In 10,000ft/ResourceManagement - How can I get full reports in an automated way? (api or otherwise)

Steve Chang

Is there a way to get a full report in an automated fashion?

By full report, I mean when you go to rm.smartsheet.com/report, and click "Run Report" or "Request Underlying Data" and you get back a full csv. (format doesn't matter, csv or json formats are both fine).

I would like to download the report automatically on a daily or weekly basis.

I've looked through the API docs and the Zapier integrations and didn't see a way.

Genevieve P.

Hi @Steve Chang

Thank you for this additional information and the details listed!

At the moment, the response the API provides is what we support via the public APIs. At this time I would suggest creating multiple API calls to get additional data, or use the CSV data directly for analysis.

Please feel free to let the Product team know about your feature request by creating an Idea Post in the Smartsheet Product Feedback and Ideas topic here in the Community. This will allow other users to vote on your enhancement idea! The top-voted posts are reviewed monthly.

Cheers,

Genevieve

Genevieve P.

Hi @Steve Chang

The Resource Management API has a Report/Rows endpoint, e.g. /api/v1/reports/rows

For the View parameter, there are currently ten supported views. These correspond to the reports available in the reports UI.

For Time & Fees:

• time_fees_hours
• time_fees_days
• time_fees_amounts
• time_fees_hours_and_amounts
• time_fees_days_and_amounts

Here's more information: https://10kft.github.io/10kft-api/#reports-api

Cheers!

Genevieve

Steve Chang

Hi @Genevieve P.

Thanks for the reply, but I was hoping for something much more robust. The reports api has very limited data compared to the csv download.

Is there any way to get the full csv (or equivalent?). The reports api is very limited.

Otherwise, I have to piece together this information through multiple calls and it's rather time consuming to code this myself.

If not, can I ask for a feature request? Seems like very quick implementation, as the backend already has the function to generate the csv.

Below is a more detailed explanation of what I'm looking for and why the reports api is not enough.

This is what the current reports api data looks like (no matter which view), and this is the extra data that comes with the csv:

// POST /api/v1/reports/rows
{
    "view": "time_fees_hours",
    "group_by": ["user_id", "week", "project_id"]
}

Reports api:

"rows": [
  {
    "user_id": 114400,
    "user_name": "John Smith",
    "week": "2022, week 30",
    "project_id": 600000,
    "project_name": "My Project",
    "incurred_hours": 4.0,
    "scheduled_hours": 4.8,
    "difference_from_past_scheduled_hours": -0.8,
    "future_scheduled_hours": 0.0,
    "total_hours": 4.0
}]

A highlight of the specific fields in the csv that isn't in the reports api:

Category
Client
Discipline
Entry Type
Industry //custom field
Leave Type
Project Type
Record Type
Service Descriptions //custom field
Service category //custom field

The full data I get from the csv not in the reports api:

Approval Status
Approved At
Approved By
Assignable ID
Assignment Status
Bill Rate
Billable
Budget (currency)
Budget (hours)
Category
Client
Date
Date String
Difference (currency)
Difference (hours)
Discipline
Email
Employee Number
Entry Type
Future (currency)
Future (hours)
Incurred (currency)
Incurred (hours)
Industry
Leave Type
Location
Notes
Owner ID
Parent ID
People Tags
Phase Name
Project
Project Code
Project Deleted Date
Project End Date
Project Owner
Project Start Date
Project State
Project Status
Project Tags
Project Type
Project billing
Rate/Discount
Record Type
Role
Scheduled (currency)
Scheduled (hours)
Service Descriptions
Service category
Submitted By
Suggested Team Member
User ID
Week

Genevieve P.

Hi @Steve Chang

Thank you for this additional information and the details listed!

At the moment, the response the API provides is what we support via the public APIs. At this time I would suggest creating multiple API calls to get additional data, or use the CSV data directly for analysis.

Please feel free to let the Product team know about your feature request by creating an Idea Post in the Smartsheet Product Feedback and Ideas topic here in the Community. This will allow other users to vote on your enhancement idea! The top-voted posts are reviewed monthly.

Cheers,

Genevieve

rye

Hi @Steve Chang ,

I'm working on the similar query you have raised above. Can I know , if you were able to resolve it to get full reports automatically.

Thanks in advance.