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Reports endpoints

19 endpoints: Overview, CRM, Sales, Dashboards and more.

Every endpoint in Reports: 19 operations across 11 resources. Each one takes the same API key and returns the same error shapes as the rest of the API; see Authentication and Errors and limits.

Every path below is relative to https://app.jaicrm.ai. A key only reaches what it was granted when it was created, an endpoint you cannot use answers 403 rather than hiding.

Dashboards

GET/api/dashboards/

List dashboards

curl -X GET https://app.jaicrm.ai/api/dashboards/ 
  -H 'Authorization: Bearer YOUR_API_KEY'

GET/api/dashboards/{id}

Read one dashboard

ParameterTypeRequiredNotes
idstringRequiredThe record’s id.
curl -X GET https://app.jaicrm.ai/api/dashboards/RECORD_ID 
  -H 'Authorization: Bearer YOUR_API_KEY'

POST/api/dashboards/

Create a dashboard

curl -X POST https://app.jaicrm.ai/api/dashboards/ 
  -H 'Authorization: Bearer YOUR_API_KEY'

PATCH/api/dashboards/{id}

Change a dashboard

ParameterTypeRequiredNotes
idstringRequiredThe record’s id.
curl -X PATCH https://app.jaicrm.ai/api/dashboards/RECORD_ID 
  -H 'Authorization: Bearer YOUR_API_KEY'

DELETE/api/dashboards/{id}

Delete a dashboard

ParameterTypeRequiredNotes
idstringRequiredThe record’s id.
curl -X DELETE https://app.jaicrm.ai/api/dashboards/RECORD_ID 
  -H 'Authorization: Bearer YOUR_API_KEY'

Schedules

GET/api/reports/schedules

Run the schedules report

curl -X GET https://app.jaicrm.ai/api/reports/schedules 
  -H 'Authorization: Bearer YOUR_API_KEY'

POST/api/reports/schedules

Run the schedules report

curl -X POST https://app.jaicrm.ai/api/reports/schedules 
  -H 'Authorization: Bearer YOUR_API_KEY'

POST/api/reports/schedules/{id}/send

Run the send report

ParameterTypeRequiredNotes
idstringRequiredThe record’s id.
curl -X POST https://app.jaicrm.ai/api/reports/schedules/RECORD_ID/send 
  -H 'Authorization: Bearer YOUR_API_KEY'

PATCH/api/reports/schedules/{id}

Run the schedules report

ParameterTypeRequiredNotes
idstringRequiredThe record’s id.
curl -X PATCH https://app.jaicrm.ai/api/reports/schedules/RECORD_ID 
  -H 'Authorization: Bearer YOUR_API_KEY'

DELETE/api/reports/schedules/{id}

Run the schedules report

ParameterTypeRequiredNotes
idstringRequiredThe record’s id.
curl -X DELETE https://app.jaicrm.ai/api/reports/schedules/RECORD_ID 
  -H 'Authorization: Bearer YOUR_API_KEY'

Overview

GET/api/dashboards/overview

List overview

curl -X GET https://app.jaicrm.ai/api/dashboards/overview 
  -H 'Authorization: Bearer YOUR_API_KEY'

CRM

GET/api/dashboards/crm

List crm

curl -X GET https://app.jaicrm.ai/api/dashboards/crm 
  -H 'Authorization: Bearer YOUR_API_KEY'

Sales

GET/api/dashboards/sales

List sales

curl -X GET https://app.jaicrm.ai/api/dashboards/sales 
  -H 'Authorization: Bearer YOUR_API_KEY'

Widget data

POST/api/dashboards/widget-data

Create a widget data

curl -X POST https://app.jaicrm.ai/api/dashboards/widget-data 
  -H 'Authorization: Bearer YOUR_API_KEY'

Data

GET/api/dashboards/{id}/data

List data

ParameterTypeRequiredNotes
idstringRequiredThe record’s id.
curl -X GET https://app.jaicrm.ai/api/dashboards/RECORD_ID/data 
  -H 'Authorization: Bearer YOUR_API_KEY'

Sources

GET/api/dashboards/sources

List sources

curl -X GET https://app.jaicrm.ai/api/dashboards/sources 
  -H 'Authorization: Bearer YOUR_API_KEY'

Reports

GET/api/reports/

List reports

curl -X GET https://app.jaicrm.ai/api/reports/ 
  -H 'Authorization: Bearer YOUR_API_KEY'

Run

GET/api/reports/{key}/run

Run the run report

ParameterTypeRequiredNotes
keystringRequiredThe record’s id.
curl -X GET https://app.jaicrm.ai/api/reports/RECORD_ID/run 
  -H 'Authorization: Bearer YOUR_API_KEY'

Export.{format}

GET/api/reports/{key}/export.{format}

Run the export.:format report

ParameterTypeRequiredNotes
keystringRequiredThe record’s id.
formatstringRequiredThe record’s id.
curl -X GET https://app.jaicrm.ai/api/reports/RECORD_ID/export.RECORD_ID 
  -H 'Authorization: Bearer YOUR_API_KEY'

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