Generate an Excel report in Codat Assess
A documented Codat Assess operation that changes something in your account. Describe the outcome you want in plain words — HumDay writes the program, proves it, and runs it.
What this operation does
Generate an Excel report
- POSTChanges data · Excel reports
api.codat.io/data/companies/{companyId}/assess/excel
How HumDay uses it
- You describe the outcome. Not this operation by name — what you want to happen. HumDay works out which operations it needs.
- The contract names it. Before anything is built, you see exactly which Codat Assess operations the program may use, and this is one of them.
- You approve access. Because this one changes data, it cannot run until you have explicitly granted it.
Other Codat Assess operations
- Enhanced Invoices ReportGET · reads data
- Enhanced Balance Sheet AccountsGET · reads data
- Get order information for a specific companyGET · reads data
- Get status of Excel reportGET · reads data
- Get enhanced cash flow reportGET · reads data
- Enhanced Profit and Loss AccountsGET · reads data
- Download generated excel reportGET · reads data
- Get key metrics for subscription revenueGET · reads data
Questions
- Can HumDay generate an excel report in Codat Assess?
- Yes. This operation is published in Codat Assess's own API description, so HumDay can use it without a hand-built connector — once you have approved it for your automation.
- Will this change my Codat Assess data?
- Yes — this is a POST operation, so it changes something in Codat Assess. HumDay holds anything that writes behind an approval you grant explicitly, and the contract you approve says what it may touch.
- Do I need to write code?
- No. You describe the outcome you want in plain words. HumDay agrees a contract with you, writes the program, and shows you a proof run before anything touches your Codat Assess account.
Where this came from
Read from a published API description for Codat Assess at raw.githubusercontent.com/codatio/oas/main/json/Codat-Assess.json. The description above is the provider’s own wording, not ours. Last published 2023-04-18.