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

Reporting API

Most automation. Pull report data into your systems.

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Partner Portal (view and export)

No build. View reports in the portal and export to CSV or Excel.

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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

Criteria	Reporting API	Partner Portal
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: retrieve report data into your system.
• 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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