Call a ReportConnector using an app connector

Connector for generating and retrieving a Profit report.

You can find all endpoints on this page.

You can use the procedure below to test the call using the Profit Web services.

You can only call the ReportConnector if it has been activated in the App connector.

In Profit, authorisation applies to reports and to the contents of reports. This authorisation also applies if you retrieve a report using the ReportConnector.

• The user linked to the token must be authorised to view the report.
• The user linked to the token only sees those lines of the report for which he is authorised.

The following applies to reports of the sales invoice type. The connector requires administration settings for generating these reports. For this, the connector uses the settings of the last administration to which the user was logged on.

Note:

You cannot view a report with an initial screen using the ReportConnector. An initial screen is a custom-made screen with settings and filters which you use to determine the content of a report.

Preparations for the ReportConnector in Profit

You retrieve the GUID of the report because you need it for the call. If you want to apply a filter to the report, you also retrieve the codes of the fields that you want to use in the filter.

To find the report ID:

1. Go to: General / Output / Management / Report.
2. Add a new view.
3. Include the ID field in the view:

   

   Profit includes the 'GUID' in the view. Look up the ‘GUID’ of the report that you want to retrieve.

To retrieve field codes for a filter:

When applying a filter in the ReportConnector, you must use the field codes that are in the report.

1. Go to: General / Output / Management / Report.
2. Open the report:.
3. Click on: Modify. This opens the data collection.

   

4. Click repeatedly on: Next.
5. Click on: Example.
6. Press: Ctrl+Shift+I.

   You see a window with the field codes.

   

7. Copy the correct field code to a filter for the ReportConnector call.

1. Use a URL from the table.
2. Click on: 'Execute'.
3. Enter the user token of the user.

   Enter the entire token, including the tags, as in the example below:

   <token><version>1</version><data>7748B1A4B5AF4A899588017DD71E55CBB60F8C504E2C16A17D1F9D9F42914C7C</data></token>

4. Enter the GUID of the report in 'ReportID'.
5. If applicable, enter a report filter in 'FiltersXml'.

   For example:

   <Filters>

   <Filter FilterId="Filter 1">

   <Field FieldId="EmId" OperatorType="15">BARTD</Field>

   </Filter>

   </Filters>

6. Click on: 'Invoke'.

   This runs the Connector.

See also:

• XML filter for GetConnector

SOAP call

Profit Connector for retrieving a report from a Profit environment.

Download an XML example file

• token

  Token of the user who executes the connector. Use a CDATA tag for the token; see the XML example to be downloaded.

Specific to this connector:

• reportID: GUID of the report that you want to retrieve.
• filtersXml: Filter values for the report.