API Reference

Plan Portfolio PDF

get
https://api.scalepad.com/lifecycle-manager/v1/plan/export/pdf

Download a Plan portfolio PDF report containing the KPI summary and unapproved-initiatives, pipeline-by-client, and clients-at-risk data, honoring the requested client scope and date range.

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Query Params
string
^(eq):.+$

Optional encoded client identifier. When omitted, the report is calculated for the authenticated account.

string
^(eq|gt|gte|lt|lte):.+$

Optional creation-date window. Repeat the parameter to bound each side with the
standardized operators: gte: for the inclusive lower bound and lte:
for the inclusive upper bound, each an ISO 8601 UTC instant. Initiative-centric lists
are filtered to this window before export.

Headers
string
enum
Defaults to application/json

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Allowed:
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Updated 17 days ago

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Updated 17 days ago

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