assetReportCreate
The /asset_report/create endpoint initiates the process of creating an Asset Report, which can then be retrieved by passing the asset_report_token return value to the /asset_report/get or /asset_report/pdf/get endpoints.
The Asset Report takes some time to be created and is not available immediately after calling /asset_report/create. When the Asset Report is ready to be retrieved using /asset_report/get or /asset_report/pdf/get, Plaid will fire a PRODUCT_READY webhook. For full details of the webhook schema, see Asset Report webhooks.
The /asset_report/create endpoint creates an Asset Report at a moment in time. Asset Reports are immutable. To get an updated Asset Report, use the /asset_report/refresh endpoint.
Authorization
PLAID-CLIENT-ID PLAID-SECRET Plaid-Version In: header
In: header
In: header
Request Body
application/json
AssetReportCreateRequest defines the request schema for /asset_report/create
Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.
Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.
An array of access tokens corresponding to the Items that will be included in the report. The assets product must have been initialized for the Items during link; the Assets product cannot be added after initialization.
1 <= items <= 99The maximum integer number of days of history to include in the Asset Report. If using Fannie Mae Day 1 Certainty, days_requested must be at least 61 for new originations or at least 31 for refinancings.
int320 <= value <= 730An optional object to filter /asset_report/create results. If provided, must be non-null. The optional user object is required for the report to be eligible for Fannie Mae's Day 1 Certainty program.
Response Body
application/json
curl -X POST "https://example.com/asset_report/create" \ -H "Content-Type: application/json" \ -d '{ "access_tokens": [ "string" ], "days_requested": 0 }'{ "asset_report_token": "assets-sandbox-6f12f5bb-22dd-4855-b918-f47ec439198a", "asset_report_id": "1f414183-220c-44f5-b0c8-bc0e6d4053bb", "request_id": "Iam3b"}assetReportFilter POST
By default, an Asset Report will contain all of the accounts on a given Item. In some cases, you may not want the Asset Report to contain all accounts. For example, you might have the end user choose which accounts are relevant in Link using the Account Select view, which you can enable in the dashboard. Or, you might always exclude certain account types or subtypes, which you can identify by using the `/accounts/get` endpoint. To narrow an Asset Report to only a subset of accounts, use the `/asset_report/filter` endpoint. To exclude certain Accounts from an Asset Report, first use the `/asset_report/create` endpoint to create the report, then send the `asset_report_token` along with a list of `account_ids` to exclude to the `/asset_report/filter` endpoint, to create a new Asset Report which contains only a subset of the original Asset Report's data. Because Asset Reports are immutable, calling `/asset_report/filter` does not alter the original Asset Report in any way; rather, `/asset_report/filter` creates a new Asset Report with a new token and id. Asset Reports created via `/asset_report/filter` do not contain new Asset data, and are not billed. Plaid will fire a [`PRODUCT_READY`](https://plaid.com/docs/api/webhooks) webhook once generation of the filtered Asset Report has completed.
assetReportRemove POST
The `/item/remove` endpoint allows you to invalidate an `access_token`, meaning you will not be able to create new Asset Reports with it. Removing an Item does not affect any Asset Reports or Audit Copies you have already created, which will remain accessible until you remove them specifically. The `/asset_report/remove` endpoint allows you to remove an Asset Report. Removing an Asset Report invalidates its `asset_report_token`, meaning you will no longer be able to use it to access Report data or create new Audit Copies. Removing an Asset Report does not affect the underlying Items, but does invalidate any `audit_copy_tokens` associated with the Asset Report.