SalesOS

Custom Reports

Saved report definitions and runs

Preview a report config against live data. NOTE: static route declared above /:id.

POST
/v1/custom-reports/preview

Authorization

AuthorizationRequiredBearer <token>

Session token from the SalesOS web app.

In: header

X-API-Key<token>

API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.

In: header

Request Body

application/jsonRequired

Header Parameters

Idempotency-Keystring

Unique key (a UUID is ideal) that makes this write safe to retry for 24 hours: a retry with the same body replays the original response (Idempotent-Replayed: true); the same key with a different body is a 409.

Maximum length: 255
curl -X POST "https://api.salesos.org/v1/custom-reports/preview" \
  -H "Idempotency-Key: <string>" \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{}'

{}

Available fields for a given entity type. NOTE: static route declared above /:id.

GET
/v1/custom-reports/fields/{entity}

Authorization

AuthorizationRequiredBearer <token>

Session token from the SalesOS web app.

In: header

X-API-Key<token>

API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.

In: header

Path Parameters

entityRequiredstring
curl -X GET "https://api.salesos.org/v1/custom-reports/fields/<string>" \
  -H "Authorization: Bearer <token>"

[
  {}
]

List saved reports for the current user

GET
/v1/custom-reports

Authorization

AuthorizationRequiredBearer <token>

Session token from the SalesOS web app.

In: header

X-API-Key<token>

API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.

In: header

curl -X GET "https://api.salesos.org/v1/custom-reports" \
  -H "Authorization: Bearer <token>"

Create a saved report

POST
/v1/custom-reports

Authorization

AuthorizationRequiredBearer <token>

Session token from the SalesOS web app.

In: header

X-API-Key<token>

API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.

In: header

Request Body

application/jsonRequired

Header Parameters

Idempotency-Keystring

Unique key (a UUID is ideal) that makes this write safe to retry for 24 hours: a retry with the same body replays the original response (Idempotent-Replayed: true); the same key with a different body is a 409.

Maximum length: 255
curl -X POST "https://api.salesos.org/v1/custom-reports" \
  -H "Idempotency-Key: <string>" \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{}'

Export a saved report as CSV or PDF

GET
/v1/custom-reports/{id}/export

Authorization

AuthorizationRequiredBearer <token>

Session token from the SalesOS web app.

In: header

X-API-Key<token>

API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.

In: header

Path Parameters

idRequiredstring

Query Parameters

formatRequiredstring
curl -X GET "https://api.salesos.org/v1/custom-reports/<string>/export?format=%3Cstring%3E" \
  -H "Authorization: Bearer <token>"

Schedule a report for recurring delivery

POST
/v1/custom-reports/{id}/schedule

Authorization

AuthorizationRequiredBearer <token>

Session token from the SalesOS web app.

In: header

X-API-Key<token>

API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.

In: header

Request Body

application/jsonRequired

Path Parameters

idRequiredstring

Header Parameters

Idempotency-Keystring

Unique key (a UUID is ideal) that makes this write safe to retry for 24 hours: a retry with the same body replays the original response (Idempotent-Replayed: true); the same key with a different body is a 409.

Maximum length: 255
curl -X POST "https://api.salesos.org/v1/custom-reports/<string>/schedule" \
  -H "Idempotency-Key: <string>" \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{}'

Get a single saved report

GET
/v1/custom-reports/{id}

Authorization

AuthorizationRequiredBearer <token>

Session token from the SalesOS web app.

In: header

X-API-Key<token>

API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.

In: header

Path Parameters

idRequiredstring
curl -X GET "https://api.salesos.org/v1/custom-reports/<string>" \
  -H "Authorization: Bearer <token>"

Update a saved report

PATCH
/v1/custom-reports/{id}

Authorization

AuthorizationRequiredBearer <token>

Session token from the SalesOS web app.

In: header

X-API-Key<token>

API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.

In: header

Request Body

application/jsonRequired

Path Parameters

idRequiredstring

Header Parameters

Idempotency-Keystring

Unique key (a UUID is ideal) that makes this write safe to retry for 24 hours: a retry with the same body replays the original response (Idempotent-Replayed: true); the same key with a different body is a 409.

Maximum length: 255
curl -X PATCH "https://api.salesos.org/v1/custom-reports/<string>" \
  -H "Idempotency-Key: <string>" \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{}'

Delete a saved report

DELETE
/v1/custom-reports/{id}

Authorization

AuthorizationRequiredBearer <token>

Session token from the SalesOS web app.

In: header

X-API-Key<token>

API key from Settings → API Keys. Authorization: ApiKey <key> is also accepted. Each operation lists the scope it needs under x-api-key-scopes.

In: header

Path Parameters

idRequiredstring
curl -X DELETE "https://api.salesos.org/v1/custom-reports/<string>" \
  -H "Authorization: Bearer <token>"

Custom Actions

Your HTTPS endpoints as named actions for workflows, the copilot and record pages

Flows

Run screen flows: start, resume, submit screens, go back, cancel