---
title: "Create a new Report"
method: POST
path: "/reports.json"
tags: ["Reports"]
---

# Create a new Report

`POST /reports.json`

Outlines the parameters and data fields used when creating a new Report

## Query parameters

- `fields` string

## Headers

- `X-API-VERSION` string

## Request body

- object
  - `data` object, required
    - `client` object
      - `id` integer — The unique identifier for a single Contact associated with the Report. The keyword `null` is not valid for this field.
    - `end_date` string, date — Filters Report data by date. (Expects an ISO-8601 date).
    - `format` 'csv' | 'html' | 'json' | 'pdf' | 'xlsx' | 'zip', required — What format the Report will be generated in.
    - `kind` 'accounts_receivable' | 'accounts_receivable_aging' | 'bank_account_activity' | 'billing_history' | 'billing_rate' | 'client_activity' | 'client_ledger' | 'clio_payments_deposit' | 'clio_payments_ledger' | 'clio_payments_monthly_statement' | 'clio_payments_sales_tax' | 'clio_payments_transaction' | 'contact_information' | 'currency_conversion_gain_loss' | 'disbursement_payment' | 'fee_allocation' | 'general_ledger' | 'grant_matters' | 'invoice_payments_v2' | 'law_society_of_alberta' | 'law_society_of_alberta_al' | 'law_society_of_alberta_bar' | 'law_society_of_alberta_tl' | 'law_society_of_alberta_tt' | 'matter' | 'matter_balance_summary' | 'matter_ledger_full' | 'matter_productivity_by_user' | 'matters_by_responsible_attorney' | 'originating_attorney_revenue' | 'other_revenue' | 'potential_trust_to_office' | 'productivity_by_client' | 'productivity_by_user' | 'revenue' | 'task_productivity_by_user' | 'task_progress_by_user' | 'trust_ledger' | 'trust_ledger_nsw' | 'trust_listing' | 'trust_management' | 'work_in_progress', required — What kind of Report will be generated.
    - `matter` object
      - `id` integer — The unique identifier for a single Matter associated with the Report. The keyword `null` is not valid for this field.
    - `originating_attorney` object
      - `id` integer — The unique identifier for a single User associated with the Report. The keyword `null` is not valid for this field.
    - `practice_area` object
      - `id` integer — The unique identifier for a single PracticeArea associated with the Report. The keyword `null` is not valid for this field.
    - `responsible_attorney` object
      - `id` integer — The unique identifier for a single User associated with the Report. The keyword `null` is not valid for this field.
    - `start_date` string, date — Filters Report data by date. (Expects an ISO-8601 date).
    - `user` object
      - `id` integer — The unique identifier for a single User associated with the Report. The keyword `null` is not valid for this field.
    - `year` string — Filters Report data by year. Sets start_date and end_date. (Expects a year).

## Response `201`

Created

## Other responses

- `400` — Bad Request
- `401` — Unauthorized
- `403` — Forbidden
- `404` — Not Found
- `422` — Unprocessable Entity
- `429` — Too Many Requests

---

[API](https://skmtc.net/clio/apis/clio-api-documentation.md) · [All operations](https://skmtc.net/clio/apis/clio-api-documentation/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/clio/clio-api-documentation/revisions/73791ddd1207/schema)