Reports
The Reports endpoints cover everything involving historical reading of transactions. Use live listing for dashboards and asynchronous CSV generation for BI/audit over large periods.
GETList transactionsGETTransaction detailPOSTGenerate reportGETList reportsGETReport statusPOSTDownload report
When to use each one
| Scenario | Endpoint |
|---|---|
| Transactions screen on the dashboard | GET /user/transactions |
| Detail of a specific transaction | GET /user/transactions/{id} |
| Report over a large period (month, year) | POST /user/report |
| List requested reports | GET /user/reports |
| Check whether the report has finished | GET /user/report/{id} |
| Download the generated CSV | POST /user/report/{id}/download |
Listing vs async report
| Scenario | Recommended |
|---|---|
| Dashboard, < 10k records | GET /user/transactions paginated |
| Daily reconciliation | GET /user/transactions paginated |
| Full month or year | POST /user/report (async CSV) |
| BI / Data Warehouse | POST /user/report scheduled |