Method: PortfolioManager::Services::Reporting::CustomReportingReportManagement::Live#generate_report

Defined in:
lib/portfolio_manager/services/reporting.rb

#generate_report(report_id) ⇒ PortfolioManager::Xml::ResponseType

Generate Report

This web service generates a specific report. It returns a link to the corresponding web service to retrieve the generation status. The report must be owned by you.

The following are limitations you should be aware of:

  • Similar to the user interface, generated reports will only be available for 90 days. After that time you just need to generate the report again to populate your template with data.

  • You can only have a maximum of 5 reports generating at one time. To submit more, you will need to wait for at least one of your 5 reports to finish generating.



239
240
241
# File 'lib/portfolio_manager/services/reporting.rb', line 239

def generate_report(report_id)
  request(Net::HTTP::Post, path_for("reports", report_id, "generate"), {}, {}, nil, nil, PortfolioManager::Xml::ResponseType, basic_auth: true)
end