Reports

Create Report

Create a new report for the current customer. Requires admin authentication.

post/admin/reports

Request

  • Base URL: https://api.openintake.ai (the document declares no server; this is the origin it was published from)
  • URL: https://api.openintake.ai/admin/reports
  • Auth: none declared

Request body

namestring required

Report name

report_type'leads_summary' | 'inquiries_summary' required

Report type enum for Pydantic schemas

frequency'daily' | 'weekly' required

Report frequency enum for Pydantic schemas

send_timestring

Time of day to send the report (HH:MM:SS)

emailsstring[]

List of email addresses

user_idsstring[]

List of user IDs to receive the report

staff_group_idsstring[]

List of staff group IDs to receive the report

leads_summary_include_qualifiedboolean

Include qualified leads in leads summary report

leads_summary_include_partially_qualifiedboolean

Include partially qualified leads in leads summary report

leads_summary_include_no_matched_caseboolean

Include no matched case leads in leads summary report

Response

Successful Response

idstring required

Report ID

namestring required

Report name

messagestring required

Success message

Changes

No recorded changes to this operation across all 57 revisions of this API.