REST API Projects, targets, forecasts and reportsReports

Reports

Read-only: list and get Reports.

The summaries on this page are generated from the specification; written descriptions come with the next releases of the reference.

Method	Path	Operation
GET	`/entities/Reports`	List Reports
GET	`/entities/Reports/{id}`	Get Report

Reports is read-only: the API offers its read operations only.

GET List Reports

Returns the Reports the API application can read, one page at a time. In the list envelope, total counts every match and page_info pages through them.

Query parameters

Name	Type	Description
`include-deleted`	boolean	Include soft-deleted records. Lists only; get-by-id refuses it.
`first`	integer	Page size. Default 30, maximum 100; a larger value is refused with HTTP 400, code 117.
`last`	integer	Return the last N records of the result; together with `first`, the last N of the first M. Maximum 100.
`before`	string	Cursor from `page_info.start_cursor`, to page backwards. URL-encode it.
`after`	string	Cursor from `page_info.end_cursor` of the previous page. URL-encode it: cursors are base64, and a raw + becomes a space.
`expand`	string	Related records to return inline instead of their URIs, comma-separated; dots reach nested relations, as in `account_relations.account`.
`order-by`	string	Fields to sort by, comma-separated. A leading - sorts descending, as in `-modified`; dotted paths sort by related fields.
`filter`	object	`filter[field]=value`. Separate several values with a raw comma (OR), as in `filter[name]=north,south`. Encode a comma that belongs to a value as %2C. URLSearchParams and Python requests encode every comma, so build the filter part of the query string yourself. Dotted paths filter on related records, as in `filter[owner.email]`. Encode a + in a value as %2B: query values are form-decoded, so a raw + becomes a space.
`filter-op`	object	`filter-op[field]=operator`, one per field: eq (the default), ieq, not-eq, not-ieq, contains, icontains, starts, istarts, ends, iends, gt, gte, lt, lte, between, null, not-null, empty and not-empty. null, not-null, empty and not-empty take no filter value; gt, gte, lt and lte take exactly one.
`load-only`	string	Fields to return, comma-separated (raw or encoded commas both work here); dots select nested fields, as in `owner.id`. All fields are returned without it. Lists only: get-by-id refuses it with HTTP 400, code 118.

Responses

200 Page of Report records.: success, total, page_info, data 400 Bad request 401 Not authenticated 429 Rate limited 500 Server error

curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Reports?first=10&filter%5Bname%5D=north&filter-op%5Bname%5D=icontains' \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"

fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Reports?first=10&filter%5Bname%5D=north&filter-op%5Bname%5D=icontains', {
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`)
  }
})

import os

import requests

response = requests.get(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Reports",
    params={
      "first": "10",
      "filter[name]": "north",
      "filter-op[name]": "icontains"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"])
)

GET Get Report

Returns one record by id. expand returns related records inline instead of their URIs.

Path parameters

Name	Type	Description
`id`	string (uuid)	Id of the Report record to retrieve. Required

Query parameters

Name	Type	Description
`expand`	string	Related records to return inline instead of their URIs, comma-separated; dots reach nested relations. The only parameter this call accepts.

Responses

200 The Report record.: success, data 400 Bad request 401 Not authenticated 404 Not found 429 Rate limited 500 Server error

curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Reports/e8000000-0000-4000-a000-000000000001?expand=owner' \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"

fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Reports/e8000000-0000-4000-a000-000000000001?expand=owner', {
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`)
  }
})

import os

import requests

response = requests.get(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Reports/e8000000-0000-4000-a000-000000000001",
    params={
      "expand": "owner"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"])
)

Report fields

Field	Type	Notes
`id`	uuid	Read-only Unique identifier of entity.
`is_delete_protected`	boolean	Read-only True when the record is protected against deletion because it must always exist in the space.
`is_deleted`	boolean	Read-only Specifies if the entity is considered deleted.
`modified`	date-time	Read-only Last modification time.
`created`	date-time	Read-only Creation time.
`owner`	uri → Clients	Read-only User who owns the report or dashboard.
`reports_folder`	uri → ReportFolders	Read-only Report folder this report is filed under (default folder when empty).
`sync_entity`	uri → Profiles	Read-only Specific record this report is synchronized to.
`access_link`	string	Read-only Public access token used in shareable report URLs.
`ai_conversation`	object	Read-only AI assistant conversation associated with the report (e.g.
`description`	string	Read-only Free-text description shown alongside the report.
`name`	string	Read-only Name of the entity and its default text representation.
`owner_id`	uuid → Clients	Read-only Id of the owning user.
`reports_folder_id`	uuid → ReportFolders	Read-only Id of the parent report folder.
`settings`	object	Read-only Report definition (entity, columns, filters, charts, structure).

Show all 25 fields

Field	Type	Notes
`share_mode`	integer	Read-only Who besides the owner can access the report: nobody (Private, the default), the users and sales units in sharing_clients and sharing_units (Standard), or all …0 Standard · 1 Private · 2 AllView · 3 AllEdit
`share_mode_params`	string	Read-only Legacy additional sharing options; kept with the record but no longer applied.1 · 2
`sync_enabled`	boolean	Read-only When true, name and settings are kept in sync with the linked screen profile; when false, the report is detached from profile sync.
`sync_entity_id`	uuid → Profiles	Read-only Id of the synchronized record.
`type`	integer	Read-only Kind of report: a table or pivot report, a dashboard, an opportunity forecast, or an advanced report built from several linked tables.0 TableReport · 1 DashboardReport · 2 ForecastReport · 3 AdvancedReport
`revision`	integer	Read-only Revision when entity was lastly changed.
`schedule`	uri → ReportSchedules	Read-only The calling user's scheduled email delivery of this report; empty when none is set.
`is_favorite`	boolean	Read-only True when the current user has marked this report as a favorite (see ClientFavorite).
`sharing_units`	array of uri → ReportSharingSalesUnitRelations	Read-only Sales units granted shared access to this report (custom share mode).
`sharing_clients`	array of uri → ReportSharingClientRelations	Read-only Users granted shared access to this report (custom share mode).

Custom fields appear in your space's live spec: fetch it with your credentials.

Every error body has success: false, http_status, code, name and message. Branch on code: the status alone does not tell a missing permission from a bad parameter. All codes: error codes; how to handle them: Errors.

HTTP	When
400	Bad request: a bad or unknown parameter (codes 117, 118), a missing permission (code 50), conflicting data (code 2002) or any other API error. The REST API answers 400 where others answer 403 or 409; check `code`.
401	Not authenticated: missing or wrong credentials, a credential of another space, or an expired token (code 401, ERROR_UNAUTHORIZED).
404	No such record or entity (code 143 ERROR_NO_ENTITY, or 2006 ERROR_UNKNOWN_TYPE).
429	Too many requests (code 182). Wait for the seconds in Retry-After, then retry.
500	Unexpected server error (code 1000, ERROR_UNKNOWN).