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Overview

A Balance Sheet is a financial statement that shows a snapshot of a business’s assets, liabilities, and equity at a specific moment in time. The Balance Sheet provides insight into the business’s financial health by showing what the business owns and owes, which helps determine the business’s ability to pay its obligations. This financial statement can be customized to view and compare the account balances at different dates. It can even be drilled down into to see all of the transactions and journal entries contributing to the balance for each specific GL account. Balance Sheet Report Demo

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Embedding the interactive Balance Sheet

To initialize the Tight Embedded experience using plain Javascript in your project, follow the instructions on Embedding Tight’s white-labeled UI. Below is an example JS embedding of the Balance Sheet: 
Tight.renderScreen(elementId, 'balanceSheet');

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Options

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Populating the desired parameters

You can also pass in some optional parameters to specify the grouping and date range of the report.
ParameterDescriptionFormat
groupingThe time period grouping of the report (e.g. for creating a month-over-month report).Must be one of the following enumerations: NONE, MONTHLY, QUARTERLY, YEARLY
dateRangeThe date range type of the report.Must be one of the following enumerations: THIS_YEAR, LAST_YEAR, CUSTOM
beginMonthThe beginning month of the report. Should be used with dateRange set to CUSTOM and an active grouping.Numeric
beginYearThe beginning year of the report. Should be used with dateRange set to CUSTOM and an active grouping.Numeric
endMonthThe ending month of the report. Should be used with dateRange set to CUSTOM.Numeric
endYearThe ending year of the report. Should be used with dateRange set to CUSTOM.Numeric
Pass these parameters in as an object to the renderReport call as follows: 
Tight.renderReport(elementId, 'balanceSheet', {
    grouping: "MONTHLY",
    dateRange: "CUSTOM",
    beginMonth: 3,
    endMonth: 12,
    beginYear: 2024,
    endYear: 2024
});