curl --request POST \
--url https://advisor.redbark.com/api/v1/reports \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"client_id": "<string>"
}
'const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({client_id: '<string>'})
};
fetch('https://advisor.redbark.com/api/v1/reports', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));import requests
url = "https://advisor.redbark.com/api/v1/reports"
payload = { "client_id": "<string>" }
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text){
"object": "report",
"id": "<string>",
"client_id": "<string>",
"client_name": "<string>",
"kind": "balance_summary",
"format": "pdf",
"as_at": "<string>",
"period_start": "<string>",
"period_end": "<string>",
"page_count": 123,
"file_name": "<string>",
"created_by_member_id": "<string>",
"created_at": "<string>",
"download_url": "<string>",
"download_expires_at": "<string>"
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}Export a report
Exports a report for a client as a PDF on the firm letterhead or as a CSV. balance_summary needs as_at; spending_summary and income_expenses need period_start and period_end, at most two years apart. No date may be in the future. An archived client cannot be reported on. Returns the report with a download_url that works for 15 minutes.
curl --request POST \
--url https://advisor.redbark.com/api/v1/reports \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"client_id": "<string>"
}
'const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({client_id: '<string>'})
};
fetch('https://advisor.redbark.com/api/v1/reports', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));import requests
url = "https://advisor.redbark.com/api/v1/reports"
payload = { "client_id": "<string>" }
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text){
"object": "report",
"id": "<string>",
"client_id": "<string>",
"client_name": "<string>",
"kind": "balance_summary",
"format": "pdf",
"as_at": "<string>",
"period_start": "<string>",
"period_end": "<string>",
"page_count": 123,
"file_name": "<string>",
"created_by_member_id": "<string>",
"created_at": "<string>",
"download_url": "<string>",
"download_expires_at": "<string>"
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}{
"error": {
"type": "invalid_request_error",
"code": "<string>",
"message": "<string>",
"param": "<string>",
"request_id": "<string>"
}
}Authorizations
A firm API key, shown once when it is made, or a connected app’s OAuth access token. Each operation lists the scope it needs, such as clients:write.
Body
The client the report is about, from list_clients.
1 - 60balance_summary: every account and its balance on as_at. spending_summary: money out by category over a period. income_expenses: money in and out by month over a period.
balance_summary, spending_summary, income_expenses pdf (the default) or csv.
pdf, csv A calendar day in Sydney, as YYYY-MM-DD.
A calendar day in Sydney, as YYYY-MM-DD.
A calendar day in Sydney, as YYYY-MM-DD.
Response
Created.
report balance_summary: every account and its balance on as_at. spending_summary: money out by category over a period. income_expenses: money in and out by month over a period.
balance_summary, spending_summary, income_expenses pdf, csv An ISO 8601 time in UTC.
Fetches the file without a key. Works for 15 minutes; get the report again for a new one.
An ISO 8601 time in UTC.

