> ## Documentation Index > Fetch the complete documentation index at: https://www.presolve.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Execute a saved report > Saved definitions only. HQ keys default to the current organization and authorized descendants when reportIncludeChildOrganizations is enabled (default true for existing and new keys). Cross-organization runs require an acting attorney with current HQ, reporting, export, and data permissions. organizationIds is a comma-separated subset of that authorized scope. Child-owned reports must be shared and API-visible; incompatible fields return 400. Turning the credential toggle off restricts requests to its own organization. Saved filters still apply. Content negotiation: Accept: text/csv returns CSV, otherwise JSON rows. Results cap at 10,000 rows — signaled by truncated: true (JSON) or the X-Result-Truncated header (CSV); narrow saved filters or organizationIds for hierarchy results; export jobs support single-organization extracts only. Dedicated 5 runs/min rate limit. No X-Idempotency-Key required (execution is a read). Requires the `reports:read` scope. Rate tier: `sensitive`. ## OpenAPI ````yaml /openapi.json post /api/v1/reports/{reportId}/run openapi: 3.1.0 info: title: Grand Charter Public API version: 1.0.0 description: >- Org-scoped integration API for the Grand Charter legal platform. Authenticate every request with an integration API key in the `x-api-key` header. Keys are created in the attorney portal under **Settings → Integrations → API Credentials** (or by platform admins) and carry an explicit list of scopes; each operation below names its required scope (`x-required-scope`). Conventions: JSON bodies/responses in camelCase; money in integer cents; ISO-8601 UTC timestamps; keyset cursor pagination (`after`, `limit` → `nextCursor`); errors use `{ success: false, error, code }`. Idempotency: most mutations require an `X-Idempotency-Key` header — each operation description below says so explicitly. Exceptions that do NOT consume the header (retrying them can create duplicates): `POST /leads`, `PATCH /leads/{leadId}`, and `PATCH /cases/{caseId}`. servers: - url: https://www.presolve.com description: Production security: - integrationApiKey: [] tags: - name: Platform - name: Org & Team - name: Cases - name: Leads - name: Clients - name: Contacts - name: Documents - name: Notes - name: Tasks - name: Calendar - name: Deadlines - name: Intake - name: E-Sign - name: Billing - name: Settlement Funds - name: Referrals - name: Communications - name: Medical - name: Reports & Exports - name: Events & Webhooks paths: /api/v1/reports/{reportId}/run: post: tags: - Reports & Exports summary: Execute a saved report description: >- Saved definitions only. HQ keys default to the current organization and authorized descendants when reportIncludeChildOrganizations is enabled (default true for existing and new keys). Cross-organization runs require an acting attorney with current HQ, reporting, export, and data permissions. organizationIds is a comma-separated subset of that authorized scope. Child-owned reports must be shared and API-visible; incompatible fields return 400. Turning the credential toggle off restricts requests to its own organization. Saved filters still apply. Content negotiation: Accept: text/csv returns CSV, otherwise JSON rows. Results cap at 10,000 rows — signaled by truncated: true (JSON) or the X-Result-Truncated header (CSV); narrow saved filters or organizationIds for hierarchy results; export jobs support single-organization extracts only. Dedicated 5 runs/min rate limit. No X-Idempotency-Key required (execution is a read). Requires the `reports:read` scope. Rate tier: `sensitive`. operationId: post_reports_ByReportId_run parameters: - in: path name: reportId description: Report definition id schema: type: string description: Report definition id required: true - in: query name: organizationIds schema: type: string maxLength: 10000 responses: '200': description: >- JSON row set ({ success, report, rows, truncated }) or CSV per Accept header headers: Content-Disposition: description: Attachment filename (CSV responses only). schema: type: string X-Result-Truncated: description: >- Present with value "true" when the CSV result hit the row cap (JSON responses signal this via the truncated field instead). schema: type: string content: application/json: schema: $ref: '#/components/schemas/SuccessEnvelope' text/csv: schema: type: string description: 'CSV rows — returned when the request sends Accept: text/csv.' '400': description: Validation failed (VALIDATION_FAILED). content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' '401': description: Missing, invalid, or expired API key (UNAUTHORIZED). content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' '403': description: API key lacks the required scope (FORBIDDEN). content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' '404': description: Resource not found in the caller’s organization (NOT_FOUND). content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' '409': description: >- Conflict: invalid state transition, duplicate entry, stale revision, or idempotency conflict. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' '429': description: Rate limit exceeded (RATE_LIMITED). Honor Retry-After. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' security: - integrationApiKey: [] components: schemas: SuccessEnvelope: type: object properties: success: type: boolean const: true required: - success additionalProperties: {} ErrorResponse: type: object properties: success: type: boolean const: false error: type: string description: >- Human-readable error message. 5xx responses are always scrubbed to "Internal server error". code: type: string description: >- Stable machine-readable error code (ErrorCode), e.g. UNAUTHORIZED, FORBIDDEN, VALIDATION_FAILED, NOT_FOUND, INVALID_STATE_TRANSITION, DUPLICATE_ENTRY, STALE_REVISION, IDEMPOTENCY_IN_PROGRESS, IDEMPOTENCY_CONFLICT, RATE_LIMITED, INTERNAL_ERROR. required: - success - error - code securitySchemes: integrationApiKey: type: apiKey in: header name: x-api-key description: >- Org-issued integration API key (service account credential). The plaintext secret is shown once at creation. ````