Reports

Financial and operational reports. Most come in two halves: a preview endpoint that returns the numbers as JSON, and a generate endpoint that renders a PDF or Excel file and returns its URL.

Use cases: Use the preview endpoints to pull figures into your own dashboards, and the generate endpoints when a person needs the file itself.

POST/reports/income/preview

The income report as data: every income document in the period, with totals.

A refund is returned with its amounts negated, so summing the rows gives net income. Unlike the generate call, this one is not metered.

Body Parameters

Name	Type		Description
`startDate`	string		Start of the period (YYYY-MM-DD).
`endDate`	string		End of the period (YYYY-MM-DD).

Request

curl -X POST "https://api.glance.co.il/reports/income/preview" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "startDate": "example_startDate",
  "endDate": "example_endDate"
}'

Response

{
  "documents": [
    {
      "id": 84213,
      "visibleId": "d0f3a1c7-5b2e-4d8a-9f6c-1e3b5d7a9c2f",
      "number": 1042,
      "type": "INVOICE",
      "creationDate": "2026-08-20T14:30:00.000Z",
      "clientName": "אלקבץ בע״מ",
      "amount": 10000,
      "tax": 1800,
      "totalWithTax": 11800,
      "currency": "ILS"
    }
  ],
  "documentCount": 1,
  "totals": {
    "beforeTax": 10000,
    "tax": 1800,
    "includeTax": 11800
  }
}

POST/reports/income

Generate the income report as a file.

Returns the URL of the generated file, which is also filed under the company's documents. Counts against the plan's report quota.

Body Parameters

Name	Type	Description
`startDate`	string	Start of the period (YYYY-MM-DD).
`endDate`	string	End of the period (YYYY-MM-DD).
`type`	string	"excel" or "pdf".

Request

curl -X POST "https://api.glance.co.il/reports/income" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "startDate": "example_startDate",
  "endDate": "example_endDate",
  "type": "example_type"
}'

Response

{
  "url": "https://files.glance.co.il/reports/income-2026-08.xlsx"
}

POST/reports/expenses

Generate the expenses report as a file.

Covers both sources of expense — the expenses module and supplier invoices — so it agrees with the books rather than with `GET /expenses` alone.

Body Parameters

Name	Type	Description
`startDate`	string	Start of the period (YYYY-MM-DD).
`endDate`	string	End of the period (YYYY-MM-DD).
`type`	string	"excel" or "pdf".

Request

curl -X POST "https://api.glance.co.il/reports/expenses" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "startDate": "example_startDate",
  "endDate": "example_endDate",
  "type": "example_type"
}'

Response

{
  "url": "https://files.glance.co.il/reports/expenses-2026-08.xlsx"
}

POST/reports/documents

Generate a documents report as a file.

Unlike the other generate endpoints, this one returns the whole upload result rather than just a URL — read `file.remoteUrl`.

Body Parameters

Name	Type	Description
`documentIds`	number[]	Report on exactly these documents (numeric ids). Either this or `filters` must be given — with neither, the call answers 400 DOCUMENT_IDS_REQUIRED.
`filters`	object	Select the documents by criteria instead: `startDate`, `endDate`, `type` (array), `clientIds` (array), `open`, `customerOrderNumber`, `productSku`, `productManufacturerSku`, `hasOpenProducts`.
`type`	string	"pdf" (the default) or "excel".
`includeProducts`	boolean	Break each document down to its line items. Defaults to false.
`groupBy`	string	"none" (the default), "client", "document" or "product".
`includePrices`	boolean	Print prices. Defaults to true.
`visibleColumns`	string[]	Which columns to print, in order.
`savedReportName`	string	Save these filters under this name at the same time, for reuse through the saved-reports endpoints.

Request

curl -X POST "https://api.glance.co.il/reports/documents" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "documentIds": "example_documentIds",
  "filters": {},
  "type": "example_type",
  "includeProducts": true,
  "groupBy": "example_groupBy",
  "includePrices": true,
  "visibleColumns": "example_visibleColumns",
  "savedReportName": "example_savedReportName"
}'

Response

{
  "success": true,
  "file": {
    "id": 90512,
    "visibleId": "c4d5e6f7-8901-4a2b-9c3d-4e5f60718293",
    "name": "דוח מסמכים.xlsx",
    "remoteUrl": "https://files.glance.co.il/reports/documents.xlsx",
    "type": "xlsx",
    "size": 24118
  }
}

POST/reports/maam

Generate the VAT (מע״מ) report for a period.

Body Parameters

Name	Type		Description
`startDate`	string	required	Start of the period. Required — missing, it answers 400.
`endDate`	string	required	End of the period. Required.

Request

curl -X POST "https://api.glance.co.il/reports/maam" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "startDate": "example_startDate",
  "endDate": "example_endDate"
}'

Response

{
  "success": true,
  "url": "https://files.glance.co.il/reports/maam-2026-08.pdf"
}

GET/reports/documents-by-origin

How many documents each channel produced, and for how much — the API, the web app, the POS, an import.

`POST /reports/documents-by-origin` takes the same four fields in a JSON body and returns `{ url }` — the same report as a file.

Query Parameters

Name	Type	Description
`from`	string	Start of the period (YYYY-MM-DD). Defaults to the current month.
`to`	string	End of the period (YYYY-MM-DD).
`origins`	string	Comma-separated origins to include, e.g. "API,POS". "UNCLASSIFIED" covers documents issued before origin was recorded.
`types`	string	Comma-separated document types to include.

Request

curl -X GET "https://api.glance.co.il/reports/documents-by-origin" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json"

Response

{
  "from": "2026-08-01",
  "to": "2026-08-31",
  "origins": [
    {
      "origin": "API",
      "count": 412,
      "total": 512300
    },
    {
      "origin": "WEB",
      "count": 88,
      "total": 96200
    }
  ],
  "totals": {
    "count": 500,
    "total": 608500
  }
}

POST/reports/quantities-by-customer/preview

How much of each product went to each customer in a period, optionally against a comparison period.

`POST /reports/quantities-by-customer` takes the same body plus `type` ("excel" or "pdf") and returns `{ url }`. `/reports/quantities-by-supplier/preview` and `/reports/quantities-by-supplier` are the buy-side twins, counting what came in from each supplier. All four need the advanced-reports permission.

Body Parameters

Name	Type	Description
`startDate`	string	Start of the period (YYYY-MM-DD).
`endDate`	string	End of the period (YYYY-MM-DD).
`compareStartDate`	string	Start of a comparison period. Supplying either comparison date turns the comparison columns on.
`compareEndDate`	string	End of the comparison period.
`entityIds`	number[]	Limit to these customers (numeric entity ids).
`types`	string[]	Limit to these document types.

Request

curl -X POST "https://api.glance.co.il/reports/quantities-by-customer/preview" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "startDate": "example_startDate",
  "endDate": "example_endDate",
  "compareStartDate": "example_compareStartDate",
  "compareEndDate": "example_compareEndDate",
  "entityIds": "example_entityIds",
  "types": "example_types"
}'

Response

{
  "hasComparison": false,
  "entities": [
    {
      "entityId": 7742,
      "entityName": "אלקבץ בע״מ",
      "quantity": 120,
      "value": 3600,
      "compareQuantity": 0,
      "compareValue": 0,
      "products": [
        {
          "key": "sku:WDG-001",
          "name": "Widget Pro",
          "sku": "WDG-001",
          "unit": "יח'",
          "quantity": 120,
          "value": 3600,
          "compareQuantity": 0,
          "compareValue": 0
        }
      ]
    }
  ],
  "grandQuantity": 120,
  "grandValue": 3600,
  "grandCompareQuantity": 0,
  "grandCompareValue": 0
}

GET/reports/aging

Open customer balances bucketed by how long they have been overdue.

`buckets` names the five ageing bands in order, so a client can render the columns without hard-coding them. Built on the same open-items engine as the debtors report, so the two always agree. `POST /reports/aging/pdf` takes `{ clientIds, asOfDate }` and returns the file; `POST /reports/aging/customer-pdf` renders one customer's statement, and `POST /reports/aging/send-email` mails it. Needs the advanced-reports permission.

Query Parameters

Name	Type		Description
`clientIds`	string		Client entity ids to limit the report to, as a JSON array in the query string — `clientIds=[7742,7743]`. Malformed JSON is ignored rather than rejected.
`asOfDate`	string		Age the balances as of this date (YYYY-MM-DD) rather than today.

Request

curl -X GET "https://api.glance.co.il/reports/aging" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json"

Response

{
  "asOfDate": "2026-08-24",
  "currencyCode": "ILS",
  "buckets": [
    {
      "key": "current",
      "label": "שוטף"
    },
    {
      "key": "d0_30",
      "label": "0-30"
    },
    {
      "key": "d31_60",
      "label": "31-60"
    },
    {
      "key": "d61_90",
      "label": "61-90"
    },
    {
      "key": "d90_plus",
      "label": "90+"
    }
  ],
  "customers": [
    {
      "entityId": 7742,
      "visibleId": "3a1b2c3d-4e5f-4061-8273-8495a6b7c8d9",
      "name": "אלקבץ בע״מ",
      "taxId": "514789632",
      "phones": [
        "03-1234567"
      ],
      "buckets": {
        "current": 1200,
        "d0_30": 0,
        "d31_60": 3400,
        "d61_90": 0,
        "d90_plus": 800
      },
      "total": 5400,
      "debts": [
        {
          "documentId": 84213,
          "documentVisibleId": "d0f3a1c7-5b2e-4d8a-9f6c-1e3b5d7a9c2f",
          "documentNumber": 1042,
          "documentType": "INVOICE",
          "creationDate": "2026-06-20",
          "payBy": "2026-07-20",
          "totalAmount": 3400,
          "remainingAmount": 3400,
          "isOverdue": true,
          "bucket": "d31_60",
          "daysOverdue": 35,
          "notes": []
        }
      ]
    }
  ],
  "totals": {
    "current": 1200,
    "d0_30": 0,
    "d31_60": 3400,
    "d61_90": 0,
    "d90_plus": 800,
    "total": 5400
  }
}

GET/reports/customer-ledger

One customer's ledger — every document and payment, with a running balance.

A positive balance means the customer owes you. Reads the double-entry ledger where the customer has one and the older balance transactions where they do not — the shape is the same either way. `POST /reports/customer-ledger/pdf` renders it as a file.

Query Parameters

Name	Type		Description
`clientId`	number	required	The client's numeric entity id. Required; missing or non-numeric answers 400.
`fromDate`	string		Start of the period (YYYY-MM-DD). Omitted, everything is in `rows` and `openingBalance` is 0.
`toDate`	string		End of the period (YYYY-MM-DD).

Request

curl -X GET "https://api.glance.co.il/reports/customer-ledger" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json"

Response

{
  "customerName": "אלקבץ בע״מ",
  "fromDate": "2026-08-01",
  "toDate": "2026-08-31",
  "openingBalance": 0,
  "rows": [
    {
      "date": "2026-08-20",
      "documentType": "INVOICE",
      "documentNumber": 1042,
      "reference": null,
      "debit": 11800,
      "credit": 0,
      "runningBalance": 11800,
      "documentId": 84213,
      "documentVisibleId": "d0f3a1c7-5b2e-4d8a-9f6c-1e3b5d7a9c2f",
      "transactionType": "SUBTRACT"
    }
  ],
  "finalBalance": 11800,
  "currencyCode": "ILS"
}

GET/reports/debtors-detailed

Who owes what, document by document — or, in vendor mode, what you owe.

The key is `customers` in both modes — in vendor mode it holds vendors. `ledgerBalance` is present when it differs from `totalDebt`, which is exactly the discrepancy `unmatchedBalanceOnly` filters for. `POST /reports/debtors-detailed/pdf` and `POST /reports/debtors-detailed/excel` take the same criteria in a JSON body and return the file.

Query Parameters

Name	Type	Description
`mode`	string	"customers" (the default — receivables) or "vendors" (payables). Any other value falls back to "customers".
`clientIds`	string	Client entity ids as a JSON array in the query string — `clientIds=[7742]`.
`vendorIds`	string	Vendor entity ids, likewise a JSON array.
`overdueOnly`	boolean	"true" to list only balances past their due date.
`asOfDate`	string	Report as of this date (YYYY-MM-DD).
`includeDeletedNotes`	boolean	"true" to keep notes that have since been deleted.
`unmatchedBalanceOnly`	boolean	"true" to list only customers whose ledger balance disagrees with the sum of their open documents — the ones worth investigating. Customer mode only.

Request

curl -X GET "https://api.glance.co.il/reports/debtors-detailed" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json"

Response

{
  "customers": [
    {
      "entityId": 7742,
      "visibleId": "3a1b2c3d-4e5f-4061-8273-8495a6b7c8d9",
      "name": "אלקבץ בע״מ",
      "taxId": "514789632",
      "email": "office@elkabetz.co.il",
      "phones": [
        "03-1234567"
      ],
      "contacts": [
        {
          "name": "מיכל",
          "phone": "050-1234567"
        }
      ],
      "totalDebt": 11800,
      "totalOverdue": 0,
      "ledgerBalance": 11800,
      "debts": [
        {
          "documentId": 84213,
          "documentVisibleId": "d0f3a1c7-5b2e-4d8a-9f6c-1e3b5d7a9c2f",
          "documentNumber": 1042,
          "documentType": "INVOICE",
          "documentTitle": "עבודות אוגוסט",
          "creationDate": "2026-08-20",
          "payBy": "2026-09-20",
          "totalAmount": 11800,
          "remainingAmount": 11800,
          "isOverdue": false,
          "notes": []
        }
      ],
      "entityNotes": []
    }
  ],
  "currencyCode": "ILS"
}

GET/reports/sales-by-user

Revenue attributed to the user who issued each document.

Revenue is invoices and invoice-receipts less refunds, so a refund contributes a negative `amount`. Documents whose issuing user cannot be resolved are collected under a synthetic user with a negative `userId`. `POST /reports/sales-by-user/pdf` renders it. Needs the advanced-reports permission.

Query Parameters

Name	Type	Description
`from`	string	Start of the period (YYYY-MM-DD). Defaults to the current month.
`to`	string	End of the period (YYYY-MM-DD).
`granularity`	string	Bucket size: "day", "week" or "month".
`userIds`	string	User ids to limit the report to, as a JSON array.

Request

curl -X GET "https://api.glance.co.il/reports/sales-by-user" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json"

Response

{
  "from": "2026-08-01",
  "to": "2026-08-31",
  "granularity": "month",
  "currencyCode": "ILS",
  "periods": [
    {
      "key": "2026-08",
      "label": "אוגוסט 2026"
    }
  ],
  "users": [
    {
      "userId": 12,
      "name": "מיכל",
      "email": "michal@example.co.il",
      "total": 88400,
      "count": 41,
      "byPeriod": {
        "2026-08": 88400
      },
      "documents": [
        {
          "amount": 11800,
          "customerName": "אלקבץ בע״מ",
          "periodKey": "2026-08"
        }
      ]
    }
  ],
  "totals": {
    "byPeriod": {
      "2026-08": 88400
    },
    "total": 88400,
    "count": 41
  }
}

GET/reports/withholding-tax

Tax withheld at source from suppliers in a period, and the balance not yet handed to the Tax Authority.

`ledgerBalance` is everything withheld and not yet transferred, whatever period was asked for — it is `null` for a company that has never withheld anything, since the liability card is created lazily. `rates` is an array because a supplier's rate can change mid-period. `POST /reports/withholding-tax/pdf` renders the period report; `POST /reports/withholding-tax/certificate` renders one supplier's certificate. Needs the advanced-reports permission.

Query Parameters

Name	Type	Description
`from`	string	Start of the period (YYYY-MM-DD). Defaults to the current month.
`to`	string	End of the period (YYYY-MM-DD).
`vendorEntityId`	number	Limit to a single supplier.

Request

curl -X GET "https://api.glance.co.il/reports/withholding-tax" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json"

Response

{
  "from": "2026-08-01",
  "to": "2026-08-31",
  "vendors": [
    {
      "vendorEntityId": 8801,
      "vendorName": "ספקי הצפון בע״מ",
      "taxId": "514789632",
      "taxDeductionsFileNumber": "930012345",
      "certificateNumber": "2026/114",
      "rates": [
        5
      ],
      "grossAmount": 12500,
      "withholdingAmount": 625,
      "netAmount": 11875,
      "paymentsCount": 2,
      "payments": []
    }
  ],
  "totals": {
    "grossAmount": 12500,
    "withholdingAmount": 625,
    "netAmount": 11875,
    "paymentsCount": 2,
    "vendorsCount": 1
  },
  "ledgerBalance": 1830
}

GET/reports/payment-audit

Completeness check on the payment trail: documents carrying a cheque payment with no cheque record behind it.

`complete: true` with an empty list is the healthy answer. Anything listed is a document whose cheque detail never got written, and which will therefore not appear in cheque reports.

Request

curl -X GET "https://api.glance.co.il/reports/payment-audit" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json"

Response

{
  "success": true,
  "complete": true,
  "orphanCheckCount": 0,
  "orphanCheckDocuments": []
}

GET/reports/documents/saved

List saved documents-report definitions.

`POST /reports/documents/saved` creates one from `{ name, filters, includeProducts }` and returns `{ report }`; `PUT` and `DELETE /reports/documents/saved/:visibleId` update and remove it. Feed a saved definition's `filters` straight into `POST /reports/documents`.

Request

curl -X GET "https://api.glance.co.il/reports/documents/saved" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json"

Response

{
  "reports": [
    {
      "id": 14,
      "visibleId": "b1c2d3e4-f506-4718-9a2b-3c4d5e6f7081",
      "name": "לקוחות פתוחים",
      "filters": {
        "open": true,
        "type": [
          "INVOICE"
        ]
      },
      "includeProducts": false,
      "createdBy": 12
    }
  ]
}

POST/reports/uniform-data

Generate the Tax Authority uniform-structure export (מבנה אחיד / BKMV) for a year or a period.

This variant deliberately blanks `bkmvContent` and `iniContent` — the files themselves are large, and it is meant as a check that the export builds. `POST /reports/uniform-data/data` is the same call with the two file contents included, `/save` files them against the company, `/download` answers with the ZIP itself (`Content-Type: application/zip`, not JSON) and `/send-email` mails it to a `recipientEmail`. A failed build answers 500 with `details` and `warnings` naming what was wrong.

Body Parameters

Name	Type		Description
`year`	number	required	The tax year, 2000–2100.
`from`	string		Start of the period, if narrower than the year.
`to`	string		End of the period.
`mode`	string		"single-year" (the default) or "multi-year".
`outputDrive`	string		The drive letter written into the INI file, as the Tax Authority software expects. Defaults to "C:".

Request

curl -X POST "https://api.glance.co.il/reports/uniform-data" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "year": 0,
  "from": "example_from",
  "to": "example_to",
  "mode": "example_mode",
  "outputDrive": "example_outputDrive"
}'

Response

{
  "message": "Uniform Data Report generated successfully",
  "success": true,
  "bkmvContent": null,
  "iniContent": null,
  "recordCounts": {
    "A100": 1,
    "C100": 412,
    "D110": 980,
    "D120": 355
  }
}