Report Builder

get_report_builder_templates

Lists saved and canned Report Builder templates — id, name, description, columns, and date range. Use the returned template_id with get_report_builder_data to run a report.

Best for: Discovering available reports, finding the right template before running data.

Example: “What Report Builder templates do I have?”

get_report_builder_data

Starts fetching Report Builder data for a template. If the response contains a request_id and session_id, call poll_report_builder_data with both until report_data is returned.

Best for: Running custom or saved portfolio reports.

Example: “Run my occupancy report template”

poll_report_builder_data

Polls for Report Builder data using request_id and session_id from get_report_builder_data. Keep calling until report_data is present in the response.

Best for: Completing async Report Builder requests after the initial fetch.

Example: (Typically called automatically by your assistant after get_report_builder_data.)