Generate a Report

All of the reports can be generated via one single endpoint.

API Call

POST /reports

The request body requires two params:

providerId - identifies the type of report to generate
params - parameters used to generate the report (varies between report types)

Available Provider IDs

Report Name (HE)	Requested Scope	Provider ID
חידושים ביטוח כללי	`reports:insurance_renewal`	`3d6ad5f5-a4a5-4d1a-9651-2dc3bd0a8dca`
חיובי מסלקה	`reports:swiftness`	`47a85278-2c78-4d01-9cbe-67399df96d73`
מוצרים בניהול	`reports:managed_savings`	—
מוצרים טרום טיפול	`reports:trom_products`	`552967b9-9a1b-490b-9455-c7afef8dd992`
הפקדות לעצמאים	`reports:afkadot_leatsmaim`	`82bac88c-d738-4842-9fd8-ac55453382c1`
תפוקות פרט	`reports:tfukot_prat`	`609d5215-332e-4319-bef3-28f423c85708`
תום תוקף מינוי סוכן	`reports:tom_tokef_minui_sohen`	`19351344-c52d-4bd0-8642-cf8c1d28b6e8`
השוואת פרודוקציה	`reports:productia_diff`	`8da68698-df6b-4a4f-be62-dcb0314bc37e`
ריסק זמני	`reports:risk_zmani`	`9c955dc5-2c16-4893-9e0c-0395f1eddea0`
ויתור פנסיה / שארים	`reports:pensia_vitur`	`1c024cef-54f6-464f-a482-dfbd40318838`
פגישות	`reports:meetings`	`8c122010-5d09-42e3-90e1-6a64c03575b9`
ימי הולדת	—	`2899ca29-8672-4a12-96f3-7147a09716cd`

Report Parameters

הפקדות לעצמאים

month - YearMonth (YYYY-MM) - validity month (the products will be considered for the report based on this validity month)

השוואת פרודוקציה

referenceMonth - YearMonth (YYYY-MM) - reference month for the comparison
targetMonth - YearMonth (YYYY-MM) - target month for the comparison
companies - Integer[] - list of company identifiers

ויתור שארים

month - YearMonth (YYYY-MM) - validity month (the products will be considered for the report based on this validity month)

חידושים ביטוח כללי

startDate - Date (YYYY-MM-DD)
endDate - Date (YYYY-MM-DD)
includesCarPolicies - Boolean
includesHousePolicies - Boolean
includesBusinessPolicies - Boolean
includesOldPolicies - Boolean

חיובי מסלקה

startDate - Date (YYYY-MM-DD)
endDate - Date (YYYY-MM-DD)

ימי הולדת

startMonth - Integer
endMonth - Integer
classes - UUID[]
statuses - UUID[]
activeStatuses - Boolean

מוצרים טרום טיפול

companies - Integer[]
startMonth - YearMonth (YYYY-MM)
endMonth - YearMonth (YYYY-MM)
includesCancelled - Boolean

פגישות

startDate - Date (YYYY-MM-DD)
endDate - Date (YYYY-MM-DD)
rawHosts - UUID[]
rawSources - UUID[]

ריסק זמני

month - YearMonth (YYYY-MM)

תום תוקף מינוי סוכן

month - YearMonth (YYYY-MM)
companies - Integer[]

תפוקות פרט

groupingField - String
types - UUID[]
licensees - UUID[] - identifies the licensees to include
supervisors - UUID[] - identifies the supervisors to include
businessClasses - UUID[]
currentCompanies - Integer[]
newCompanies - Integer[]
openDateStart - Date (YYYY-MM-DD)
openDateEnd - Date (YYYY-MM-DD)
policyIssuanceDateStart - Date (YYYY-MM-DD)
policyIssuanceDateEnd - Date (YYYY-MM-DD)

Example Request Body

To generate a report, construct your request body with the appropriate providerId and params. For instance, to get the "הפקדות לעצמאים" report for a specific month:

{
  "providerId": "82bac88c-d738-4842-9fd8-ac55453382c1",
  "params": {
    "month": "2025-09"
  }
}