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Manage conversations, contacts, WhatsApp, Kanban CRM and Captain AI in MEGA

Actions417

Kanban Item → Reports

AI-generated

Summary

Retrieve a report of Kanban Items for a specified account, optionally filtered by funnel, stage, agent, and other criteria.

Inputs

  • Account (required) — Select the account from which to retrieve Kanban Item reports, either from a searchable list or by ID.
  • Kanban Funnel — Optionally filter the report by a specific Kanban funnel, selectable from a list or by ID.
  • Stage — Optionally filter the report by a specific Kanban stage, selectable from a list or by ID.
  • Agent — Optionally filter the report by assigned agent, selectable from a list or by ID.
  • Filters — Additional optional filters to refine the report, including conversation display ID, date range, sort order and field, pagination, priority, search text, inclusion of lost or won items, status, and value ranges.
  • Show Advanced JSON Options — Toggle to reveal an advanced JSON input for query parameters that override all other filters and selections. Leave as empty JSON object for guided mode.

Output shape

a single record containing aggregated Kanban Item report data matching the provided filters and account context

Supports pagination and advanced filtering through the Filters collection and advanced JSON parameters. The returned data is structured as report results related to Kanban Items for the specified account.

Examples

Example 1: Get a Kanban Items report for account '123', filtered to a specific funnel and stage, showing only high priority open items sorted by creation date.

Account: 123; Kanban Funnel: (selected funnel); Stage: (selected stage); Filters: priority=high, status=open, sort=created_at.

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