Query ten report endpoints for line-by-line operations, executive summaries by responsible, fund origin analysis, bank totals, and TCOL/TPROD aggregates.
Use this file to discover all available pages before exploring further.
The reporting system provides ten dedicated endpoints for analyzing the financial state of lending operations. Reports cover individual transactions (TCOL, TPROD, TCON, and fund movements), aggregated views by responsible employee or bank, and specialized breakdowns like fund origin and boveda (vault) totals. All monetary data is filtered to USD and VES — EUR is excluded from report queries. Date-range parameters follow the YYYY-MM-DD format.All endpoints require a valid JWT token in the Authorization header.
Reports filter by fecha (the operation date), not created_at. Make sure your date range matches the business date of the transactions, not when they were entered into the system.
Returns every individual operation (TCOL, TPROD, TCON, and fund movements) within the specified date range. Use this report for full transaction audits.Endpoint:GET /api/report/detallado
Parameter
Required
Format
Description
fechaDesde
Yes
YYYY-MM-DD
Start of date range
fechaHasta
Yes
YYYY-MM-DD
End of date range
curl -X GET "https://your-server:7780/api/report/detallado?fechaDesde=2026-01-01&fechaHasta=2026-01-31" \ -H "Authorization: Bearer YOUR_TOKEN"
Key response fields:
Field
Description
tipo_operacion
One of TCOL, TPROD, TCON, or MOVIMIENTO_FONDO
operacion_id
UUID of the specific operation
moneda
USD or VES
monto
Transaction amount
disponible_activo
Current available balance (TCOL records)
prestado
Amount lent from this record
costo_banco
Bank fee applied
tasa_bcv
BCV exchange rate at time of operation
responsable_nombre
Full name of the responsible employee
For large date ranges, response times can grow significantly. Keep queries to 3-month windows or less for best performance.
Resumen por responsable — executive summary by responsible
Returns aggregated statistics grouped by responsible employee and currency. Use this for performance reviews and executive dashboards.Endpoint:GET /api/report/resumen-responsable
Parameter
Required
Format
Description
fechaDesde
Yes
YYYY-MM-DD
Start of date range
fechaHasta
Yes
YYYY-MM-DD
End of date range
curl -X GET "https://your-server:7780/api/report/resumen-responsable?fechaDesde=2026-01-01&fechaHasta=2026-01-31" \ -H "Authorization: Bearer YOUR_TOKEN"
Breaks down fund sources per bank and investor, separating direct deposits (TCOL) from transferred funds (fund movements). Use this to understand where lending capital originates.Endpoint:GET /api/report/origen-fondos
Parameter
Required
Format
Description
fechaDesde
Yes
YYYY-MM-DD
Start of date range
fechaHasta
Yes
YYYY-MM-DD
End of date range
curl -X GET "https://your-server:7780/api/report/origen-fondos?fechaDesde=2026-01-01&fechaHasta=2026-01-31" \ -H "Authorization: Bearer YOUR_TOKEN"
Reporte por aportante y banco — by investor and bank
Returns totals grouped by investor (aportante) and bank, useful for reconciling investor balances against specific bank accounts.Endpoint:GET /api/report/aportante-banco
curl -X GET "https://your-server:7780/api/report/aportante-banco" \ -H "Authorization: Bearer YOUR_TOKEN"
This endpoint does not require fechaDesde or fechaHasta. It returns the current state across all dates.
Returns balance and lending totals grouped by bank. This is the fastest way to get a current snapshot of how much each bank holds and how much has been lent.Endpoint:GET /api/report/banco
curl -X GET "https://your-server:7780/api/report/banco" \ -H "Authorization: Bearer YOUR_TOKEN"
Returns a general summary per bank that includes both USD amounts and their VES equivalents. Useful for consolidated reporting in local currency.Endpoint:GET /api/report/general-por-banco
curl -X GET "https://your-server:7780/api/report/general-por-banco" \ -H "Authorization: Bearer YOUR_TOKEN"
Returns the total across all banks with the boveda (vault) shown as a separate line. USD is held fixed in the vault; VES is recalculated from the USD amount using the current BCV rate.Endpoint:GET /api/report/total-boveda
curl -X GET "https://your-server:7780/api/report/total-boveda" \ -H "Authorization: Bearer YOUR_TOKEN"
Returns one row per TCOL with aggregated counts and totals of its associated TPROD loans. Use this to compare how much was collected versus how much was lent per collection record.Endpoint:GET /api/report/tcol-tprod-agregado
curl -X GET "https://your-server:7780/api/report/tcol-tprod-agregado" \ -H "Authorization: Bearer YOUR_TOKEN"
Returns every TPROD record alongside its parent TCOL data. Use this for detailed loan-level analysis showing the full chain from collection to disbursement.Endpoint:GET /api/report/tcol-tprod-detalle
curl -X GET "https://your-server:7780/api/report/tcol-tprod-detalle" \ -H "Authorization: Bearer YOUR_TOKEN"
TPROD por responsable y banco — TPROD by responsible and bank
Returns accepted TPROD (loan) records grouped by responsible employee and bank within a date range. Primarily used for loan performance tracking and accountability reporting.Endpoint:GET /api/report/tprod-por-responsable-banco
Parameter
Required
Format
Description
fechaDesde
Yes
YYYY-MM-DD
Start of date range
fechaHasta
Yes
YYYY-MM-DD
End of date range
curl -X GET "http://localhost:7780/api/report/tprod-por-responsable-banco?fechaDesde=2026-01-01&fechaHasta=2026-01-31" \ -H "Authorization: Bearer YOUR_TOKEN"
TPROD detalle por responsable y banco — line-by-line
Returns individual TPROD records (one row per loan) filtered by responsible employee, bank, and date range. Use this for detailed loan-level analysis showing the full disbursement chain.Endpoint:GET /api/report/tprod-detalle-por-responsable-banco
Parameter
Required
Format
Description
fechaDesde
Yes
YYYY-MM-DD
Start of date range
fechaHasta
Yes
YYYY-MM-DD
End of date range
curl -X GET "http://localhost:7780/api/report/tprod-detalle-por-responsable-banco?fechaDesde=2026-01-01&fechaHasta=2026-01-31" \ -H "Authorization: Bearer YOUR_TOKEN"
All report endpoints only include operations with currencies USD and VES. EUR transactions are excluded from all reports. The filtering is applied automatically — no query parameter is needed.