Using the Solution Reporting API

Introduction

The Solution Reporting API gives you programmatic access to Vertex Solution Reporting capabilities. You can use the API to:

• Manage report definitions using list, create, update, and archive operations.
• Retrieve, view, and maintain report results.
• List templates, get template report definitions, and view template details and categories.
• Maintain schedules including the ability to list, create, update, and delete.

The API is ideal for automating reporting workflows, integrating with external systems, and streamlining data extraction for analytics and compliance.

This section describes 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: