Reports

Reports are saved analytics queries with visualization config. Define the data source, metrics, grouping, filters, and chart type — then execute on demand or display in dashboards.

Tools

Tool	Description	Key Params
`reports.list`	List all saved reports	—
`reports.get`	Get a report’s configuration	`report_id`
`reports.create`	Create a new report	`name`, `config`
`reports.update`	Update a report’s config	`report_id`, `name`, `config`
`reports.delete`	Delete a report	`report_id`
`reports.execute`	Run a report and return data	`report_id`, `time_range` (optional override)

Config Structure

Field	Description
`object_type_slug`	Which object type to query
`list_id`	Optional — scope to a specific pipeline/list
`metric`	`count`, `sum`, `avg`, `min`, `max`
`metric_field`	Field to aggregate (required for sum/avg/min/max)
`group_by`	Field to group results by
`chart_type`	`bar`, `line`, `pie`, `number`, `table`
`filters`	Array of filter objects
`time_range`	Default time range

Examples

Create a bar chart of deals by stage

{
  "tool": "reports.create",
  "params": {
    "name": "Deals by Stage",
    "config": {
      "object_type_slug": "deals",
      "list_id": "lst_abc123",
      "metric": "sum",
      "metric_field": "Deal Value",
      "group_by": "Stage",
      "chart_type": "bar",
      "filters": [
        { "field": "Stage", "operator": "not_in", "value": ["Closed Lost"] }
      ],
      "time_range": {
        "start": "2026-01-01",
        "end": "2026-03-23"
      }
    }
  }
}

Execute a report

{
  "tool": "reports.execute",
  "params": {
    "report_id": "rpt_001"
  }
}

Response:

{
  "success": true,
  "data": {
    "chart_type": "bar",
    "labels": ["Qualified", "Proposal Sent", "Negotiation", "Closed Won"],
    "datasets": [
      {
        "label": "Deal Value (sum)",
        "data": [340000, 520000, 410000, 1250000]
      }
    ]
  }
}

Create a line chart tracking new contacts over time

{
  "tool": "reports.create",
  "params": {
    "name": "New Contacts per Week",
    "config": {
      "object_type_slug": "contacts",
      "metric": "count",
      "group_by": "created_at",
      "chart_type": "line",
      "time_range": {
        "start": "2026-01-01",
        "end": "2026-03-23"
      }
    }
  }
}

Overview

Objects

Records

Lists

Views

Notes

Tasks

Analytics

Timeline

Graph

Reports

Tools

Config Structure

Examples

Create a bar chart of deals by stage

Execute a report

Create a line chart tracking new contacts over time

​Tools

​Config Structure

​Examples

​Create a bar chart of deals by stage

​Execute a report

​Create a line chart tracking new contacts over time

Tools

Config Structure

Examples

Create a bar chart of deals by stage

Execute a report

Create a line chart tracking new contacts over time