API to edit report contents

Emily Zhu shared this idea 7 months ago
Idea Logged

Hello,

Oftentimes our org needs to make similar minor changes to a mass group of reports (e.g. chart javascript changes, filter property changes). Wondering if there is an API that can allow us to simplify this process.

Replies (3)

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Hi Emily,

Thanks for reaching out. We have some documentation on our web services on our Wiki -

https://wiki.yellowfinbi.com/display/yfcurrent/Web+Services+API

https://wiki.yellowfinbi.com/display/yfcurrent/JavaScript+API

https://wiki.yellowfinbi.com/display/yfcurrent/REST+API

If you don't see exactly what you are looking for here, I can raise a request to devs on specific functionality(ies); if you can make a list with the exact parameters (field/filter details, report setup etc) along with priority we may need to raise these on an individual level.

Thanks,
Eric

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Hi Eric,

Thanks for replying. From what I've found, it seems like currently the available APIs can only retrieve report information, but cannot modify reports.

The most critical functionality is being able to edit the JavaScript/CSS for JavaScript charts within the reports through an API. Other functionalities that would be great to have would be the ability to access the metadata for and modify the filter formats.

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Hi Emily,

Thanks for the confirmation. I've gone ahead and created an developer task for the specific JS chart request, and will additionally check with developers as I think this functionality may be in the pipeline- we now have the report builder API and I see this and other "report creator api" tasks completed idea as of 9.7

Using the report builder we can create calculated fields of three different types, this task is to add the ability to create only simple calculated fields through the API.


The master task only includes initial create tasks though, no "update content via API" type tasks that I can see at this point, before I submit additionals though I will check to see if devs want to organize a similar task to the "create" one I see. We've been doing a lot with the API capabilities of late, and I have hope this would be a task we could fast track - if this is a blocker or high priority you could request an escalation on task ID YFN-26164 with your account manager for prioritization on our end.


Thanks,

Eric

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