> ## Documentation Index
> Fetch the complete documentation index at: https://api-docs.hellotracks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Preview a report

> Builds a report right away and returns its model (tables limited to 50 rows) and its first page as HTML; with format csv the HTML is the CSV table. team-week and mileage read only the first 40 people (and 400 places) in a preview; the model says when it was sampled. The body is a ReportRequest, either directly or wrapped as {"request": {...}}. Admins, operators and the company key may call it; workers get 403 permission_denied. jobs, form-answers and visit-report need a Dispatch plan (403 on a Location plan). Same {data, error, meta} envelope; errors here use the codes invalid_request (400), permission_denied (403) and internal_error (500).



## OpenAPI

````yaml v1/openapi.json POST /reports/preview
openapi: 3.1.0
info:
  title: Hellotracks REST API
  version: '1'
  description: >-
    Plain REST resources over HTTPS, for tools, automations and services. The ht
    command line is built on it.
  contact:
    email: api@hellotracks.com
servers:
  - url: https://api.hellotracks.com/v1
security:
  - ApiKey: []
tags:
  - name: Sign-up and sign-in
    description: >-
      Create a company or get an API key by an emailed code, without a key; and
      check which account a key belongs to.
  - name: Company
    description: The company the API key belongs to, with its settings and teams.
  - name: Members
    description: 'The people in the company: admins, operators and workers.'
  - name: API keys
    description: 'The company''s API keys: list, create, revoke and delete.'
  - name: Jobs
    description: 'Jobs: work at a location on a date, assigned to a member.'
  - name: Places
    description: 'Places: customer sites and other saved locations with a check-in radius.'
  - name: Zones
    description: 'Zones: the company''s geofences.'
  - name: Routing
    description: Route optimization for one member's day.
  - name: ETA pages
    description: >-
      Live ETA pages (eta.page links) that show a job's recipient when the
      worker arrives.
  - name: Maps
    description: Rendered maps as GeoJSON, and public map share links.
  - name: Timesheets
    description: Clock-in and clock-out entries of members, with totals, and editing them.
  - name: Forms
    description: >-
      Form templates, submitted forms, attachments for file and image fields,
      and forms linked to places and jobs.
  - name: Alerts
    description: >-
      Alert rules (configs) that watch members, places and zones, and the alerts
      (instances) they raised.
  - name: Reports
    description: >-
      Reports: the newer reporting API (catalog, preview, run, saved) and the
      older one (types, generate, jobs, uploads, recurring).
  - name: Webhooks
    description: URLs Hellotracks calls when jobs, check-ins, clock-ins or alerts happen.
paths:
  /reports/preview:
    post:
      tags:
        - Reports
      summary: Preview a report
      description: >-
        Builds a report right away and returns its model (tables limited to 50
        rows) and its first page as HTML; with format csv the HTML is the CSV
        table. team-week and mileage read only the first 40 people (and 400
        places) in a preview; the model says when it was sampled. The body is a
        ReportRequest, either directly or wrapped as {"request": {...}}. Admins,
        operators and the company key may call it; workers get 403
        permission_denied. jobs, form-answers and visit-report need a Dispatch
        plan (403 on a Location plan). Same {data, error, meta} envelope; errors
        here use the codes invalid_request (400), permission_denied (403) and
        internal_error (500).
      operationId: previewReport
      requestBody:
        required: true
        content:
          application/json:
            schema:
              oneOf:
                - type: object
                  properties:
                    request:
                      $ref: '#/components/schemas/ReportRequest'
                  required:
                    - request
                - $ref: '#/components/schemas/ReportRequest'
            example:
              request:
                report: timesheet
                view: perPerson
                period: lastWeek
                compare: true
                who:
                  kind: people
                  teamIds: []
                  memberUids:
                    - a1b2c3
                places:
                  kind: all
                  field: ''
                  value: ''
                  teamIds: []
                  placeUids: []
                options: {}
                format: xlsx
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                allOf:
                  - $ref: '#/components/schemas/Envelope'
                properties:
                  data:
                    type: object
                    properties:
                      model:
                        type: object
                        description: >-
                          The report's data: title, period, figures and tables
                          (rows limited to 50).
                      html:
                        type: string
                      columns:
                        type: array
                        description: Columns that can be picked (pickable reports only).
                        items:
                          type: object
                          properties:
                            key:
                              type: string
                            label:
                              type: string
                            standard:
                              type: boolean
              example:
                data:
                  model:
                    report: timesheet
                    title: Timesheet
                  html: <section>...</section>
                  columns:
                    - key: member
                      label: Member
                      standard: true
                error: null
                meta:
                  path: /v1/reports/preview
                  method: POST
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '403':
          $ref: '#/components/responses/Forbidden'
        '429':
          $ref: '#/components/responses/TooManyRequests'
        '500':
          $ref: '#/components/responses/ServerError'
components:
  schemas:
    ReportRequest:
      type: object
      description: >-
        What a report is asked for. A period is either a relative period
        (resolved against the company's today when the report runs) or fixed
        days fromDay/untilDay. With neither, last week is used. The period may
        not be longer than the report's maxDays.
      required:
        - report
      properties:
        report:
          type: string
          enum:
            - team-week
            - jobs
            - place-visits
            - timesheet
            - mileage
            - alerts
            - form-answers
            - visit-report
        view:
          type: string
          description: One of the report's views; empty = the first view.
        period:
          type: string
          enum:
            - today
            - yesterday
            - thisWeek
            - lastWeek
            - thisMonth
            - lastMonth
            - last7Days
            - last30Days
          description: Weeks start on Monday; "last" periods never include today.
        fromDay:
          type: integer
          description: >-
            First day as a number YYYYMMDD (e.g. 20261001). Used when period is
            empty.
          example: 20261001
        untilDay:
          type: integer
          description: Last day as a number YYYYMMDD, inclusive.
          example: 20261031
        compare:
          type: boolean
          default: true
          description: Compare with the period before.
        who:
          type: object
          description: People in the report. Missing = everyone the caller may see.
          properties:
            kind:
              type: string
              enum:
                - everyone
                - teams
                - people
              default: everyone
            teamIds:
              type: array
              items:
                type: integer
            memberUids:
              type: array
              items:
                type: string
        places:
          type: object
          description: >-
            Places in the report (reports with the places scope). Missing = all
            active places.
          properties:
            kind:
              type: string
              enum:
                - all
                - field
                - teams
                - list
              default: all
            field:
              type: string
              description: Custom field name, for kind field.
            value:
              type: string
              description: Custom field value, for kind field.
            teamIds:
              type: array
              items:
                type: integer
            placeUids:
              type: array
              items:
                type: string
        jobId:
          type: string
          description: The job, for visit-report.
        options:
          type: object
          additionalProperties:
            type: string
          description: >-
            Report options; values are read as strings. Known keys: language
            (e.g. "de"), formId (form template id, form-answers), status (jobs
            filter, comma-separated), table (which table the CSV holds), columns
            (a list of {key, name}, as JSON text or an array).
        format:
          type: string
          enum:
            - pdf
            - xlsx
            - csv
            - json
          description: >-
            For preview: csv shows the CSV table; for run: used when formats is
            empty.
    Envelope:
      type: object
      properties:
        data:
          description: The payload.
        error:
          type: 'null'
        meta:
          $ref: '#/components/schemas/Meta'
    Meta:
      type: object
      properties:
        path:
          type: string
          description: The request path, without /v1.
          example: /jobs
        method:
          type: string
          example: GET
    ErrorEnvelope:
      type: object
      properties:
        data:
          type: 'null'
        error:
          $ref: '#/components/schemas/Error'
        meta:
          $ref: '#/components/schemas/Meta'
    Error:
      type: object
      required:
        - code
        - message
      properties:
        code:
          type: string
          description: Stable error code for programs.
          enum:
            - invalid_request
            - invalid_format
            - invalid_data
            - invalid_api_key
            - unknown_user
            - authentication_failed
            - forbidden
            - not_found
            - already_exists
            - throttled
            - not_ready
            - clock_invalid
            - force_logout
            - internal_error
            - unknown_error
        message:
          type: string
          description: Why it failed, for people.
  responses:
    BadRequest:
      description: The request is invalid.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorEnvelope'
          example:
            data: null
            error:
              code: invalid_request
              message: date must be YYYY-MM-DD
            meta:
              path: /jobs
              method: GET
    Unauthorized:
      description: The API key is missing or invalid.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorEnvelope'
          example:
            data: null
            error:
              code: invalid_api_key
              message: Invalid Hellotracks API key.
            meta:
              path: /jobs
              method: GET
    Forbidden:
      description: The key may not do this.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorEnvelope'
          example:
            data: null
            error:
              code: forbidden
              message: No permission.
            meta:
              path: /jobs
              method: GET
    TooManyRequests:
      description: Too many requests; slow down.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorEnvelope'
          example:
            data: null
            error:
              code: throttled
              message: Too many requests.
            meta:
              path: /jobs
              method: GET
    ServerError:
      description: Hellotracks failed; retry later.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorEnvelope'
          example:
            data: null
            error:
              code: internal_error
              message: Hellotracks API is temporarily unavailable.
            meta:
              path: /jobs
              method: GET
  securitySchemes:
    ApiKey:
      type: apiKey
      in: header
      name: API-Key
      description: >-
        Your API key, from More → API & Integrations in the dashboard, or from
        ht signup / ht auth login.

````

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