APModuleReports

Reports module

Access all of the API endpoints under the 'reports' path. Each module is loaded via {@link \APAPI\APLoader} and passed a reference to a {@link \APAPI\APAPI} instance to use. In practice, usage of SDK modules is as simple as:

$api->reports->initialize();
see

Methods

Constructor

__construct($pxAPIOb) 

When a module is requested via the API base class, it is automatically passed a reference to a {@link \APAPI\APAPI} instance to use.

Arguments

$pxAPIOb

getForecastRevenueCashFlow - GET reports/forecast/revenuecashflow

getForecastRevenueCashFlow(string $expand = "{}") : mixed

Enter any future date range and see the forecast of cashflow. This chart pulls from the live amortization schedules viewable on the transactions tab inside each loan account.

Arguments

$expand

string

Search options (JSON formatted)

Response

mixed

getForecastDueDateCalendar - GET reports/forecast/duedatecalendar

getForecastDueDateCalendar(string $expand = "{}", int $limit = 50, int $offset, string $sort = "date", int $reverse) : mixed

Provides a line item breakdown of forecast payments taken from the amortization schedules on individual accounts.

Arguments

$expand

string

The search parameters (JSON formatted)

$limit

int

How many results per page to get

$offset

int

Offset from where to start the results

$sort

string

Sort column

$reverse

int

Whether to sort ascending or descending

Response

mixed

getHistoryPayments - GET reports/history/payments

getHistoryPayments(string $expand = "{}", int $limit = 50, int $offset, string $sort = "date", int $reverse) : mixed

Shows the actual history of payments that have been logged on within the current company. Including the amortization breakdown of each payment. Additional search parameters may be used via the expand property to narrow the search results.

Arguments

$expand

string

The search parameters (JSON formatted)

$limit

int

How many results per page to get

$offset

int

Offset from where to start the results

$sort

string

Sort column

$reverse

int

Whether to sort ascending or descending

Response

mixed

getHistoryCharges - GET reports/history/charges

getHistoryCharges(string $expand = "{}", int $limit = 50, int $offset, string $sort = "date", int $reverse) : mixed

Show all charges that meet the search criteria. This does not show the paid charges, but the actual charges that are logged.

Arguments

$expand

string

The search parameters (JSON formatted)

$limit

int

How many results per page to get

$offset

int

Offset from where to start the results

$sort

string

Sort column

$reverse

int

Whether to sort ascending or descending

Response

mixed

getHistoryHistory - GET reports/history/history

getHistoryHistory(string $expand = "{}") : mixed

This report provides the actual history of payments for the search results.

Arguments

$expand

string

The search parameters (JSON formatted)

Response

mixed

getHistoryFunding - GET reports/history/funding

getHistoryFunding(string $expand = "{}", int $limit = 50, int $offset, string $sort = "created", int $reverse) : mixed

Retrieve all loans with contract dates that fall within the specified date range. AutoPal does not track whether the user has given money to the borrower or dealership for the loan. This report simply looks at contract dates.

Arguments

$expand

string

The search parameters (JSON formatted)

$limit

int

How many results per page to get

$offset

int

Offset from where to start the results

$sort

string

Sort column

$reverse

int

Whether to sort ascending or descending

Response

mixed

getHistoryDueDateChanges - GET reports/history/duedatechanges

getHistoryDueDateChanges(string $expand = "{}", int $limit = 50, int $offset, string $sort = "created", int $reverse) : mixed

Search due date changes on all loans throughout the current company.

Arguments

$expand

string

The search parameters (JSON formatted)

$limit

int

How many results per page to get

$offset

int

Offset from where to start the results

$sort

string

Sort column

$reverse

int

Whether to sort ascending or descending

Response

mixed

getServicingInsurance - GET reports/servicing/insurance

getServicingInsurance(string $expand = "{}", int $limit = 50, int $offset, string $sort = "created", int $reverse) : mixed

Search for expiring insurance on accounts. Typically on collateralized loans the lender tracks the insurance. This report allows for you to search for the expiration of that insurance. If you select Expired/No Insurance it will result all of the account that also do not have any insurance information entered.

Arguments

$expand

string

The search parameters (JSON formatted)

$limit

int

How many results per page to get

$offset

int

Offset from where to start the results

$sort

string

Sort column

$reverse

int

Whether to sort ascending or descending

Response

mixed

getServicingPromises - GET reports/servicing/promises

getServicingPromises(string $expand = "{}", int $limit = 50, int $offset, string $sort = "created", int $reverse) : mixed

Searches the status of promises across the current company. Results can be narrowed as desired. In addition it can be searched by the date the promise was created, or by its due date.

Arguments

$expand

string

The search parameters (JSON formatted)

$limit

int

How many results per page to get

$offset

int

Offset from where to start the results

$sort

string

Sort column

$reverse

int

Whether to sort ascending or descending

Response

mixed

getServicingNotes - GET reports/servicing/notes

getServicingNotes(string $expand = "{}", int $limit = 50, int $offset, string $sort = "created", int $reverse) : mixed

This report searches the notes created in a particular date range.

Arguments

$expand

string

The search parameters (JSON formatted)

$limit

int

How many results per page to get

$offset

int

Offset from where to start the results

$sort

string

Sort column

$reverse

int

Whether to sort ascending or descending

Response

mixed

getServicingFlooring - GET reports/servicing/flooring

getServicingFlooring(string $expand = "{}", int $limit = 50, int $offset, string $sort = "created", int $reverse) : mixed

This report provides a company wide view of the flooring loans. Similar to a delinquency report, however it will show the specific summary per flooring customer specified in the search.

Arguments

$expand

string

The search parameters (JSON formatted)

$limit

int

How many results per page to get

$offset

int

Offset from where to start the results

$sort

string

Sort column

$reverse

int

Whether to sort ascending or descending

Response

mixed

getAdminAdmin - GET reports/admin/admin

getAdminAdmin(string $expand = "{}") : mixed

Get stats for the current company as a whole.

Arguments

$expand

string

The search parameters (JSON formatted)

Response

mixed

getAdminAdditionalCharts - GET reports/admin/additionalcharts

getAdminAdditionalCharts(string $expand = "{}") : mixed

Additional charts give a quick overview of how the current company is doing.

Arguments

$expand

string

the search parameters (JSON formatted)

Response

mixed

getAdminGraphing - GET reports/admin/graphing

getAdminGraphing(string $expand = "{}") : mixed

Graphing returns a dataset suitable for visual representation of the state of the loan accounts.

Arguments

$expand

string

The search parameters (JSON formatted)

Response

mixed

getCustomQueries - GET reports/custom

getCustomQueries() : mixed

Get all saved custom queries in the current company.

Response

mixed

getCustomQueue - GET reports/custom/queue

getCustomQueue() : mixed

Get a list of queued custom queries. Ready to download reports have an additional 'link' field.

Response

mixed

postCustomQueue - POST reports/custom/queue

postCustomQueue(array $data) : mixed

Creates a new custom query and queues it for processing.

Arguments

$data

array

Custom query data

Response

mixed

postCustom - POST reports/custom

postCustom(array $data) : mixed

Save a custom query. The custom query parameters are saved but not queued.

Arguments

$data

array

Custom query data

Response

mixed

deleteCustom - DELETE reports/custom

deleteCustom(string $queryId) : mixed

Delete a saved custom query.

Arguments

$queryId

string

ID of the custom query to delete

Response

mixed

deleteQueuedCustomQuery - DELETE reports/custom/queue

deleteQueuedCustomQuery(mixed $queryId) : mixed

Dequeue a queued custom query.

Arguments

$queryId

mixed

Response

mixed

Properties

api

api