Reporting

Lists report-ready quote rows from the quote reporting view, including totals, cost, status, and lifecycle dates, so callers do not need to hand-assemble quote-level summary data.

post/api/reporting/quote/list

Query parameters

Sort.Fieldstring

Sort field

Sort.Dir'ascending' | 'descending'

Specify sorting direction.

Sort direction

Skipinteger

Number of records to skip. Defaults to 0. Combine with FulcrumProduct.PublicApi.Dto.Common.PagingDto.Take to page through a result set larger than one page.

Takeinteger

Number of records to return. Validation accepts 0 through 5000, but 0 is not a page size and what an endpoint does with it varies, so send a value from 1 to 5000.

Two cases differ. A request that supplies paging but leaves this field out takes this field's default of <b>50</b>. A request that supplies no paging at all is endpoint-specific — some define their own fallback — so it does not reliably mean any particular number of records. Either way the response says nothing about records it did not return, so send this explicitly whenever the size of the answer matters. Endpoints returning a paged envelope report totalCount and hasNextPage alongside the records; endpoints returning a bare array report neither, so page those with FulcrumProduct.PublicApi.Dto.Common.PagingDto.Skip until a page comes back shorter than the value requested.

Request body

quotedDateFromstring date-time nullable

Inclusive lower bound applied to the quote's Quoted Date. Null means no lower bound.

quotedDateTostring date-time nullable

Inclusive upper bound applied to the quote's Quoted Date (the whole to day is included). Null means no upper bound.

statusstring nullable

Optional exact-match filter on the quote lifecycle status. Null means no status filter.

customerNamestring nullable

Optional exact-match filter on the customer name. Null means no customer filter.

Response

A page of quote report rows with the total matching count.

pageinteger required

The 1-indexed page

pageSizeinteger required

The page size

totalCountinteger required

The total count of records

totalPagesinteger required

The total pages

hasPreviousPageboolean required

True if there is a previous page

hasNextPageboolean required

True if there is a next page

Changes