---
updatedAt: 2025-03-08T01:47:00.000Z
agentTools:
  projectIndex: https://apidocs.ceretax.net/llms.txt
---

# Get report templates

Retrieve a list of report templates available to your account.

# OpenAPI definition

```json
{
  "openapi": "3.0.1",
  "x-stoplight": {
    "id": "9ehya9lzeprf2"
  },
  "info": {
    "title": "Reporting API",
    "description": "CereTax API Documentation for reporting.",
    "version": "1.0"
  },
  "servers": [
    {
      "url": "https://reporting.cert.ceretax.net",
      "description": "CERT"
    },
    {
      "url": "https://reporting.prod.ceretax.net",
      "description": "Production"
    }
  ],
  "paths": {
    "/templates": {
      "parameters": [],
      "get": {
        "summary": "Get report templates",
        "operationId": "get-templates",
        "responses": {
          "200": {
            "description": "OK",
            "content": {
              "application/json": {
                "schema": {
                  "type": "array",
                  "x-examples": {
                    "example-1": [
                      {
                        "templateId": "21",
                        "templateName": "Voice Carrier",
                        "global": false,
                        "templateDescription": "",
                        "requestTypes": {
                          "sale": false,
                          "telco": true,
                          "purchase": false
                        }
                      },
                      {
                        "templateId": "22",
                        "templateName": "detailPartnerCompliance",
                        "global": false,
                        "templateDescription": "",
                        "requestTypes": {
                          "sale": true,
                          "telco": true,
                          "purchase": false
                        }
                      },
                      {
                        "templateId": "9",
                        "templateName": "Compliance Report",
                        "global": true,
                        "templateDescription": "",
                        "requestTypes": {
                          "sale": true,
                          "telco": true,
                          "purchase": false
                        }
                      },
                      {
                        "templateId": "12",
                        "templateName": "Compliance_UPDATE",
                        "global": true,
                        "templateDescription": "",
                        "requestTypes": {
                          "sale": true,
                          "telco": true,
                          "purchase": false
                        }
                      },
                      {
                        "templateId": "13",
                        "templateName": "Tax Test Report",
                        "global": true,
                        "templateDescription": "",
                        "requestTypes": {
                          "sale": false,
                          "telco": false,
                          "purchase": true
                        }
                      },
                      {
                        "templateId": "16",
                        "templateName": "P2P Compliance",
                        "global": true,
                        "templateDescription": "",
                        "requestTypes": {
                          "sale": false,
                          "telco": false,
                          "purchase": true
                        }
                      },
                      {
                        "templateId": "17",
                        "templateName": "Telco Detail",
                        "global": true,
                        "templateDescription": "",
                        "requestTypes": {
                          "sale": true,
                          "telco": true,
                          "purchase": false
                        }
                      },
                      {
                        "templateId": "19",
                        "templateName": "invoiceCount",
                        "global": true,
                        "templateDescription": "",
                        "requestTypes": {
                          "sale": true,
                          "telco": true,
                          "purchase": false
                        }
                      },
                      {
                        "templateId": "23",
                        "templateName": "Tax Connex Compliance Report",
                        "global": true,
                        "templateDescription": "",
                        "requestTypes": {
                          "sale": true,
                          "telco": false,
                          "purchase": false
                        }
                      },
                      {
                        "templateId": "24",
                        "templateName": "GrossSales",
                        "global": true,
                        "templateDescription": "",
                        "requestTypes": {
                          "sale": true,
                          "telco": true,
                          "purchase": false
                        }
                      }
                    ]
                  },
                  "items": {
                    "type": "object",
                    "properties": {
                      "templateId": {
                        "type": "integer",
                        "description": "The unique id of the report template",
                        "example": 23
                      },
                      "templateName": {
                        "type": "string",
                        "description": "The name of the report template.",
                        "example": "Invoice Summary"
                      },
                      "global": {
                        "type": "boolean",
                        "description": "Indicates if the report template is a global template available to all CereTax accounts, or a custom template unique to your account. \n- If true, the report template is available to all CereTax accounts.\n- If false, tthe report template is unique to your account."
                      },
                      "templateDescription": {
                        "type": "string",
                        "description": "A description of the report template.",
                        "example": "Provides invoice-level tax totals by state and tax type for all taxes calculated on transactions in CereTax within a specified time period."
                      },
                      "requestTypes": {
                        "type": "object",
                        "description": "Indicates which requests types the report template is applicable to.",
                        "properties": {
                          "sale": {
                            "type": "boolean",
                            "description": "- If true, the report template is applicable to the sale request type. \n- If false, the report template is not applicable to the sale request type.",
                            "readOnly": true
                          },
                          "telco": {
                            "type": "boolean",
                            "description": "- If true, the report template is applicable to the telco request type. \n- If false, the report template is not applicable to the telco request type.",
                            "readOnly": true
                          },
                          "purchase": {
                            "type": "boolean",
                            "description": "- If true, the report template is applicable to the purchase request type. \n- If false, the report template is not applicable to the purchase request type.",
                            "readOnly": true
                          }
                        }
                      }
                    }
                  }
                },
                "examples": {}
              }
            }
          }
        },
        "security": [
          {
            "api_key": []
          }
        ],
        "tags": [
          "Report templates"
        ],
        "description": "Retrieve a list of report templates available to your account."
      }
    }
  },
  "components": {
    "securitySchemes": {
      "api_key": {
        "type": "apiKey",
        "name": "x-api-key",
        "in": "header"
      }
    }
  },
  "x-readme": {
    "explorer-enabled": true,
    "proxy-enabled": true,
    "samples-enabled": true
  },
  "x-extension-3": null
}
```