> ## Documentation Index
> Fetch the complete documentation index at: https://docs.activeviam.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Find P&L report-run summaries for multiple portfolios and a date range.

> Performs the same full date-time, inclusive-bound search for each supplied portfolio name and combines the
results. The response can contain both summaries and error messages; `IsSuccess` is true only when all
portfolio searches succeed. The contract does not define list ordering, duplicate handling, or a
non-empty-list requirement.



## OpenAPI

````yaml /risk-and-pricing/atoti-risk-services/apis-endpoints/openapi/openapi.mintlify.json post /api/PnLReport/GetReportInfos
openapi: 3.0.4
info:
  title: Derivitec Api 1.0
  version: '1.0'
servers:
  - url: https://api.riskportal.activeviam.com
security:
  - oauth2: []
  - apikey: []
tags:
  - name: AdminUser
  - name: AtotiReport
  - name: AtotiSession
  - name: BloombergOAuth
  - name: Bond
  - name: BondYieldCurvePage
  - name: BookAccess
  - name: Books
  - name: Commodity
  - name: Counterparties
  - name: Currencies
  - name: Equity
  - name: EquityDividend
  - name: EquityPage
  - name: FeatureFlag
  - name: Fx
  - name: FxPage
  - name: GroupAccess
  - name: Home
  - name: LegacyPosition
  - name: MarketData
  - name: MarketDataProvider
  - name: MarketDataProviderAccess
  - name: Meta
  - name: Notification
  - name: Organisation
  - name: PnLReport
  - name: PortfolioAccess
  - name: Portfolios
  - name: Position
  - name: PositionFilter
  - name: PricingEnvironment
  - name: PricingEnvironmentAccess
  - name: RateAsset
  - name: RateAssetPage
  - name: Report
  - name: ReportDefinition
  - name: ReportHistoryLauncherQuery
  - name: ReportLauncher
  - name: ReportQuery
  - name: ReportQueryViewUser
  - name: ReportRestriction
  - name: ReportView
  - name: RiskReport
  - name: Tradable
  - name: TradeBooking
  - name: User
  - name: VarReport
  - name: VarReportQuery
  - name: YieldCurvePage
paths:
  /api/PnLReport/GetReportInfos:
    post:
      tags:
        - PnLReport
      summary: Find P&L report-run summaries for multiple portfolios and a date range.
      description: >-
        Performs the same full date-time, inclusive-bound search for each
        supplied portfolio name and combines the

        results. The response can contain both summaries and error messages;
        `IsSuccess` is true only when all

        portfolio searches succeed. The contract does not define list ordering,
        duplicate handling, or a

        non-empty-list requirement.
      operationId: GetReportInfos
      requestBody:
        description: >-
          The body containing accessible `PortfolioNames`, an optional
          `PortfolioType` applied to every name, and inclusive `InitialDateTime`
          and `FinalDateTime` bounds. Portfolio identifiers, access type,
          allowed portfolio types, and caller context are server-managed. No
          additional time-zone conversion is defined.
        content:
          application/json-patch+json:
            schema:
              $ref: '#/components/schemas/ApiGetPnlReportInfosRequest'
          application/json:
            schema:
              $ref: '#/components/schemas/ApiGetPnlReportInfosRequest'
          text/json:
            schema:
              $ref: '#/components/schemas/ApiGetPnlReportInfosRequest'
          application/*+json:
            schema:
              $ref: '#/components/schemas/ApiGetPnlReportInfosRequest'
      responses:
        '200':
          description: >-
            Returns the combined P&L report-run summaries and error messages;
            partial results are possible and `IsSuccess` reports the aggregate
            outcome.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiGetPnlReportInfosResponse'
        '400':
          description: BadRequest
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
      security:
        - oauth2: []
        - apikey: []
components:
  schemas:
    ApiGetPnlReportInfosRequest:
      required:
        - $type
      type: object
      properties:
        portfolio_type:
          enum:
            - derivitec
            - enfusion
            - orchestrade
            - liquidity_book
            - maia
            - fund_studio
            - not_set
          type: string
          description: >-
            Portfolio category used to resolve the requested portfolio. It may
            be omitted when the portfolio name resolves unambiguously.
          nullable: true
        portfolio_names:
          type: array
          items:
            type: string
          description: Portfolio names used to select matching report-run summaries.
          nullable: true
        final_date_time:
          type: string
          description: >-
            Upper date or date-time bound of the requested report period;
            inclusivity and time zone are not defined here.
          format: date-time
        initial_date_time:
          type: string
          description: >-
            Lower date or date-time bound of the requested report period;
            inclusivity and time zone are not defined here.
          format: date-time
        $type:
          type: string
          enum:
            - >-
              Derivitec.Web.Core.Reports.ApiGetPnlReportInfosRequest,
              Derivitec.Web.Core
      additionalProperties: false
      description: Portfolio and date-range selectors for listing P&L report-run summaries.
    ApiGetPnlReportInfosResponse:
      required:
        - $type
      type: object
      properties:
        is_success:
          type: boolean
          description: >-
            Whether the operation completed successfully. The default is `true`;
            error outcomes set it to `false`.
          example: true
        error_messages:
          type: array
          items:
            type: string
          description: >-
            Messages explaining operation-level failures. The collection is
            empty by default.
          nullable: true
        report_infos:
          type: array
          items:
            $ref: '#/components/schemas/PnlReportInfo'
          description: Report-run summaries matching the request selectors.
          nullable: true
        $type:
          type: string
          enum:
            - >-
              Derivitec.Web.Core.Reports.ApiGetPnlReportInfosResponse,
              Derivitec.Web.Core
      additionalProperties: false
      description: Response envelope containing P&L report-run summaries.
    PnlReportInfo:
      required:
        - $type
      type: object
      properties:
        description:
          type: string
          description: >-
            Human-readable description associated with the report definition or
            run.
          nullable: true
        final_date_time:
          type: string
          description: >-
            Upper date or date-time bound of the requested report period;
            inclusivity and time zone are not defined here.
          format: date-time
        id:
          type: string
          description: Opaque identifier of the report run.
          nullable: true
        initial_date_time:
          type: string
          description: >-
            Lower date or date-time bound of the requested report period;
            inclusivity and time zone are not defined here.
          format: date-time
        portfolio_name:
          type: string
          description: >-
            Portfolio name associated with the report run or saved launcher
            item.
          nullable: true
        portfolio_type:
          enum:
            - derivitec
            - enfusion
            - orchestrade
            - liquidity_book
            - maia
            - fund_studio
            - not_set
          type: string
          description: >-
            Portfolio category recorded for the report run or saved launcher
            item.
        real_time_mkt_data:
          type: boolean
          description: Whether the report uses the exposed real-time market-data selection.
        report_name:
          type: string
          description: >-
            Name of the report definition associated with the run, schedule,
            restriction, or launcher item.
          nullable: true
        reporting_currency:
          type: string
          description: >-
            Currency used to express monetary report values; the code format is
            not constrained here.
          nullable: true
        status:
          enum:
            - none
            - succeeded
            - failed
            - running
            - warning
          type: string
          description: Lifecycle state recorded for the report run or scheduled item.
        status_message:
          type: string
          description: >-
            Human-readable diagnostic associated with the recorded report or
            schedule state.
          nullable: true
        time_stamp:
          type: string
          description: >-
            Timestamp recorded for the report run; no time-zone convention is
            established by this contract.
          format: date-time
        market_data_environment_names:
          type: array
          items:
            type: string
          description: >-
            Names of market-data environments associated with the report run or
            saved launcher item.
          nullable: true
        market_data_provider_ids:
          type: array
          items:
            type: string
          description: >-
            Opaque identifiers of market-data providers associated with the
            report run.
          nullable: true
        $type:
          type: string
          enum:
            - Derivitec.Web.Core.Reports.PnlReportInfo, Derivitec.Web.Core
      additionalProperties: false
      description: Summary of a P&L report run.
  securitySchemes:
    oauth2:
      type: oauth2
      description: >-
        OAuth2 access-token requested from AWS Cognito and provided as a Auth
        Bearer header
      flows:
        implicit:
          authorizationUrl: https://auth.riskportal.derivitec.com/oauth2/authorize
          scopes: {}
    apikey:
      type: apiKey
      description: API-Key requested via the site and provided as a header
      name: x-api-key
      in: header

````