Filter Asset Report

By default, an Asset Report will contain all of the accounts on a given Item. In some cases, you may not want the Asset Report to contain all accounts. For example, you might have the end user choose which accounts are relevant in Link using the Account Select view, which you can enable in the dashboard. Or, you might always exclude certain account types or subtypes, which you can identify by using the /accounts/get endpoint. To narrow an Asset Report to only a subset of accounts, use the /asset_report/filter endpoint.

To exclude certain Accounts from an Asset Report, first use the /asset_report/create endpoint to create the report, then send the asset_report_token along with a list of account_ids to exclude to the /asset_report/filter endpoint, to create a new Asset Report which contains only a subset of the original Asset Report's data.

Because Asset Reports are immutable, calling /asset_report/filter does not alter the original Asset Report in any way; rather, /asset_report/filter creates a new Asset Report with a new token and id. Asset Reports created via /asset_report/filter do not contain new Asset data, and are not billed.

Plaid will fire a PRODUCT_READY webhook once generation of the filtered Asset Report has completed.