Data & Docs · CONNECTIONCreate Reportei reports and dashboards, read metric data and add timeline milestones.
Explore 20 workflow actions for Reportei, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create a dashboard for a project from a template and integrations.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a report for a project from a template and integrations.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a milestone to a project's timeline, optionally linked to a report.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a timeline event.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read the company and the rate limits applied to the token.
Get a dashboard.
Get an integration.
Read the values of metrics from one integration for a period, with an optional comparison period.
Get a project.
Get a report.
Get a template with its sections.
Get a timeline event.
List dashboards, optionally for one project or date.
List connected integrations, optionally for one project, name or type.
List the metrics available for one integration type.
List projects (clients), optionally searched by name.
List reports, optionally for one project or date.
List report templates.
List timeline events, optionally for one project, report or date.
Change a timeline event.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Reportei. A saved workflow is not a completed provider action.
