Report templates
A report template is a saved set of report options: period, sections, page orientation and rate of return. In the console, you choose a template when you run reports, and it fills in those options.
A report batch does not refer to a template. To run reports with a template's options, call Get a report template, send its period, subReports, rateOfReturnType and orientation to Create a report batch, and send the startDate and endDate of that period.
List report templates
Returns your firm's report templates, in ascending order of `id`.
Create a report template
Creates a report template with the report options in the request body. Send every field.
Get a report template
Returns the report template with the given ID. If your firm has no report template with that ID, the response is `404`.
Update a report template
Replaces the report options of the report template with the given ID with the ones in the request body. Send every field: `subReports` replaces all the template's sections. Other fields in the body, such as `id`, are ignored. If your firm has no report template with that ID, the response is `404`.
Delete a report template
Deletes the report template with the given ID. Returns `deleted: true`. If your firm has no report template with that ID, the response is `404`.