Filter all Report Settings

post deprecated

https://api.bridgeft.com/v2/reporting/report-settings/filter

Returns a filtered list of Report Settings

Recent Requests

Time	Status	User Agent
Retrieving recent requests…

Loading…

Query Params

pager.limit

integer

Number of items to return per page

pager.page

integer

Current page number

Body Params

integer

Unique ID for this report settings object

firm_id

integer

ID of the owning firm

user_id

integer | null

ID of the user concerned with creating the report. If null, applied settings will be firm-wide. Otherwise, the settings are specific to the given user

component

string

enum

Specifies to which area these settings apply (i.e., printable reports, the advisor's default settings, the client's default settings). Can either be printable, advisor_defaults, client_defaults, or user

Allowed:

account_summary

boolean

Include account summary?

consolidated_summary

boolean

Include consolidated summary?

performance_summary

boolean

Include performance summary?

benchmark_perf_summary

boolean

Include benchmark performance summary?

performance_chart

boolean

Include performance chart?

appraisals

boolean

Include appraisals?

asset_allocation_top_holdings

boolean

Include asset allocation top holdings?

buy_sells

boolean

Include buys and sells?

deposits_withdrawals

boolean

Include deposits and withdrawals?

income

boolean

Include income?

realized_gain_loss

boolean

Include realized gain loss?

management_fees

boolean

Include management fees?

net_investment_chart

boolean

Include net investment chart?

portfolio_snapshot

boolean

Include portfolio snapshot?

Responses

Language

Credentials

Bearer

Loading…

Response

Choose an example:

application/json

200An enveloped list of Report Settings

400Bad Request