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Exporting Table Report data via the Risk Cloud API as a CSV or XLSX is a common use case, as it provides a way of exporting record data in the same format as it would be displayed within a table report in the Risk Cloud web application. This article walks through obtaining a table report and exporting its records as a CSV or XLSX via the Risk Cloud API:
  1. Obtain the table-report-id that you’d like applied as the columns for the export.
  2. Retrieve the table report export.
Obtain your API Access Token to get started. For more on exporting record data and table reports, refer to the Help Center articles on Export Record Data and Export Data from Table Reports.

Step 1: Obtain the table report ID

The table-report-id can be obtained from the Risk Cloud web application or via the Risk Cloud API. If you already know your table-report-id, continue to Step 2: Retrieve table report export.

Using the Risk Cloud application

Open the desired table report from the reporting page located at Reports > Table Reports in the Risk Cloud web application, then take the ID from the end of the URL:

Using the Risk Cloud API

The Retrieve Table Reports endpoint returns all table reports that the user is entitled to by workflow. If no table reports are returned, check the permissions of the requesting API user to ensure proper permissions are granted.
This endpoint has the following optional query parameters for additional filtering: See Pagination for iterating through paginated responses.

Response body

Returns a paginated response of table report objects. Parse the objects by properties like workflowName, applicationName, or title until you’ve located the intended table report.

Step 2: Retrieve table report export

Use the table-report-id found in the previous step to export the table report and its record data as a CSV or XLSX. The csv in the path may be swapped for xlsx to switch the returned format of the spreadsheet.

Sample request body

Response

A CSV or XLSX file of the table report record data, with field columns reflecting the table report.