Reports - Blue API

Reports aggregate records across one or more workspaces into a single saved analytical view. A report holds one or more data sources, each scoping a set of workspaces and a JSON filter, and exposes record lists, counts, and field aggregations (sum, avg, min, max, count) computed across every source. Use this section to create and configure reports, read the data and aggregations they produce, share them with EDITOR and VIEWER collaborators, duplicate and delete them, and export the combined record set to CSV.

Reports are distinct from Dashboards: a report is a record-level query surface, while a dashboard is a visualization container.

Concepts to types

Docs word	Schema type / field
Report	`Report`
Data source	`ReportDataSource`
Shared collaborator	`ReportUser` (role `ReportRole`: `EDITOR` / `VIEWER`)
Field aggregation	`FieldAggregation` (requested via `AggregationFieldInput`)
Record	`Todo`
Workspace	`Project`
Organization	`Company`

A report’s data sources currently support a single sourceType, TODOS — every report aggregates records (Todo objects). The config and filters fields are opaque JSONObject blobs whose internal shape is defined by the app, not the GraphQL schema; the filters mirror the records filter structure.

Pages in this section

Page	Purpose
Create a Report	Create a report scoped to one or more data sources with `createReport`.
Query Reports	Fetch a single report (`report`) or list a company’s reports (`reports`).
Report Data & Aggregations	Read a report’s records, counts, and field aggregations, and refresh cached aggregation results.
Manage Report Access	Update a report’s config and data sources and share it with collaborators via `updateReport`.
Duplicate & Delete a Report	Copy a report with `duplicateReport` or permanently remove it with `deleteReport`.
Export a Report	Queue an async CSV export of the report’s combined record set, emailed to the caller, with `exportReport`.

Access at a glance

Report operations enforce four distinct permission tiers — see each page for the exact rule.

Tier	Who	Operations
View	Creator or any shared `ReportUser` (`EDITOR` or `VIEWER`)	`report`, `duplicateReport`, `refreshReportAggregations`
Modify	Creator or shared `ReportUser` with role `EDITOR`	`updateReport`
Delete	Creator only	`deleteReport`
Export	Creator, any shared `ReportUser`, or any member of the report’s organization	`exportReport`

Export is intentionally broader

exportReport is reachable by any member of the report’s organization, not just the creator and shared users. This is looser than every other report operation by design.