Sharing Reports in Data Scope

gsherman

I'm trying to find some documentation on best practices for setting up, managing and sharing user-defined reports. Ideally we would like to have a human design and maintain the report templates in the Web GUI along with the instrument list, but have an automated process using some kind of System user or API key with limited access to retrieve the results every day of the scheduled extractions. Is this possible?

Gurpreet

Hi @gsherman,

Yes, it is possible. All the actions that can be performed using the DSS web UI can also be done using the API. So, you can define the report templates using the Web interface, and that report template can be referenced in your extraction request.

If all your extractions are fixed and happen at a specific time, then you can take advantage of automation provided by scheduled extraction feature of the DSS.

To see API sample of performing on demand extraction using report template - please download the .NET sample application from here.

gsherman

Thanks, but I think the most important part of this is NOT storing the username and password of a human user for an automated job. Is there some way of setting up an API key with limited access that this automated job can use to access the reports that the User is managing?

gsherman

I should also mention that a 24 hour API token is not really what I had in mind, since it would require a human to login with credentials every day. IDeally this user would create an API key which has access to only the ExtractionResults.

Gurpreet

https://community.developers.refinitiv.com/discussion/comment/84508#Comment_84508

No, such a functionality is not available. Only means of getting access token is via password grant using credentials.

gsherman

Is it possible to get a username/password for a "System" user ?

Gurpreet

https://community.developers.refinitiv.com/discussion/comment/84524#Comment_84524

Should be possible - please contact your Refinitiv account manager for this request.