report_definitions.pin

What it does

Show a published custom report in the workspace for every member: in the sidebar under Reports, by its title, and with overview true also on the overview page. At most 5 reports are pinned and one is on the overview; pinning another there takes its place. A pin follows the report’s latest version. Pin again to change overview.

Before you send it

An authorized OAuth connection may call it, including a headless client. Effective membership, application grant and token permissions still apply. Describe report_definitions.pin through GET /v1/catalog/commands/{name} before acting.

This command does not accept source_document_id in its envelope. Any input evidence requirements remain as documented below.

Inputs

Put these fields inside the envelope’s input object. The outer envelope names the command, a stable idempotency_key and effective_at; request and recovery rules explain those separately. Use exact minor-unit integer strings for monetary fields. Take existing IDs from prior reads or command results; choose a new identity only where the command asks for one.

Required means required within its containing object; an optional parent can be omitted.

After acceptance

When the command emits events, its documented effects and receipt are recorded in the command transaction. The response returns commandId, replayed, the command-specific result below and emitted events with their IDs and CIDs. A command is not automatically a cash movement or revenue recognition: use the behavior above to determine what this command records.

Inspect result and the affected records or reports before continuing. Save returned identifiers for later calls. Fetch GET /v1/commands/{id} with commandId to recover the accepted receipt; retry the same intent with the same idempotency key if the response was lost. Some commands can succeed with events: [] and return a transient result and commandId without persisting a receipt. A lookup of that ID can return null; retain the returned result and verify the affected record. Retrying can re-evaluate the current state rather than replay a stored result. A domain no_change is a separate success outcome with no persisted receipt.

Result fields

Required means required within its containing object; an optional parent can be omitted.

All commands · Operation and errors · Reusable schemas

Keep credentials out of prompts; rehearse writes only in a disposable sandbox.

Exact request schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "type": "object",
  "properties": {
    "name": {
      "const": "report_definitions.pin"
    },
    "input": {
      "type": "object",
      "properties": {
        "id": {
          "type": "string",
          "pattern": "^rpt_[0-9A-HJKMNP-TV-Z]{26}$"
        },
        "overview": {
          "type": "boolean",
          "default": false
        }
      },
      "required": [
        "id"
      ],
      "additionalProperties": false
    },
    "idempotency_key": {
      "type": "string",
      "minLength": 1,
      "maxLength": 256
    },
    "effective_at": {
      "type": "string",
      "format": "date-time",
      "pattern": "^(?:(?:\\d\\d[2468][048]|\\d\\d[13579][26]|\\d\\d0[48]|[02468][048]00|[13579][26]00)-02-29|\\d{4}-(?:(?:0[13578]|1[02])-(?:0[1-9]|[12]\\d|3[01])|(?:0[469]|11)-(?:0[1-9]|[12]\\d|30)|(?:02)-(?:0[1-9]|1\\d|2[0-8])))T(?:(?:[01]\\d|2[0-3]):[0-5]\\d:[0-5]\\d(?:\\.\\d+)?(?:Z))$"
    }
  },
  "required": [
    "name",
    "input",
    "idempotency_key",
    "effective_at"
  ],
  "additionalProperties": false
}

Accepted command receipt

{
  "type": "object",
  "required": [
    "commandId",
    "replayed",
    "result",
    "events"
  ],
  "properties": {
    "commandId": {
      "type": "string"
    },
    "replayed": {
      "type": "boolean"
    },
    "imported": {
      "const": true,
      "description": "The command's events are history from before the business joined Economico, recorded as an import: free of monthly events."
    },
    "result": {
      "type": "object",
      "properties": {
        "pins": {
          "type": "array",
          "items": {
            "type": "object",
            "properties": {
              "id": {
                "type": "string",
                "pattern": "^rpt_[0-9A-HJKMNP-TV-Z]{26}$"
              },
              "overview": {
                "type": "boolean"
              },
              "title": {
                "type": "string"
              },
              "version": {
                "type": "integer",
                "minimum": 1
              }
            },
            "required": [
              "id",
              "overview",
              "title",
              "version"
            ],
            "additionalProperties": false
          }
        }
      },
      "required": [
        "pins"
      ],
      "additionalProperties": false
    },
    "events": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "id": {
            "type": "integer"
          },
          "cid": {
            "type": "string"
          }
        }
      }
    }
  }
}

Example request

{
  "name": "report_definitions.pin",
  "input": {
    "id": "rpt_01K00000000000000000000000",
    "overview": true
  },
  "effective_at": "2026-09-01T00:00:00Z",
  "idempotency_key": "report_definitions.pin-example-0"
}