How to Create API Reports

Follow the below steps to create a template and API.

1. Go to Reports - General
2. Select your desired outputs, e.g. group bys, date range, columns and split bys
3. Select Create Preset
   
   
    
4. Insert a name and click Create preset
   
   
   Click the Save icon to the bottom right, to keep it saved in your top 5 presets.
    
5. 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.

6. 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: