Filter all Report Settings

Returns a filtered list of Report Settings

Query Params
integer

Number of items to return per page

integer

Current page number

Body Params
integer

Unique ID for this report settings object

integer

ID of the owning firm

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

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:
boolean

Include account summary?

boolean

Include consolidated summary?

boolean

Include performance summary?

boolean

Include benchmark performance summary?

boolean

Include performance chart?

boolean

Include appraisals?

boolean

Include asset allocation top holdings?

boolean

Include buys and sells?

boolean

Include deposits and withdrawals?

boolean

Include income?

boolean

Include realized gain loss?

boolean

Include management fees?

boolean

Include net investment chart?

boolean

Include portfolio snapshot?

Responses

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application/json