Créer un template de reporting

curl --request POST \
  --url https://partner-api.marko.fr/v1/reporting/templates \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --header 'Idempotency-Key: <idempotency-key>' \
  --data '
{
  "name": "Quarterly Pack",
  "template_type": "quarterly",
  "format": "pdf"
}
'

import requests

url = "https://partner-api.marko.fr/v1/reporting/templates"

payload = {
    "name": "Quarterly Pack",
    "template_type": "quarterly",
    "format": "pdf"
}
headers = {
    "Idempotency-Key": "<idempotency-key>",
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const url = 'https://partner-api.marko.fr/v1/reporting/templates';
const options = {
  method: 'POST',
  headers: {
    'Idempotency-Key': '<idempotency-key>',
    Authorization: 'Bearer <token>',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({name: 'Quarterly Pack', template_type: 'quarterly', format: 'pdf'})
};

fetch(url, options)
  .then(res => res.json())
  .then(json => console.log(json))
  .catch(err => console.error(err));

const options = {
  method: 'POST',
  headers: {
    'Idempotency-Key': '<idempotency-key>',
    Authorization: 'Bearer <token>',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({name: 'Quarterly Pack', template_type: 'quarterly', format: 'pdf'})
};

fetch('https://partner-api.marko.fr/v1/reporting/templates', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://partner-api.marko.fr/v1/reporting/templates",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'name' => 'Quarterly Pack',
    'template_type' => 'quarterly',
    'format' => 'pdf'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json",
    "Idempotency-Key: <idempotency-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

{
  "id": "ffffffff-ffff-ffff-ffff-fffffffffffe",
  "name": "Quarterly Pack",
  "template_type": "example",
  "format": "example",
  "version": 0,
  "is_default": false,
  "created_at": "2026-10-01T10:00:00Z",
  "updated_at": "2026-10-01T10:00:00Z"
}

{
  "type": "about:blank",
  "title": "Bad Request",
  "status": 400,
  "detail": "Idempotency-Key must contain at most 255 visible ASCII characters without spaces.",
  "request_id": "req_example_partner_call"
}

{
  "type": "about:blank",
  "title": "Unauthorized",
  "status": 401,
  "detail": "A valid bearer token is required.",
  "request_id": "req_example_partner_call"
}

{
  "type": "about:blank",
  "title": "Forbidden",
  "status": 403,
  "detail": "The API key does not allow this operation.",
  "request_id": "req_example_partner_call"
}

{
  "type": "about:blank",
  "title": "Conflict",
  "status": 409,
  "detail": "The idempotency key payload, external reference, target, or source conflicts with an existing write.",
  "request_id": "req_example_partner_call"
}

{
  "type": "about:blank",
  "title": "Unprocessable Content",
  "status": 422,
  "detail": "The request payload or parameters are invalid.",
  "request_id": "req_example_partner_call"
}

{
  "type": "about:blank",
  "title": "Precondition Required",
  "status": 428,
  "detail": "The Idempotency-Key header is required.",
  "request_id": "req_example_partner_call"
}

{
  "type": "about:blank",
  "title": "Too Many Requests",
  "status": 429,
  "detail": "The request rate limit was exceeded.",
  "request_id": "req_example_partner_call"
}

{
  "type": "about:blank",
  "title": "Internal Server Error",
  "status": 500,
  "detail": "An unexpected server error occurred.",
  "request_id": "req_example_partner_call"
}

Authorizations

Authorization

string

header

required

Use the access_token returned by POST /v1/auth/token. Do not send the raw API secret on business endpoints.

Headers

X-Request-ID

string

Partner-generated correlation identifier echoed in logs and error payloads.

Idempotency-Key

string

required

Required for every write, including environments where replay deduplication is disabled. Reuse the same value when retrying the same logical write and use a new value for a different write.

Maximum string length: 255

Pattern: ^[!-~]+$

Body

application/json

Create a reporting template.

name

string

required

Nom de la ressource. Les recherches exactes et partielles sont décrites au niveau de la route.

Required string length: 1 - 200

description

string | null

Description libre de la ressource.

Maximum string length: 2000

template_type

string

default:custom

quarterly, annual, covenant, custom

Maximum string length: 50

columns

TemplateColumn · object[]

Définitions des colonnes du reporting, dans l'ordre de sortie.

Show child attributes

filters

TemplateFilters · object

Filtres enregistrés pour la vue, le dashboard ou le template.

Show child attributes

format

string

default:pdf

Format de sortie demandé pour le reporting.

Pattern: ^(pdf|excel)$

entity_id

string<uuid> | null

Identifiant de l'entité MARKO à laquelle cette ressource appartient.

fond_id

string<uuid> | null

UUID MARKO du fonds.

Response

Successful response

Response schema for a reporting template.

string<uuid>

required

Identifiant MARKO de la ressource.

name

string

required

Nom de la ressource. Les recherches exactes et partielles sont décrites au niveau de la route.

template_type

string

required

Filtrer les templates par type.

format

string

required

Format de sortie demandé pour le reporting.

version

integer

required

Version de la ressource MARKO.

is_default

boolean

required

Indique si cette vue ou ce template est défini par défaut.

created_at

string<date-time>

required

Date de création au format ISO 8601.

updated_at

string<date-time>

required

Date de dernière modification au format ISO 8601.

description

string | null

Description libre de la ressource.

columns

TemplateColumn · object[]

Définitions des colonnes du reporting, dans l'ordre de sortie.

Show child attributes

filters

TemplateFilters · object

Filtres enregistrés pour la vue, le dashboard ou le template.

Show child attributes

entity_id

string<uuid> | null

Identifiant de l'entité MARKO à laquelle cette ressource appartient.

fond_id

string<uuid> | null

UUID MARKO du fonds.

created_by

string | null

Identifiant de l'utilisateur qui a créé le template.

Créer un template de reporting

curl --request POST \
  --url https://partner-api.marko.fr/v1/reporting/templates \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --header 'Idempotency-Key: <idempotency-key>' \
  --data '
{
  "name": "Quarterly Pack",
  "template_type": "quarterly",
  "format": "pdf"
}
'

import requests

url = "https://partner-api.marko.fr/v1/reporting/templates"

payload = {
    "name": "Quarterly Pack",
    "template_type": "quarterly",
    "format": "pdf"
}
headers = {
    "Idempotency-Key": "<idempotency-key>",
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const url = 'https://partner-api.marko.fr/v1/reporting/templates';
const options = {
  method: 'POST',
  headers: {
    'Idempotency-Key': '<idempotency-key>',
    Authorization: 'Bearer <token>',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({name: 'Quarterly Pack', template_type: 'quarterly', format: 'pdf'})
};

fetch(url, options)
  .then(res => res.json())
  .then(json => console.log(json))
  .catch(err => console.error(err));

const options = {
  method: 'POST',
  headers: {
    'Idempotency-Key': '<idempotency-key>',
    Authorization: 'Bearer <token>',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({name: 'Quarterly Pack', template_type: 'quarterly', format: 'pdf'})
};

fetch('https://partner-api.marko.fr/v1/reporting/templates', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://partner-api.marko.fr/v1/reporting/templates",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'name' => 'Quarterly Pack',
    'template_type' => 'quarterly',
    'format' => 'pdf'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json",
    "Idempotency-Key: <idempotency-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

{
  "id": "ffffffff-ffff-ffff-ffff-fffffffffffe",
  "name": "Quarterly Pack",
  "template_type": "example",
  "format": "example",
  "version": 0,
  "is_default": false,
  "created_at": "2026-10-01T10:00:00Z",
  "updated_at": "2026-10-01T10:00:00Z"
}

{
  "type": "about:blank",
  "title": "Bad Request",
  "status": 400,
  "detail": "Idempotency-Key must contain at most 255 visible ASCII characters without spaces.",
  "request_id": "req_example_partner_call"
}

{
  "type": "about:blank",
  "title": "Unauthorized",
  "status": 401,
  "detail": "A valid bearer token is required.",
  "request_id": "req_example_partner_call"
}

{
  "type": "about:blank",
  "title": "Forbidden",
  "status": 403,
  "detail": "The API key does not allow this operation.",
  "request_id": "req_example_partner_call"
}

{
  "type": "about:blank",
  "title": "Conflict",
  "status": 409,
  "detail": "The idempotency key payload, external reference, target, or source conflicts with an existing write.",
  "request_id": "req_example_partner_call"
}

{
  "type": "about:blank",
  "title": "Unprocessable Content",
  "status": 422,
  "detail": "The request payload or parameters are invalid.",
  "request_id": "req_example_partner_call"
}

{
  "type": "about:blank",
  "title": "Precondition Required",
  "status": 428,
  "detail": "The Idempotency-Key header is required.",
  "request_id": "req_example_partner_call"
}

{
  "type": "about:blank",
  "title": "Too Many Requests",
  "status": 429,
  "detail": "The request rate limit was exceeded.",
  "request_id": "req_example_partner_call"
}

{
  "type": "about:blank",
  "title": "Internal Server Error",
  "status": 500,
  "detail": "An unexpected server error occurred.",
  "request_id": "req_example_partner_call"
}

Démarrer

Tutoriels

Intégrer

Référence API

Créer un template de reporting

Authorizations

Headers

Body

Response