CustomReport API

In Surpass, the Custom Reports (beta) screen is where proficient HTML writers can create custom reports for individual candidates based on test result data.

Custom report templates are created by uploading HTML files in the Custom Reports (beta) screen. For more information, read About Custom Reports (beta).

The CustomReport API resource is used to list, retrieve, and delete custom report templates. The CustomReportGeneration API is used to generate custom reports from custom report templates.

This article explains what calls can be made to the Surpass API using the CustomReport resource.

Import this API into your Postman Workspace

Listing custom report templates

get /api/v2/CustomReport

Send a request to the endpoint to retrieve a list of custom report templates. Refer to the available parameters to influence the response. No request body is required.

Parameters

Parameters are passed with the endpoint to influence the response. Header parameters are included in the request header. Path parameters are extensions of the endpoint, and query parameters follow ? after any path parameters.

EXAMPLE: The endpoint /api/v2/CustomReport?$filter=id eq 3 would return the custom report template 3.

Name	Parameter	Input	Description
authorization	header MANDATORY	`Basic {credentials}`	Basic authentication details must be passed to authorise the user’s request, where `{credentials}` is a Base64 encoded `username:password` string.
accept	header OPTIONAL	`application/json` or `application/xml`	Determines data format of the response, which can be either JSON or XML.
top	query OPTIONAL	`/api/v2/CustomReport?$top={top}`	Defines number of responses to return when paging a response, where `{top}` is a number between 1 and 40.
skip	query OPTIONAL	`/api/v2/CustomReport?$skip={skip}`	Defines how many responses to skip when paging a response, where `{skip}` is a number that should not exceed the total number of responses.
filter	query OPTIONAL	`/api/v2/CustomReport?$filter={filter} {operator} {value}`	Filters results, searching either for an exact match or for the data to contain a defined value. For an exact match: `{filter}` is `id`, `{operator}` is `eq` (equal to), and `{value}` is the integer the filter query looks for an exact match for in the request. For a contains query: `{filter}` is `contains({attribute}, '{value}')`, where `{attribute}` is `reference`, and `{value}` is the string the filter query looks for the data to contain in the request.

TIP: Multiple query parameters can be passed in a request at once. filter parameters can be joined using and between attributes. top, skip, and other parameters are joined using &. For example, the endpoint /api/v2/CustomReport?$top=10&$skip=25 would skip the first 25 results and return 10.

Sample response

If successful, the HTTP status code will be 200 and the response body will contain the information in either JSON or XML format as requested.

{
    "count": 5,
    "top": 10,
    "skip": 0,
    "pageCount": 1,
    "nextPageLink": null,
    "prevPageLink": null,
    "response": [
        {
            "id": 1,
            "reference": "CustomReportTemplate1",
            "href": "https://{your Surpass instance}.surpass.com/api/v2/CustomReport/1"
        },
        {
            "id": 2,
            "reference": "CustomReportTemplate2",
            "href": "https://{your Surpass instance}.surpass.com/api/v2/CustomReport/2"
        },
        {
            "id": 3,
            "reference": "CustomReportTemplate3",
            "href": "https://{your Surpass instance}.surpass.com/api/v2/CustomReport/3"
        },
        {
            "id": 4,
            "reference": "CustomReportTemplate4",
            "href": "https://{your Surpass instance}.surpass.com/api/v2/CustomReport/4"
        },
        {
            "id": 5,
            "reference": "CustomReportTemplate5",
            "href": "https://{your Surpass instance}.surpass.com/api/v2/CustomReport/5"
        }
    ],
    "errors": null,
    "serverTimeZone": "GMT Standard Time"
}

Retrieving custom report template information

get /api/v2/CustomReport/{id}

Send a request to the endpoint to retrieve information for a specific custom report template using its ID. No request body is required.

Parameters

Name	Parameter	Input	Description
authorization	header MANDATORY	`Basic {credentials}`	Basic authentication details must be passed to authorise the user’s request, where `{credentials}` is a Base64 encoded `username:password` string.
accept	header OPTIONAL	`application/json` or `application/xml`	Determines data format of the response, which can be either JSON or XML.
id	path OPTIONAL	`/api/v2/CustomReport/{id}`	Returns information for the specified custom report template, where `{id}` is the custom report template’s unique identifier.
reference	query OPTIONAL	`/api/v2/CustomReport?reference={reference}`	Returns information for the specified custom report template, where `{reference}` is the custom report template’s unique reference code.

Sample response

If successful, the HTTP status code will be 200 and the response body will contain the information in either JSON or XML format as requested.

{
    "count": null,
    "top": null,
    "skip": null,
    "pageCount": null,
    "nextPageLink": null,
    "prevPageLink": null,
    "response": [
        {
            "id": 1,
            "reference": "CustomReportTemplate1",
            "name": "Test Analytics Custom Report",
            "entities": [
                "TestResult"
            ],
            "templatingEngine": "Scriban",
            "creationDate": "2019-09-19T10:06:53.583",
            "templateFile": {
                "id": 1,
                "name": "TestAnalyticsCustomReport.template.standard.html",
                "url": "https://{your Surpass instance}.surpass.com/files/4b6678dc-e508-4709-bb0c-11daf835d561.html",
                "path": null
            }
        }
    ],
    "errors": null,
    "serverTimeZone": "GMT Standard Time"
}

EXAMPLE: Open the templateFile/url in a browser to view your custom report template. Here is a basic example of what this output could look like:

For an example of a report generated from this template, read the ‘View sample response’ section of CustomReportGeneration API.

Response schema

The response schema contains a description of every property that can be returned for this endpoint.

count integer

Details how many custom report templates there are in total. This is null because the information retrieved is for a specific custom report template.

top integer

Details number of custom report templates returned in the response. This is null because the information retrieved is for a specific custom report template.

skip integer

Details how many custom report templates were skipped to display those in the response. This is null because the information retrieved is for a specific custom report template.

pageCount integer

Details how many pages of custom report templates there are. This is null because the information retrieved is for a specific custom report template.

nextPageLink string

The endpoint to call the next page of custom report templates. This is null because the information retrieved is for a specific custom report template.

prevPageLink string

The endpoint to call the previous page of custom report templates. This is null because the information retrieved is for a specific custom report template.

response array

Contains the rest of the response.

id integer

The custom report template’s unique identifier.

reference string

The custom report template’s unique reference code.

name string

The custom report template’s name.

entities array

Contains the custom report template’s entities’ information.

TestResult is currently the only available entity. For more information on the information available in the custom report entities, read ‘Custom report entities’ in CustomReportGeneration API.

templatingEngine enumeration

The templating engine used for the custom report template. Currently, the only available engine is Scriban.

creationDate string

The date the custom report template was created, in YYYY/MM/SSTHH:MM:SS format.

templateFile object

Contains the information for the custom report template’s HTML file.

templateFile/id integer

The HTML file’s unique identifier.

templateFile/name string

The HTML file’s name and file extension.

templateFile/url string

The endpoint used to generate the custom report template.

templateFile/path string

The HTML file’s file path.

NOTE: This property always returns null.

errors string

Information about any errors that occurred during the request.

serverTimeZone enumeration

The timezone of the server sending the response.

Deleting a custom report template

delete /api/v2/CustomReport/{id}

Send a request to the endpoint to delete a specific custom report template. No request body is required.

Parameters

Name	Parameter	Input	Description
authorization	header MANDATORY	`Basic {credentials}`	Basic authentication details must be passed to authorise the user’s request, where `{credentials}` is a Base64 encoded `username:password` string.
accept	header OPTIONAL	`application/json` or `application/xml`	Determines data format of the response, which can be either JSON or XML.
id	path OPTIONAL	`/api/v2/CustomReport/{id}`	Deletes specified custom report template, where `{id}` is the custom report template’s unique identifier.
reference	path OPTIONAL	`/api/v2/CustomReport/{reference}`	Deletes specified custom report template, where `{reference}` is the custom report template’s unique reference code.

Sample response

If successful, the HTTP status code will be 200 and the response body will confirm the custom report template has been deleted by returning a null id.

{
    "id": null,
    "href": null,
    "errors": null,
    "serverTimeZone": null
}

Error Codes

Refer to the following table for information on error codes that may be encountered when using this resource.

Name	Code	Description
InternalServer	1	Internal server error.
Unauthorized	3	The request has been sent by an unauthorised user.
IncorrectFieldFormat	4	A field in the request has not been completed in the correct format.
InaccessibleOperation	5	The request has been sent by a user with invalid permissions.
InaccessibleData	6	The request has been sent by a user with invalid permissions.
MissingBody	7	There is an issue with the request body.
InvalidReference	11	The unique reference code used in the request is invalid.
InvalidInputParameters	15	There is an issue with the path or query parameters.
InvalidId	16	The ID number used in the request is invalid.
InvalidODataOperation	19	There is an issue with the query parameters.
BadRequest	20	There is an issue with the `/api/v2/CustomReport?$skip={skip}` query parameter, where `{skip}` is a number that should not exceed the total number of responses.
CustomReportCreateTemplateError	210	There is an issue with creating the custom report template.
CustomReportDeleteTemplateError	211	There is an issue with deleting the custom report template.
CustomReportGetTemplateError	212	There is an issue with retrieving the custom report template.
CustomReportDoesNotExist	213	The custom report template specified in the request does not exist.

CustomReport API

In This Article

Listing custom report templates

Parameters

Sample response

Response schema

Retrieving custom report template information

Parameters

Sample response

Response schema

Deleting a custom report template

Parameters

Sample response

Error Codes

Further reading

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