---
title: "Create Financial Insights report"
method: POST
path: "/reports"
tags: ["Reports"]
---

# Create Financial Insights report

`POST /reports`

Allows you to create a report for a [customer](#customers) for a specific date range.

## Query parameters

- `customer_id` string, required — the `id` of the [customer](#customers) that the report will be generated for
- `report_types` string[], required — Types of reports that can be generated. Possible values are: `balance`, `expense`, `income`, `savings`, `expense_categories`, `income_categories`, `inbound_transfers`, `outbound_transfers` <strong>Note:</strong> at least one report type should be requested <strong>Note:</strong> for an extended Financial Insights PDF report, the following types of reports are used: `balance`, `expense`, `income`, `savings`. For a compact PDF report, the following are mostly used: `expense_categories`, `income_categories`, `inbound_transfers`, `outbound_transfers`, as well as, some other parameters from the rest of the reports.
- `include_account_natures` string[] — Accounts with specified [account natures](#accounts-nature) can be included in the report. Possible values are: `account`, `bonus`, `card`, `checking`, `credit`, `credit_card`, `debit_card`, `ewallet`, `insurance`, `investment`, `loan`, `mortgage`, `savings`
- `currency_code` string, required — main [currency code](#currencies) to be used for the report's generation and value conversion
- `from_date` string, date, required — the date from which the data in the report will be included
- `to_date` string, date, required — the date to which the data in the report will be included

## Response `200`

OK

- CreatedReportResponse
  - `data` BasicReport
    - `id` string, required — the `id` of the general report generated based on the customer's data
    - `customer_id` string, required — the `id` of the [customer](#customers) for which the report has been requested
    - `customer_identifier` string, required — unique [customer](#customers) identifier
    - `status` 'initialized' | 'calculating' | 'success' | 'failed', required — current report's status.
    - `connection_ids` string[], required — `ids` of [connections](#connections) included in the report <strong>Note:</strong> We do not include the duplicated accounts in the report's calculation. If any connection is not included in the report, that means that this connection contains only duplicated account data. Also the connection will not be included in the report, if there are no successful attempts to fetch the data for this connection.
    - `include_account_natures` string[] — Accounts with specified [account natures](#accounts-nature) are included in the report. Possible values are: `account`, `bonus`, `card`, `checking`, `credit`, `credit_card`, `debit_card`, `ewallet`, `insurance`, `investment`, `loan`, `mortgage`, `savings`

## Other responses

- `400` — We have received a wrong report type
- `404` — A customer with such `customer_id` could not be found
- `406` — Invalid `to_date` value, either out of range or wrong date format

---

[API](https://skmtc.net/saltedge/apis/salt-edge-account-information-api.md) · [All operations](https://skmtc.net/saltedge/apis/salt-edge-account-information-api/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/saltedge/salt-edge-account-information-api/versions/f18f4f36d0b3/schema)