Request a report

The system provides some standard reports for consumption. Reports are generated on demand and available for download for 24 hours.

The reports available by default are:

Report	Filter	Description
accounts	date	List of all existing accounts, their currencies and balances and classifications based on the current Chart of Accounts
transactions	date from, date to	List of transactions for the period
daily_book	date from, date to	List of all entries ordered by creation date
ledger	date from, date to	List of all journals ordered by creation date
settled_at_balance_sheet	date and currency	Balance sheet by accounting date (settled_at)
consolidated_balance_sheet	date and currency	Consolidated balance sheet of all tenants

The reports will be generated as files in CSV format and their file name consists of the name of the report followed by the filter used and request timestamp.

The POST /report/request must be performed to request a report to be created.

Report request example:

{
  "report_type": "accounts",
  "date": "2024-03-01"
}

Response example:

{
  "file_name": "accounts_20240301_20240303112617325.csv",
  "status": "processing"
}