Overview
A Profit & Loss (P&L) Report is a financial statement that summarizes the profitability (or lack thereof) for a business in a specific timeframe. The P&L provides insight into the business’s financial performance by showing the overall profit or overall loss of the business for the specified timeframe, including where money was earned (income) and where money was spent (expenses). The P&L reflects the General Ledger (GL) accounts associated with each tracked transaction and journal entry. This financial statement can be customized to view and compare any of the tracked data. It can even be drilled down into to better understand all of the transactions and journal entries making up the total for each specific GL account within the reporting period.
Embedding the interactive Profit and Loss Report
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 Profit & Loss Report:Options
Populating the desired parameters
You can also pass in some optional parameters to specify the grouping and date range of the report.| Parameter | Description | Format |
|---|---|---|
| grouping | The 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 |
| dateRange | The date range type of the report. | Must be one of the following enumerations: THIS_YEAR, LAST_YEAR, CUSTOM |
| beginDate | The beginning date of the report. Should be used with dateRange set to CUSTOM. | Numeric |
| endDate | The ending date of the report. Should be used withdateRange set to CUSTOM. | Numeric |
renderReport call as follows: