ONESOURCE TRUSTS API- V1

6. Reports

OVERVIEW

ONESOURCE Trusts contains a suite of reports useful for various purposes:

  • Exception Reports-Ad hoc interrogation tests.
  • Management Reports-Headline management information across entities, datasets, and periods.
  • Import Data-Further breakdown of imports for information purposes.
  • Audit Reports-Reports for audit purposes (may require superuser access).

The output from these reports can be exported to support further management reporting or interrogation testing in internal systems. The Reports APIs to retrieve the List of Reports and to Run a Report to fetch and export data.

Last Updated: Sep 09,2022