Blue Line sample artifact
API & Reporting Guide Sample
A generic guide for confirming access, authentication, metadata, reporting behavior, and operational handoff before an integration moves into production.
Connection checklist
| Area | Question | Evidence |
|---|---|---|
| API access | Is the reporting or API scope enabled? | OAuth application scope list |
| Authentication | Can the token request complete successfully? | HTTP 200 token response |
| Metadata | Can available views and fields be discovered? | Metadata response sample |
| Data pull | Can a limited query return the expected fields? | Sample row count and query notes |
Example query pattern
GET /reporting-view?$filter=active eq true&$top=100
Handoff notes
- Store credentials securely and document ownership.
- Record scopes, endpoints, and refresh assumptions.
- Validate row counts, filters, and incremental logic.
- Define refresh cadence, monitoring, and failure handling.