set. |
formatHtml | Boolean | When true, attach the report as HTML. Exactly one of the format fields may be set. |
formatPdf | PdfOptionsParams | Render the attached report as a PDF with these options. Exactly one of the format fields may be set. |
compress | Boolean | When true, the report attachment is delivered as a compressed ZIP archive. |
password | String | Password protecting the compressed attachment. Can only be set when compress is enabled. |
isPasswordEncrypted | Boolean | True when the stored password value is already encrypted rather than plain text. |
ScheduledReportEmailParams input 12 fields: recipients, cc, bcc, …
Email that delivers a scheduled report: recipients, sending account, content and the attached report file.
| Input field | Type | Description |
|---|---|---|
recipients | [SendEmailRecipientParams!]! | Primary recipients of the email. Addresses may contain personalization tags resolved from the triggered record. |
cc | [SendEmailRecipientParams!]! | Carbon-copy recipients of the email. Addresses may contain personalization tags resolved from the triggered record. |
bcc | [SendEmailRecipientParams!]! | Blind carbon-copy recipients of the email. Addresses may contain personalization tags resolved from the triggered record. |
subject | String! | Subject line of the email. May contain personalization tags resolved from the triggered record. |
body | String! | HTML body of the email. May contain personalization tags resolved from the triggered record. |
emailTemplateId | UUID | Email template to use for the message. When set, the template supplies the subject and body. |
attachments | [UUID!]! | Stored files attached to the email. |
signature | String | Signature appended to the email body. |
linkRecipients | Boolean | When true, the sent report email is linked to its recipient records (accounts/contacts) so it appears in their activity feed. |
service | SendEmailServiceParams! | Email account used to send the report, described as a SendEmailService (personal, company, or client personal account). |
personalAccount | EmailServiceTypeEnum | Legacy sending-provider selector (O365, Google, or SendGrid) kept for report settings created before per-account sending was introduced. Prefer service. |
reportAttachment | ScheduledReportEmailAttachmentParams | Settings for the report file attached to the email (format and compression). When omitted, the email must instead include the report download link in its subject or body. |
SendEmailServiceParams input personalAccountId: UUID, companyAccountId: UUID, clientPersonalEmailAccountId: UUID
Email account an email is sent from: the sender's own account, a shared company account or, for a mass email, a client personal email account.
| Input field | Type | Description |
|---|---|---|
personalAccountId | UUID | Identifier of the sender's own connected email account to send from. Exactly one of the account fields may be set. |
companyAccountId | UUID | Identifier of a shared company email account to send from. Exactly one of the account fields may be set. |
clientPersonalEmailAccountId | UUID | Identifier of a client personal email account to send from. Valid only for mass email. Exactly one of the account fields may be set. |
SetScheduleReportInput input settings: ReportScheduleSchemaParams!, id: ID!, clientMutationId: String
Parameters of the setScheduleReport mutation.
| Input field | Type | Description |
|---|---|---|
settings | ReportScheduleSchemaParams! | Delivery schedule conforming to the ReportScheduleSchema type, with the recurrence in schedule, the email to send in email (recipients, sending account, body and report attachment) and an optional follow-up task in followUp. Validated on write, including that the sending email account is available. |
id | ID! | Identifier of the ReportEntity to perform the action on. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
XlsxOptionsParams input includeForeignCurrency: Boolean, type: ReportXlsxType
Options of a scheduled report attached to its email as an Excel (XLSX) file.
| Input field | Type | Description |
|---|---|---|
includeForeignCurrency | Boolean | When true, monetary values are also rendered in each record's foreign currency alongside the base-currency amounts. |
type | ReportXlsxType | Level of detail of the generated XLSX export: a "simplified" layout or the "full" report. |
ChangeOwnershipReportPayload object result: ReportEntity, clientMutationId: String
Result of the changeOwnershipReport mutation.
| Field | Type | Description |
|---|---|---|
result | ReportEntity | The report with its new owner. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
RemoveScheduleReportPayload object result: ReportEntity, clientMutationId: String
Result of the removeScheduleReport mutation.
| Field | Type | Description |
|---|---|---|
result | ReportEntity | The report. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
SetScheduleReportPayload object result: ReportEntity, clientMutationId: String
Result of the setScheduleReport mutation.
| Field | Type | Description |
|---|---|---|
result | ReportEntity | The report with its updated schedule. |
clientMutationId | String | Optional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention). |
AccountDashboardProfileTab object id: ID!, accountDashboardProfile: AccountDashboardProfile
Account tab of a dashboard report, holding the saved account dashboard it shows.
| Field | Type | Description |
|---|---|---|
id | ID! | Identifier of the dashboard tab. |
accountDashboardProfile | AccountDashboardProfile | Saved dashboard profile (filter, role and view) shown on this account dashboard tab. |
ActivityDashboardProfileTab object id: ID!, activityDashboardProfile: ActivityDashboardProfile
Activity tab of a dashboard report, holding the saved activity dashboard it shows.
| Field | Type | Description |
|---|---|---|
id | ID! | Identifier of the dashboard tab. |
activityDashboardProfile | ActivityDashboardProfile | Saved dashboard profile (filter, role and view) shown on this activity dashboard tab. |
AggregationRelation object aggregationFieldId: ID, operationFieldId: ID, aggregationOperator: AggregationOperator!
Relation of a sibling box that aggregates the related records into one value per row, such as their count or sum.
| Field | Type | Description |
|---|---|---|
aggregationFieldId | ID | Id of the field used to aggregate on each identified groups, set to NULL if aggregation operation is count |
operationFieldId | ID | Id of the field used to define groups to aggregate, if whole set is used for aggregation |
aggregationOperator | AggregationOperator! | Operation which defines function used at aggregation |
BetterDashboardSchema object items: [DashboardItem!]!, filter: DashboardFilter!, role: DashboardRole!
Settings of a configurable dashboard: items such as report charts, KPIs, tiles, targets and record grids laid out on a grid, with a filter and ownership scope applied to every item.
| Field | Type | Description |
|---|---|---|
items | [DashboardItem!]! | Ordered list of items (tiles) laid out on the dashboard. |
filter | DashboardFilter! | Dashboard-wide owner and unit filter applied to every item. |
role | DashboardRole! | Dashboard-wide ownership visibility scope applied to every item. |
ContactDashboardProfileTab object id: ID!, contactDashboardProfile: ContactDashboardProfile
Contact tab of a dashboard report, holding the saved contact dashboard it shows.
| Field | Type | Description |
|---|---|---|
id | ID! | Identifier of the dashboard tab. |
contactDashboardProfile | ContactDashboardProfile | Saved dashboard profile (filter, role and view) shown on this contact dashboard tab. |
DashboardAgenda object 9 fields: agendaPeriod, agendaPeriodCustomDays, agendaFilterActivity, …
Dashboard item that lists the upcoming tasks, appointments and opportunities of a chosen period.
| Field | Type | Description |
|---|---|---|
agendaPeriod | DashboardAgendaPeriodEnum | Time window the agenda covers: the next 7 days, the next 30 days, or a custom number of days set by agendaPeriodCustomDays. |
agendaPeriodCustomDays | Int! | Number of upcoming days the agenda covers when agendaPeriod is Custom. |
agendaFilterActivity | FieldFilter | Filter conditions limiting which tasks and appointments appear in the agenda. |
agendaFilterOpportunity | FieldFilter | Filter conditions limiting which opportunities appear in the agenda. |
agendaShowTasks | Boolean | When true, tasks are listed in the agenda. |
agendaShowAppointments | Boolean | When true, appointments are listed in the agenda. |
agendaShowOpportunities | Boolean | When true, opportunities with activity in the period are listed in the agenda. |
agendaShowOpportunityFitness | Boolean | When true, the opportunity fitness indicator is shown for listed opportunities. |
agendaShowOverdueTasks | Boolean | When true, tasks past their due date are also included in the agenda. |
DashboardAgendaPeriodEnum enum Upcoming7Days, Upcoming30Days, Custom
Time window covered by a dashboard agenda widget.
| Value | Description |
|---|---|
Upcoming7Days | Today and the next 6 days. |
Upcoming30Days | Today and the next 29 days. |
Custom | Today and the following days, for the number of days set by agendaPeriodCustomDays. |
DashboardChart union DashboardReportChart | DashboardPipelineConversionsChart | ReportSchema | ForecastSchema | DashboardQuickLinks | DashboardAgenda | DashboardSection | DashboardTile | DashboardInsights | DashboardTargetTab | DashboardTarget | DashboardOpportunitiesTrend | DashboardGrid | DashboardKpi | DashboardKpiList
Content of a configurable dashboard item: one of the supported widgets, such as a report chart, KPI, tile, target, record grid, agenda or quick links.
DashboardFilter object isEnabled: Boolean!, ownerIds: [ID!]!, unitIds: [ID!]!
Dashboard-wide filter of a configurable dashboard that restricts every item to records of selected owners and sales units.
| Field | Type | Description |
|---|---|---|
isEnabled | Boolean! | Whether the dashboard-level filter is applied. When false, the owner and unit filters are ignored. |
ownerIds | [ID!]! | Identifiers of record owners the dashboard is restricted to. An empty list selects no records. |
unitIds | [ID!]! | Identifiers of units the dashboard is restricted to. An empty list selects no records. |
DashboardGrid object 9 fields: gridFilter, gridSourceEntity, gridSourceEntityApiName, …
Dashboard item that lists records of a chosen type in a grid with configurable columns, sorting and totals.
| Field | Type | Description |
|---|---|---|
gridFilter | FieldFilter! | Filter conditions limiting which records are listed in the grid. |
gridSourceEntity | EntityNameEnum! | Record type listed in the grid (e.g. Opportunity, Lead, Account). |
gridSourceEntityApiName | String | API name of the source record type when it is a custom entity; null for built-in entities. |
gridColumns | [GridColumnsOutput!]! | Ordered columns shown in the grid, each identifying a field and its display options. |
gridSortBy | ID! | Identifier of the field the grid rows are sorted by. |
gridSortOrder | SortOrder! | Sort direction applied to gridSortBy: Asc or Desc. |
gridShowTotal | Boolean! | When true, a totals row is shown summarizing the grid columns. |
gridShowTopRecordsOnly | Boolean! | When true, the grid is limited to the first gridTopRecords rows. |
gridTopRecords | Int | Maximum number of rows shown when gridShowTopRecordsOnly is true. |
DashboardInsights object insightTiles: [DashboardInsightTile!]!
Dashboard item that shows a group of insight tiles, each with one aggregated value.
| Field | Type | Description |
|---|---|---|
insightTiles | [DashboardInsightTile!]! | Ordered list of insight tiles displayed in this insights item. |
DashboardInsightTile object 5 fields: id, name, useLang, …
Named tile of an insights dashboard item, showing one aggregated value.
| Field | Type | Description |
|---|---|---|
id | UUID! | Identifier of the insight tile. |
name | String! | Label shown above the insight tile. |
useLang | Boolean! | When true, the name is treated as a localization key and resolved to the viewer language instead of shown verbatim. |
color | Int | Accent color of the tile, as a packed RGB integer. |
tile | DashboardTile! | Aggregation definition that produces the value shown on this insight tile. |
DashboardItem object 9 fields: id, position, chart, …
Item placed on a configurable dashboard: its position and size, title, colors and the widget it shows.
| Field | Type | Description |
|---|---|---|
id | ID! | Identifier of the dashboard item (tile). |
position | Rectangle! | Position and size of the item on the dashboard grid. |
chart | DashboardChart! | Content rendered in the item, as one of the DashboardChart variants (KPI, grid, agenda, target, opportunities trend, report chart, and others). |
name | String | Title shown on the item. |
nameUseLang | Boolean! | When true, the name is treated as a localization key and resolved to the viewer language instead of shown verbatim. |
description | String | Optional subtitle or description shown on the item. |
descriptionUseLang | Boolean! | When true, the description is treated as a localization key and resolved to the viewer language instead of shown verbatim. |
color | Int | Background color of the item, as a packed RGB integer. |
headerColor | Int | Header (title bar) color of the item, as a packed RGB integer. |
DashboardKpi object 8 fields: kpiId, kpiTarget, kpiFilter, …
Dashboard KPI item: a predefined or custom metric over a period, measured against a goal and optionally compared with an earlier period.
| Field | Type | Description |
|---|---|---|
kpiId | UUID! | Identifier of the KPI. |
kpiTarget | DashboardTargetTab! | Goal definition the KPI value is measured against. |
kpiFilter | FieldFilter! | Filter conditions limiting which records contribute to the KPI value. |
kpiIndicator | DashboardKpiIndicatorEnum! | Predefined metric the KPI tracks (e.g. OpportunityWon, LeadCreated, ActivityCompleted); use Custom to define the metric via kpiCustomIndicator. |
kpiCustomIndicator | DashboardKpiCustomDefinition! | Custom metric definition applied when kpiIndicator is Custom. |
kpiShowTargetLine | Boolean! | When true, the goal is drawn as a target line on the KPI chart. |
kpiPeriodCurrent | PeriodOption! | Time range the KPI value is calculated over. |
kpiPeriodCompare | PeriodCompareOption | Optional earlier period the current value is compared against to show a trend. |
DashboardKpiCustomDefinition object 5 fields: sourceEntity, sourceEntityApiName, aggregationField, …
Custom metric of a dashboard KPI: the record type, field and aggregation that produce its value.
| Field | Type | Description |
|---|---|---|
sourceEntity | EntityNameEnum! | Record type the custom KPI aggregates over (e.g. Opportunity, Lead, Activity). |
sourceEntityApiName | String | API name of the source record type when it is a custom entity; null for built-in entities. |
aggregationField | UUID | Identifier of the field aggregated by the KPI; null when the aggregation function is a record count. |
aggregationLookupFieldId | UUID | Identifier of the lookup relation field to traverse before aggregating, when aggregating a field on a related record. |
aggregationFunction | AggregationOperator! | Aggregation applied to the source records: Count, Sum, Average, Min, or Max. |
DashboardKpiIndicatorEnum enum Custom, LeadCreated, LeadQualified, LeadLost, LeadAverageVelocity, OpportunityCreated, … (17 values)
Predefined metric a dashboard KPI tracks over the selected period; Custom defines the metric via kpiCustomIndicator.
| Value | Description |
|---|---|
Custom | Metric defined by kpiCustomIndicator (source record type, aggregation function and field). |
LeadCreated | Number of leads created. |
LeadQualified | Number of leads qualified into opportunities. |
LeadLost | Number of leads lost. |
LeadAverageVelocity | Average number of days from creating a lead to qualifying or losing it. |
OpportunityCreated | Number of opportunities created directly, not qualified from a lead. |
OpportunityWon | Number of opportunities won, by closing date. |
OpportunityLost | Number of opportunities lost, by closing date. |
OpportunityWonAmount | Total value of opportunities won, in the user's currency. |
OpportunityLostAmount | Total value of opportunities lost, in the user's currency. |
OpportunityWinRate | Percentage of closed opportunities that were won. |
OpportunityAverageVelocity | Average number of days from creating or qualifying an opportunity to winning or losing it. |
OpportunitySalesVelocity | Number of closed opportunities multiplied by win rate and average won value, divided by the average days to close. |
OpportunityAverageSize | Average value of won opportunities. |
ActivityCreated | Number of activities created. |
ActivityCompleted | Number of activities completed. |
ActivityEmailsSent | Number of emails sent. |
DashboardKpiList object kpiList: [DashboardKpiListItem!]!
Dashboard item that shows several KPIs as a list.
| Field | Type | Description |
|---|---|---|
kpiList | [DashboardKpiListItem!]! | Ordered list of KPIs displayed in this KPI list item. |
DashboardKpiListItem object id: UUID!, name: String!, color: Int, kpi: DashboardKpi!
Named entry of a KPI list dashboard item, holding one KPI definition.
| Field | Type | Description |
|---|---|---|
id | UUID! | Identifier of the KPI list entry. |
name | String! | Label shown for this KPI in the list. |
color | Int | Accent color of the KPI entry, as a packed RGB integer. |
kpi | DashboardKpi! | KPI definition rendered by this list entry. |
DashboardOpportunitiesTrend object opportunitiesTrendView: DashboardOpportunitiesTrendView!, opportunitiesTrendTarget: DashboardTargetTab!, opportunitiesTrendFilter: FieldFilter!
Dashboard item that charts the trend of opportunity values (weighted, unweighted, balanced, won and ranked) over a period against a goal.
| Field | Type | Description |
|---|---|---|
opportunitiesTrendView | DashboardOpportunitiesTrendView! | Display settings controlling which value series, period, and granularity the trend chart shows. |
opportunitiesTrendTarget | DashboardTargetTab! | Goal definition drawn as the target line on the trend chart. |
opportunitiesTrendFilter | FieldFilter! | Filter conditions limiting which opportunities contribute to the trend. |
DashboardOpportunitiesTrendView object 8 fields: showWeightedValue, showUnweightedValue, showBalancedValue, …
Display settings of an opportunities trend dashboard item: the value series plotted, the period and its granularity.
| Field | Type | Description |
|---|---|---|
showWeightedValue | Boolean! | When true, the chart plots the probability-weighted opportunity value series. |
showUnweightedValue | Boolean! | When true, the chart plots the raw (unweighted) opportunity value series. |
showBalancedValue | Boolean! | When true, the chart plots the balanced opportunity value series. |
showWonValue | Boolean! | When true, the chart plots the won opportunity value series. |
showRankedValue | Boolean! | When true, the chart plots the ranked opportunity value series. |
showTargetLine | Boolean! | When true, the goal is drawn as a target line over the value series. |
period | PeriodOption! | Time range covered by the trend chart. |
periodGranularity | PeriodGranularity! | Time bucket each data point represents: Day, Week, Month, Quarter, or Year. |
DashboardPipelineConversionsChart object 5 fields: name, description, operator, …
Dashboard item that charts how opportunities convert from step to step of a sales pipeline.
| Field | Type | Description |
|---|---|---|
name | String! | Display name of the pipeline conversions chart. |
description | String | Optional free-text description shown alongside the chart. |
operator | AggregationOperator! | Aggregation applied to the opportunities counted in each pipeline step (Count, Sum, Average, Min, Max). |
salesPipeline | UUID! | Identifier of the sales pipeline whose step-to-step conversion rates are charted. |
filter | OpportunityFilterTab | Opportunity filter conditions limiting which opportunities are included in the conversion calculation. |
DashboardQuickLink object id: UUID, url: String!, name: String!, useLang: Boolean!
Link shown in a quick links dashboard item.
| Field | Type | Description |
|---|---|---|
id | UUID | Identifier of the quick link. Optional on create; assigned by the server when omitted. |
url | String! | Target URL opened when the quick link is clicked. |
name | String! | Label shown for the quick link. |
useLang | Boolean! | When true, the name is treated as a localization key and resolved to the viewer language instead of shown verbatim. |
DashboardQuickLinks object quickLinks: [DashboardQuickLink!]!
Dashboard item that shows a list of links to web pages.
| Field | Type | Description |
|---|---|---|
quickLinks | [DashboardQuickLink!]! | Ordered list of quick links displayed in this dashboard tile. |
DashboardReportChart object reportId: UUID!
Dashboard item that shows the chart of an existing report.
| Field | Type | Description |
|---|---|---|
reportId | UUID! | Identifier of the report whose chart is rendered in this dashboard item. |
DashboardRole object showMyItems: Boolean!, showMySharedItems: Boolean!, showManagingUnitItems: Boolean!, isEnabled: Boolean!
Dashboard-wide ownership scope of a configurable dashboard: whether own, shared and managing-unit records are included in its items.
| Field | Type | Description |
|---|---|---|
showMyItems | Boolean! | When true, records owned by the viewer are included. |
showMySharedItems | Boolean! | When true, records shared with the viewer are included. |
showManagingUnitItems | Boolean! | When true, records owned by users in the viewer's managed units are included. |
isEnabled | Boolean! | Whether the role-based visibility scope is applied. When false, records are not restricted by ownership role. |
DashboardSchema object structure: [DashboardTabItem!]!
Settings of a dashboard report: its tabs, each showing a saved dashboard for one record type.
| Field | Type | Description |
|---|---|---|
structure | [DashboardTabItem!]! | Ordered list of dashboard tabs making up the layout, one per record type. |
DashboardSection object sectionAlignment: ColumnAlignment!
Dashboard item used as a section header that separates groups of other items.
| Field | Type | Description |
|---|---|---|
sectionAlignment | ColumnAlignment! | Horizontal alignment of the section header text: Left, Center, or Right. |
DashboardTabItem interface id: ID!
Tab of a dashboard report; each implementation holds the saved dashboard of one record type (accounts, activities, contacts, leads or opportunities).
| Field | Type | Description |
|---|---|---|
id | ID! | Identifier of the dashboard tab. |
DashboardTarget object 9 fields: targetType, target, targetSourceEntity, …
Dashboard item that shows the progress of an aggregated value toward a goal, drawn as a radial, gauge, target or progress bar.
| Field | Type | Description |
|---|---|---|
targetType | DashboardTargetTypeEnum! | Visual style used to render progress toward the goal: Radial, Gauge, Target, or ProgressBar. |
target | DashboardTargetTab | Goal definition the actual value is compared against. |
targetSourceEntity | EntityNameEnum! | Record type whose records are aggregated to produce the actual value (e.g. Opportunity, Lead, Activity). |
targetSourceEntityApiName | String | API name of the source record type when it is a custom entity; null for built-in entities. |
targetAggregationField | UUID | Identifier of the field aggregated to produce the actual value; null when the aggregation function is a record count. |
targetAggregationFunction | AggregationOperator! | Aggregation applied to the source records: Count, Sum, Average, Min, or Max. |
targetFilter | FieldFilter! | Filter conditions limiting which source records contribute to the actual value. |
targetAggregationLookupFieldId | UUID | Identifier of the lookup relation field to traverse before aggregating, when aggregating a field on a related record. |
targetColor | Int | Color of the progress indicator, as a packed RGB integer. |
DashboardTargetTab object targetDefinition: UUID, goal: Float
Goal a dashboard item is measured against: a saved target or forecast, or a goal value entered on the item.
| Field | Type | Description |
|---|---|---|
targetDefinition | UUID | Identifier of a saved Target or Forecast supplying the goal; when null, the inline goal value is used instead. |
goal | Float | Goal value the item measures progress against when no targetDefinition is referenced; may be null when targetDefinition supplies the goal. |
DashboardTargetTypeEnum enum Radial, Gauge, Target, ProgressBar
Visual style of a dashboard target widget showing progress toward a goal.
| Value | Description |
|---|---|
Radial | Circular progress ring. |
Gauge | Semicircular gauge with a needle. |
Target | Concentric target (bullseye) visual. |
ProgressBar | Horizontal progress bar. |
DashboardTile object 9 fields: tileId, tileSourceEntity, tileSourceEntityApiName, …
Dashboard tile that shows one aggregated value (count, sum, average, minimum or maximum) of the records of a chosen type.
| Field | Type | Description |
|---|---|---|
tileId | UUID! | Identifier of the tile. |
tileSourceEntity | EntityNameEnum! | Record type the tile aggregates over (e.g. Opportunity, Lead, Activity). |
tileSourceEntityApiName | String | API name of the source record type when it is a custom entity; null for built-in entities. |
tileAggregationField | UUID | Identifier of the field aggregated by the tile; null when the aggregation function is a record count. |
tileAggregationFunction | AggregationOperator! | Aggregation applied to the source records: Count, Sum, Average, Min, or Max. |
tileAggregationLookupFieldId | UUID | Identifier of the lookup relation field to traverse before aggregating, when aggregating a field on a related record. |
tileChangedRecords | DashboardTileChangedRecords! | Configuration for highlighting records changed within a recent period. |
tileConditionalFormatting | [DashboardTileConditionalFormatting!] | Ordered color rules applied to the tile value; the first matching rule sets the tile color. |
tileFilter | FieldFilter! | Filter conditions limiting which source records are aggregated by the tile. |
DashboardTileChangedRecords object fieldIds: [UUID!], customPeriodValue: Float, isEnabled: Boolean, period: HighlightPeriodEnum
Settings of a dashboard tile for highlighting records that changed within a recent period.
| Field | Type | Description |
|---|---|---|
fieldIds | [UUID!] | Identifiers of the fields whose changes are tracked; a record counts as changed when any of these fields changed within the period. |
customPeriodValue | Float | Number of days in the look-back window when period is Custom. |
isEnabled | Boolean | When true, the tile highlights records changed within the period. |
period | HighlightPeriodEnum | Look-back window for detecting changed records (last 7/14/30 days, last 3/6 months, last year, or Custom days set by customPeriodValue). |
DashboardTileConditionalFormatting object operator: FieldOperator!, firstValue: Float, secondValue: Float, color: Int!
Rule that colors a dashboard tile when its value meets a condition.
| Field | Type | Description |
|---|---|---|
operator | FieldOperator! | Comparison applied between the tile value and firstValue (and secondValue for range operators such as Between) to decide whether this color applies. |
firstValue | Float | Threshold compared against the tile value using the operator. |
secondValue | Float | Upper bound used together with firstValue for range operators such as Between. |
color | Int! | Color applied to the tile when the condition matches, as a packed RGB integer. |
EntitySubtypeItem object kind: EntitySubtypeKind!, formId: [ID!]
Subtype of records a report box includes, such as tasks or appointments, optionally limited to specific types.
| Field | Type | Description |
|---|---|---|
kind | EntitySubtypeKind! | Subtype of the box entity to include, such as Task, Appointment, Email, Lead, Opportunity or Quote. |
formId | [ID!] | Identifiers of the activity or form templates that further restrict which records of this subtype are included. |
EntitySubtypeKind enum Task, Appointment, Memo, Email, Lead, Opportunity, Timeframe, Quote
Concrete subtype of a combined entity (for example Task or Appointment for activities, Memo or Email for messages, Lead or Opportunity for sales records) that a report, box or rollup is limited to.
| Value | Description |
|---|---|
Task | Tasks among activities. |
Appointment | Appointments among activities. |
Memo | Memos (notes) among messages. |
Email | Emails among messages. |
Lead | Leads among sales records. |
Opportunity | Opportunities among sales records. |
Timeframe | Forecast timeframes. |
Quote | Quotes. |
FilterSiblingBox object 7 fields: id, calculationFieldId, entityType, …
Box of a report that refers to related records only for filtering, without showing columns.
| Field | Type | Description |
|---|---|---|
id | ID! | Unique identifier of the box within the report structure. |
calculationFieldId | ID | Id of the opportunity value field the report uses for amount calculations, such as won amounts compared with targets; applied only when the box entity is Opportunity or LeadOppty. |
entityType | EntityNameEnum! | Entity type whose records this box reports on, such as Account, Lead or Opportunity. |
entityApiName | String | API name of the entity for this box; set for custom entities to identify which one is used. |
entitySubtypes | [EntitySubtypeItem!] | List of possible entity subtypes of entityType, if entity type is abstract you can supply with entityTypes of all children of abstract entity |
lookupFieldId | UUID | Identifier of the lookup field that links this sibling box to its parent box; set when the relation is defined through a specific lookup field. |
relation | SiblingBoxRelationType | How records in this sibling box relate to the parent box, either an aggregation over related records or a predefined hardcoded relation. |
ForecastSchema object structure: [ForecastTabItem!]!
Settings of a forecast report: the forecast tabs it is made of.
| Field | Type | Description |
|---|---|---|
structure | [ForecastTabItem!]! | Ordered list of forecast items that make up the forecast report tab. |
ForecastTabItem interface id: ID!
Tab of a forecast report; implemented by the opportunity forecast tab.
| Field | Type | Description |
|---|---|---|
id | ID! | Id of the forecast item within the report tab. |
HardcodedAggregationType enum Sum, Average, Max
How values of several related records are combined into one value for a predefined relationship.
| Value | Description |
|---|---|
Sum | Adds up the related values. |
Average | Averages the related values. |
Max | Takes the highest related value. |
HardcodedRelation object relationType: SiblingRelationType!, onlyRowsWithRelatedRecords: Boolean, aggregationType: HardcodedAggregationType
Predefined relation that selects the related record of a report sibling box, such as the next scheduled activity or the last note.
| Field | Type | Description |
|---|---|---|
relationType | SiblingRelationType! | Predefined relationship that selects which related record this sibling box pulls in, such as the next scheduled activity, the last won opportunity or the last note. |
onlyRowsWithRelatedRecords | Boolean | When true, the report keeps only main rows that have a matching related record for this relation; when false, rows without a match are still shown. |
aggregationType | HardcodedAggregationType | How values from multiple related records are combined into a single value (Sum, Average or Max). |
LeadDashboardProfileTab object id: ID!, leadDashboardProfile: LeadDashboardProfile
Lead tab of a dashboard report, holding the saved lead dashboard it shows.
| Field | Type | Description |
|---|---|---|
id | ID! | Identifier of the dashboard tab. |
leadDashboardProfile | LeadDashboardProfile | Saved dashboard profile (filter, role and view) shown on this lead dashboard tab. |
LeadRoleTab object showMyItems: Boolean!, showMySharedItems: Boolean!, showManagingUnitItems: Boolean!, showUnassignedItems: Boolean!
Ownership scope of lead reports and views: which leads are included by their relation to the current user.
| Field | Type | Description |
|---|---|---|
showMyItems | Boolean! | When true, includes records owned by the current user. |
showMySharedItems | Boolean! | When true, includes records shared with the current user. |
showManagingUnitItems | Boolean! | When true, includes records owned by users in the sales units the current user manages. |
showUnassignedItems | Boolean! | When true, includes records that have no owner assigned. |
OpportunityDashboardProfileTab object id: ID!, opportunityDashboardProfile: OpportunityDashboardProfile
Opportunity tab of a dashboard report, holding the saved opportunity dashboard it shows.
| Field | Type | Description |
|---|---|---|
id | ID! | Identifier of the dashboard tab. |
opportunityDashboardProfile | OpportunityDashboardProfile | Saved dashboard profile (filter, role and view) shown on this opportunity dashboard tab. |
OpportunityForecastProfileTab object id: ID!, opportunityForecastProfile: OpportunityForecastProfile
Opportunity forecast tab of a forecast report, holding the saved forecast it shows.
| Field | Type | Description |
|---|---|---|
id | ID! | Id of the forecast item within the report tab. |
opportunityForecastProfile | OpportunityForecastProfile | Saved opportunity forecast view (filter, sales pipeline, grouping, columns and quota) backing this forecast tab. |
PivotTable object 8 fields: id, parentId, sortOrder, …
Pivot table of a report: summarizes records of one type by row and column dimensions, with its filter and view settings.
| Field | Type | Description |
|---|---|---|
id | ID! | Unique identifier of this item within the report structure. |
parentId | ID | ID of a parent report structure, if ID is NULL this identifies root item, no more than one root item is allowed |
sortOrder | Int! | Order of the item on the within same parent |
entityType | EntityNameEnum! | Entity type whose records the pivot reports on, such as Account, Lead or Opportunity. |
entityApiName | String | API name of the entity for this pivot; set for custom entities to identify which one is used. |
entitySubtypes | [EntitySubtypeItem!] | List of possible entity subtypes of entityType, if entity type is abstract you can supply with entityTypes of all children of abstract entity |
calculationFieldId | ID | Id of the opportunity value field the pivot uses for amount calculations; applied only when the main box or pivot entity is Opportunity or LeadOppty. |
tabs | PivotReportTabsInterface! | Filter and view settings for the pivot report. |
ReportBoxInterface interface 5 fields: id, calculationFieldId, entityType, …
Box of a report: a set of records of one type, identified within the report structure.
| Field | Type | Description |
|---|---|---|
id | ID! | Unique identifier of the box within the report structure. |
calculationFieldId | ID | Id of the opportunity value field the report uses for amount calculations, such as won amounts compared with targets; applied only when the box entity is Opportunity or LeadOppty. |
entityType | EntityNameEnum! | Entity type whose records this box reports on, such as Account, Lead or Opportunity. |
entityApiName | String | API name of the entity for this box; set for custom entities to identify which one is used. |
entitySubtypes | [EntitySubtypeItem!] | List of possible entity subtypes of entityType, if entity type is abstract you can supply with entityTypes of all children of abstract entity |
ReportMainBox object 7 fields: id, calculationFieldId, entityType, …
Main box of a report table: the record type each row represents and its displayed columns.
| Field | Type | Description |
|---|---|---|
id | ID! | Unique identifier of the box within the report structure. |
calculationFieldId | ID | Id of the opportunity value field the report uses for amount calculations, such as won amounts compared with targets; applied only when the box entity is Opportunity or LeadOppty. |
entityType | EntityNameEnum! | Entity type whose records this box reports on, such as Account, Lead or Opportunity. |
entityApiName | String | API name of the entity for this box; set for custom entities to identify which one is used. |
entitySubtypes | [EntitySubtypeItem!] | List of possible entity subtypes of entityType, if entity type is abstract you can supply with entityTypes of all children of abstract entity |
name | String! | Name of the box, shown as the heading above the box's columns in printed and exported reports. |
displayFields | [DisplayFieldItem!]! | An ordered list of field ID to display with width and color information from box source |
ReportSchema object structure: [ReportStructureItem!]!, isAdvancedReport: Boolean
Settings of a table or advanced report: its structure of report tables and pivot tables.
| Field | Type | Description |
|---|---|---|
structure | [ReportStructureItem!]! | Flat list of the report's structure items (tables and pivots) linked by parent identifiers to form the report tree; exactly one item is the root. |
isAdvancedReport | Boolean | This flag defines if report should be handled with advanced report GUI or not |
ReportSettings union ReportSchema | DashboardSchema | ForecastSchema | BetterDashboardSchema
Settings of a report; the variant depends on the report type: a table or advanced report, a dashboard report or a forecast report.
ReportSiblingBox object 9 fields: id, calculationFieldId, entityType, …
Box of a report table that shows columns from records related to the main box.
| Field | Type | Description |
|---|---|---|
id | ID! | Unique identifier of the box within the report structure. |
calculationFieldId | ID | Id of the opportunity value field the report uses for amount calculations, such as won amounts compared with targets; applied only when the box entity is Opportunity or LeadOppty. |
entityType | EntityNameEnum! | Entity type whose records this box reports on, such as Account, Lead or Opportunity. |
entityApiName | String | API name of the entity for this box; set for custom entities to identify which one is used. |
entitySubtypes | [EntitySubtypeItem!] | List of possible entity subtypes of entityType, if entity type is abstract you can supply with entityTypes of all children of abstract entity |
name | String! | Name of the box, shown as the heading above the box's columns in printed and exported reports. |
displayFields | [DisplayFieldItem!]! | An ordered list of field ID to display with width and color information from box source |
lookupFieldId | UUID | Identifier of the lookup field that links this sibling box to its parent box; set when the relation is defined through a specific lookup field. |
relation | SiblingBoxRelationType | How records in this sibling box relate to the parent box, either an aggregation over related records or a predefined hardcoded relation. |
ReportStructureItem interface id: ID!, parentId: ID, sortOrder: Int!
Item of a report structure: a report table or pivot table placed in the report tree.
| Field | Type | Description |
|---|---|---|
id | ID! | Unique identifier of this item within the report structure. |
parentId | ID | ID of a parent report structure, if ID is NULL this identifies root item, no more than one root item is allowed |
sortOrder | Int! | Order of the item on the within same parent |
ReportTable object 6 fields: id, parentId, sortOrder, …
Report table: rows of a main record type with columns from related records, plus its filter and view settings.
| Field | Type | Description |
|---|---|---|
id | ID! | Unique identifier of this item within the report structure. |
parentId | ID | ID of a parent report structure, if ID is NULL this identifies root item, no more than one root item is allowed |
sortOrder | Int! | Order of the item on the within same parent |
mainBox | ReportMainBox! | Primary box of the table, defining the entity each row represents and its displayed columns. |
siblingBoxes | [SiblingBoxInterface!]! | Related boxes joined to the main box to pull in or aggregate data from related records. |
tabs | TableReportTabsInterface! | Filter and view settings for the table report. |
RoleTabInterface interface showMyItems: Boolean!
Ownership scope of a report or view: which records are included by their relation to the current user.
| Field | Type | Description |
|---|---|---|
showMyItems | Boolean! | When true, includes records owned by the current user. |
SiblingBoxInterface interface 7 fields: id, calculationFieldId, entityType, …
Box joined to a report table's main box that brings in or aggregates data from related records.
| Field | Type | Description |
|---|---|---|
id | ID! | Unique identifier of the box within the report structure. |
calculationFieldId | ID | Id of the opportunity value field the report uses for amount calculations, such as won amounts compared with targets; applied only when the box entity is Opportunity or LeadOppty. |
entityType | EntityNameEnum! | Entity type whose records this box reports on, such as Account, Lead or Opportunity. |
entityApiName | String | API name of the entity for this box; set for custom entities to identify which one is used. |
entitySubtypes | [EntitySubtypeItem!] | List of possible entity subtypes of entityType, if entity type is abstract you can supply with entityTypes of all children of abstract entity |
lookupFieldId | UUID | Identifier of the lookup field that links this sibling box to its parent box; set when the relation is defined through a specific lookup field. |
relation | SiblingBoxRelationType | How records in this sibling box relate to the parent box, either an aggregation over related records or a predefined hardcoded relation. |
SiblingBoxRelationType union AggregationRelation | HardcodedRelation
How a sibling box relates to its parent box: an aggregation over the related records or a predefined relation.
VisibleBoxInterface interface name: String!, displayFields: [DisplayFieldItem!]!
Report box whose fields are shown as columns: its name and displayed fields.
| Field | Type | Description |
|---|---|---|
name | String! | Name of the box, shown as the heading above the box's columns in printed and exported reports. |
displayFields | [DisplayFieldItem!]! | An ordered list of field ID to display with width and color information from box source |