Reports

Generate and access various business reports including financial summaries, operational metrics, and custom reports.

Quick Reference

Method

Endpoint

Description

POST

/api/reports/insurance

POST

/api/reports/sales

POST

/api/reports/sales/summary

POST

/api/reports/referredBy

POST

/api/reports/web2Lead

POST

/api/reports/topRevenueSalesReps

POST

/api/reports/topRevenueCustomers

POST

/api/reports/salesDrilldown

POST /api/reports/insurance

Example Request:

from ABConnect import ABConnectAPI

# Initialize the API client
api = ABConnectAPI()

# Make the API call
response = api.raw.post(
    "/api/reports/insurance"
,
    data=
    {
        "example": "data"
}

)

# Process the response
print(response)

Sample Response:

1{
2  "id": "789e0123-e89b-12d3-a456-426614174002",
3  "status": "created",
4  "message": "Resource created successfully"
5}

POST /api/reports/sales

Example Request:

from ABConnect import ABConnectAPI

# Initialize the API client
api = ABConnectAPI()

# Make the API call
response = api.raw.post(
    "/api/reports/sales"
,
    data=
    {
        "example": "data"
}

)

# Process the response
print(response)

Sample Response:

1{
2  "id": "789e0123-e89b-12d3-a456-426614174002",
3  "status": "created",
4  "message": "Resource created successfully"
5}

POST /api/reports/sales/summary

Example Request:

from ABConnect import ABConnectAPI

# Initialize the API client
api = ABConnectAPI()

# Make the API call
response = api.raw.post(
    "/api/reports/sales/summary"
,
    data=
    {
        "example": "data"
}

)

# Process the response
print(response)

Sample Response:

1{
2  "id": "789e0123-e89b-12d3-a456-426614174002",
3  "status": "created",
4  "message": "Resource created successfully"
5}

POST /api/reports/referredBy

Example Request:

from ABConnect import ABConnectAPI

# Initialize the API client
api = ABConnectAPI()

# Make the API call
response = api.raw.post(
    "/api/reports/referredBy"
,
    data=
    {
        "example": "data"
}

)

# Process the response
print(response)

Sample Response:

1{
2  "id": "789e0123-e89b-12d3-a456-426614174002",
3  "status": "created",
4  "message": "Resource created successfully"
5}

POST /api/reports/web2Lead

Example Request:

from ABConnect import ABConnectAPI

# Initialize the API client
api = ABConnectAPI()

# Make the API call
response = api.raw.post(
    "/api/reports/web2Lead"
,
    data=
    {
        "example": "data"
}

)

# Process the response
print(response)

Sample Response:

1{
2  "id": "789e0123-e89b-12d3-a456-426614174002",
3  "status": "created",
4  "message": "Resource created successfully"
5}

POST /api/reports/topRevenueSalesReps

Example Request:

from ABConnect import ABConnectAPI

# Initialize the API client
api = ABConnectAPI()

# Make the API call
response = api.raw.post(
    "/api/reports/topRevenueSalesReps"
,
    data=
    {
        "example": "data"
}

)

# Process the response
print(response)

Sample Response:

1{
2  "id": "789e0123-e89b-12d3-a456-426614174002",
3  "status": "created",
4  "message": "Resource created successfully"
5}

POST /api/reports/topRevenueCustomers

Example Request:

from ABConnect import ABConnectAPI

# Initialize the API client
api = ABConnectAPI()

# Make the API call
response = api.raw.post(
    "/api/reports/topRevenueCustomers"
,
    data=
    {
        "example": "data"
}

)

# Process the response
print(response)

Sample Response:

1{
2  "id": "789e0123-e89b-12d3-a456-426614174002",
3  "status": "created",
4  "message": "Resource created successfully"
5}

POST /api/reports/salesDrilldown

Example Request:

from ABConnect import ABConnectAPI

# Initialize the API client
api = ABConnectAPI()

# Make the API call
response = api.raw.post(
    "/api/reports/salesDrilldown"
,
    data=
    {
        "example": "data"
}

)

# Process the response
print(response)

Sample Response:

1{
2  "id": "789e0123-e89b-12d3-a456-426614174002",
3  "status": "created",
4  "message": "Resource created successfully"
5}