
Overview
The filings and reports dataset provides access to regular annual and quarterly earnings reports, 10-Ks and 10-Qs, and unique events like conferences, capital market days, annual general meetings, and M&A announcements. Each report is associated with a company and updated in the dataset when available.How it works
The reports are provided in PDF format, which is widely supported by most devices and operating systems. The data is sourced from a variety of public sources, such as company websites, regulatory filings, and news outlets. The reports are processed and indexed to ensure easy retrieval and access.How to access the data
The API allows you to query the filings and reports dataset using a variety of parameters, such as ticker, ISIN, date, and more. You can also use the API to retrieve a list of all reports available in the dataset. For more information on how to use the API, see the API reference.If you have a subscription to all documents we offer, you can retrieve all
documents in a single request using the Document
endpoints.
API Reference
Explore the Report API endpoints.
Types and groups
There are two main ways to categorize reports: by type and by group. For most users, the groups are sufficient for filtering reports.Document Groups
Document Groups
There are four groups of reports:
- Earnings Release
- Press Release
- Interim Report
- Annual Report
documentGroupIds
query parameter with a value of 4
.Document Types
Document Types
Document types are more granular than groups and are used to filter reports by specific types. The groups are effectively a higher level grouping of the types. Since we constantly add new types, we recommend using the groups for most use cases.The types include, but are not limited to: 8-K, 10-Q and 10-K.The types are used in the API requests to filter the reports. For example, to retrieve all 10-K reports, you would use the
typeIds
query parameter with a value of 11
.