Reports API

Generate Report

POST /api/reports/generate

{
  "reportType": "EXECUTIVE_SUMMARY",
  "merchantId": "clx...",
  "periodStart": "2026-01-01",
  "periodEnd": "2026-03-31",
  "comparisonStart": "2025-01-01",
  "comparisonEnd": "2025-12-31"
}

Report Types

EXECUTIVE_SUMMARY, REVENUE_SUMMARY, REVENUE_BY_SOURCE, REVENUE_BY_METHOD, TRANSACTION_OVERVIEW, DECLINE_ANALYSIS, SETTLEMENT_REPORT, CUSTOMER_ACQUISITION, CUSTOMER_LTV, TOP_CUSTOMERS, INVOICE_AGING, INVOICE_COLLECTION, SUBSCRIPTION_HEALTH, PAYMENT_PAGE_PERFORMANCE

List Reports

GET /api/reports?page=1

Get Report

GET /api/reports/:id

Download PDF

GET /api/reports/:id/pdf

Returns a PDF file with professional formatting, cover page, and data visualizations.

Report Schedules

GET /api/reports/schedules
POST /api/reports/schedules
DELETE /api/reports/schedules/:id

Configure automated report generation and email delivery.

​Reports API

​Generate Report

​Report Types

​List Reports

​Get Report

​Download PDF

​Report Schedules