Get Financial Report
Returns a financial report (balance activity, income statement, or balance summary) for the given ledger account over the requested date range, or a platform-wide report when account_id is global (internal admin access only). Dates are ISO 8601 timestamps (UTC). Use in_currency with currency to aggregate multi-currency activity into a single display currency via FX conversion.
Authorizations
A company API key, company scoped JWT, app API key, or user OAuth token. You must prepend your key/token with the word 'Bearer', which will look like Bearer ***************************
Query Parameters
The owning account ID (a biz_ identifier), or global for a platform-wide report across all ledger accounts (requires internal admin access).
The type of financial report to generate.
balance_activity, income_statement, balance_summary Filter rows to this currency, for example usd. Defaults to usd unless in_currency is provided.
Aggregate all activity into this display currency via FX conversion.
Start of the report window as an ISO 8601 timestamp (UTC). Required for platform-wide (global) reports.
End of the report window as an ISO 8601 timestamp (UTC). Required for platform-wide (global) reports.
Grouping granularity for report rows.
day, week, month IANA timezone (for example America/New_York) used to bucket report periods and to interpret calendar-day boundaries for balance snapshots. Defaults to UTC. from_date/to_date remain exact instants regardless of this setting. Platform-wide (global) reports are UTC-only and reject other timezones.
Platform-wide (global) reports only: when true, return cumulative balances as of to_date (all history, no lower bound) instead of activity within the period.
Platform-wide (global) reports only: narrow the report to ledger lines on the ledger account owned by this account ID (a biz_ identifier). Ignored unless account_id is global.

