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

Update Report

PATCH
/reports/
Updates properties of an existing report.
Only the fields provided are changed; omitted fields remain
unchanged. When sections are provided, the existing sections and
their line items are replaced. Requires either an ID or an external
ID to identify the report.

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>",
    "id": "4001",
    "external_id": "INV-EXT-1001",
    "is_locked": true,
    "sections": [
        {
            "description": "Cooling system service.",
            "line_items": [
                {
                    "inv_type": "PART",
                    "item_code": "ITEM-1001",
                    "qty": "2",
                    "sales_unit_price": "120.50",
                    "tax": "GST"
                }
            ]
        }
    ]
}

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 --request PATCH '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>",
    "id": "4001",
    "external_id": "INV-EXT-1001",
    "is_locked": true,
    "sections": [
        {
            "description": "Cooling system service.",
            "line_items": [
                {
                    "inv_type": "PART",
                    "item_code": "ITEM-1001",
                    "qty": "2",
                    "sales_unit_price": "120.50",
                    "tax": "GST"
                }
            ]
        }
    ]
}'

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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