Creating your Reporting API User

Created by Alex C, Modified on Tue, 22 Sep at 1:07 PM by Alex C

  • Go to Accounts > Clientarea accounts
  • Create a new Reporting API User by clicking Add New
  • Complete the API User details:
    • Main details block
      • Add a Name
      • Select Is API User
      • Select the Client name
    • Reporting block
      • Select Permission access to report
      • Select Anonymise data if you do not want the staff full names to appears in the data
      • Click Submit
      • You can now Add Reports to assign to your API user
      • Start typing the report name to select from the dropdown
      • Repeat until you have added all the reports required
      • To hide questions from the API data
        • Click on Questions
        • Click on Add New
        • Select the questions from the list
        • Click on OK
        • Click on Close
    • Press Submit to confirm

Important: The API User will only be able to retrieve data from reports that have been assigned to it.

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