1. Reports
Fieldinsight Public API
  • Introduction
  • OAuth
  • Personal API Keys
  • Rate limits
  • Contacts
    • Get contacts
      GET
    • Create contact
      POST
    • Upsert contact
      PUT
    • Patch contact
      PATCH
    • Remove contact
      DELETE
  • Customers
    • Create customer
      POST
    • Get customers
      GET
    • Upsert customer
      PUT
    • Patch customer
      PATCH
    • Remove customer
      DELETE
    • Add contact to customer
      POST
    • Remove contact from customer
      DELETE
  • Sites
    • Create site
      POST
    • Get sites
      GET
    • Upsert site
      PUT
    • Patch site
      PATCH
    • Remove site
      DELETE
    • Add site to project
      POST
    • Add contact to site
      POST
    • Remove contact from site
      DELETE
  • Inventory
    • Get items
    • Create item
    • Patch item
    • Upsert item
    • Remove item
    • Update stock
    • Adjust stock
  • Invoices
    • List Invoices
    • Create Invoice
    • Update Invoice
    • Delete Invoice
    • Set export status
    • Get Invoice PDF
    • Get payments
    • Add payment
  • Payment Methods
    • Upsert Payment Method
    • List Payment Methods
    • Delete Payment Method
  • Payment Terms
    • Upsert Payment Term
    • List Payment Terms
    • Delete Payment Term
  • Business Entities
    • Upsert Business Entity
    • List Business Entities
    • Delete Business Entity
  • Jobs
    • Get jobs
    • Create job
    • Update job
  • Item Classes
    • List Item Classes
    • Upsert Item Class
    • Delete Item Class
  • Cost Codes
    • Upsert Cost Code
    • List Cost Codes
    • Delete Cost Code
  • Pay Items
    • Upsert Pay Item
    • List Pay Items
    • Delete Pay Item
  • Account Groups
    • Upsert Account Group
    • List Account Groups
    • Delete Account Group
  • Units of Measure
    • Upsert Unit Of Measure
    • List Unit Of Measures
    • Delete Unit Of Measure
  • Business Divisions
    • Upsert Business Division
    • List Business Divisions
    • Delete Business Division
  • Warehouses
    • Upsert Part Item Warehouse Location
    • List Part Item Warehouse Locations
    • Delete Part Item Warehouse Location
  • Warehouse Positions
    • Upsert Part Item Warehouse Position
    • List Part Item Warehouse Positions
    • Delete Part Item Warehouse Position
  • Users
    • Get users
  • Projects
    • Get projects
    • Create project
    • Patch project
    • Upsert project
    • Remove project
    • Add account group
    • Remove account group
  • Project Types
    • Upsert Project Type
    • List Project Types
    • Delete Project Type
  • Job Statuses
    • Get items
  • Job Types
    • Get list
  • Workflows
    • Get list
  • Asset Types
    • Upsert Asset Type
    • List Asset Types
    • Delete Asset Type
  • Asset Categories
    • Upsert Asset Type Category
    • List Asset Type Categories
    • Delete Asset Type Category
  • Asset Category Groups
    • Upsert Asset Category Group
    • List Asset Category Groups
    • Delete Asset Category Group
  • Asset Models
    • Upsert Asset Model
    • List Asset Models
    • Delete Asset Model
  • Assets
    • Get assets
    • Create asset
    • Patch asset
    • Upsert asset
    • Remove asset
  • Inventory Transactions
    • Get transactions
  • To-do Lists
    • Create task
    • Get tasks
    • Update task
    • Remove task
  • To-dos
    • Create sub task
    • Get sub tasks
    • Update sub task
    • Remove sub task
  • To-do Types
    • Upsert Todo Type
    • List Todo Types
    • Delete Todo Type
  • To-do Statuses
    • Upsert Todo Status
    • List Todo Statuses
    • Delete Todo Status
  • To-do Priorities
    • Upsert Todo Priority
    • List Todo Priorities
    • Delete Todo Priority
  • Quotes
    • List Quotes
    • Create Quote
    • Update Quote
    • Delete Quote
    • Set export status
    • Get Quote PDF
  • Reports
    • List Reports
      GET
    • Create Report
      POST
    • Update Report
      PATCH
    • Delete Report
      DELETE
    • Set export status
      PUT
    • Get Report PDF
      GET
  • Purchase Orders
    • List Purchase Orders
    • Create Purchase Order
    • Update Purchase Order
    • Delete Purchase Order
    • Set export status
    • Get Purchase Order PDF
  • Customer Statuses
    • Upsert Customer Status
    • List Customer Statuses
    • Delete Customer Status
  • Schemas
    • AccountGroupInput
    • AccountGroupListItem
    • AccountGroupListQuery
    • AssetCategoryExcerpt
    • AssetCategoryGroupInput
    • AssetCategoryGroupListItem
    • AssetCategoryGroupListQuery
    • AssetCustomEntryInput
    • AssetDeleteQuery
    • AssetInput
    • AssetListItem
    • AssetListQuery
    • AssetModelExcerpt
    • AssetModelInput
    • AssetModelListItem
    • AssetModelListQuery
    • AssetPatchInput
    • AssetSaveOutput
    • AssetTypeCategoryInput
    • AssetTypeCategoryListItem
    • AssetTypeCategoryListQuery
    • AssetTypeExcerpt
    • AssetTypeInput
    • AssetTypeListItem
    • AssetTypeListQuery
    • BusinessDivisionInput
    • BusinessDivisionListItem
    • BusinessDivisionListQuery
    • BusinessEntityInput
    • BusinessEntityListItem
    • BusinessEntityListQuery
    • ContactCustomEntryInput
    • ContactDeleteQuery
    • ContactExcerpt
    • ContactInput
    • ContactListQuery
    • ContactPatchInput
    • ContactSaveOutput
    • CostCodeInput
    • CostCodeListItem
    • CostCodeListQuery
    • CreateJobOutput
    • CustomEntryOutput
    • CustomerCustomEntryInput
    • CustomerDeleteQuery
    • CustomerExtraContactInput
    • CustomerExtraContactRemoveInput
    • CustomerListItem
    • CustomerListQuery
    • CustomerPatchInput
    • CustomerSaveOutput
    • CustomerStatusInput
    • CustomerStatusListItem
    • CustomerStatusListQuery
    • CustomerWithContactInput
    • DocumentCreateInput
    • DocumentDeleteQuery
    • DocumentJobExcerpt
    • DocumentLineItemInput
    • DocumentLineItemOutput
    • DocumentListQuery
    • DocumentSectionInput
    • DocumentSectionOutput
    • DocumentUpdateInput
    • ExportErrorInput
    • ExportResultInput
    • InvoiceListItem
    • InvoiceListQuery
    • InvoiceUpdateInput
    • ItemClassExcerpt
    • ItemClassInput
    • ItemClassListItem
    • ItemClassListQuery
    • ItemClassRefInput
    • ItemCreateInput
    • ItemDeleteQuery
    • ItemExcerpt
    • ItemIdOutput
    • ItemIdRootOutput
    • ItemInput
    • ItemListItem
    • ItemListQuery
    • ItemPatchInput
    • JobCustomEntryInput
    • JobInput
    • JobListQuery
    • JobStatusListItem
    • JobStatusListQuery
    • JobTypeListItem
    • JobTypeListQuery
    • LineItemLocationOutput
    • ListResponse[AccountGroupListItem]
    • ListResponse[AssetCategoryGroupListItem]
    • ListResponse[AssetListItem]
    • ListResponse[AssetModelListItem]
    • ListResponse[AssetTypeCategoryListItem]
    • ListResponse[AssetTypeListItem]
    • ListResponse[BusinessDivisionListItem]
    • ListResponse[BusinessEntityListItem]
    • ListResponse[ContactListItem]
    • ListResponse[CostCodeListItem]
    • ListResponse[CustomerListItem]
    • ListResponse[CustomerStatusListItem]
    • ListResponse[InvoiceListItem]
    • ListResponse[ItemClassListItem]
    • ListResponse[ItemListItem]
    • ListResponse[JobListItem]
    • ListResponse[JobStatusListItem]
    • ListResponse[JobTypeListItem]
    • ListResponse[PartItemWarehouseLocationListItem]
    • ListResponse[PartItemWarehousePositionListItem]
    • ListResponse[PayItemListItem]
    • ListResponse[PaymentListItem]
    • ListResponse[PaymentMethodListItem]
    • ListResponse[PaymentTermListItem]
    • ListResponse[ProjectListItem]
    • ListResponse[ProjectTypeListItem]
    • ListResponse[PurchaseOrderListItem]
    • ListResponse[QuoteListItem]
    • ListResponse[ReportListItem]
    • ListResponse[SiteListItem]
    • ListResponse[TodoListItem]
    • ListResponse[TodoListListItem]
    • ListResponse[TodoPriorityListItem]
    • ListResponse[TodoStatusListItem]
    • ListResponse[TodoTypeListItem]
    • ListResponse[TransactionListItem]
    • ListResponse[UnitOfMeasureListItem]
    • ListResponse[UserListItem]
    • ListResponse[WorkflowListItem]
    • OptionRemoveRequest
    • OptionUpsertOutput
    • PartItemWarehouseLocationListItem
    • PartItemWarehouseLocationListQuery
    • PartItemWarehousePositionListItem
    • PartItemWarehousePositionListQuery
    • PayItemInput
    • PayItemListItem
    • PayItemListQuery
    • PaymentInput
    • PaymentListItem
    • PaymentListQuery
    • PaymentMethodInput
    • PaymentMethodListItem
    • PaymentMethodListQuery
    • PaymentMethodOutput
    • PaymentOutput
    • PaymentTermListQuery
    • PaymentTermSchema
    • ProjectAccountGroupInput
    • ProjectDeleteQuery
    • ProjectInput
    • ProjectListItem
    • ProjectListQuery
    • ProjectPatchInput
    • ProjectSaveOutput
    • ProjectTypeExcerpt
    • ProjectTypeInput
    • ProjectTypeListItem
    • ProjectTypeListQuery
    • PurchaseOrderExcerpt
    • PurchaseOrderListItem
    • PurchaseOrderUpdateInput
    • QuoteListItem
    • RecipientOutput
    • ReportListItem
    • SiteCustomEntryInput
    • SiteDeleteQuery
    • SiteExtraContactInput
    • SiteExtraContactRemoveInput
    • SiteListQuery
    • SitePatchInput
    • SiteProjectInput
    • SiteSaveOutput
    • SiteWithContactInput
    • StockAdjustInput
    • StockItemRefInput
    • StockUpdateInput
    • SupplierExcerpt
    • TodoCreateInput
    • TodoDeleteQuery
    • TodoListCreateInput
    • TodoListDeleteQuery
    • TodoListExcerpt
    • TodoListItem
    • TodoListListItem
    • TodoListListQuery
    • TodoListPatchInput
    • TodoListQuery
    • TodoListSaveOutput
    • TodoPatchInput
    • TodoPriorityExcerpt
    • TodoPriorityInput
    • TodoPriorityListItem
    • TodoPriorityListQuery
    • TodoSaveOutput
    • TodoStatusExcerpt
    • TodoStatusInput
    • TodoStatusListItem
    • TodoStatusListQuery
    • TodoTypeExcerpt
    • TodoTypeInput
    • TodoTypeListItem
    • TodoTypeListQuery
    • TransactionListItem
    • TransactionListQuery
    • TransactionType
    • UnitOfMeasureExcerpt
    • UnitOfMeasureInput
    • UnitOfMeasureListItem
    • UnitOfMeasureListQuery
    • UnitOfMeasureRefInput
    • UserListItem
    • UserListQuery
    • WarehouseExcerpt
    • WarehouseInput
    • WarehousePositionInput
    • WarehousePositionRefInput
    • WarehouseRefInput
    • WorkflowListItem
    • WorkflowListQuery
    • ApiError
    • ApiValidationErrors
    • ApiValidationErrorDetail
  1. Reports

Create Report

POST
/reports/
Creates reports and their sections.
Each report is created with the section and line item
structure provided. When no sections are supplied, a default section
is created.

Request

Body Params application/jsonRequired

Example
{
    "site": "67",
    "contact": "67",
    "owner": "65",
    "title": "HVAC Maintenance Invoice",
    "sales_tax_base": "exclusive",
    "purchase_tax_base": "exclusive",
    "project": "80",
    "is_sent": true,
    "payment_term": "80",
    "workflow": "87",
    "business_area": "66",
    "business_division": "66",
    "business_entity": "66",
    "url": "https://example.com/documents/INV-1001",
    "conditions": "<p>Payment is due within 30 days.</p>",
    "sections": []
}

Request Code Samples

Shell
JavaScript
Java
Swift
Go
PHP
Python
HTTP
C
C#
Objective-C
Ruby
OCaml
Dart
R
Request Request Example
Shell
JavaScript
Java
Swift
curl --location 'https://app.fieldinsight.com/public-api//reports/' \
--header 'Content-Type: application/json' \
--data '{
    "site": "67",
    "contact": "67",
    "owner": "65",
    "title": "HVAC Maintenance Invoice",
    "sales_tax_base": "exclusive",
    "purchase_tax_base": "exclusive",
    "project": "80",
    "is_sent": true,
    "payment_term": "80",
    "workflow": "87",
    "business_area": "66",
    "business_division": "66",
    "business_entity": "66",
    "url": "https://example.com/documents/INV-1001",
    "conditions": "<p>Payment is due within 30 days.</p>",
    "sections": []
}'

Responses

🟢200OK
application/json
Successful response.
Bodyapplication/json

Example
null
🟠400Bad Request
🟠401Unauthorized
🟠403Forbidden
🟠404Record Not Found
🟠409
🟠422Parameter Error
🟠429
Modified at 2026-10-30 03:40:11
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