API Reference

Customer Finance Transactions Report

post
https://{dc-region}.zuperpro.com/api/reports/customer/finance_transactions

Generate a comprehensive customer finance transactions report with detailed filtering options

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Body Params
string
required

Start date (YYYY-MM-DD)

string
required

End date (YYYY-MM-DD)

string
Defaults to scheduled_date
boolean
Defaults to false
string

Specific customer UIDs to include (comma-separated)

string

Advanced filter rules JSON

string

Customer categories (comma-separated)

string

Customer status (active/inactive)

string

Organization UIDs (comma-separated)

string

Account manager UIDs (comma-separated)

string

Creator user UIDs (comma-separated)

string

Filter by creation date

string

Filter by update date

string

Email addresses (comma-separated)

string

Phone numbers (comma-separated)

string

Cities (comma-separated)

string

States (comma-separated)

string

Zip codes (comma-separated)

string

Tags (comma-separated)

string

Company names (comma-separated)

number

Minimum lifetime value

number

Maximum lifetime value

number

Minimum credits

number

Maximum credits

number

Minimum receivables

number

Maximum receivables

number

Minimum job count

number

Maximum job count

boolean

SMS notifications enabled

boolean

Call notifications enabled

boolean

Email notifications enabled

boolean

Customer portal enabled

boolean

Available to all users

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Updated 8 months ago

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Updated 8 months ago