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.)