POST api/Report/GetRetentionData

Request Information

URI Parameters

None.

Body Parameters

RetentionReportSearchCriteriaDTO
NameDescriptionTypeAdditional information
PageIndex

integer

None.

PageSize

integer

None.

SortBy

string

None.

SortOrder

string

None.

SortColumnIndex

integer

None.

AssociateId

integer

None.

Role

string

None.

LocationContextCode

string

None.

Request Formats

application/json, text/json

Sample:
{
  "PageIndex": 1,
  "PageSize": 1,
  "SortBy": "sample string 1",
  "SortOrder": "sample string 2",
  "SortColumnIndex": 1,
  "AssociateId": 3,
  "Role": "sample string 4",
  "LocationContextCode": "sample string 5"
}

application/x-www-form-urlencoded

Sample:

Sample not available.

Response Information

Resource Description

PagedDTOOfRetentionReportDTO
NameDescriptionTypeAdditional information
PagedRecords

Collection of RetentionReportDTO

None.

Data

Collection of RetentionReportDTO

None.

TotalRecords

integer

None.

TotalAssociateRecords

integer

None.

CwaTotal

decimal number

None.

AlpTotal

decimal number

None.

AnHTotal

decimal number

None.

SubmittedAgentCount

integer

None.

TotalNoPrds

integer

None.

TotalCompletedNoPrds

decimal number

None.

TotalCancelNoPrds

integer

None.

TotalAlpNoPrds

decimal number

None.

FormattedTotalAlpNoPrds

string

None.

TotalCompletedAlpNoPrds

decimal number

None.

FormattedTotalCompletedAlpNoPrds

string

None.

TotalCancelAlpNoPrds

decimal number

None.

FormattedTotalCancelAlpNoPrds

string

None.

IsSearchLimitCompleted

boolean

None.

PolicySearchesLeft

string

None.

Response Formats

application/json, text/json

Sample:
{
  "PagedRecords": [
    {
      "PolicyNumber": "sample string 1",
      "Office": "sample string 2",
      "AgentName": "sample string 3",
      "AppDate": "2026-02-03T18:25:48.0138806-08:00",
      "IssueDate": "2026-02-03T18:25:48.0138806-08:00",
      "PaidToDate": "2026-02-03T18:25:48.0138806-08:00",
      "MonthIn": "sample string 4",
      "Stage": "sample string 5",
      "FirstName": "sample string 6",
      "LastName": "sample string 7",
      "Address": "sample string 8",
      "City": "sample string 9",
      "State": "sample string 10",
      "Zip": "sample string 11",
      "Phone": "sample string 12",
      "SecondaryPhone": "sample string 13",
      "SpecialBilling": 1.0,
      "AnnualBilling": 1.0,
      "Plan": "sample string 14",
      "Type": "sample string 15",
      "DueDay": "sample string 16",
      "Comments": "sample string 17",
      "Saname": "sample string 18",
      "Ganame": "sample string 19",
      "Mganame": "sample string 20",
      "Rganame": "sample string 21",
      "ToDo": "sample string 22",
      "AssociateId": 23,
      "Location": "sample string 24",
      "PolicyId": 1,
      "AppointmentDateString": "2/3/2026",
      "IssueDateString": "2/3/2026",
      "PaidToDateString": "2/3/2026",
      "SpecialBillingString": "$1",
      "AnnualBillingString": "$1",
      "IsTerminated": true
    },
    {
      "PolicyNumber": "sample string 1",
      "Office": "sample string 2",
      "AgentName": "sample string 3",
      "AppDate": "2026-02-03T18:25:48.0138806-08:00",
      "IssueDate": "2026-02-03T18:25:48.0138806-08:00",
      "PaidToDate": "2026-02-03T18:25:48.0138806-08:00",
      "MonthIn": "sample string 4",
      "Stage": "sample string 5",
      "FirstName": "sample string 6",
      "LastName": "sample string 7",
      "Address": "sample string 8",
      "City": "sample string 9",
      "State": "sample string 10",
      "Zip": "sample string 11",
      "Phone": "sample string 12",
      "SecondaryPhone": "sample string 13",
      "SpecialBilling": 1.0,
      "AnnualBilling": 1.0,
      "Plan": "sample string 14",
      "Type": "sample string 15",
      "DueDay": "sample string 16",
      "Comments": "sample string 17",
      "Saname": "sample string 18",
      "Ganame": "sample string 19",
      "Mganame": "sample string 20",
      "Rganame": "sample string 21",
      "ToDo": "sample string 22",
      "AssociateId": 23,
      "Location": "sample string 24",
      "PolicyId": 1,
      "AppointmentDateString": "2/3/2026",
      "IssueDateString": "2/3/2026",
      "PaidToDateString": "2/3/2026",
      "SpecialBillingString": "$1",
      "AnnualBillingString": "$1",
      "IsTerminated": true
    }
  ],
  "Data": [
    {
      "PolicyNumber": "sample string 1",
      "Office": "sample string 2",
      "AgentName": "sample string 3",
      "AppDate": "2026-02-03T18:25:48.0138806-08:00",
      "IssueDate": "2026-02-03T18:25:48.0138806-08:00",
      "PaidToDate": "2026-02-03T18:25:48.0138806-08:00",
      "MonthIn": "sample string 4",
      "Stage": "sample string 5",
      "FirstName": "sample string 6",
      "LastName": "sample string 7",
      "Address": "sample string 8",
      "City": "sample string 9",
      "State": "sample string 10",
      "Zip": "sample string 11",
      "Phone": "sample string 12",
      "SecondaryPhone": "sample string 13",
      "SpecialBilling": 1.0,
      "AnnualBilling": 1.0,
      "Plan": "sample string 14",
      "Type": "sample string 15",
      "DueDay": "sample string 16",
      "Comments": "sample string 17",
      "Saname": "sample string 18",
      "Ganame": "sample string 19",
      "Mganame": "sample string 20",
      "Rganame": "sample string 21",
      "ToDo": "sample string 22",
      "AssociateId": 23,
      "Location": "sample string 24",
      "PolicyId": 1,
      "AppointmentDateString": "2/3/2026",
      "IssueDateString": "2/3/2026",
      "PaidToDateString": "2/3/2026",
      "SpecialBillingString": "$1",
      "AnnualBillingString": "$1",
      "IsTerminated": true
    },
    {
      "PolicyNumber": "sample string 1",
      "Office": "sample string 2",
      "AgentName": "sample string 3",
      "AppDate": "2026-02-03T18:25:48.0138806-08:00",
      "IssueDate": "2026-02-03T18:25:48.0138806-08:00",
      "PaidToDate": "2026-02-03T18:25:48.0138806-08:00",
      "MonthIn": "sample string 4",
      "Stage": "sample string 5",
      "FirstName": "sample string 6",
      "LastName": "sample string 7",
      "Address": "sample string 8",
      "City": "sample string 9",
      "State": "sample string 10",
      "Zip": "sample string 11",
      "Phone": "sample string 12",
      "SecondaryPhone": "sample string 13",
      "SpecialBilling": 1.0,
      "AnnualBilling": 1.0,
      "Plan": "sample string 14",
      "Type": "sample string 15",
      "DueDay": "sample string 16",
      "Comments": "sample string 17",
      "Saname": "sample string 18",
      "Ganame": "sample string 19",
      "Mganame": "sample string 20",
      "Rganame": "sample string 21",
      "ToDo": "sample string 22",
      "AssociateId": 23,
      "Location": "sample string 24",
      "PolicyId": 1,
      "AppointmentDateString": "2/3/2026",
      "IssueDateString": "2/3/2026",
      "PaidToDateString": "2/3/2026",
      "SpecialBillingString": "$1",
      "AnnualBillingString": "$1",
      "IsTerminated": true
    }
  ],
  "TotalRecords": 1,
  "TotalAssociateRecords": 2,
  "CwaTotal": 3.1,
  "AlpTotal": 4.1,
  "AnHTotal": 5.1,
  "SubmittedAgentCount": 6,
  "TotalNoPrds": 7,
  "TotalCompletedNoPrds": 8.1,
  "TotalCancelNoPrds": 9,
  "TotalAlpNoPrds": 10.1,
  "FormattedTotalAlpNoPrds": "10.10",
  "TotalCompletedAlpNoPrds": 11.1,
  "FormattedTotalCompletedAlpNoPrds": "11.10",
  "TotalCancelAlpNoPrds": 12.1,
  "FormattedTotalCancelAlpNoPrds": "12.10",
  "IsSearchLimitCompleted": true,
  "PolicySearchesLeft": "sample string 14"
}