Client reports: sending, scheduling and downloading

How reports are delivered

Every report email, whether you send it with Email to, generate it with recipients, or a schedule sends it, is a short message with a private link to the report. The report itself is never in the email. The link works for 72 hours and needs no sign-in, so your client can open it from any device. Opening the link is recorded each time. Links stop working if the client is deleted, or if your Graften account is suspended or deleted.

A report counts as sent only when at least one recipient's email was accepted; the recipients listed against it are the ones actually reached. If nobody could be reached it shows send failed.

What a download returns

View PDF returns the copy saved when the report was generated, which is what your client was sent. It is never rebuilt from today's data, so the figures match the original even if the underlying data has changed since.

If no copy was saved when a report was made (this applies to some older reports), Graften says so and offers to create a new report from current data instead. The new report is dated today and covers the current period; the original stays as it was.

Scheduled reports

• Day of month must be 1 to 28; anything else is refused rather than quietly changed.
• Pausing and resuming: a schedule you turn back on resumes at its next regular date. It does not send straight away to make up for the time it was paused.
• A schedule whose recipients can't be reached is retried hourly, up to three times in a day, then waits for its next regular date.
• Schedules don't send while your Graften account is suspended, cancelled or read-only. They send once the account is active again.

API

• POST /api/v1/reports/generate: optional period_end must be a date (YYYY-MM-DD) that isn't in the future.
• GET /api/v1/reports/{id}/download: the stored copy as a PDF; 404 NO_STORED_COPY when none was saved.
• POST /api/v1/reports/{id}/regenerate: a new report from current data, dated today.