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

# Preview a saved report

> Reports are scoped to the authenticated organization. Data operations enforce source-context access and reject missing fields or unavailable saved contexts. Mutations, scheduling, audience handoffs and downloads require report-management permission; read operations expose only permitted source fields. Worksheet columns and row values are dynamic and should be interpreted using the returned field metadata.



## OpenAPI

````yaml get /admin/reports/{id}/preview
openapi: 3.0.0
info:
  title: Gratona API
  description: >-
    REST API for the Gratona fundraising platform, including donor, donation,
    sponsorship, program, event, and integration workflows. Endpoints are
    organized by tag. Most endpoints require either a Passport bearer token or
    an issued API key — see the Security Schemes section.
  contact:
    name: Gratona Engineering
    url: https://gratona.com
    email: devs@gratona.com
  version: 1.0.0
servers:
  - url: https://api.gratona.com/v1
    description: Server Version 1.0.0
security: []
tags:
  - name: Auth
    description: >-
      Login, signup, logout, password reset, and email verification for admin
      users and donors.
  - name: Donors
    description: >-
      Donor records: CRUD, profile fields, household linkage, search, filters,
      merge, and duplicate detection.
  - name: Donations
    description: >-
      Individual donation records, recurring commitments, soft credits, refunds,
      designations, and exports.
  - name: Sponsorships
    description: >-
      Donor-to-entity commitment relationships, lifecycle transitions, and
      commitment-specific filters.
  - name: Entities
    description: >-
      Recipient records (children, families, projects, animals, etc.), their
      status, and entity-level fields.
  - name: Programs
    description: >-
      Program / campaign configuration: hierarchy, settings, and program-level
      metadata.
  - name: Forms
    description: >-
      Custom form builder (HysForm), form fields, standardized donor fields, and
      field migrations.
  - name: Trips
    description: >-
      Mission-trip management: trips, participants, budgets, tasks,
      e-signatures, fundraising milestones, and background checks.
  - name: Communications
    description: >-
      Email templates, SMS, newsletters, donor email manager, and per-donor
      notes.
  - name: Payments
    description: >-
      Payment-gateway management (Stripe, PayPal, Flutterwave, QuickBooks).
      Excludes inbound webhooks — see the Webhooks tag.
  - name: Reports
    description: Dashboards, analytics, scheduled reports, and exports.
  - name: Admin
    description: >-
      Client-account administration: users, groups/permissions, settings,
      integrations, and account lifecycle.
  - name: Donor Portal
    description: >-
      Endpoints consumed by the donor-facing portal (donor login, dashboard,
      donation history, messages).
  - name: Recipient Portal
    description: Endpoints consumed by the recipient-facing portal.
  - name: Public
    description: >-
      Unauthenticated public endpoints: donor signup, public trip pages,
      peer-to-peer campaigns, public checkout.
  - name: Webhooks
    description: >-
      Inbound webhooks from third parties (Stripe, PayPal, Flutterwave, Checkr,
      DropboxSign). Annotated minimally for reference; payload shapes are owned
      by the upstream provider.
  - name: Events
    description: >-
      Event setup, invitations, registration, ticketing, attendance and event
      reporting.
  - name: Journeys
    description: >-
      Journey graphs, activation, enrollment, message templates and event
      follow-up automations.
  - name: Tasks
    description: Workspace tasks, assignments, saved task views and record collaboration.
  - name: Fundraising
    description: >-
      Fundraising portfolios, stewardship plans, giving anniversaries and
      personal donor follow-up.
  - name: Impact Stories
    description: Story intake, review, assets, consent and publication workflows.
  - name: Integrations
    description: Workspace integration connections, mappings, synchronization and recovery.
  - name: Email Calendar
    description: Connected email/calendar accounts and donor interactions.
  - name: Spaces
    description: Workspace Spaces and collaborative Pages.
  - name: Library
    description: Workspace documents, source connections, files and analysis.
  - name: Intelligence
    description: Donor intelligence and Tali workspace workflows.
  - name: Automation
    description: >-
      V3 automation primitive discovery, input validation, invocation and Zapier
      contracts.
  - name: Schema
    description: V3 model, enum, capability and scope discovery.
  - name: Zapier
    description: Zapier automation connections, polling feeds and actions.
  - name: Files
    description: Files
  - name: Client
    description: Client
  - name: Payment Gateways
    description: Payment Gateways
  - name: Email Settings
    description: Email Settings
  - name: Admin Dashboard
    description: Admin Dashboard
  - name: Recipients
    description: Recipients
  - name: Historical Archived Updates
    description: Historical Archived Updates
  - name: Team & access
    description: Team & access
  - name: Settings
    description: Settings
  - name: Notifications
    description: Notifications
  - name: Participation
    description: Participation
  - name: Users
    description: Users
  - name: Wrapped
    description: Wrapped
  - name: Donor SignUp
    description: Donor SignUp
  - name: Frontend
    description: Frontend
  - name: User
    description: User
  - name: Workspace
    description: Workspace
paths:
  /admin/reports/{id}/preview:
    get:
      tags:
        - Reports
      summary: Preview a saved report
      description: >-
        Reports are scoped to the authenticated organization. Data operations
        enforce source-context access and reject missing fields or unavailable
        saved contexts. Mutations, scheduling, audience handoffs and downloads
        require report-management permission; read operations expose only
        permitted source fields. Worksheet columns and row values are dynamic
        and should be interpreted using the returned field metadata.
      operationId: docReportsPreviewGET
      parameters:
        - name: id
          in: path
          description: >-
            Record ID within the organization and any parent resource in this
            route.
          required: true
          schema:
            type: integer
          example: 123
        - name: page
          in: query
          description: Page.
          required: false
          schema:
            type: integer
            default: 1
            minimum: 1
          example: 1
        - name: limit
          in: query
          description: Rows per page; per_page is a compatibility alias.
          required: false
          schema:
            type: integer
            default: 25
            maximum: 100
            minimum: 1
          example: 25
        - name: search
          in: query
          description: Search.
          required: false
          schema:
            type: string
            maxLength: 1000
          example: Smith
        - name: group
          in: query
          description: Optional groupable field key.
          required: false
          schema:
            type: string
          example: country
        - name: range
          in: query
          description: Runtime date preset, or custom_range with start and end.
          required: false
          schema:
            type: string
          example: all_time
        - name: start
          in: query
          description: Start.
          required: false
          schema:
            type: string
            format: date
          example: '2026-01-01'
        - name: end
          in: query
          description: End.
          required: false
          schema:
            type: string
            format: date
          example: '2026-10-20'
        - name: sort
          in: query
          description: Runtime field key and optional direction, such as created_at:desc.
          required: false
          schema:
            type: string
          example: created_at:desc
        - name: include_rollups
          in: query
          description: Include aggregate rollups and groups with worksheet rows.
          required: false
          schema:
            type: boolean
          example: false
        - name: columns
          in: query
          description: Optional runtime column keys permitted by the report field catalog.
          required: false
          schema:
            type: array
            items:
              type: string
          example:
            - display_name
            - email
        - name: filterGroups
          in: query
          description: Optional runtime filters, validated against source and field access.
          required: false
          schema:
            description: >-
              Field/operator/value filters validated against the chosen module,
              context and operator capabilities. filterGroups takes precedence
              over fields.
            type: array
            items:
              properties:
                field:
                  description: Field key from the permitted report field catalog.
                  type: string
                operator:
                  description: Operator value or supported alias from reports/meta.
                  type: string
                value:
                  description: Operator-dependent scalar, array or date range value.
                op:
                  description: Compatibility alias for operator.
                  type: string
              type: object
            nullable: true
          example:
            - field: email
              operator: is_not_empty
        - name: filter_groups_provided
          in: query
          description: >-
            Use true with no filterGroups to explicitly clear saved runtime
            filters.
          required: false
          schema:
            type: boolean
          example: false
      responses:
        '200':
          description: Preview a saved report response.
          content:
            application/json:
              schema:
                properties:
                  data:
                    properties:
                      report:
                        $ref: '#/components/schemas/ReportSavedRecordDoc'
                      available:
                        type: boolean
                      rows:
                        type: array
                        items:
                          description: >-
                            Cell map keyed by returned column keys. __id
                            identifies a row; values and related summaries
                            depend on the report module and permitted fields.
                          type: object
                          additionalProperties: true
                      columns:
                        type: array
                        items:
                          properties:
                            key:
                              type: string
                            label:
                              type: string
                            type:
                              type: string
                            source:
                              type: string
                            capabilities:
                              type: object
                              additionalProperties: true
                            help:
                              type: object
                              additionalProperties: true
                          type: object
                      length:
                        type: integer
                      page:
                        type: integer
                      per_page:
                        type: integer
                      applied_filters:
                        type: object
                        nullable: true
                        additionalProperties: true
                      worksheet:
                        type: object
                        additionalProperties: true
                      message:
                        type: string
                    type: object
                type: object
        '401':
          description: Missing or invalid bearer token or API key.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedResponse'
        '403':
          description: >-
            The caller lacks the required permission, resource access or feature
            availability.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '404':
          description: >-
            The organization-owned resource or parent was not found or is not
            available for this operation.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/NotFoundResponse'
        '422':
          description: Request validation or a domain constraint failed.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RequestRejection'
      security:
        - bearerAuth: []
        - apiKeyAuth: []
components:
  schemas:
    ReportSavedRecordDoc:
      properties:
        id:
          type: integer
        source:
          type: string
        type:
          type: string
        type_label:
          type: string
        name:
          type: string
        search_query:
          type: string
        snapshot:
          type: boolean
        starred:
          type: boolean
        created_at:
          type: string
          format: date-time
          nullable: true
        updated_at:
          type: string
          format: date-time
          nullable: true
        module:
          properties:
            id:
              type: integer
            key:
              type: string
            label:
              type: string
          type: object
        context:
          properties:
            id:
              type: string
            label:
              type: string
            available:
              type: boolean
          type: object
        filters:
          description: >-
            Field/operator/value filters validated against the chosen module,
            context and operator capabilities. filterGroups takes precedence
            over fields.
          type: array
          items:
            properties:
              field:
                description: Field key from the permitted report field catalog.
                type: string
              operator:
                description: Operator value or supported alias from reports/meta.
                type: string
              value:
                description: Operator-dependent scalar, array or date range value.
              op:
                description: Compatibility alias for operator.
                type: string
            type: object
          nullable: true
        columns:
          properties:
            fields:
              type: array
              items:
                type: string
            order:
              type: array
              items:
                type: string
            labels:
              type: object
              additionalProperties:
                type: string
            definitions:
              type: array
              items:
                properties:
                  key:
                    type: string
                  label:
                    type: string
                  type:
                    type: string
                  source:
                    type: string
                  capabilities:
                    type: object
                    additionalProperties: true
                  help:
                    type: object
                    additionalProperties: true
                type: object
          type: object
        field_labels:
          type: object
          additionalProperties:
            type: string
        date_range:
          description: >-
            Saved date preset and optional custom range; validated by the report
            date-range contract.
          properties:
            preset:
              type: string
              example: all_time
            start_date:
              type: string
              format: date
              nullable: true
            end_date:
              type: string
              format: date
              nullable: true
          type: object
          nullable: true
        footer_calculations:
          type: array
          items:
            properties:
              field_key:
                type: string
              operation:
                type: string
                enum:
                  - count_empty
                  - count_filled
                  - percent_empty
                  - percent_filled
                  - sum
                  - average
                  - min
                  - max
                  - earliest
                  - latest
            type: object
          nullable: true
        sort:
          properties:
            key:
              type: string
              nullable: true
            order:
              type: string
              nullable: true
          type: object
        schedule:
          description: >-
            Serialized schedule, including recurrence intent, recipients,
            timezone and next-run facts when scheduled.
          type: object
          nullable: true
          additionalProperties: true
        schedule_entitlement:
          properties:
            enabled:
              type: boolean
            locked:
              type: boolean
          type: object
          additionalProperties: true
        related:
          type: object
          additionalProperties: true
        owner:
          properties:
            id:
              type: integer
              nullable: true
          type: object
        open:
          properties:
            path:
              type: string
            query:
              type: object
              additionalProperties: true
          type: object
        missing_fields:
          type: object
          additionalProperties: true
        actions:
          type: object
          additionalProperties: true
      type: object
    UnauthorizedResponse:
      title: UnauthorizedResponse
      description: >-
        Returned with HTTP 401 when the request lacks a valid Passport bearer
        token, a valid `X-HYS-API-Key`, or a valid session. The body is the
        simple `{message, status}` envelope emitted by `AuthenticateApiOrKey`.
      required:
        - message
        - status
      properties:
        message:
          description: >-
            Always the literal string `Unauthorized` from the `auth.api_or_key`
            middleware. Login endpoints return `Invalid Credentials` instead.
          type: string
          example: Unauthorized
        status:
          type: string
          example: error
      type: object
    ErrorResponse:
      title: ErrorResponse
      description: >-
        Generic error envelope used by most controllers. Most error responses
        pair a human-readable `message` with `status: error`. Some endpoints
        additionally include `errors` (validator errors), `error` (legacy
        single-error string), `code`, or domain-specific context fields.
      required:
        - message
      properties:
        message:
          description: Human-readable error message.
          type: string
          example: Something went wrong. Please try again.
        status:
          description: >-
            Always the literal string `error` for failures. Some endpoints omit
            this field.
          type: string
          example: error
        error:
          description: Legacy single error code/string used by older endpoints.
          type: string
          example: invalid_request
          nullable: true
        code:
          description: >-
            Optional application-level error code (not all endpoints populate
            this).
          type: string
          example: DONOR_NOT_FOUND
          nullable: true
      type: object
    NotFoundResponse:
      title: NotFoundResponse
      description: >-
        Returned with HTTP 404 when a resource lookup misses (typically because
        the id doesn't exist OR is scoped to a different `client_id`). Note:
        many endpoints intentionally collapse 'not found' and 'forbidden' into a
        single 404 to avoid leaking which records exist in another tenant.
      required:
        - message
      properties:
        message:
          description: >-
            Human-readable message. Often a more specific string like `Donor not
            found` or `Trip not found`.
          type: string
          example: Not Found
        status:
          type: string
          example: error
      type: object
    RequestRejection:
      description: >-
        Request or workflow rejection. Framework field-validation failures
        contain errors; semantic rejections may contain message without errors;
        legacy/provider failures may use error and error_code. The operation
        description identifies the rejected condition. Domain responses may add
        current revision, limits or other conflict context.
      anyOf:
        - $ref: '#/components/schemas/ValidationErrorResponse'
        - $ref: '#/components/schemas/ErrorResponse'
        - required:
            - error
          properties:
            error:
              description: Legacy or provider-facing error message.
              type: string
              example: The request could not be completed.
            error_code:
              description: Stable domain error code, when provided.
              type: string
              example: WORKFLOW_UNAVAILABLE
          type: object
    ValidationErrorResponse:
      title: ValidationErrorResponse
      description: >-
        Returned with HTTP 422 when `Validator::make($data, $rules)` fails. The
        `errors` map is keyed by the failing field name; each value is an array
        of human-readable error messages for that field. Most controllers also
        include a top-level `status: error`.
      required:
        - errors
      properties:
        errors:
          description: >-
            Map of field name to array of validator error messages. Example:
            `{email: [The email field is required.], amount: [The amount must be
            a number.]}`.
          type: object
          additionalProperties:
            type: array
            items:
              type: string
        status:
          description: Always the literal string `error`.
          type: string
          example: error
        message:
          description: >-
            Optional summary message — present on some endpoints, absent on
            others.
          type: string
          example: The given data was invalid.
          nullable: true
      type: object
  securitySchemes:
    bearerAuth:
      type: http
      description: Passport bearer token authentication for legacy admin sessions.
      scheme: bearer
      bearerFormat: JWT
    apiKeyAuth:
      type: apiKey
      description: Gratona API key sent with the compatibility header X-HYS-API-Key.
      name: X-HYS-API-Key
      in: header

````

This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.