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reporting.json
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{
"openapi": "3.0.2",
"info": {
"title": "REPORTING",
"version": "3.0.0",
"termsOfService": "https://docs.basiq.io/en/collections/440849-privacy-terms-and-common-questions",
"license": {
"name": "Commercial",
"url": "https://basiq.io"
}
},
"servers": [
{
"url": "https://au-api.basiq.io",
"description": "Production server"
}
],
"paths": {
"/reports": {
"post": {
"summary": "Create a report",
"operationId": "createreport",
"tags": [
"Reports"
],
"description": "\nUse this endpoint to create a new report. Report creation is an asynchronous task, meaning a job will be returned to let you know the progress of the report generation.\nYou can poll the job to know when the report has been generated. You can create any supported report (see reportTypes for a list of supported reports). Ensure you provide the necessary filters when generating a report.\nAll created reports, will store a copy of the data as a snapshot - this ensures that you have access to the raw data that was used to create the report.\nThis API allows generating reports with various filters. The `filters` field in the report request enables you to specify parameters for customizing the report content.\n> 📘 Note: The report title cannot be longer than 50 characters.\n\n> 📘 **Reminder:** When Enrich data is updated, the transactions' Enrich results won’t automatically reflect these updates. To ensure your report reflects the latest Enrich data, purge and refresh connections before generating a new report.\n\n### Filters \nFilters are used to narrow down the data included in the report. The available filters are:\n- `fromDate`: Specifies the start date for the report data (format: YYYY-MM-DD).\n- `toDate`: Specifies the end date for the report data (format: YYYY-MM-DD).\n- `accounts`: List of account IDs to include in the report.\n- `users`: List of user IDs to include in the report.\n- `includeMetrics`: List of metric codes to include in the report. Supported values are specific to the report type. Rules for `includeMetrics`:\n - If the array is empty (`\"value\": []`), all metrics will be shown.\n - If no filter is provided, all metrics will be shown.\n - If an array of codes is provided, only these specific metrics will be shown.\n - If the value is `null`, no metrics will be shown.\n\n- `includeGroups`: List of group codes to include in the report. Supported values are specific to the report type. Rules for `includeGroups`:\n - If the array is empty (`\"value\": []`), all groups will be shown.\n - If no filter is provided, all groups will be shown.\n - If an array of codes is provided, only these specific groups will be shown.\n - If the value is `null`, no groups will be shown.\n",
"requestBody": {
"description": "Include the details of the report you would like to create along with the filters.",
"required": true,
"content": {
"application/json": {
"schema": {
"required": [
"reportType",
"title",
"filters"
],
"properties": {
"reportType": {
"type": "string",
"example": "CON_AFFOR_01"
},
"title": {
"type": "string",
"example": "John Smith Affordability Report 2022-03-26"
},
"filters": {
"type": "array",
"items": {
"type": "object",
"required": [
"name",
"value"
],
"properties": {
"name": {
"type": "string",
"example": "fromDate"
},
"value": {
"oneOf": [
{
"type": "string",
"title": "Object",
"format": "date",
"example": "2022-01-01",
"description": "A single string in YYYY-MM-DD format, used when 'name' is 'fromDate' or 'toDate', 'accounts', or 'users'."
},
{
"type": "array",
"title": "Array",
"items": {
"type": "string",
"format": "date"
},
"example": [
"2021-12-01",
"2022-01-01"
],
"description": "The name of the filter, which determines the type of values expected. Can be 'fromDate', 'toDate', 'accounts', 'users', 'includeMetrics', or 'includeGroups'."
},
{
"type": "array",
"title": "Array",
"items": {
"type": "string"
},
"example": [
"ME002",
"ME003",
"ME004"
],
"description": "Array of metrics or groups to be included in the report. Can be 'includeMetrics' or 'includeGroups'."
},
{
"type": "string",
"title": "Object",
"example": null,
"description": "Use 'null' to indicate no metrics/groups should be shown."
}
]
}
}
}
}
},
"x-readme-ref-name": "reportRequest"
},
"examples": {
"CONN_AFFOR_REPORT": {
"summary": "For Report type",
"value": {
"reportType": "CON_AFFOR_01",
"title": "John Smith Affordability Report 2022-03-26",
"filters": [
{
"name": "fromDate",
"value": "2022-01-01"
},
{
"name": "toDate",
"value": "2023-01-01"
},
{
"name": "accounts",
"value": [
"ag829sj",
"aj82gka"
]
},
{
"name": "users",
"value": [
"272af9fa-0f4a-44dc-bf88-a63bec2d0662"
]
},
{
"name": "includeMetrics",
"value": [
"ME002",
"ME003",
"ME004"
]
},
{
"name": "includeGroups",
"value": [
"INC-001",
"INC-002",
"EXP-001"
]
}
]
}
},
"STATEMENT": {
"summary": "For Statement type",
"value": {
"reportType": "STATEMENT_01",
"title": "Bank Statement 2024-03-20",
"filters": [
{
"name": "fromDate",
"value": "2022-01-01"
},
{
"name": "toDate",
"value": "2023-01-01"
},
{
"name": "account",
"value": "ag829sj"
},
{
"name": "user",
"value": "272af9fa-0f4a-44dc-bf88-a63bec2d0662"
}
]
}
}
}
}
}
},
"responses": {
"202": {
"description": "The server will return link to a job endpoint which can be polled to track the progress of the report creation.\n",
"content": {
"application/json": {
"schema": {
"properties": {
"type": {
"type": "string",
"example": "job"
},
"id": {
"type": "string",
"example": "b1824ad0-73f1-0138-3700-0a58a9feac09"
},
"links": {
"type": "object",
"properties": {
"self": {
"type": "string",
"example": "https://au-api.basiq.io/jobs/a3dgf4567a89"
}
}
}
},
"x-readme-ref-name": "job"
},
"example": {
"type": "job",
"id": "b1824ad0-73f1-0138-3700-0a58a9feac09",
"links": {
"self": "https://au-api.basiq.io/jobs/b1824ad0-73f1-0138-3700-0a58a9feac09"
}
}
}
}
},
"400": {
"description": "Returns an error indicating that the server cannot or will not process the request due to something that is perceived to be a client error.\n",
"content": {
"application/json": {
"schema": {
"oneOf": [
{
"required": [
"correlationId",
"data",
"type"
],
"type": "object",
"properties": {
"type": {
"type": "string",
"description": "Always \"list\".",
"example": "list"
},
"correlationId": {
"type": "string",
"description": "Unique identifier for this particular occurrence of the problem.",
"example": "ac5ah5i"
},
"data": {
"type": "array",
"description": "Error data.",
"items": {
"required": [
"code",
"type"
],
"type": "object",
"properties": {
"code": {
"type": "string",
"description": "Application-specific error code, expressed as a string value.",
"example": "parameter-not-valid",
"enum": [
"parameter-not-supplied",
"parameter-not-valid",
"unsupported-accept",
"invalid-content",
"institution-not-supported",
"invalid-credentials"
]
},
"detail": {
"type": "string",
"description": "Human-readable explanation specific to this occurrence of the problem.",
"example": "ID value is not valid."
},
"source": {
"title": "Source",
"type": "object",
"properties": {
"parameter": {
"type": "string",
"description": "String indicating which URI query parameter caused the error.",
"example": "userId"
},
"pointer": {
"type": "string",
"description": "Location to the object or attribute that the error relates to.",
"example": "users/userId"
}
},
"description": "An object containing references to the source of the error.",
"x-readme-ref-name": "Source"
},
"title": {
"type": "string",
"description": "Title of the error",
"example": "Parameter not valid."
},
"type": {
"type": "string",
"description": "Type of the response, always \"error\"",
"example": "error"
}
}
}
}
},
"x-readme-ref-name": "BadRequestError"
},
{
"required": [
"correlationId",
"data",
"type"
],
"type": "object",
"properties": {
"type": {
"type": "string",
"description": "Always \"list\".",
"example": "list"
},
"correlationId": {
"type": "string",
"description": "Unique identifier for this particular occurrence of the problem.",
"example": "ac5ah5i"
},
"data": {
"type": "array",
"description": "Error data.",
"items": {
"required": [
"code",
"type"
],
"type": "object",
"properties": {
"code": {
"type": "string",
"description": "Application-specific error code, expressed as a string value.",
"example": "forbidden-access"
},
"title": {
"type": "string",
"description": "Title of the error",
"enum": [
"Connection source not supported.\n",
"Invalid users filter. Maximum 5 users allowed.\n",
"The following accounts are duplicated: \n['121', '332'], ['232', '949', '433'].\n",
"Following user ID(s)/account ID(s) have been entered more than once: \n[\"123\", \"123\"].\n"
]
},
"type": {
"type": "string",
"description": "Type of the response, always \"error\"",
"example": "error"
},
"detail": {
"type": "string",
"description": "Connection source has to be web or open banking."
}
}
}
}
},
"x-readme-ref-name": "BadRequestErrorforbidden-access"
}
]
}
}
}
},
"403": {
"description": "Error that access is forbidden and tied to the application logic, such as insufficient rights to a resource.",
"content": {
"application/json": {
"schema": {
"required": [
"correlationId",
"data",
"type"
],
"type": "object",
"properties": {
"correlationId": {
"type": "string",
"description": "Unique identifier for this particular occurrence of the problem.",
"example": "ac5ah5i"
},
"data": {
"type": "array",
"description": "Error data.",
"items": {
"required": [
"code",
"source",
"type"
],
"type": "object",
"properties": {
"code": {
"type": "string",
"description": "Application-specific error code, expressed as a string value.",
"example": "forbidden-access",
"enum": [
"forbidden-access",
"no-production-access",
"access-denied"
]
},
"detail": {
"type": "string",
"description": "Human-readable explanation specific to this occurrence of the problem.",
"example": "Access to this resource is forbidden."
},
"source": {
"title": "Source",
"type": "object",
"properties": {
"parameter": {
"type": "string",
"description": "String indicating which URI query parameter caused the error.",
"example": "userId"
},
"pointer": {
"type": "string",
"description": "Location to the object or attribute that the error relates to.",
"example": "users/userId"
}
},
"description": "An object containing references to the source of the error.",
"x-readme-ref-name": "Source"
},
"title": {
"type": "string",
"description": "Title of the error",
"example": "Forbidden Access"
},
"type": {
"type": "string",
"description": "Type of the response, always \"error\"",
"example": "error"
}
}
}
}
},
"x-readme-ref-name": "ForbiddenAccessError"
}
}
}
},
"404": {
"description": "Returns error indicating that server can't find requested resource.",
"content": {
"application/json": {
"schema": {
"required": [
"correlationId",
"data",
"type"
],
"type": "object",
"properties": {
"correlationId": {
"type": "string",
"description": "Unique identifier for this particular occurrence of the problem.",
"example": "ac5ah5i"
},
"data": {
"type": "array",
"description": "Error data.",
"items": {
"required": [
"code",
"type"
],
"type": "object",
"properties": {
"code": {
"type": "string",
"description": "Application-specific error code, expressed as a string value.",
"example": "resource-not-found",
"enum": [
"resource-not-found"
]
},
"detail": {
"type": "string",
"description": "Human-readable explanation specific to this occurrence of the problem.",
"example": "Resource not found."
},
"title": {
"type": "string",
"description": "Title of the error",
"example": "Requested resource is not found."
},
"type": {
"type": "string",
"description": "Type of the response, always \"error\"",
"example": "error"
}
}
}
}
},
"x-readme-ref-name": "NotFoundError"
}
}
}
},
"500": {
"description": "Returns error response code indicates that the server encountered an unexpected condition that prevented it from fulfilling the request.",
"content": {
"application/json": {
"schema": {
"required": [
"correlationId",
"data",
"type"
],
"type": "object",
"properties": {
"correlationId": {
"type": "string",
"description": "Unique identifier for this particular occurrence of the problem.",
"example": "ac5ah5i"
},
"data": {
"type": "array",
"description": "Error data.",
"items": {
"required": [
"code",
"type"
],
"type": "object",
"properties": {
"code": {
"type": "string",
"description": "Application-specific error code, expressed as a string value.",
"example": "internal-server-error",
"enum": [
"internal-server-error"
]
},
"detail": {
"type": "string",
"description": "Human-readable explanation specific to this occurrence of the problem.",
"example": "Internal Server error. Contact support."
},
"title": {
"type": "string",
"description": "Title of the error",
"example": "Internal Server error."
},
"type": {
"type": "string",
"description": "Type of the response, always \"error\"",
"example": "error"
}
}
}
}
},
"x-readme-ref-name": "InternalServerError"
}
}
}
}
}
},
"get": {
"summary": "List all reports",
"operationId": "listallreports",
"tags": [
"Reports"
],
"description": "\nUse this endpoint to retrieve a list of created reports. Every created report is saved as a snapshot and can be retrieved up to 24 hours after creation.You can call the reports/types endpoint to see the list of supported reports. reports.\n",
"responses": {
"200": {
"description": "Success",
"content": {
"application/json": {
"schema": {
"properties": {
"type": {
"type": "string",
"description": "Always \"list\".",
"example": "list"
},
"count": {
"type": "integer",
"description": "Count of items in the response.",
"example": 500
},
"size": {
"type": "integer",
"description": "Size of the pages in the response."
},
"data": {
"type": "array",
"items": {
"type": "object",
"properties": {
"type": {
"type": "string",
"example": "report"
},
"id": {
"type": "string",
"example": "b1824ad0-73f1-0138-3700-0a58a9feac09"
},
"title": {
"type": "string",
"example": "John Smith Affordability Report 2022-03-26"
},
"reportType": {
"type": "string",
"example": "affordability-consumer"
},
"createdDate": {
"type": "string",
"example": "2022-03-26T06:56:44.000Z"
},
"expiresAt": {
"type": "string",
"example": "2023-03-26T06:56:44.000Z"
},
"createdBy": {
"type": "string",
"example": "David Smith"
},
"filters": {
"type": "array",
"items": {
"type": "object",
"properties": {
"name": {
"type": "string",
"example": "fromDate"
},
"value": {
"additionalProperties": {
"oneOf": [
{
"type": "string"
},
{
"type": "array"
}
]
},
"format": "date",
"example": "2022-01-01T00:00:00.000Z"
}
}
}
},
"links": {
"type": "object",
"properties": {
"self": {
"type": "string",
"example": "https://au-api.basiq.io/reports/51cef931-81f2-4639-af74-b0ced85083c8"
}
}
}
},
"x-readme-ref-name": "reportSummary"
}
},
"links": {
"type": "object",
"properties": {
"self": {
"type": "string",
"description": "Self reference URL.",
"example": "https://au-api.basiq.io/users/6a52015e/transactions"
},
"next": {
"type": "string",
"description": "Url to next result.",
"example": "https://au-api.basiq.io/users/6a52015e/transactions?next=bf1ec9d4"
}
}
}
},
"x-readme-ref-name": "collection"
},
"example": {
"type": "list",
"count": 2,
"size": 2,
"data": [
{
"type": "report",
"id": "b1824ad0-73f1-0138-3700-0a58a9feac09",
"title": "John Smith Affordability Report 2022-03-26",
"reportType": "CON_AFFOR_01",
"createdDate": "2022-03-26T06:56:44",
"createdBy": "David Smith",
"expiresAt": "2022-12-25T06:56:44",
"filters": [
{
"name": "fromDate",
"value": "2022-01-01"
},
{
"name": "toDate",
"value": "2022-12-01"
},
{
"name": "accounts",
"value": [
"ag829sj",
"aj82gka"
]
},
{
"name": "users",
"value": [
"sj29sjd"
]
}
],
"links": {
"self": "https://au-api.basiq.io/reports/b1824ad0-73f1-0138-3700-0a58a9feac09"
}
},
{
"type": "report",
"id": "a2a17e84-460c-43f4-9c94-1398a5b4c148",
"title": "Statements",
"reportType": "STATEMENT_01",
"createdDate": "2024-03-21T23:51:37Z",
"expiresAt": "2024-04-04T23:51:37Z",
"createdBy": "Basiq",
"filters": [
{
"name": "fromDate",
"value": "2023-03-01"
},
{
"name": "toDate",
"value": "2024-03-21"
},
{
"name": "account",
"value": "ag829sj"
},
{
"name": "user",
"value": "sj29sjd"
}
],
"links": {
"self": "https://au-api.basiq.io/reports/a2a17e84-460c-43f4-9c94-1398a5b4c148"
}
}
],
"links": {
"self": "https://au-api.basiq.io/reports",
"next": "https://au-api.basiq.io/reports?next=bf1ec9d4"
}
}
}
}
},
"400": {
"description": "Returns error that server cannot or will not process the request due to something that is perceived to be a client error.",
"content": {
"application/json": {
"schema": {
"required": [
"type",
"correlationId",
"data"
],
"properties": {
"type": {
"type": "string",
"description": "Always \"list\".",
"example": "list"
},
"correlationId": {
"type": "string",
"description": "Unique identifier for this particular occurrence of the problem.",
"example": "ac5ah5i"
},
"data": {
"type": "array",
"items": {
"type": "object",
"properties": {
"type": {
"type": "string",
"description": "Type of the response, always \"error\"",
"example": "error"
},
"title": {
"type": "string",
"description": "Title of the error",
"example": "Parameter not valid."
},
"code": {
"type": "string",
"enum": [
"parameter-not-supplied",
"parameter-not-valid",
"unsupported-accept",
"invalid-content",
"institution-not-supported",
"invalid-credentials"
],
"description": "Application-specific error code, expressed as a string value.",
"example": "parameter-not-valid"
},
"detail": {
"type": "string",
"description": "Human-readable explanation specific to this occurrence of the problem.",
"example": "ID value is not valid."
},
"source": {
"type": "object",
"properties": {
"pointer": {
"type": "string",
"example": "connection/id",
"description": "The location to the object or attribute that the error relates to"
},
"parameter": {
"type": "string",
"example": "id",
"description": "A string indicating which URI query parameter caused the error."
}
}
}
}
}
}
},
"x-readme-ref-name": "error"
}
}
}
},
"403": {
"description": "Error that access is forbidden and tied to the application logic, such as insufficient rights to a resource.",
"content": {
"application/json": {
"schema": {
"required": [
"type",
"correlationId",
"data"
],
"properties": {
"type": {
"type": "string",
"description": "Always \"list\".",
"example": "list"
},
"correlationId": {
"type": "string",
"description": "Unique identifier for this particular occurrence of the problem.",
"example": "ac5ah5i"
},
"data": {
"type": "array",
"items": {
"type": "object",
"properties": {
"type": {
"type": "string",
"description": "Type of the response, always \"error\"",
"example": "error"
},
"title": {
"type": "string",
"description": "Title of the error",
"example": "Parameter not valid."
},
"code": {
"type": "string",
"enum": [
"parameter-not-supplied",
"parameter-not-valid",
"unsupported-accept",
"invalid-content",
"institution-not-supported",
"invalid-credentials"
],
"description": "Application-specific error code, expressed as a string value.",
"example": "parameter-not-valid"
},
"detail": {
"type": "string",
"description": "Human-readable explanation specific to this occurrence of the problem.",
"example": "ID value is not valid."
},
"source": {
"type": "object",
"properties": {
"pointer": {
"type": "string",
"example": "connection/id",
"description": "The location to the object or attribute that the error relates to"
},
"parameter": {
"type": "string",
"example": "id",
"description": "A string indicating which URI query parameter caused the error."
}
}
}
}
}
}
},
"x-readme-ref-name": "error"
}
}
}
},
"404": {
"description": "Returns error indicating that server can't find requested resource.",
"content": {
"application/json": {
"schema": {
"required": [
"type",
"correlationId",
"data"
],
"properties": {
"type": {
"type": "string",
"description": "Always \"list\".",
"example": "list"
},
"correlationId": {
"type": "string",
"description": "Unique identifier for this particular occurrence of the problem.",
"example": "ac5ah5i"
},
"data": {
"type": "array",
"items": {
"type": "object",
"properties": {
"type": {
"type": "string",
"description": "Type of the response, always \"error\"",
"example": "error"
},
"title": {
"type": "string",
"description": "Title of the error",
"example": "Parameter not valid."
},
"code": {
"type": "string",
"enum": [
"parameter-not-supplied",
"parameter-not-valid",
"unsupported-accept",
"invalid-content",
"institution-not-supported",
"invalid-credentials"
],
"description": "Application-specific error code, expressed as a string value.",
"example": "parameter-not-valid"
},
"detail": {
"type": "string",
"description": "Human-readable explanation specific to this occurrence of the problem.",
"example": "ID value is not valid."
},
"source": {
"type": "object",
"properties": {
"pointer": {
"type": "string",
"example": "connection/id",
"description": "The location to the object or attribute that the error relates to"
},
"parameter": {
"type": "string",
"example": "id",
"description": "A string indicating which URI query parameter caused the error."
}
}
}
}
}
}
},
"x-readme-ref-name": "error"
}
}
}