Using the Solution Reporting API

Learn how to automate Solution Reporting.

Introduction

The Solution Reporting API gives you programmatic access to Vertex’s Solution Reporting capabilities. As a result, you can retrieve, schedule, and manage reports across multiple solutions without relying on the user interface (UI). This API is ideal for automating reporting workflows, integrating with external systems, and streamlining data extraction for analytics and compliance.
In this section, you’ll learn how to:

  • Authenticate and configure API requests.
  • Access standard and custom reports by using available endpoints.
  • Apply filters and parameters to tailor report output.

Use the Solution Reporting API to simplify reporting processes and deliver consistent, accurate data to your business systems.

Prerequisites

Before you start using the Solution Reporting API, ensure that you have:

  • Vertex account access
    You must have an active Vertex account with access to the Solution Reporting application.
  • API credentials
    Obtain your credentials and access token for the Solution Reporting API. These are required for authentication.
  • Role permissions
    Ensure that your user role includes reporting access. Contact your administrator if you need additional permissions.
  • Network and security configuration
    Confirm that your environment allows outbound HTTPS requests to Vertex API endpoints.
  • Development environment
    Install a REST client or configure your preferred programming language to send HTTP requests (such as cURL, Postman, or SDKs).

API Integration

To integrate the Solution Reporting API into your application:

  • Set up authentication
    Use your credentials to authenticate requests. Include the token in the Authorization header.
  • Identify endpoints
    Review available endpoints for report retrieval, scheduling, and management.
  • Configure requests
    Send HTTPS requests using your preferred method (such as cURL, Postman, or a language-specific HTTP client). Ensure that all requests use JSON format for payloads and responses.
  • Handle responses
    Parse JSON responses to extract report data. Implement error handling for common HTTP status codes (such as 400, 401, or 500).
  • Secure your integration
    Store credentials securely and follow best practices for API rate limits and retries.

Solution Reporting API requests

The Solution Reporting API contains the following requests:

TaskRequestMethodUse
List report definitionsapi/v1/reportsGETRetrieve a list of report definitions, optionally filtered by template, category, name, and creation date.
Get report definitionapi/v1/reports/{reportId}GETRetrieve full metadata for a single report definition.
Run report definitionapi/v1/reports/{reportId}/resultsPOSTExecute a report definition and create a new report result. The report is executed asynchronously, and the generated report result metadata is returned.
List report results for a report definitionapi/v1/reports/{reportId}/resultsGETRetrieve all report results generated for a specific report definition, with optional filters for status, name, and creation date range.
Get report result details by definition and result IDapi/v1/reports/{definitionId}/results/{reportResultId}GETRetrieve full metadata for a single report result, including pre-signed download URLs.
List report resultsapi/v1/reports/resultsGETRetrieve a list of report results across all report definitions, optionally filtered by definition, template, category, status, name, and creation date range.
Get report result details by result ID onlyapi/v1/reports/results/{reportResultId}GETRetrieve full metadata for a single report result by its ID, including pre-signed download URL.
List templatesapi/v1/templatesGETRetrieve a list of report templates.
Get template for report definitionapi/v1/reports/{reportId}/templateGETRetrieve the template associated with a specific report definition. The template contains the structure and configuration used by the report.
Get template detailsapi/v1/templates/{templateId}GETRetrieve a single template definition.
List template categoriesapi/v1/templates/categoriesGETRetrieve a list of all available template categories. Categories are used to organize and group templates.
List schedulesapi/v1/schedulesGETRetrieve a list of schedules for running report definitions, optionally filtered by definition, template, category, status, name, and effective date range.
List schedules for report definitionapi/v1/reports/{reportId}/schedulesGETRetrieve all schedules associated with a specific report definition.
Create scheduleapi/v1/schedulesPOSTCreate a new schedule for running a report definition.
Delete all schedules for a report definitionapi/v1/reports/{reportId}/schedulesDELETEDelete all schedules associated with a specific report definition.
Get scheduleapi/v1/schedules/{scheduleId}GETRetrieve full metadata for a single schedule.
Update scheduleapi/v1/schedules/{scheduleId}PUTUpdate an existing schedule. All updatable fields are replaced with the values provided in the request.
Delete scheduleapi/v1/schedules/{scheduleId}DELETEDelete or permanently disable a schedule.