> ## Documentation Index > Fetch the complete documentation index at: https://docs.tight.com/llms.txt > Use this file to discover all available pages before exploring further. # Trial Balance > Generate a Trial Balance Report ## OpenAPI ````yaml https://dev.tight.com/v3/api-docs post /v6/reports/trialBalance openapi: 3.0.1 info: title: Tight API contact: name: Hurdlr, Inc. (dba Tight) url: https://www.tight.com email: api@tight.com version: 6.0.0 servers: - url: https://sandbox.tight.com description: Staging Environment - url: https://prod.tight.com description: Production Environment security: - EmbedToken: [] paths: /v6/reports/trialBalance: post: tags: - Reports summary: Trial Balance description: Generate a Trial Balance Report operationId: generateTrialBalance requestBody: content: application/json: schema: $ref: '#/components/schemas/TrialBalanceRequestDto' responses: '200': description: Success content: application/json: schema: $ref: >- #/components/schemas/SuccessResponseReportDtoTrialBalanceReportJson '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: REQUIRED message: Amount is required param: amount '401': description: Not authenticated content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: INVALID_TOKEN message: Invalid access token '403': description: Not authorized content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: FORBIDDEN message: Expired access token '404': description: Endpoint not found content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: BAD_REQUEST message: Resource not found '500': description: Internal server error content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: UNKNOWN_ERROR message: Something went wrong. Please try again later. security: - EmbedToken: [] components: schemas: TrialBalanceRequestDto: type: object properties: exportType: type: string description: Export format for the report enum: - JSON - CSV recipients: $ref: '#/components/schemas/Recipients' accountingMethod: type: string description: >- Accounting method to generate the report in. Defaults to the company's configured accounting method. enum: - ACCRUAL - CASH filter: $ref: '#/components/schemas/DateRangeFilters' grouping: $ref: '#/components/schemas/PeriodGrouping' dateGrouping: type: string enum: - DAILY - MONTHLY - QUARTERLY - YEARLY - NONE SuccessResponseReportDtoTrialBalanceReportJson: type: object properties: result: type: string description: The result of the action performed. enum: - SUCCESS - FAILURE data: $ref: '#/components/schemas/ReportDtoTrialBalanceReportJson' ErrorResponse: type: object properties: result: type: string description: The result of the action performed. enum: - SUCCESS - FAILURE data: type: object description: The data generated by the action performed. nullable: true error: type: array items: $ref: '#/components/schemas/ErrorItem' Recipients: type: object properties: emails: type: array description: Primary email recipients items: type: string description: Primary email recipients description: Email recipients for the report DateRangeFilters: type: object properties: beginDate: type: string description: Beginning date for the report format: date example: '2025-01-01' endDate: type: string description: Ending date for the report format: date example: '2025-12-31' description: Filters to apply to the report PeriodGrouping: type: object properties: period: type: string description: Date period to group the report by example: MONTHLY enum: - DAILY - MONTHLY - QUARTERLY - YEARLY - NONE dateGrouping: type: string enum: - DAILY - MONTHLY - QUARTERLY - YEARLY - NONE description: Grouping options for the report ReportDtoTrialBalanceReportJson: type: object properties: json: type: array description: Report data in JSON format items: $ref: '#/components/schemas/TrialBalanceReportJson' url: type: string description: URL to download the csv report meta: $ref: '#/components/schemas/ReportMeta' description: The data generated by the action performed. ErrorItem: type: object properties: type: type: string description: The type of the error. Safe for programmatic use. enum: - UNKNOWN_ERROR - INVALID_TOKEN - EXPIRED_TOKEN - FORBIDDEN - BAD_REQUEST - JSON_ERROR - DUPLICATE - REQUIRED - INVALID_VALUE - NOT_MODIFIABLE - INVALID_FORMAT - NOT_FOUND message: type: string description: >- A human-readable message providing more details about the error. Safe for displaying to a user. param: type: string description: >- If the error is parameter-specific, the parameter related to the error. This can be used to display a message near the correct form field. description: Errors associated with the action performed, if applicable. TrialBalanceReportJson: type: object properties: name: type: string description: Period name example: Jan 2025 period: $ref: '#/components/schemas/Period' beginningBalance: type: integer description: Total beginning balance in dollars for this period drAmount: type: integer description: Total debit amount in dollars for this period crAmount: type: integer description: Total credit amount in dollars for this period endingBalance: type: integer description: Cumulative ending balance in dollars for this period children: type: array description: Level-0 account sections (e.g. Assets, Liabilities, Equity) nullable: true items: $ref: '#/components/schemas/TrialBalanceSection' description: Report data in JSON format ReportMeta: type: object properties: title: type: string description: Report title generatedOn: type: string description: Date and time when the report was generated format: date-time generatedBy: type: string description: User who generated the report example: John Doe footerLine: type: string description: Footer line for the report example: Generated by Tight description: Metadata about the generated report Period: type: object properties: beginDate: type: string format: date endDate: type: string format: date description: Period applicable for this section TrialBalanceSection: type: object properties: name: type: string description: Section name example: Assets accountId: type: string description: External GL account ID for this section nullable: true example: gla_123 accountNo: type: string description: GL account number for this section nullable: true example: '10000' beginningBalance: type: integer description: Total beginning balance in dollars for this section drAmount: type: integer description: Total debit amount in dollars for this section crAmount: type: integer description: Total credit amount in dollars for this section endingBalance: type: integer description: Cumulative ending balance in dollars for this section children: type: array description: Leaf GL accounts in this section items: $ref: '#/components/schemas/TrialBalanceAccount' description: Level-0 account sections (e.g. Assets, Liabilities, Equity) nullable: true TrialBalanceAccount: type: object properties: glAccount: $ref: '#/components/schemas/GlAccountExpanded' beginningBalance: type: integer description: Beginning balance in dollars drAmount: type: integer description: Debit amount in dollars crAmount: type: integer description: Credit amount in dollars endingBalance: type: integer description: Cumulative ending balance in dollars description: Leaf GL accounts in this section GlAccountExpanded: required: - id type: object properties: id: type: string description: Id of the GL account example: gla_38560327 name: type: string description: Name of the GL account example: Officer(s) Salaries and Wages accountNo: type: string description: Number of the GL account example: '60210' type: type: string description: Type the GL account example: EXPENSE enum: - ASSET - LIABILITY - EQUITY - INCOME - COGS - EXPENSE - OTHER_INCOME - OTHER_EXPENSE - SUSPENSE iconUrl: type: string description: Icon URL of the GL account example: https://cdn.sandbox.tight.com/icons/glAccountTypes/expense.png displayName: type: string description: Display name of the GL account example: '#60210 Officer(s) Salaries and Wages' description: GL account details securitySchemes: EmbedToken: type: http description: >- Bearer authentication header of the form `Bearer `, see [Authentication for more detail](/api-reference/authentication#partner-level-authentication). scheme: bearer ````