AUTHENTICATION

Token
- Get an Auth Tokenpost

ORG Management

Firms
Advisor Codes
ROI Requests
- Send ROI Request to Custodianpost

ACCOUNTs MANAGEMENT

Accounts
Tokenized Tax IDs
Related Persons
- List all Related Personsget
- Filter related personspost
TDA to Schwab Account Migration
- List all TDA to Schwab Migrated Accountsget
- Filter TDA to Schwab Migrated Accountspost

ANALYTICS

Assets Under Management
Account Performance
- Account Performance Datapost
Household Performance
- Household Performance datapost
Benchmark Performance
- Benchmark Performance datapost

BILLING

Billing Group
Asset Adjustment
Fee Upload File
Fee Structure
Invoices
Billing Reports
Minimums
Billing Splits

INVESTMENT MODEL

Models
Strategies

JOBS

Jobs

REPORTING

Households
Asset Classifications
Classification Tags
Benchmarks
Target Allocations
Printable Reports
Report Settings
Web Reports
- Run a web reportpost
Index Data

SECURITY REFERENCE

Securities
Security Reference
- List all Security Reference Recordspost

SOURCE Custodial DATA

Source Lots
Source Positions
Source Realized Gain Loss
Source Account Balances
Source Transactions

MARKET DATA 🆕

Intrinio Market Data
- Get Intrinio Market Dataget

STATUS

Account Summary
- Account Meta Status Summaryget
Source Data Status
- Source Data Statuspost

AUTHENTICATION

Token
- Get an Auth Tokenpost

ORG Management

Firms
Advisor Codes
ROI Requests
- Send ROI Request to Custodianpost

ACCOUNTs MANAGEMENT

Accounts
Tokenized Tax IDs
Related Persons
- List all Related Personsget
- Filter related personspost
TDA to Schwab Account Migration
- List all TDA to Schwab Migrated Accountsget
- Filter TDA to Schwab Migrated Accountspost

ANALYTICS

Assets Under Management
Account Performance
- Account Performance Datapost
Household Performance
- Household Performance datapost
Benchmark Performance
- Benchmark Performance datapost

BILLING

Billing Group
Asset Adjustment
Fee Upload File
Fee Structure
Invoices
Billing Reports
Minimums
Billing Splits

INVESTMENT MODEL

Models
Strategies

JOBS

Jobs

REPORTING

Households
Asset Classifications
Classification Tags
Benchmarks
Target Allocations
Printable Reports
Report Settings
Web Reports
- Run a web reportpost
Index Data

SECURITY REFERENCE

Securities
Security Reference
- List all Security Reference Recordspost

SOURCE Custodial DATA

Source Lots
Source Positions
Source Realized Gain Loss
Source Account Balances
Source Transactions

MARKET DATA 🆕

Intrinio Market Data
- Get Intrinio Market Dataget

STATUS

Account Summary
- Account Meta Status Summaryget
Source Data Status
- Source Data Statuspost

Retrieve a Printable Report

get https://api.bridgeft.com/v2/reporting/printable-reports/{id}

Returns a Printable Report based on a single ID

Path Params

integer

required

Unique ID for the object

Query Params

pager.limit

integer

Number of items to return per page

pager.page

integer

Current page number

Responses

Response body

object

string

has_next

boolean

has_previous

boolean

current_page

integer

total_pages

integer

page_size_limit

integer

total_items

integer

data

object

integer

Unique ID for this printable report object

firm_id

integer

ID of the owning firm

account_id

integer

ID of the account that the report is on. Null if household_id is non-null

household_id

integer

ID of the household that the report is on. Null if account_id is non-null

created_by_user_id

integer

deprecated

ID of the user that created the report

report_date

date-time

Report date

frequency

string

See Frequency Codes

start_date

date-time

start date

end_date

date-time

End date

timestamp_utc

date-time

Created/last updated timestamp in UTC

dt_utc

date-time

Created/last updated timestamp in datetime UTC

size_bytes

integer

Size of the printable report in bytes

client_accessible

boolean

If true, the report is accessible in the client portal

Tags

sub_reports

array of strings

List of sub-reports included in this printable report

Sub reports

state

string

0 if the report is generating, R if it's ready, and E if it's failed

error_message

string

Error message if in error state E

download_url

string

Download link which specifies the url to generate and return a binary stream for the Printable PDF

created_at_utc

date-time

Timestamp for when the record was created

updated_at_utc

date-time

Timestamp for when the record was updated

Response body

object

message

string

required

validation_errors

array of strings

validation_errors

Updated over 1 year ago

List all Printable Reports

Delete a Printable Report

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Language

Credentials

Bearer


xxxxxxxxxx
1
curl --request GET \
2
     --url https://api.bridgeft.com/v2/reporting/printable-reports/id \
3
     --header 'accept: application/json'

Choose an example:

application/json

Updated over 1 year ago

List all Printable Reports

Delete a Printable Report

Did this page help you?

AUTHENTICATION
Token
Get an Auth Tokenpost

ORG Management
Firms
Filter all Firmspost
Update a Firmput
Retrieve a Firmget
List all Firmsget
Advisor Codes
Delete multiple Advisor Codespost
Create Multiple Advisor Codespost
Remove an Advisor Codedelete
Create an Advisor Codepost
List Advisor Codesget
ROI Requests
Send ROI Request to Custodianpost

ACCOUNTs MANAGEMENT
Accounts
Filter Account recordspost
Update an Accountput
Retrieve an Accountget
Update Accountsput
List all Accountsget
Tokenized Tax IDs
Exchange Tax ID Tokenspost
Exchange Tax ID Tokenpost
Retrieve Many Tokenized Tax IDspost
Retrieve Single Tokenized Tax IDpost
Related Persons
Filter related personspost
List all Related Personsget
TDA to Schwab Account Migration
Filter TDA to Schwab Migrated Accountspost
List all TDA to Schwab Migrated Accountsget

ANALYTICS
Assets Under Management
Household AUMpost
Account AUMpost
Filter Firm-Wide AUMpost
Get filtered AUMpost
Retrieve Firm-Wide Asset Under Management Valuesget
Firm-Wide AUM Recordsget
Account Performance
Account Performance Datapost
Household Performance
Household Performance datapost
Benchmark Performance
Benchmark Performance datapost

BILLING
Billing Group
Create Billing Groups from Householdspost
Remove a Billing Group Assignmentpost
Delete Many Billing Groupspost
Filter all Billing Groupspost
Create Many Billing Groupspost
Delete a Billing Groupdelete
Update a Billing Groupput
Retrieve a Billing Groupget
Create a Billing Grouppost
Bulk Update Billing Groupsput
List all Billing Groupsget
Asset Adjustment
Filter all Asset Adjustmentpost
Delete many Asset Adjustmentspost
Create Many Asset Adjustmentspost
Delete an Asset Adjustmentdelete
Update an Asset Adjustmentput
Retrieve an Asset Adjustmentget
Create an Asset Adjustmentpost
Bulk Update Asset Adjustmentsput
List all Asset Adjustmentsget
Fee Upload File
Download the Fee Upload Filepost
Filter all Fee Upload Filespost
Retrieve a Fee Upload Fileget
List all Fee Upload Filesget
Fee Structure
Filter all Fee Structurespost
Delete Many Fee Structurespost
Create Many Fee Structurespost
Delete a Fee Structuredelete
Update a Fee Structureput
Retrieve a Fee Structureget
Create a Fee Structurepost
Bulk Update Fee Structuresput
List all Fee Structuresget
Invoices
Bulk Download Billing Invoicespost
Download a PDF Invoicepost
Filter all Invoicespost
Retrieve an Invoiceget
List all Invoicesget
Billing Reports
Delete many Billing Reportspost
Filter all Billing Reportspost
Delete a Billing Reportdelete
Retrieve a Billing Reportget
Start a Billing Jobpost
List all Billing Reportsget
Minimums
Filter Minimumspost
Delete Many Minimumspost
Create Many Minimumspost
Delete a Minimumdelete
Update a Minimumput
Retrieve a Minimumget
Create a Minimumpost
Bulk Update Minimumsput
List all Minimumsget
Billing Splits
Filter Billing Splitspost
Delete Many Billing Splitspost
Create Many Billing Splitspost
Delete a Billing Splitdelete
Update a Billing Splitput
Retrieve a Billing Splitget
Create a Billing Splitpost
Bulk Update Billing Splitsput
List all Billing Splitsget

INVESTMENT MODEL
Models
Delete many Modelspost
Filter all Modelspost
Delete a Modeldelete
Update a Modelput
Retrieve a Modelget
Create a Modelpost
Bulk Update Modelsput
List all Modelsget
Strategies
Delete many Strategiespost
Filter all Strategiespost
Create Many Strategiespost
Delete a Strategydelete
Update a Strategyput
Retrieve a Strategyget
Create a Strategypost
Bulk Update Strategiesput
List all Strategiesget

JOBS
Jobs
Clear a Jobpost
Filter all Jobspost
Retrieve a Jobget
List all Jobsget

REPORTING
Households
Assign Accounts to Householdspost
Create Many Householdspost
Filter all Householdspost
Update a Householdput
Retrieve a Householdget
Create a Householdpost
Update Householdsput
List all Householdsget
Asset Classifications
Delete many Asset Classificationspost
Create Many Asset Classificationspost
Filter all Asset Classificationspost
Delete an Asset Classificationdelete
Update an Asset Classificationput
Retrieve an Asset Classificationget
Create an Asset Classificationpost
Bulk Update Asset Classificationsput
List all Asset Classificationsget
Classification Tags
Delete many Classification Tagspost
Create Many Classification Tagspost
Filter all Classification Tagspost
Delete a classification Tagdelete
Update a Classification Tagput
Retrieve a Classification Tagget
Create a Classification Tagpost
Bulk Update Classification Tagsput
List all Classification Tagsget
Benchmarks
Delete many Benchmarkspost
Create Many Benchmarkspost
Filter all Benchmarkspost
Delete a Benchmarkdelete
Update a Benchmarkput
Retrieve a Benchmarkget
Create a Benchmarkpost
Bulk Update Benchmarksput
List all Benchmarksget
Target Allocations
Delete many Target Allocationspost
Create Many Target Allocationspost
Filter all Target Allocationspost
Delete a Target Allocationdelete
Update a Target Allocationput
Retrieve a Target Allocationget
Create a Target Allocationpost
Bulk Update Target Allocationsput
List all Target Allocationsget
Printable Reports
Delete many Printable Reportspost
Bulk Download Printable PDFspost
Download a Printable Reportpost
Start a PDFReport Jobpost
Filter all Printable Reportspost
Delete a Printable Reportdelete
Retrieve a Printable Reportget
List all Printable Reportsget
Report Settings
Filter all Report Settingspost
Update Report Settingsput
Retrieve Report Settingsget
Bulk Update Report Settingsput
List all Report Settingsget
Web Reports
Run a web reportpost
Index Data
Filter all IDC Indexespost
Retrieve an IDC Indexget
List all List all IDC Indexesget

SECURITY REFERENCE
Securities
Get Managed Securitiesget
Fetch Securitiespost
Get Compressed Securitiesget
Search for Securitiesget
Get Security with USDget
Filter all Securitiespost
Retrieve a Securityget
List all Securitiesget
Security Reference
List all Security Reference Recordspost

SOURCE Custodial DATA
Source Lots
Latest Lots Recordsget
Filter all lot recordspost
Retrieve a lot recordget
List all lots recordsget
Source Positions
Latest Position Recordsget
Filter all position recordspost
Retrieve a position recordget
List all positions recordsget
Source Realized Gain Loss
Latest Realized Gain Loss Recordsget
Filter all Realized Gain Loss recordspost
Retrieve a Realized Gain Loss recordget
List all Realized Gain Losses recordsget
Source Account Balances
Latest Account Balance Recordsget
Filter all account balance recordspost
Retrieve an account balance recordget
List all account balances recordsget
Source Transactions
Latest Transaction Recordsget
Filter all transaction recordspost
Retrieve a transaction recordget
List all transactions recordsget

MARKET DATA 🆕
Intrinio Market Data
Get Intrinio Market Dataget

STATUS
Account Summary
Account Meta Status Summaryget
Source Data Status
Source Data Statuspost

AUTHENTICATION
Token
Get an Auth Tokenpost

ORG Management
Firms
Filter all Firmspost
Update a Firmput
Retrieve a Firmget
List all Firmsget
Advisor Codes
Delete multiple Advisor Codespost
Create Multiple Advisor Codespost
Remove an Advisor Codedelete
Create an Advisor Codepost
List Advisor Codesget
ROI Requests
Send ROI Request to Custodianpost

ACCOUNTs MANAGEMENT
Accounts
Filter Account recordspost
Update an Accountput
Retrieve an Accountget
Update Accountsput
List all Accountsget
Tokenized Tax IDs
Exchange Tax ID Tokenspost
Exchange Tax ID Tokenpost
Retrieve Many Tokenized Tax IDspost
Retrieve Single Tokenized Tax IDpost
Related Persons
Filter related personspost
List all Related Personsget
TDA to Schwab Account Migration
Filter TDA to Schwab Migrated Accountspost
List all TDA to Schwab Migrated Accountsget

ANALYTICS
Assets Under Management
Household AUMpost
Account AUMpost
Filter Firm-Wide AUMpost
Get filtered AUMpost
Retrieve Firm-Wide Asset Under Management Valuesget
Firm-Wide AUM Recordsget
Account Performance
Account Performance Datapost
Household Performance
Household Performance datapost
Benchmark Performance
Benchmark Performance datapost

BILLING
Billing Group
Create Billing Groups from Householdspost
Remove a Billing Group Assignmentpost
Delete Many Billing Groupspost
Filter all Billing Groupspost
Create Many Billing Groupspost
Delete a Billing Groupdelete
Update a Billing Groupput
Retrieve a Billing Groupget
Create a Billing Grouppost
Bulk Update Billing Groupsput
List all Billing Groupsget
Asset Adjustment
Filter all Asset Adjustmentpost
Delete many Asset Adjustmentspost
Create Many Asset Adjustmentspost
Delete an Asset Adjustmentdelete
Update an Asset Adjustmentput
Retrieve an Asset Adjustmentget
Create an Asset Adjustmentpost
Bulk Update Asset Adjustmentsput
List all Asset Adjustmentsget
Fee Upload File
Download the Fee Upload Filepost
Filter all Fee Upload Filespost
Retrieve a Fee Upload Fileget
List all Fee Upload Filesget
Fee Structure
Filter all Fee Structurespost
Delete Many Fee Structurespost
Create Many Fee Structurespost
Delete a Fee Structuredelete
Update a Fee Structureput
Retrieve a Fee Structureget
Create a Fee Structurepost
Bulk Update Fee Structuresput
List all Fee Structuresget
Invoices
Bulk Download Billing Invoicespost
Download a PDF Invoicepost
Filter all Invoicespost
Retrieve an Invoiceget
List all Invoicesget
Billing Reports
Delete many Billing Reportspost
Filter all Billing Reportspost
Delete a Billing Reportdelete
Retrieve a Billing Reportget
Start a Billing Jobpost
List all Billing Reportsget
Minimums
Filter Minimumspost
Delete Many Minimumspost
Create Many Minimumspost
Delete a Minimumdelete
Update a Minimumput
Retrieve a Minimumget
Create a Minimumpost
Bulk Update Minimumsput
List all Minimumsget
Billing Splits
Filter Billing Splitspost
Delete Many Billing Splitspost
Create Many Billing Splitspost
Delete a Billing Splitdelete
Update a Billing Splitput
Retrieve a Billing Splitget
Create a Billing Splitpost
Bulk Update Billing Splitsput
List all Billing Splitsget

INVESTMENT MODEL
Models
Delete many Modelspost
Filter all Modelspost
Delete a Modeldelete
Update a Modelput
Retrieve a Modelget
Create a Modelpost
Bulk Update Modelsput
List all Modelsget
Strategies
Delete many Strategiespost
Filter all Strategiespost
Create Many Strategiespost
Delete a Strategydelete
Update a Strategyput
Retrieve a Strategyget
Create a Strategypost
Bulk Update Strategiesput
List all Strategiesget

JOBS
Jobs
Clear a Jobpost
Filter all Jobspost
Retrieve a Jobget
List all Jobsget

REPORTING
Households
Assign Accounts to Householdspost
Create Many Householdspost
Filter all Householdspost
Update a Householdput
Retrieve a Householdget
Create a Householdpost
Update Householdsput
List all Householdsget
Asset Classifications
Delete many Asset Classificationspost
Create Many Asset Classificationspost
Filter all Asset Classificationspost
Delete an Asset Classificationdelete
Update an Asset Classificationput
Retrieve an Asset Classificationget
Create an Asset Classificationpost
Bulk Update Asset Classificationsput
List all Asset Classificationsget
Classification Tags
Delete many Classification Tagspost
Create Many Classification Tagspost
Filter all Classification Tagspost
Delete a classification Tagdelete
Update a Classification Tagput
Retrieve a Classification Tagget
Create a Classification Tagpost
Bulk Update Classification Tagsput
List all Classification Tagsget
Benchmarks
Delete many Benchmarkspost
Create Many Benchmarkspost
Filter all Benchmarkspost
Delete a Benchmarkdelete
Update a Benchmarkput
Retrieve a Benchmarkget
Create a Benchmarkpost
Bulk Update Benchmarksput
List all Benchmarksget
Target Allocations
Delete many Target Allocationspost
Create Many Target Allocationspost
Filter all Target Allocationspost
Delete a Target Allocationdelete
Update a Target Allocationput
Retrieve a Target Allocationget
Create a Target Allocationpost
Bulk Update Target Allocationsput
List all Target Allocationsget
Printable Reports
Delete many Printable Reportspost
Bulk Download Printable PDFspost
Download a Printable Reportpost
Start a PDFReport Jobpost
Filter all Printable Reportspost
Delete a Printable Reportdelete
Retrieve a Printable Reportget
List all Printable Reportsget
Report Settings
Filter all Report Settingspost
Update Report Settingsput
Retrieve Report Settingsget
Bulk Update Report Settingsput
List all Report Settingsget
Web Reports
Run a web reportpost
Index Data
Filter all IDC Indexespost
Retrieve an IDC Indexget
List all List all IDC Indexesget

SECURITY REFERENCE
Securities
Get Managed Securitiesget
Fetch Securitiespost
Get Compressed Securitiesget
Search for Securitiesget
Get Security with USDget
Filter all Securitiespost
Retrieve a Securityget
List all Securitiesget
Security Reference
List all Security Reference Recordspost

SOURCE Custodial DATA
Source Lots
Latest Lots Recordsget
Filter all lot recordspost
Retrieve a lot recordget
List all lots recordsget
Source Positions
Latest Position Recordsget
Filter all position recordspost
Retrieve a position recordget
List all positions recordsget
Source Realized Gain Loss
Latest Realized Gain Loss Recordsget
Filter all Realized Gain Loss recordspost
Retrieve a Realized Gain Loss recordget
List all Realized Gain Losses recordsget
Source Account Balances
Latest Account Balance Recordsget
Filter all account balance recordspost
Retrieve an account balance recordget
List all account balances recordsget
Source Transactions
Latest Transaction Recordsget
Filter all transaction recordspost
Retrieve a transaction recordget
List all transactions recordsget

MARKET DATA 🆕
Intrinio Market Data
Get Intrinio Market Dataget

STATUS
Account Summary
Account Meta Status Summaryget
Source Data Status
Source Data Statuspost

200An enveloped list of Printable Reports

400Bad Request