Allocation Reports (Beta) | API & MCP Reference | Archera

Calendar-month tabular breakdowns

This section describes how to spread Archera premiums, rebates, savings, and commitment costs across accounts, services, or child orgs.

List available allocation reports

Endpoint: get/beta/v1/org/{org_id}/allocation-reports

Catalog of allocation/showback reports a caller can fetch via GET /allocation-reports/<report_type>. Each entry declares the query parameters it accepts and the columns its rows will contain.

Path parameters

Responses

Fetch one allocation report

Endpoint: get/beta/v1/org/{org_id}/allocation-reports/{report_type}

Returns one report's rows for the requested calendar month. Accepted query parameters and returned columns vary by report_type — call the list endpoint to discover them. Pass ?format=csv for a CSV download (default is JSON).

Path parameters

Responses

List periods available for an allocation report

Endpoint: get/beta/v1/org/{org_id}/allocation-reports/{report_type}/periods

Returns the (year, month) periods this report can be queried for, given the supplied filter params. Each entry has status: "finalized" for past months backed by an invoice, or "in_progress" for the current calendar month when the report's update_cadence is "daily".

Path parameters

HTTP Request Examples

GET /beta/v1/org/{org_id}/allocation-reports HTTP/1.1
Accept: */*
GET /beta/v1/org/{org_id}/allocation-reports/{report_type} HTTP/1.1
Accept: */*
GET /beta/v1/org/{org_id}/allocation-reports/{report_type}/periods HTTP/1.1
Accept: */*