Sales Engine
API documentation
ClientsOperation reports.save

Reports save

Save or send your end-of-day report.

PUT/api/v1/reports/daily/mine
Scope write: Create and edit lists, research, sequences, campaigns, memory, signals and learning; queue jobs.

Parameters

Body

A JSON object, required. Fields not listed are ignored.

NameInDescription
dayrequiredbodyYYYY-MM-DD.
donebodyWhat got done.
nextbodyWhat is next.
blockersbodyWhat is in the way.
submitbody, booleanSend it to the team.

Example

curl
curl -X PUT "https://crm.ashwanth.dev/api/v1/reports/daily/mine" \
  -H "Authorization: Bearer $SALES_ENGINE_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "day": "",
  "done": "",
  "next": "",
  "blockers": "",
  "submit": false
}'
CLI
sales-engine reports save --day "..."

The JSON above lists every documented field with a typed placeholder; send only the ones you mean.

Response

A 200 with the result under data, on creation too. Errors come back as an error object with a stable code; see Errors.

Shape
{
  "data": { ... }
}

Run it below to see the live shape for your workspace.

Try it

Runs against this server, as the workspace behind the key.
Kept in this page while you browse the docs, gone on reload, never stored. Signed in to the app? Leave it blank and the call runs as you.
Every documented field is listed above; leave out the ones you do not need.
Request
PUT /api/v1/reports/daily/mine

Also in Clients