> ## Documentation Index > Fetch the complete documentation index at: https://redbark.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # 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. ## OpenAPI ````yaml /openapi/advisor.json post /reports openapi: 3.1.0 info: title: Redbark Advisor API version: 2.0.0 description: >- Read and write access to one advice firm in Redbark Advisor: clients, checklists, documents, money, messages, reports, team and webhooks. Send an API key or a connected app’s access token as a bearer token. A credential carries scopes, one read and one write per area, and each call says the scope it needs. A write scope brings its read scope. Each key may make 120 requests a minute. servers: - url: https://advisor.redbark.com/api/v1 security: - bearerAuth: [] tags: - name: Firm description: The firm, its name and its branding. - name: Team description: Team members and their roles. - name: Clients description: Clients, their people and portal invites. - name: Checklists description: Checklist templates, the checklists sent to clients and their answers. - name: Documents description: Documents clients upload and the details read from them. - name: Money description: Bank connections, accounts, balances and transactions. - name: Document types description: Document types, their fields and the client facts they fill. - name: Messages description: Messages between the firm and clients. - name: Reports description: Reports exported for clients. - name: Webhooks description: Webhook endpoints and their deliveries. - name: Webhook events description: Events sent to your webhook endpoints. paths: /reports: post: tags: - Reports summary: Export a report description: >- 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. operationId: create_report parameters: [] requestBody: required: true content: application/json: schema: type: object properties: client_id: type: string minLength: 1 maxLength: 60 description: The client the report is about, from list_clients. kind: type: string enum: - balance_summary - spending_summary - income_expenses description: >- 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. format: anyOf: - type: string enum: - pdf - csv - type: 'null' description: pdf (the default) or csv. as_at: anyOf: - type: string description: A calendar day in Sydney, as YYYY-MM-DD. - type: 'null' period_start: anyOf: - type: string description: A calendar day in Sydney, as YYYY-MM-DD. - type: 'null' period_end: anyOf: - type: string description: A calendar day in Sydney, as YYYY-MM-DD. - type: 'null' required: - client_id - kind responses: '201': description: Created. content: application/json: schema: $ref: '#/components/schemas/ReportWithDownload' '400': description: The request is not valid. content: application/json: schema: $ref: '#/components/schemas/Error' '401': description: The API key or access token is missing, wrong, expired or revoked. content: application/json: schema: $ref: '#/components/schemas/Error' '402': description: >- subscription_required: the firm has no active subscription, so it cannot add or invite clients or send checklists. content: application/json: schema: $ref: '#/components/schemas/Error' '403': description: >- The credential lacks the scope this call needs, the call is for admins only, or the member it acts as has left the firm. content: application/json: schema: $ref: '#/components/schemas/Error' '404': description: No such resource in this firm. content: application/json: schema: $ref: '#/components/schemas/Error' '409': description: >- The resource is in a state that does not allow this, such as an archived client, or client_limit_reached: the plan’s 20 active clients are in use. content: application/json: schema: $ref: '#/components/schemas/Error' '413': description: The request body is too large. content: application/json: schema: $ref: '#/components/schemas/Error' '429': description: Too many requests. See the Retry-After header. content: application/json: schema: $ref: '#/components/schemas/Error' '500': description: Something went wrong on our side. Try again. content: application/json: schema: $ref: '#/components/schemas/Error' security: - bearerAuth: - reports:write components: schemas: ReportWithDownload: type: object properties: object: type: string enum: - report id: type: string client_id: type: string client_name: type: string kind: type: string enum: - balance_summary - spending_summary - income_expenses description: >- 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. format: type: string enum: - pdf - csv as_at: anyOf: - type: string - type: 'null' period_start: anyOf: - type: string - type: 'null' period_end: anyOf: - type: string - type: 'null' page_count: anyOf: - type: number - type: 'null' file_name: type: string created_by_member_id: anyOf: - type: string - type: 'null' created_at: type: string description: An ISO 8601 time in UTC. download_url: anyOf: - type: string - type: 'null' description: >- Fetches the file without a key. Works for 15 minutes; get the report again for a new one. download_expires_at: anyOf: - type: string description: An ISO 8601 time in UTC. - type: 'null' required: - object - id - client_id - client_name - kind - format - as_at - period_start - period_end - page_count - file_name - created_by_member_id - created_at - download_url - download_expires_at additionalProperties: true Error: type: object properties: error: type: object properties: type: type: string enum: - invalid_request_error - authentication_error - permission_error - rate_limit_error - api_error code: type: string message: type: string param: anyOf: - type: string - type: 'null' request_id: type: string required: - type - code - message - param - request_id additionalProperties: true required: - error additionalProperties: true securitySchemes: bearerAuth: type: http scheme: bearer description: >- 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. ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.