ReportSubscriptions
Create ReportSubscription
Create a new ReportSubscription record.
POST
Create ReportSubscription
A scheduled email delivery of a saved report or dashboard: the data is attached as CSV, the body carries an AI summary and a link to open it in the dashboard. Use report_definition_list / report_dashboard_list to find the report or dashboard to schedule.
Authentication
This endpoint requires OAuth2 authentication. Include a valid bearer token in the
Authorization header.
The authenticated user must be a full unrestricted administrator or have the ReportSubscription-Create role.Request Body
Required Fields
integer
required
ID of the business the schedule belongs to.
string
required
Name of the schedule, e.g. Weekly revenue to finance.
string
required
Email addresses separated by commas or semicolons.
integer
required
Daily, Weekly or Monthly.
integer
required
Weekly schedules: 1 = Monday … 7 = Sunday.
integer
required
Monthly schedules: day of the month (1-28).
integer
required
Hour of the day to send (0-23) in the business time zone.
Optional Fields
integer
Saved report to send (exactly one of ReportDefinitionId, ReportDashboardId, TemplateKey or DashboardTemplateKey).
integer
Saved dashboard to send: every report tile is attached as CSV (set either ReportDefinitionId or ReportDashboardId).
string
Built-in report template to send (key from report_templates), instead of a saved report.
string
Built-in dashboard template to send (key from report_templates kind=dashboard), instead of a saved dashboard.
string
Optional email subject; defaults to the report or dashboard name.
boolean
Attach the report data as CSV files.
boolean
Include an AI-written summary of the results in the email body.
string
Optional JSON: for reports an array of prompt filter overrides [{field, op, value}], for dashboards an object of parameter values keyed by parameter id.
boolean
Paused schedules are kept but not sent.
integer
User who created the schedule; reports run with this user’s permissions (set automatically).
Code Examples
Response
200
integer
HTTP status code.
200 on success.string
A human-readable message confirming the creation.
object
Contains the
Id of the newly created record.boolean
true if the reportsubscription was created successfully.array
null on success.Example Response
400
string
A summary of the validation error(s), in the format
PropertyName: error message.any
null on validation failure.object[]
Array of validation errors.
boolean
false when the request fails validation.Example Response