Follow the below steps to create a template and API.
- Go to Reports - General
- Select your desired outputs, e.g. group bys, date range, columns and split bys
- Select Create Preset
- Insert a name and click Create preset
Click the Save icon to the bottom right, to keep it saved in your top 5 presets.
- Upon click you will then be shown the API screen:
Copy the API Link for instant access outside of ReferOn. This will instantly download a CSV upon use.Use restricted access if sharing with third parties.
- Upon saving, it can then be found via the Open icon (three dots) to the right. To bookmark it to the preset toolbar check the bookmark icon:
