Get OBB Analytics Report

GET {{baseUrl}}/analytics/data/v1/{{obbReportId}}

Retrieve the report saved by Generate Balance Analytics, Generate Cash Flow Analytics, or Generate Payment History. Requires the report ID generated by the previous call.

Report data can either be retrieved as a JSON document or PDF file.

Supported regions: πŸ‡ΊπŸ‡Έ

HEADERS

KeyDatatypeRequiredDescription
Acceptstring
Finicity-App-Tokenstring
Finicity-App-Keystring

RESPONSES

status: OK

{"accountResults":[{"accountDetails":{"accountNumberDisplay":"8888","accountOwner":{"address":"123 Main St, Portland, OR 12345","name":"Johnny Appleseed"},"aggregationAttemptDate":"2022-03-30T14:47:19-07:00","aggregationStatusCode":0,"aggregationSuccessDate":"2022-03-30T14:47:19-07:00","currency":"USD","currentBalance":2239.22,"id":"1234902309er","institution":{"institutionIconUrl":"https://prod-carpintero-branding.s3.us-west-2.amazonaws.com/101732/icon.svg","institutionId":12345,"institutionName":"Wells Fargo","institutionPrimaryColor":"#1B3E4A"},"institutionLoginId":1007302745,"name":"Super Checking","realAccountNumberLast4":5678,"status":"active","type":"checking"},"accountId":5001127492,"balanceAnalyticsMetrics":{"availableBalance":{"description":"Available Balance","example":1000.01,"type":"number"},"availableBalanceDate":{"description":"Available Balance date","example":"2022-02-18T02:34:00-07:00","type":"string","minLength":25,"maxLength":25},"averageDailyBalanceByMonthForTheReportTimePeriod":[{"amount":890.99,"period":"last30to1","periodBeginDate":"2022-03-01","periodEndDate":"2022-03-30"}],"averageDailyBalanceForTheReportTimePeriod":{"description":"Average Daily Balance","example":-10442.53,"type":"number"},"averageWeekdayBalanceForTheReportTimePeriod":{"description":"Average Weekday Balance","example":-10442.53,"type":"number"},"countDailyNegativeBalancesByMonthForTheReportTimePeriod":[{"count":5,"period":"last30to1","periodBeginDate":"2022-03-01","periodEndDate":"2022-03-30"}],"currentRunningBalance":{"description":"Current Running Balance Date","example":1000.01,"type":"number"},"currentRunningBalanceDate":{"description":"Current Running Balance date","example":"2022-02-10T05:00:00-07:00","type":"string","minLength":25,"maxLength":25},"dailyBalancesByWeekdayForTheReportTimePeriod":[{"date":"2021-10-11","dayOfWeek":"Monday","endingBalance":21527.3}],"dailyBalancesForTheReportTimePeriod":[{"date":"2021-10-11","dayOfWeek":"Monday","endingBalance":21527.3}],"historicNumberOfWeeksAverageBalanceIncreasing":{"historicAverageWeeklyBalances":[{"amount":679.07,"fromDate":"2020-01-01","toDate":"2020-01-07","week":1}],"historicNumberOfWeeksAverageBalanceIncreasing":3,"historicNumberOfWeeksWithDataAvailable":4},"maximumDailyBalanceByMonthForTheReportTimePeriod":[{"amount":890.99,"period":"last30to1","periodBeginDate":"2022-03-01","periodEndDate":"2022-03-30"}],"maximumRunningBalanceForTheReportTimePeriod":-28749.44,"minimumDailyBalanceByMonthForTheReportTimePeriod":[{"amount":890.99,"period":"last30to1","periodBeginDate":"2022-03-01","periodEndDate":"2022-03-30"}],"minimumRunningBalanceForTheReportTimePeriod":-28749.44},"currentReportRequest":{"reportBeginDate":"2022-03-01","reportEndDate":"2022-03-30","reportRequestDate":"2022-03-30T14:47:19-07:00","requestedDaysForReport":90,"requestedReportBeginDate":"2022-01-01"},"historicDataAvailability":{"historicAvailabilityBeginDate":"2022-03-01","historicAvailabilityEndDate":"2022-03-30","historicAvailableDays":30,"historicDataAvailability":"Data is available from 2022-03-01 to 2022-03-30"}}],"businessId":4444,"businessSummary":{"balanceAnalyticsMetrics":{"availableBalance":{"description":"Available Balance","example":1000.01,"type":"number"},"availableBalanceDate":{"description":"Available Balance date","example":"2022-02-18T02:34:00-07:00","type":"string","minLength":25,"maxLength":25},"averageDailyBalanceByMonthForTheReportTimePeriod":[{"amount":890.99,"period":"last30to1","periodBeginDate":"2022-03-01","periodEndDate":"2022-03-30"}],"averageDailyBalanceForTheReportTimePeriod":{"description":"Average Daily Balance","example":-10442.53,"type":"number"},"averageWeekdayBalanceForTheReportTimePeriod":{"description":"Average Weekday Balance","example":-10442.53,"type":"number"},"countDailyNegativeBalancesByMonthForTheReportTimePeriod":[{"count":5,"period":"last30to1","periodBeginDate":"2022-03-01","periodEndDate":"2022-03-30"}],"currentRunningBalance":{"description":"Current Running Balance Date","example":1000.01,"type":"number"},"currentRunningBalanceDate":{"description":"Current Running Balance date","example":"2022-02-10T05:00:00-07:00","type":"string","minLength":25,"maxLength":25},"dailyBalancesByWeekdayForTheReportTimePeriod":[{"date":"2021-10-11","dayOfWeek":"Monday","endingBalance":21527.3}],"dailyBalancesForTheReportTimePeriod":[{"date":"2021-10-11","dayOfWeek":"Monday","endingBalance":21527.3}],"historicNumberOfWeeksAverageBalanceIncreasing":{"historicAverageWeeklyBalances":[{"amount":679.07,"fromDate":"2020-01-01","toDate":"2020-01-07","week":1}],"historicNumberOfWeeksAverageBalanceIncreasing":3,"historicNumberOfWeeksWithDataAvailable":4},"maximumDailyBalanceByMonthForTheReportTimePeriod":[{"amount":890.99,"period":"last30to1","periodBeginDate":"2022-03-01","periodEndDate":"2022-03-30"}],"maximumRunningBalanceForTheReportTimePeriod":-28749.44,"minimumDailyBalanceByMonthForTheReportTimePeriod":[{"amount":890.99,"period":"last30to1","periodBeginDate":"2022-03-01","periodEndDate":"2022-03-30"}],"minimumRunningBalanceForTheReportTimePeriod":-28749.44},"currentReportRequest":{"reportBeginDate":"2022-03-01","reportEndDate":"2022-03-30","reportRequestDate":"2022-03-30T14:47:19-07:00","requestedDaysForReport":90,"requestedReportBeginDate":"2022-01-01"},"historicDataAvailability":{"historicAvailabilityBeginDate":"2022-03-01","historicAvailabilityEndDate":"2022-03-30","historicAvailableDays":30,"historicDataAvailability":"Data is available from 2022-03-01 to 2022-03-30"}},"customerId":10001,"reportHeader":{"businessAddress":"123 Main St","businessCity":"Portland","businessName":"B\u0026G Construction","businessState":"OR","businessZip":"12345","referenceNumber":"32asdfaasd0823","reportDate":"2022-03-16T21:28:38-07:00","reportId":"8ff8b4b2-706f-45c3-8d66-857bdb516214"},"requesterName":"Mortgage ABC LLC","title":"Fincity Balance Analytics"}