Save Report Data to the API

TS saves the most important information of all the clients' deals in an API, which is then available for download to data warehouses or data lakes. All data available in TS reports type balance position can be added to the API.

Check and add more data to the system report, saving API data

The first step is to check the system reports saving API data and if more data should be added. 

1. Open reports 
2. Remove the filter, Not Istemplate, to see all system reports (please see the bottom left corner of the picture below)
3. Go to report System Report for saving Transaction API Data

• Check the selection. Update the selection of all deals that should be saved and available via the API, e.g. simulation deals
• Check the columns and add more columns if needed. e.g. Customer Deal Tags can be added.  

Update the API data with the changes you made to the system report

Go to View "Transaction API Data".

Select the date you want to update and click on the icon Update API data.

This needs to be done on all dates you want to update.

To verify the update, click on the icon Run Historical API data to check that the changes done to the report have now been saved. It is also possible to run the API data in real-time with the latest information by clicking Run real-time report

If you want to run a report within TS based on saved data, please see the support article Run a report on saved API data.

Please see the support article API Connection Report data and Market data to connect to the API.