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reports.yml
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openapi: 3.0.2
info:
title: REPORTING
version: 3.0.0
termsOfService: 'https://docs.basiq.io/en/collections/440849-privacy-terms-and-common-questions'
license:
name: Commercial
url: https://basiq.io
servers:
- url: https://au-api.basiq.io
description: Production server
paths:
/reports:
post:
summary: Create a report
operationId: createreport
tags:
- Reports
description: >
Use this endpoint to create a new report. Report creation is an
asynchronous task, meaning a job will be returned to let you know the
progress of the report generation.
You can poll the job to know when the report has been generated. You can
create any supported report (see reportTypes for a list of supported
reports). Ensure you provide the necessary filters when generating a
report.
All created reports, will store a copy of the data as a snapshot - this
ensures that you have access to the raw data that was used to create the
report.
This API allows generating reports with various filters. The `filters` field in the report request enables you to specify parameters for customizing the report content.
> 📘 Note: The report title cannot be longer than 50 characters.
> 📘 **Reminder:** When Enrich data is updated, the transactions' Enrich results won’t automatically reflect these updates. To ensure your report reflects the latest Enrich data, purge and refresh connections before generating a new report.
### Filters
Filters are used to narrow down the data included in the report. The available filters are:
- `fromDate`: Specifies the start date for the report data (format: YYYY-MM-DD).
- `toDate`: Specifies the end date for the report data (format: YYYY-MM-DD).
- `accounts`: List of account IDs to include in the report.
- `users`: List of user IDs to include in the report.
- `includeMetrics`: List of metric codes to include in the report. Supported values are specific to the report type. Rules for `includeMetrics`:
- If the array is empty (`"value": []`), all metrics will be shown.
- If no filter is provided, all metrics will be shown.
- If an array of codes is provided, only these specific metrics will be shown.
- If the value is `null`, no metrics will be shown.
- `includeGroups`: List of group codes to include in the report. Supported values are specific to the report type. Rules for `includeGroups`:
- If the array is empty (`"value": []`), all groups will be shown.
- If no filter is provided, all groups will be shown.
- If an array of codes is provided, only these specific groups will be shown.
- If the value is `null`, no groups will be shown.
requestBody:
description: >-
Include the details of the report you would like to create along with
the filters.
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/reportRequest'
examples:
CONN_AFFOR_REPORT:
summary: For Report type
value:
reportType: CON_AFFOR_01
title: John Smith Affordability Report 2022-03-26
filters:
- name: fromDate
value: '2022-01-01'
- name: toDate
value: '2023-01-01'
- name: accounts
value:
- 'ag829sj'
- 'aj82gka'
- name: users
value:
- '272af9fa-0f4a-44dc-bf88-a63bec2d0662'
- name: includeMetrics
value:
- 'ME002'
- 'ME003'
- 'ME004'
- name: includeGroups
value:
- 'INC-001'
- 'INC-002'
- 'EXP-001'
STATEMENT:
summary: For Statement type
value:
reportType: STATEMENT_01
title: Bank Statement 2024-03-20
filters:
- name: fromDate
value: '2022-01-01'
- name: toDate
value: '2023-01-01'
- name: account
value: 'ag829sj'
- name: user
value: '272af9fa-0f4a-44dc-bf88-a63bec2d0662'
responses:
'202':
description: >
The server will return link to a job endpoint which can be polled to
track the progress of the report creation.
content:
application/json:
schema:
$ref: '#/components/schemas/job'
example:
type: job
id: 'b1824ad0-73f1-0138-3700-0a58a9feac09'
links:
self: https://au-api.basiq.io/jobs/b1824ad0-73f1-0138-3700-0a58a9feac09
400:
description: >
Returns an error indicating that the server cannot or will not process the request
due to something that is perceived to be a client error.
content:
application/json:
schema:
oneOf:
- $ref: '#/components/schemas/BadRequestError'
- $ref: '#/components/schemas/BadRequestErrorforbidden-access'
403:
description: Error that access is forbidden and tied to the application
logic, such as insufficient rights to a resource.
content:
application/json:
schema:
$ref: '#/components/schemas/ForbiddenAccessError'
404:
description: Returns error indicating that server can't find requested resource.
content:
application/json:
schema:
$ref: '#/components/schemas/NotFoundError'
500:
description: Returns error response code indicates that the server encountered
an unexpected condition that prevented it from fulfilling the request.
content:
application/json:
schema:
$ref: '#/components/schemas/InternalServerError'
get:
summary: List all reports
operationId: listallreports
tags:
- Reports
description: >
Use this endpoint to retrieve a list of created reports.
Every created report is saved as a snapshot and can be retrieved up to 24 hours after
creation.You can call the reports/types endpoint to see the list of supported reports.
reports.
responses:
'200':
description: Success
content:
application/json:
schema:
$ref: '#/components/schemas/collection'
example:
type: list
count: 2
size: 2
data:
- type: report
id: b1824ad0-73f1-0138-3700-0a58a9feac09
title: John Smith Affordability Report 2022-03-26
reportType: CON_AFFOR_01
createdDate: '2022-03-26T06:56:44'
createdBy: David Smith
expiresAt: '2022-12-25T06:56:44'
filters:
- name: fromDate
value: '2022-01-01'
- name: toDate
value: '2022-12-01'
- name: accounts
value:
- ag829sj
- aj82gka
- name: users
value:
- sj29sjd
links:
self: >-
https://au-api.basiq.io/reports/b1824ad0-73f1-0138-3700-0a58a9feac09
- type: report
id: a2a17e84-460c-43f4-9c94-1398a5b4c148
title: Statements
reportType: STATEMENT_01
createdDate: '2024-03-21T23:51:37Z'
expiresAt: '2024-04-04T23:51:37Z'
createdBy: Basiq
filters:
- name: fromDate
value: '2023-03-01'
- name: toDate
value: '2024-03-21'
- name: account
value: ag829sj
- name: user
value: sj29sjd
links:
self: https://au-api.basiq.io/reports/a2a17e84-460c-43f4-9c94-1398a5b4c148
links:
self: >-
https://au-api.basiq.io/reports
next: >-
https://au-api.basiq.io/reports?next=bf1ec9d4
'400':
$ref: '#/components/responses/400BadRequest'
'403':
$ref: '#/components/responses/403Forbidden'
'404':
$ref: '#/components/responses/404NotFound'
'500':
$ref: '#/components/responses/500Server'
/reports/{id}:
summary: ''
description: ''
get:
summary: Retrieve a report
operationId: retrieveReport
tags:
- Reports
description: |
Use this endpoint to retrieve a specific report. Ensure you check the
documentation for the schema of each report type.
| Request Header | Description |
|----------------|-----------------------------------------------------------------------------|
| Accept | Specifies the format of the response. Use `application/json` or `application/pdf` |
If you want to generate the PDF, make sure to change `content-type`
in the CURL request to `application/pdf` for PDF generation.
parameters:
- in: path
name: id
schema:
type: string
required: true
description: The ID of the generated report
responses:
200:
description: Success
content:
application/pdf:
schema:
$ref: '#/components/schemas/STATEMENT'
application/json:
schema:
$ref: '#/components/schemas/Conn_Affor_Report'
example:
type: report
id: b1824ad0-73f1-0138-3700-0a58a9feac09
title: John Smith Affordability Report 2022-03-26
reportType: CON_AFFOR_01
createdDate: '2022-03-26T06:56:44'
createdBy: David Smith
filters:
- name: fromDate
value: '2022-01-01'
- name: toDate
value: '2022-12-01'
- name: accounts
value:
- 'ag829sj'
- 'aj82gka'
- name: users
value:
- '272af9fa-0f4a-44dc-bf88-a63bec2d0662'
data:
metrics:
- id: ME001
title: "# OF IDENTIFIED SALARY SOURCES"
description: Number of recent salary income sources
sections:
- Income Sources
result:
value: '4'
format: integer
- id: ME002
title: Average monthly amount from salary
description: Mean monthly amount from salary income sources over the reporting
period
sections:
- Income Sources
result:
value: '7228.00'
format: money
- id: ME004
title: OTHER POSSIBLE INCOME MONTHLY
description: Mean monthly income from sources not covered within Salary and Benefits
sections:
- Income Sources
result:
value: '266.00'
format: money
- id: ME005
title: Youth Allowance monthly
description: Mean monthly income from Youth Allowance
sections:
- Government Services
result:
value: '125.00'
format: money
- id: ME006
title: Rental Assistance monthly
description: Mean monthly income from Rental Assistance
sections:
- Government Services
result:
value: '0.00'
format: money
- id: ME007
title: Misc Government services monthly
description: Mean monthly income through government benefits other than Rental
Assistance and Youth Allowance
sections:
- Government Services
result:
value: '488.00'
format: money
- id: ME008
title: Average monthly amount
description: Mean monthly repayments to lenders
sections:
- Financial Commitments
result:
value: "-2553.00"
format: money
- id: ME009
title: "# of identified companies"
description: Number of relationships with lending merchants
sections:
- Financial Commitments
result:
value: '8'
format: integer
- id: ME010
title: Total credit card limit
description: Total limits on available credit card accounts
sections:
- Financial Commitments
result:
value: '5000.00'
format: money
- id: ME011
title: Total credit card balance
description: Total of latest available balances on available credit card accounts
sections:
- Financial Commitments
result:
value: "-2625.00"
format: money
- id: ME012
title: Monthly spend on non-discretionary expenses (inc. liabilities)
description: Mean monthly spend on non-discretionary expenses
sections:
- Expenses
result:
value: "-3851.00"
format: money
- id: ME013
title: "% of spend on non-discretionary expenses"
description: Mean monthly spend on non-discretionary expenses as a percentage
of total expenses
sections:
- Expenses
result:
value: '26.2'
format: percent
- id: ME014
title: Mean monthly spend on discretionary expenses
description: Mean monthly spend on discretionary expenses
sections:
- Expenses
result:
value: "-2632.00"
format: money
- id: ME015
title: "% of spend on discretionary expenses"
description: Mean monthly spend on discretionary expenses as a percentage of total
expenses
sections:
- Expenses
result:
value: '53.1'
format: percent
- id: ME016
title: Monthly spend on other expenses
description: Mean monthly spend on other expenses
sections:
- Expenses
result:
value: "-1054.00"
format: money
- id: ME017
title: "# of SACC loans"
description: Number of relationships with SACC lenders
sections:
- Risk Metrics
result:
value: '3'
format: integer
- id: ME018
title: "% OF SALARY INCOME WITHDRAWN VIA ATM"
description: Percentage of salary income withdrawn as cash at ATM's over the reporting
period
sections:
- Risk Metrics
result:
value: '6.1'
format: percent
- id: ME019
title: "# of financial dishonours"
description: Number of financial dishonour transactions detected during reporting
period
sections:
- Risk Metrics
result:
value: '3'
format: integer
- id: ME020
title: "% of income spent on High Risk Activities"
description: Percentage of salary income withdrawn at ATM's (including from credit
cards), spent on gambling and credit card interest, and withdrawn via redraws
sections:
- Risk Metrics
result:
value: '12.4'
format: percent
- id: ME021
title: Total spend on High Risk Activities
description: Total withdrawn at ATM's (including from credit cards), spent on
gambling and credit card interest, and withdrawn via redraws during reporting
period
sections:
- Risk Metrics
result:
value: "-3690.00"
format: money
- id: ME022
title: Has recent changes to income circumstances
description: Indicates new income source in 2 months before end of reporting period
or income source stopping in 2 months prior to end of reporting period
sections:
- Risk Flags
result:
value: 'true'
format: boolean
- id: ME023
title: Has received crisis support payments
description: Indicates if any crisis support income has been received during reporting
period
sections:
- Risk Flags
result:
value: 'false'
format: boolean
- id: ME024
title: Has superannuation credits
description: Indicates if any superannuation income has been received during reporting
period
sections:
- Risk Flags
result:
value: 'false'
format: boolean
- id: ME025
title: Has cash advances
description: Indicates cash withdrawals from credit card accounts during reporting
period
sections:
- Risk Flags
result:
value: 'true'
format: boolean
- id: ME026
title: Has redraws
description: Indicates transfers from mortgage accounts during reporting period
sections:
- Risk Flags
result:
value: 'true'
format: boolean
- id: ME027
title: Has High-Cost Finance
description: Indicates repayments (during reporting period) to lenders that may
charge high interest rates
sections:
- Risk Flags
result:
value: 'true'
format: boolean
- id: ME031
title: Has Unemployment Benefit
description: Indicates if Jobseeker payments have been received
sections:
- Risk Flags
result:
value: 'true'
format: boolean
- id: ME028
title: 'Missing non-discretionary expenses: groceries'
description: 'no instances of non-discretionary expenses: groceries detected'
sections:
- Risk Flags
result:
value: 'false'
format: boolean
- id: ME032
title: Receives Child Support
description: Indicates if child support payments have been detected
sections:
- Risk Flags
result:
value: 'true'
format: boolean
- id: ME029
title: 'Missing non-discretionary expenses: telecommunication'
description: 'no instances of non-discretionary expenses: telecommunication detected'
sections:
- Risk Flags
result:
value: 'true'
format: boolean
- id: ME030
title: 'Missing non-discretionary expenses: utilities'
description: 'no instances of non-discretionary expenses: utilities detected'
sections:
- Risk Flags
result:
value: 'false'
format: boolean
- id: ME033
title: Average Income monthly
description: Mean monthly total income excluding benefits, tax, insurance, superannuation
credits
sections:
- Income Sources
result:
value: '125.00'
format: money
- id: ME034
title: Average Outgoings monthly
description: Mean monthly total outgoings
sections:
- Expenses
result:
value: "-325.00"
format: money
- id: ME035
title: Total Income has been stable for (months)
description: Number of months within report over which total income has been stable
sections:
- Expenses
result:
value: "-325.00"
format: money
- id: ME036
title: Median monthly amount from Salary
description: Median of the monthly sum of transaction amounts for all transactions in Group INC009
sections:
- Income Sources
result:
value: "8000.00"
format: integer
- id: ME037
title: Median Income monthly
description: Sum of the individual group medians for all INC groups used in Metric ME033
sections:
- Income Sources
result:
value: "10812.95"
format: money
- id: ME039
title: Average Outgoings Excluding Liabilities
description: Mean monthly total outgoings excluding liability payments
sections:
- Expenses
result:
value: "-300"
format: integer
- id: ME040
title: Average Monthly Credits
description: Mean monthly credits excluding internal transfers
sections:
- Expenses
result:
value: "0.01"
format: money
- id: ME041
title: Average Monthly Debits
description: Mean monthly debits excluding internal transfers
sections:
- Expenses
result:
value: "-300"
format: money
- id: ME042
title: "# of recent income sources"
description: Number of recent income sources across all income groups
sections:
- Income
result:
value: 0
format: money
- id: ME043
title: "# of ongoing regular income sources"
description: Number of recent income sources across all income groups where an income frequency has been detected
sections:
- Income
result:
value: 0
format: money
- id: ME046
title: Average monthly ongoing amount to lenders
description: Ongoing monthly repayments to lenders
sections:
- Risk Metrics
result:
value: 0
format: money
- id: ME047
title: HAS UNSHARED MORTGAGE ACCOUNT
description: Indicates if mortgage payments are detected without a mortgage account having been shared
sections:
- Risk Flags
result:
value: "true"
format: "boolean"
- id: ME048
title: ONGOING MONTHLY MORTGAGE REPAYMENT
description: Projected ongoing monthly mortgage repayments
sections:
- Financial Commitments
result:
value: 8344.00
format: money
groups:
- id: INC-001
title: Benefits
sections:
- Income
analysis:
summary:
transactionCount: 3
overallPercentage:
credit: 0
debit: 0
range:
startDate: '2022-01-01'
endDate: '2022-03-01'
duration: 59
amount:
total: '300.00'
min: '100.00'
max: '100.00'
average:
transaction: '100.00'
month: '100.00'
medianTransaction: '20.00'
medianMonth: '20.00'
ongoingMonth: '0.00'
stableMonths: 1
secureMonths: 0
frequency:
type: P1M
amount: '100.00'
display: 'Monthly'
next:
date: '2022-04-01'
amount: '100.00'
subgroup:
- id: 6d97ec2e37e4d1d24a105bdaea33b427
name: SAMPLE TRANSACTION
analysis:
summary:
transactionCount: 3
overallPercentage:
credit: 0
debit: 0
range:
startDate: '2022-01-01'
endDate: '2022-03-01'
duration: 59
amount:
total: '300.00'
min: '100.00'
max: '100.00'
average:
transaction: '100.00'
month: '100.00'
medianTransaction: '20.00'
medianMonth: '20.00'
ongoingMonth: '0.00'
stableMonths: 1
secureMonths: 0
frequency:
type: P1M
amount: '100.00'
display: 'Monthly'
next:
date: '2022-04-01'
amount: '100.00'
transactions:
- id: 59018149cab77cd2ab7df477f6760cc9
date: '2022-01-01T00:00:00Z'
description: SAMPLE TRANSACTION 0000023
amount: '100.00'
- id: 01aae7dd1e6ace6bb3d31bc4ada58bb5
date: '2022-02-01T00:00:00Z'
description: SAMPLE TRANSACTION 0000023
amount: '100.00'
- id: ad775e551f8f66b8fe693071cd024cef
date: '2022-03-01T00:00:00Z'
description: SAMPLE TRANSACTION 0000023
amount: '100.00'
- id: INC-002
title: Child Support Income
sections:
- Income
analysis:
summary:
transactionCount: 3
overallPercentage:
credit: 0
debit: 0
range:
startDate: '2022-01-01'
endDate: '2022-03-01'
duration: 59
amount:
total: '300.00'
min: '100.00'
max: '100.00'
average:
transaction: '100.00'
month: '100.00'
medianTransaction: '20.00'
medianMonth: '20.00'
ongoingMonth: '0.00'
stableMonths: 1
secureMonths: 0
frequency:
type: P1M
amount: '100.00'
display: 'Monthly'
next:
date: '2022-04-01'
amount: '100.00'
subgroup:
- id: 6d97ec2e37e4d1d24a105bdaea33b427
name: SAMPLE TRANSACTION
analysis:
summary:
transactionCount: 3
overallPercentage:
credit: 0
debit: 0
range:
startDate: '2022-01-01'
endDate: '2022-03-01'
duration: 59
amount:
total: '300.00'
min: '100.00'
max: '100.00'
average:
transaction: '100.00'
month: '100.00'
medianTransaction: '20.00'
medianMonth: '20.00'
ongoingMonth: '0.00'
stableMonths: 1
secureMonths: 0
frequency:
type: P1M
amount: '100.00'
display: 'Monthly'
next:
date: '2022-04-01'
amount: '100.00'
transactions:
- id: 59018149cab77cd2ab7df477f6760cc9
date: '2022-01-01T00:00:00Z'
description: SAMPLE TRANSACTION 0000023
amount: '100.00'
- id: 01aae7dd1e6ace6bb3d31bc4ada58bb5
date: '2022-02-01T00:00:00Z'
description: SAMPLE TRANSACTION 0000023
amount: '100.00'
- id: ad775e551f8f66b8fe693071cd024cef
date: '2022-03-01T00:00:00Z'
description: SAMPLE TRANSACTION 0000023
amount: '100.00'
- id: INC-003
title: Insurance Credits
sections:
- Income
analysis:
summary:
transactionCount: 3
overallPercentage:
credit: 0
debit: 0
range:
startDate: '2022-01-01'
endDate: '2022-03-01'
duration: 59
amount:
total: '300.00'
min: '100.00'
max: '100.00'
average:
transaction: '100.00'
month: '100.00'
medianTransaction: '20.00'
medianMonth: '20.00'
ongoingMonth: '0.00'
stableMonths: 1
secureMonths: 0
frequency:
type: P1M
amount: '100.00'
display: 'Monthly'
next:
date: '2022-04-01'
amount: '100.00'
subgroup:
- id: 6d97ec2e37e4d1d24a105bdaea33b427
name: SAMPLE TRANSACTION
analysis:
summary:
transactionCount: 3
overallPercentage:
credit: 0
debit: 0
range:
startDate: '2022-01-01'
endDate: '2022-03-01'
duration: 59
amount:
total: '300.00'
min: '100.00'
max: '100.00'
average:
transaction: '100.00'
month: '100.00'
medianTransaction: '20.00'
medianMonth: '20.00'
ongoingMonth: '0.00'
stableMonths: 1
frequency:
type: P1M
amount: '100.00'
display: 'Monthly'
next:
date: '2022-04-01'
amount: '100.00'
transactions:
- id: 59018149cab77cd2ab7df477f6760cc9
date: '2022-01-01T00:00:00Z'
description: SAMPLE TRANSACTION 0000023
amount: '100.00'
- id: 01aae7dd1e6ace6bb3d31bc4ada58bb5
date: '2022-02-01T00:00:00Z'
description: SAMPLE TRANSACTION 0000023
amount: '100.00'
- id: ad775e551f8f66b8fe693071cd024cef
date: '2022-03-01T00:00:00Z'
description: SAMPLE TRANSACTION 0000023
amount: '100.00'
- id: INC-004
title: Interest Income
sections:
- Income
analysis:
summary:
transactionCount: 3
overallPercentage:
credit: 0
debit: 0
range:
startDate: '2022-01-01'
endDate: '2022-03-01'
duration: 59
amount:
total: '300.00'
min: '100.00'
max: '100.00'
average:
transaction: '100.00'
month: '100.00'
medianTransaction: '20.00'
medianMonth: '20.00'
ongoingMonth: '0.00'
stableMonths: 1
secureMonths: 0
frequency:
type: P1M
amount: '100.00'
display: 'Monthly'
next:
date: '2022-04-01'
amount: '100.00'
subgroup:
- id: 6d97ec2e37e4d1d24a105bdaea33b427
name: SAMPLE TRANSACTION
analysis:
summary:
transactionCount: 3
overallPercentage:
credit: 0
debit: 0
range:
startDate: '2022-01-01'
endDate: '2022-03-01'
duration: 59
amount:
total: '300.00'
min: '100.00'
max: '100.00'
average:
transaction: '100.00'
month: '100.00'
medianTransaction: '20.00'
medianMonth: '20.00'
ongoingMonth: '0.00'
stableMonths: 1
secureMonths: 0
frequency:
type: P1M
amount: '100.00'
display: 'Monthly'
next:
date: '2022-04-01'
amount: '100.00'
transactions:
- id: 59018149cab77cd2ab7df477f6760cc9
date: '2022-01-01T00:00:00Z'
description: SAMPLE TRANSACTION 0000023
amount: '100.00'
- id: 01aae7dd1e6ace6bb3d31bc4ada58bb5
date: '2022-02-01T00:00:00Z'
description: SAMPLE TRANSACTION 0000023
amount: '100.00'
- id: ad775e551f8f66b8fe693071cd024cef
date: '2022-03-01T00:00:00Z'
description: SAMPLE TRANSACTION 0000023
amount: '100.00'
- id: INC-005
title: Investment Income
sections:
- Income
analysis:
summary:
transactionCount: 3
overallPercentage:
credit: 0
debit: 0
range:
startDate: '2022-01-01'
endDate: '2022-03-01'
duration: 59
amount:
total: '300.00'
min: '100.00'
max: '100.00'
average:
transaction: '100.00'
month: '100.00'
medianTransaction: '20.00'
medianMonth: '20.00'
ongoingMonth: '0.00'
stableMonths: 1
frequency:
type: P1M