API · Tooling
Reports
Async analytical exports for cap-tables, audit logs, and portfolio rollups
Last updated
A Report is an async job that produces an analytical export — a cap-table CSV, an audit-log archive, a portfolio compliance summary. Reports decouple expensive aggregation from the synchronous request path: you submit a run, poll or subscribe for completion, and download the result via a signed URL.
Submitting a run
curl -X POST https://api.mattermode.com/v1/reports/runs \
-H "Authorization: Bearer $MATTER_KEY" \
-d '{
"kind": "cap_table_csv",
"subject": "ent_2025_acme_inc",
"as_of": "2026-04-24T00:00:00Z"
}'The response includes a run ID and a pending status. When the export is ready, Matter fires report.completed with a signed download URL valid for 1 hour.
Available kinds
kind | Output |
|---|---|
cap_table_csv | Carta-compatible cap table CSV, optionally as-of a historical timestamp |
cap_table_xlsx | The same data in Excel format with one sheet per share class |
audit_archive | Audit log for an entity over a time window, JSONL |
portfolio_compliance | Deadlines, status, and risk score for every entity in a portfolio |
data_room_export | Zipped data-room contents for an M&A counterparty |
Related
POST /reports/runs- Webhooks — subscribe to
report.completedfor async pickup.