toolkit-proposal-report.generated
Occurs whenever a proposal report is generated. This can be initiated via the proposals tab within a Client.
Timestamp date
Data the report was generated.
UserId Guid
Unique identifier of the user that ran this report.
UserFirstLastName String
First and last name of the user that ran this report.
WorkspaceId int
Id of the workspace the monitoring report exists in.
WorkspaceName String
Name of the workspace the monitoring report exists in.
ClientBookId int
Unique identifier for the client book this client exists in.
ClientBookName String
Name of the client book this client exists in.
ClientId int
Unique identifier for the client.
ExternalClientId nullable String
This is commonly a unique identifier for the Client from an external system which you want to integrate with.
ClientName String
Name of the client.
ClientEmail nullable String
Comma separated list of the emails that are associated with the client. Can be one or many,
IncludeRelatedCurrentAccount boolean
A true or false value indicating if the proposal report contained the current account or if it only included the proposals.
ProposalsIncluded Array
Comma separated list of the proposal names included in this report.
InvestmentDataAsOfDate date
The as of date for the investment data included in this report.
ReportTemplateName String
The name of the report template that was used to generate this report.
EndpointWorkspaceGuid Guid
Unique identifier of the workspace that the webhook event was created on.
URL String
Path that can be used to download a PDF copy of the report. For security reasons, this URL needs combined with the EndpointWorkspaceGuid to create the full path to the file as shown below. Also, once downloaded, the PDF cannot be re-downloaded via the same path.
Full Path to PDF: URL&ws=EndpointWorkspaceGuid