> For the complete documentation index, see [llms.txt](https://api-docs.realfinity.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://api-docs.realfinity.io/api/api-reference/reports.md).

# Reports

Loan reporting and analytics. Every endpoint is scoped to the calling application's company by Realfinity.Public.Api.Security.ICompanyScopeProvider; there is no way for a caller to widen that.

## POST /reports/conditions-by-outcome

> Condition categories vs. loan outcomes

```json
{"openapi":"3.0.4","info":{"title":"HomeDashboard","version":"v1.2"},"tags":[{"name":"Reports","description":"Loan reporting and analytics. Every endpoint is scoped to the calling application's company by\r\nRealfinity.Public.Api.Security.ICompanyScopeProvider; there is no way for a caller to widen that."}],"servers":[{"url":"/homedashboard"}],"security":[{}],"paths":{"/reports/conditions-by-outcome":{"post":{"tags":["Reports"],"summary":"Condition categories vs. loan outcomes","requestBody":{"content":{"application/json;odata.metadata=minimal;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=minimal;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=minimal":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=full;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=full;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=full":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=none;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=none;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=none":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=minimal;odata.streaming=true;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=minimal;odata.streaming=true;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=minimal;odata.streaming=false;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=minimal;odata.streaming=false;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=minimal;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=minimal;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=full;odata.streaming=true;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=full;odata.streaming=true;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=full;odata.streaming=false;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=full;odata.streaming=false;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=full;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=full;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=none;odata.streaming=true;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=none;odata.streaming=true;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=none;odata.streaming=false;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=none;odata.streaming=false;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=none;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.metadata=none;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.streaming=true;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.streaming=true;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.streaming=false;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;odata.streaming=false;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/xml":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"text/plain":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/json-patch+json":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"text/json":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}},"application/*+json":{"schema":{"$ref":"#/components/schemas/Realfinity.Public.Api.Models.Reports.LoanFilterDto"}}}},"responses":{"200":{"description":"Per-category outcome counts","content":{"application/json;odata.metadata=minimal;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=minimal;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=minimal":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=full;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=full;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=full":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=none;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=none;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=none":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=minimal;odata.streaming=true;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=minimal;odata.streaming=true;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=minimal;odata.streaming=false;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=minimal;odata.streaming=false;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=minimal;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=minimal;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=full;odata.streaming=true;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=full;odata.streaming=true;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=full;odata.streaming=false;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=full;odata.streaming=false;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=full;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=full;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=none;odata.streaming=true;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=none;odata.streaming=true;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=none;odata.streaming=false;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=none;odata.streaming=false;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse"}},"application/json;odata.metadata=none;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common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client application is not authorized to access this resource"},"500":{"description":"Internal Server Error","content":{"application/json;odata.metadata=minimal;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=minimal;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=minimal":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=full;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=full;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=full":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=none;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=none;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=none":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=minimal;odata.streaming=true;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=minimal;odata.streaming=true;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=minimal;odata.streaming=false;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=minimal;odata.streaming=false;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=minimal;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=minimal;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=full;odata.streaming=true;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=full;odata.streaming=true;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=full;odata.streaming=false;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=full;odata.streaming=false;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=full;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=full;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=none;odata.streaming=true;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=none;odata.streaming=true;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=none;odata.streaming=false;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=none;odata.streaming=false;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=none;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.metadata=none;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.streaming=true;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.streaming=true;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.streaming=false;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;odata.streaming=false;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/xml":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"text/plain":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/octet-stream":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"text/json":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}}}}}}}},"components":{"schemas":{"Realfinity.Public.Api.Models.Reports.LoanFilterDto":{"type":"object","properties":{"searchText":{"type":"string","description":"Case-insensitive match on loan number and borrower first/last name and email. All whitespace-separated tokens must match.","nullable":true},"statuses":{"type":"array","items":{"type":"string"},"description":"Exact MLM status names, OR'd together (e.g. \"Loan Funded\", \"Loan Underwriting\").","nullable":true},"loanTypes":{"type":"array","items":{"type":"string"},"description":"Exact loan type names (e.g. \"Conventional\", \"FHA\", \"VA\"). See GET /reports/metadata.","nullable":true},"purposes":{"type":"array","items":{"type":"string"},"description":"Exact loan purpose names (e.g. \"Purchase\", \"Refinance\"). See GET /reports/metadata.","nullable":true},"statusDateFrom":{"type":"string","description":"Loans whose CURRENT status was set on/after this date. Not \"closed in period\" - use the milestones report for that.","format":"date-time","nullable":true},"statusDateTo":{"type":"string","format":"date-time","nullable":true},"closingDateFrom":{"type":"string","description":"Estimated closing date. Sparsely populated - an empty result usually means the field is unset, not that nothing closed.","format":"date-time","nullable":true},"closingDateTo":{"type":"string","format":"date-time","nullable":true},"updatedFrom":{"type":"string","format":"date-time","nullable":true},"updatedTo":{"type":"string","format":"date-time","nullable":true},"loanOfficerIds":{"type":"array","items":{"type":"string","format":"uuid"},"description":"Restrict to these loan officers. Always applied in addition to your company scope, so it can only narrow the result.","nullable":true},"referringAgentId":{"type":"string","format":"uuid","nullable":true},"processorId":{"type":"string","format":"uuid","nullable":true},"loanAmountMin":{"type":"number","format":"double","nullable":true},"loanAmountMax":{"type":"number","format":"double","nullable":true},"commissionMin":{"type":"number","description":"Locked compensation range, in USD.","format":"double","nullable":true},"commissionMax":{"type":"number","format":"double","nullable":true},"propertyState":{"type":"string","description":"Two-letter subject-property state code, e.g. \"FL\".","nullable":true}},"additionalProperties":false,"description":"Caller-supplied loan filter for the reporting endpoints."},"Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeResponse":{"type":"object","properties":{"closedLoanTotal":{"type":"integer","format":"int32"},"failedLoanTotal":{"type":"integer","format":"int32"},"categories":{"type":"array","items":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeRow"},"nullable":true},"note":{"type":"string","nullable":true}},"additionalProperties":false},"Realfinity.Common.Models.Pos.Reporting.ConditionOutcomeRow":{"type":"object","properties":{"conditionCategory":{"type":"string","nullable":true},"closedLoanCount":{"type":"integer","format":"int32"},"failedLoanCount":{"type":"integer","format":"int32"},"closedConditionCount":{"type":"integer","format":"int32"},"failedConditionCount":{"type":"integer","format":"int32"},"failedShare":{"type":"number","format":"double","nullable":true}},"additionalProperties":false},"Microsoft.AspNetCore.Mvc.ProblemDetails":{"type":"object","properties":{"type":{"type":"string","nullable":true},"title":{"type":"string","nullable":true},"status":{"type":"integer","format":"int32","nullable":true},"detail":{"type":"string","nullable":true},"instance":{"type":"string","nullable":true}},"additionalProperties":{}}}}}
```

## Loans reaching each milestone per period

> Reads persisted historical status crossings, so it still counts loans whose current status has
> \
> since moved on. This is the endpoint for "how much did we close last quarter". A loan counts
> \
> once per stage, in the period of its earliest crossing inside the look-back window, so the
> \
> periods sum to unique loans; changing the look-back can move which period a loan falls in.

```json
{"openapi":"3.0.4","info":{"title":"HomeDashboard","version":"v1.2"},"tags":[{"name":"Reports","description":"Loan reporting and analytics. Every endpoint is scoped to the calling application's company by\r\nRealfinity.Public.Api.Security.ICompanyScopeProvider; there is no way for a caller to widen that."}],"servers":[{"url":"/homedashboard"}],"security":[{}],"paths":{"/reports/loan-milestones":{"get":{"tags":["Reports"],"summary":"Loans reaching each milestone per period","description":"Reads persisted historical status crossings, so it still counts loans whose current status has\r\nsince moved on. This is the endpoint for \"how much did we close last quarter\". A loan counts\r\nonce per stage, in the period of its earliest crossing inside the look-back window, so the\r\nperiods sum to unique loans; changing the look-back can move which period a loan falls in.","parameters":[{"name":"granularity","in":"query","schema":{"type":"string","default":"Month"}},{"name":"lookback","in":"query","schema":{"type":"integer","format":"int32","default":4}},{"name":"groupByNorthstar","in":"query","schema":{"type":"boolean","default":true}},{"name":"excludeStages","in":"query","schema":{"type":"array","items":{"type":"string"}}}],"responses":{"200":{"description":"Milestone 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e":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/json;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/xml":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"text/plain":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"application/octet-stream":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}},"text/json":{"schema":{"$ref":"#/components/schemas/Microsoft.AspNetCore.Mvc.ProblemDetails"}}}}}}}},"components":{"schemas":{"Realfinity.Common.Models.Pos.Reporting.LoanMilestoneReportResponse":{"type":"object","properties":{"granularity":{"type":"string","nullable":true},"groupBy":{"type":"string","nullable":true},"truncated":{"type":"boolean"},"note":{"type":"string","nullable":true},"buckets":{"type":"array","items":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.MilestoneBucket"},"nullable":true}},"additionalProperties":false},"Realfinity.Common.Models.Pos.Reporting.MilestoneBucket":{"type":"object","properties":{"period":{"type":"string","nullable":true},"stage":{"type":"string","nullable":true},"stageOrder":{"type":"integer","format":"int32"},"loanCount":{"type":"integer","format":"int32"},"loanAmount":{"type":"number","format":"double","nullable":true}},"additionalProperties":false},"Microsoft.AspNetCore.Mvc.ProblemDetails":{"type":"object","properties":{"type":{"type":"string","nullable":true},"title":{"type":"string","nullable":true},"status":{"type":"integer","format":"int32","nullable":true},"detail":{"type":"string","nullable":true},"instance":{"type":"string","nullable":true}},"additionalProperties":{}}}}}
```

## GET /reports/loan-pipeline

> Current pipeline by stage, with monthly trend

```json
{"openapi":"3.0.4","info":{"title":"HomeDashboard","version":"v1.2"},"tags":[{"name":"Reports","description":"Loan reporting and analytics. Every endpoint is scoped to the calling application's company by\r\nRealfinity.Public.Api.Security.ICompanyScopeProvider; there is no way for a caller to widen that."}],"servers":[{"url":"/homedashboard"}],"security":[{}],"paths":{"/reports/loan-pipeline":{"get":{"tags":["Reports"],"summary":"Current pipeline by stage, with monthly trend","parameters":[{"name":"lookbackMonths","in":"query","schema":{"type":"integer","format":"int32","default":3}}],"responses":{"200":{"description":"Pipeline snapshot","content":{"application/json;odata.metadata=minimal;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=minimal;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=minimal":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=full;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=full;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=full":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=none;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=none;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=none":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.streaming=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.streaming=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=minimal;odata.streaming=true;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=minimal;odata.streaming=true;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=minimal;odata.streaming=false;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=minimal;odata.streaming=false;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=minimal;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=minimal;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=full;odata.streaming=true;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=full;odata.streaming=true;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=full;odata.streaming=false;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=full;odata.streaming=false;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=full;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=full;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=none;odata.streaming=true;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=none;odata.streaming=true;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=none;odata.streaming=false;IEEE754Compatible=true":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=none;odata.streaming=false;IEEE754Compatible=false":{"schema":{"$ref":"#/components/schemas/Realfinity.Common.Models.Pos.Reporting.LoanPipelineReportResponse"}},"application/json;odata.metadata=none;IEEE754Compatible=false"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```

## GET /reports/loan-tasks

> Search loan tasks and conditions

```json
{"openapi":"3.0.4","info":{"title":"HomeDashboard","version":"v1.2"},"tags":[{"name":"Reports","description":"Loan reporting and analytics. 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```

## Aggregate loans by dimension and metric

> A point-in-time aggregate over loans' CURRENT attributes. It cannot answer "how much did we
> \
> close in period X" - loans do not stay at a terminal status, so a current-status filter
> \
> undercounts badly. Use the milestones report for that.

```json
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```

## GET /reports/metadata

> Valid values accepted by the reporting endpoints

```json
{"openapi":"3.0.4","info":{"title":"HomeDashboard","version":"v1.2"},"tags":[{"name":"Reports","description":"Loan reporting and analytics. Every endpoint is scoped to the calling application's company by\r\nRealfinity.Public.Api.Security.ICompanyScopeProvider; there is no way for a caller to widen that."}],"servers":[{"url":"/homedashboard"}],"security":[{}],"paths":{"/reports/metadata":{"get":{"tags":["Reports"],"summary":"Valid values accepted by the reporting endpoints","responses":{"200":{"description":"Reporting 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```