POST api/Report/GetRetentionData
Request Information
URI Parameters
None.
Body Parameters
RetentionReportSearchCriteriaDTO| Name | Description | Type | Additional 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| Name | Description | Type | Additional 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"
}