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Report Schema

id
string
required
[^\/#!?]+?

entityType
string
enum
required
length ≥ 1
Entity type the report belongs to. Required — used to route the request to the right storage. Allowed values: contact, deal, fundraising, investor, company.

Allowed:
contact deal fundraising investor company

PublicUpdateReportDto

name
string
length between 1 and 255
Display name for the report.

filters
array of objects
length ≤ 50
Replacement filter set. Same shape as the create endpoint. Omit to leave filters unchanged. Pass an empty array to clear filters.

groupBy
array of strings
length ≤ 5
Replacement group-by field IDs. Omit to leave grouping unchanged. Pass an empty array to clear grouping.

columns
array of strings
length ≤ 200
Replacement list of column field IDs, in order. Same shape as the create endpoint. Omit to leave columns unchanged. Pass an empty array to clear columns (renders with no columns).

pipelineId
string
Replacement pipeline scope. Only applies to deal reports. Omit to leave unchanged.

Responses

``200 Report updated

``400 Invalid request parameters

``401 Invalid or missing API key

``404 Report not found

``500 Internal server error

Example Request

curl --request PUT \
     --url 'https://crm-public-api.app.carta.com/v1/reports/id?entityType=contact' \
     --header 'accept: application/json' \
     --header 'content-type: application/json'

Response Codes

application/json

200400401404``500

Updated about 1 month ago