get-revenue-summary
Get the profit and loss v2 report for revenue questions, defaulting to the current quarter to date. It calls the same endpoint and returns the same fields as get-profit-and-loss-v2; only the default dates differ. It returns the full report, not a single revenue figure. Requires the invoice:read scope.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| dateTo | No | Report end date (YYYY-MM-DD). Defaults to today. | |
| period | No | Default start when dateFrom is omitted: currentQuarter (the default) starts on the first day of the current quarter, yearToDate on 1 January. | |
| dateFrom | No | Start date (YYYY-MM-DD). Overrides period. | |
| companyId | Yes | Company ID |