GET
/reports
Once the POST request has been submitted, the user can keep polling this endpoint to obtain a status on the report request. Returns report dataset once the execution has been completed and data is available.
/reports/portfoliometadata
This provides the list of portfolio IDs, portfolio names, external IDs, and custodians for a specific client or firm.
POST
Kicks off the execution of desired report for the chosen portfolio and reporting periods. Returns a GET URL in the response for the user to poll and retrieve the functional data once report execution is completed.
/reports/metadata
Returns available list of reports that the user is entitled to view.