Reporting Solutions
Operational and financial visibility across your portfolio. Pick the option based on how much automation you need and who will consume the data.
Pick a Reporting Option
Partner Portal (view and export)
No build. View reports in the portal and export to CSV or Excel.
Rule of thumb:
Need automated ingestion (BI, data warehouse, scheduled pulls): use the Reporting API.
Need ad-hoc reporting with downloads: use Partner Portal.
Comparison Matrix
Primary goal
Programmatic access to report data.
View reports and export files.
Best for
Engineering + data teams building automated reporting pipelines.
Ops, finance, and support teams needing self-serve access.
Integration effort
Medium to high (API integration).
None (portal access).
Automation
High (schedule jobs, sync into internal tools).
Low (manual view/export).
Output
API responses for direct processing.
CSV and Excel exports.
Access control
API keys and integration controls.
Role-based access in the portal.
Next Step
Using the Reporting API: start with the Reporting API Reference.
Using Partner Portal: open the reports area and export what you need.
Need Help?
Tell us what reports you need and how often you need them.
We’ll recommend the cleanest Reporting API vs. Partner Portal setup for your workflow.
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