---
title: "Update a single ReportPreset"
method: PATCH
path: "/report_presets/{id}.json"
tags: ["Report Presets"]
---

# Update a single ReportPreset

`PATCH /report_presets/{id}.json`

Outlines the parameters and data fields used when updating a single ReportPreset

## Path parameters

- `id` integer, required

## Query parameters

- `fields` string

## Headers

- `IF-MATCH` string
- `X-API-VERSION` string

## Request body

- object
  - `data` object, required
    - `format` 'csv' | 'html' | 'json' | 'pdf' | 'xlsx' | 'zip' — 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' — What kind of report will be generated.
    - `name` string — Name of the ReportPreset.
    - `options` string — What the report generation parameters are. See [Creating a Report Preset](#section/Creating-a-Report-Preset) for a sample request.

## Response `200`

Ok

## Other responses

- `400` — Bad Request
- `401` — Unauthorized
- `403` — Forbidden
- `404` — Not Found
- `412` — Precondition Failed
- `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/versions/94a82114ec3b/schema)