Reports API
Generate downloadable CSV reports for your firm's intake and document data. Reports are scoped to your firm and support date range filtering.
GET/api/v1/reports/:type
Generate a CSV report for the given report type. Returns a CSV file with Content-Type: text/csv.
Path Parameters
| Parameter | Description |
|---|---|
| type | Report type — see supported types below |
Supported Report Types
| Type | Description |
|---|---|
| intake-summary | Per-matter intake completion status, document counts, and client details |
| document-status | Per-document status across all matters (pending, uploaded, approved, rejected) |
| client-activity | Client portal activity — logins, uploads, and form submissions |
| communication-log | SMS and email communications sent per matter |
| billing-summary | Matter overage counts and plan usage summary |
Query Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
| from | string | No | Start date (YYYY-MM-DD). Defaults to 2020-01-01. |
| to | string | No | End date (YYYY-MM-DD). Defaults to today. |
cURL Example — intake-summary report
curl -X GET "https://api.calmintake.com/api/v1/reports/intake-summary?from=2025-01-01&to=2025-03-31" \ -H "X-Api-Key: ch_live_sk_abc123xyz" \ --output report.csv
Sample CSV Output
matter_id,title,case_type,state,client_name,intake_started,intake_completed,docs_requested,docs_uploaded,docs_approved mat_01HXYZ,"Johnson v. Smith",personal_injury,SC,"Alice Johnson",2025-01-10,2025-01-12,8,8,7 mat_01HABC,"Smith Family",divorce_standard,NC,"Bob Smith",2025-01-15,,6,2,0
Reports are generated in real time from your firm's live data. For large firms, allow up to a few seconds for the response. Reports are not cached — each request queries the database fresh.