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ReportsGenerate customer activity report

Generate customer activity report

POST/partners/reports/customer-report

Returns per-customer accounting activity with underlying journal entries.

Nets every journal entry linked to each customer (invoices, payments, tax, manual journals, customer-linked expenses). Not a sales-only summary.

HMAC signature + Bearer access token
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Chart of Accounts APITags APIWorkspace Stats API

Query parameters

startDatedateoptional

Report period start.

endDatedateoptional

Report period end.

currencystringoptional

Report currency. Defaults to workspace currency.

transactionStatusenumoptional

Filter transactions by review/reconciliation state.

One of: all, reviewed, unreviewed, reconciled, unreconciled

customerUuidsstringoptional

Comma-separated customer UUIDs to restrict the report.

projectUuidsstringoptional

Comma-separated project UUIDs.

reportTypeenumoptional

Accounting basis for the report.

One of: accrual, cash

Responses

200Customer activity report generated.
400Invalid filters.
401Missing or invalid HMAC signature, expired timestamp, or invalid Bearer token. Troubleshoot
403The credential does not have access to this workspace or resource. Troubleshoot
429Rate limit exceeded (100 requests per minute per clientId). Retry after the Retry-After header. Troubleshoot
POSThttps://api.getcount.com/partners/reports/customer-report
Request
import crypto from 'node:crypto';

const BASE_URL = 'https://api.getcount.com';
const CLIENT_ID = process.env.COUNT_CLIENT_ID;
const CLIENT_SECRET = process.env.COUNT_CLIENT_SECRET;
const ACCESS_TOKEN = process.env.COUNT_ACCESS_TOKEN;

const method = 'POST';
const signingPath = '/reports/customer-report';
const timestamp = Math.floor(Date.now() / 1000).toString();
const bodyString = '';

const bodyHash = '';
const baseString = `${method}:${signingPath}:${timestamp}:${bodyHash}`;
const signature = crypto.createHmac('sha256', CLIENT_SECRET).update(baseString).digest('hex');

const response = await fetch(`${BASE_URL}/partners/reports/customer-report`, {
  method,
  headers: {
    'x-client-id': CLIENT_ID,
    'x-timestamp': timestamp,
    'x-signature': signature,
    Authorization: `Bearer ${ACCESS_TOKEN}`,
  },
});

console.log(await response.json());
Response · 200
{
  "status": "success",
  "message": "Success on generating customer report",
  "data": {
    "categorized": [
      {
        "customer": {
          "uuid": "dfa3219e-6af8-4c53-997a-037534f63a35",
          "customer": "Acme Corporation"
        },
        "total": 2500,
        "openingBalance": 0,
        "endingBalance": 2500,
        "balanceChange": 2500,
        "debitTotal": 0,
        "creditTotal": 2500,
        "entries": [
          {
            "entryUuid": "e1f2a3b4-c5d6-7890-abcd-ef1234567890",
            "invoiceUuid": "f6a7b8c9-d0e1-2345-fabc-456789012345",
            "transactionUuid": null,
            "billUuid": null,
            "date": "2026-03-01",
            "descriptionEntry": "Invoice payment applied",
            "entryType": "credit",
            "amountCredit": 2500,
            "amountDebit": 0,
            "amount": 2500,
            "balance": 2500,
            "account": {
              "uuid": "c8d9e0f1-a2b3-4567-cdef-789012345678",
              "name": "Accounts Receivable",
              "type": "Assets",
              "accountNumber": "1200",
              "code": "1200"
            }
          }
        ]
      }
    ],
    "filters": {
      "startDate": "2026-01-01",
      "endDate": "2026-03-31"
    }
  }
}