There are two ways to setup a report, either via the dashboard or via the API.

​
Using Dashboard

  1. Go to Reports in the top bar
  2. Choose the type of report you want to generate
  3. Follow the creation steps
  4. Check the report’s executions in “Generated” tab
  5. Download report

​
Using API

​
1. Create a report

Request: POST {url}/reports/

{
  "name": "Successful captures",
  "spec": {
    "params": {
      "fields": ["id", "captured_at", "amount"],
      "sort": [
        {
          "field": "created_at",
          "order": "asc"
        }
      ],
      "filters": {
        "status": ["capture_succeeded"]
      }
    }
  }
}

Response:

{
  "type": "report",
  "id": "71aa8d49-5ec7-43aa-b13c-9b16fdae0f9b",
  "name": "Successful captures",
  "created_at": "2022-10-28T10:15:36.547789+00:00",
  "updated_at": "2022-10-28T10:15:36.547789+00:00",
  "next_execution_at": null,
  "description": null,
  "schedule": "once",
  "schedule_enabled": false,
  "schedule_timezone": "Etc/UTC",
  "spec": {
    "model": "transactions",
    "params": {
      "sort": [
        {
          "field": "created_at",
          "order": "asc"
        }
      ],
      "fields": ["id", "captured_at", "amount"],
      "filters": {
        "method": null,
        "scheme": null,
        "status": ["capture_succeeded"],
        "currency": null,
        "metadata": null,
        "voided_at": null,
        "created_at": null,
        "captured_at": null,
        "authorized_at": null
      }
    }
  },
  "latest_execution": {
    "type": "report-execution",
    "id": "0848ef01-f44a-4564-abdb-52a1344bac63",
    "created_at": "2022-10-28T10:15:36.571232+00:00",
    "updated_at": "2022-10-28T10:15:36.611495+00:00",
    "status": "dispatched",
    "context": {
      "reference_timestamp": "2022-10-28T10:15:36.571232+00:00",
      "reference_timezone": "Etc/UTC"
    }
  }
}

​
2. Check report’s executions (optional)

Request: GET {url}/reports/71aa8d49-5ec7-43aa-b13c-9b16fdae0f9b/executions

Response:

{
  "items": [
    {
      "type": "report-execution",
      "id": "0848ef01-f44a-4564-abdb-52a1344bac63",
      "created_at": "2022-10-28T10:15:36.571232+00:00",
      "updated_at": "2022-10-28T10:15:36.611495+00:00",
      "status": "dispatched",
      "context": {
        "reference_timestamp": "2022-10-28T10:15:36.571232+00:00",
        "reference_timezone": "Etc/UTC"
      },
      "report": {
        "type": "report",
        "id": "71aa8d49-5ec7-43aa-b13c-9b16fdae0f9b",
        "name": "Successful captures"
      }
    }
  ],
  "limit": 20,
  "next_cursor": null,
  "previous_cursor": null
}

​
3. Generate report’s execution URL

​
3.1. Check that the report’s execution has been processed (optional)

Request: GET {url}/report-executions/0848ef01-f44a-4564-abdb-52a1344bac63

Response:

{
  "type": "report-execution",
  "id": "0848ef01-f44a-4564-abdb-52a1344bac63",
  "created_at": "2022-10-28T10:15:36.571232+00:00",
  "updated_at": "2022-10-28T10:15:46.162249+00:00",
  "status": "succeeded",
  "context": {
    "reference_timestamp": "2022-10-28T10:15:36.571232+00:00",
    "reference_timezone": "Etc/UTC"
  },
  "report": {
    "type": "report",
    "id": "71aa8d49-5ec7-43aa-b13c-9b16fdae0f9b",
    "name": "Successful captures"
  }
}

Status

succeeded status means that the report has been generated.

​
3.2. Generate execution’s URL

Request: POST {url}/reports/71aa8d49-5ec7-43aa-b13c-9b16fdae0f9b/executions/0848ef01-f44a-4564-abdb-52a1344bac63/url

Response:

{
  "url": "https://url/to/report/file",
  "expires_at": "2022-10-28T10:21:33.345947+00:00"
}

Finally, download the report using URL from response.