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POST
/
v5
/
reports
/
report
Generate a report
curl --request POST \
  --url https://sandbox.hurdlr.com/rest/v5/reports/report \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: */*' \
  --data '
{
  "name": "profitAndLoss",
  "params": {
    "endDate": "2021-12-31",
    "beginDate": "2021-01-01",
    "businessIds": [
      123
    ],
    "clientIds": [
      123
    ]
  },
  "exportType": "PDF",
  "emails": [
    "<string>"
  ],
  "date": "2023-11-07T05:31:56Z"
}
'
{
  "url": "<string>",
  "fileName": "<string>",
  "result": "SUCCESS",
  "htmlReport": "<string>",
  "jsonReport": {},
  "errors": {
    "fieldErrors": {},
    "globalErrors": [
      {
        "type": "DUPLICATE",
        "errorMessage": "<string>"
      }
    ]
  }
}

Documentation Index

Fetch the complete documentation index at: https://docs.tight.com/llms.txt

Use this file to discover all available pages before exploring further.

Authorizations

​
Authorization
string
header
required

The access token received from the authorization server in the OAuth 2.0 flow.

Body

*/*

Parameters for the report v5 endpoint

​
name
enum<string>
required

Name of the specific report to be generated

Available options:
profitAndLoss,
revenuesByBusiness,
revenuesByClient,
revenueList,
personalRevenues,
expensesByBusiness,
expensesByCategory,
expensesByClient,
expensesByVendor,
expenseList,
personalExpensesByCategory,
personalExpensesByVendor,
recurringVendors,
agedAccountsReceivable,
agedAccountsPayable,
balanceSheet,
cashFlowStatement,
trialBalance,
scheduleC,
t2125,
form1065,
form1120S,
form1120
Example:

"profitAndLoss"

​
params
object
required
​
exportType
enum<string>

Export type for the report, defaults to HTML

Available options:
HTML,
PDF,
XLS,
JSON,
XLSX,
CSV,
LLM
Example:

"PDF"

​
emails
string[]

List of emails to which to send the report. Only valid for PDF and XLSX exportTypes.

List of emails to which to send the report. Only valid for PDF and XLSX exportTypes.

​
date
string<date-time>

Date the report was generated on (displayed in the footer of the PDF report)

Response

200 - application/json

Successful operation

​
url
string
​
fileName
string
​
result
enum<string>
Available options:
SUCCESS,
FAILURE_CLOUDSTORAGE_NOT_SETUP,
FAILURE_UPLOAD_ERROR,
MASTER_SUCCESS_PERSONAL_FAILURE_UPLOAD_ERROR,
FAILURE_NO_DATA,
FAILURE_TOKEN_INVALIDATED,
FAILURE_EMAIL_TOKEN_INVALIDATED,
FAILURE_UNKNOWN_ERROR,
FAILURE_USER_OVER_QUOTA,
FAILURE_VALIDATION_ERROR
​
htmlReport
string
​
jsonReport
object
​
errors
object

Error object containing details errors incurred, if any