Generate a report for a specific customer

post

https://api.surense.com/api/v1/customers/{customerId}/reports

Recent Requests

Time	Status	User Agent
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Path Params

customerId

uuid

required

Body Params

Request to generate a report for a specific customer

reportType

string

required

Report type

preview

boolean

required

Whether to generate preview

customerId

string

Customer ID

productiaMonth

string

Productia month

includeCoverPage

boolean

Whether to include cover page

includeIntroPage

boolean

Whether to include intro page

introPageNotes

string

Intro page notes

includesInvestmentProducts

boolean

Whether to include investment products

includesInsuranceProducts

boolean

Whether to include insurance products

includesNotesAndRecommendations

boolean

Whether to include notes and recommendations

detailedReport

boolean

Whether to generate detailed report

detailedIncludeDeposits

boolean

Whether to include deposits in detailed report

familyMemberIds

array of uuids, unique

Family members (spouse and/or minor children) to include in a family report

familyMemberIds

Response

Language

Credentials

OAuth2

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Response

Click Try It! to start a request and see the response here! Or choose an example:

*/*

200OK