Report Dashboard - Tight API

Overview

Tight’s Report Dashboard is a full-featured embedded experience (including all drill-down rows) for everything related to reports; all you need to do is add a “Reports” item to your product’s navigation.

Report Dashboard Demo

Embedding the Report Dashboard

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 Report Dashboard:

Tight.renderScreen(elementId, 'reportDashboard');

Options

Modifying the list of reports

If you’d like to alter or reorder the list of reports being shown, you can do so by populating a reports array within the options object as follows:

Tight.renderScreen(elementId, 'reportDash', { reports: [
  Tight.reports.incomeByBusiness,
  Tight.reports.expensesByBusiness,
  Tight.reports.profitAndLoss,
]});

Passing in an empty array ([]) will show no reports, while passing any value other than an array will cause all reports to be shown. The reports array can contain any of the following values:

Value	Report Name
`Tight.reports.profitAndLoss`	Profit & Loss
`Tight.reports.revenuesByBusiness`	Business Income by Business
`Tight.reports.revenuesByClient`	Business Income by Client
`Tight.reports.revenueList`	Income Details List with Receipts
`Tight.reports.personalRevenues`	Personal Income
`Tight.reports.expensesByBusiness`	Business Expenses by Business
`Tight.reports.expensesByCategory`	Business Expenses by Category
`Tight.reports.expensesByClient`	Business Expenses by Client
`Tight.reports.expensesByVendor`	Business Expenses by Vendor
`Tight.reports.expenseList`	Expense Details List with Receipts
`Tight.reports.personalExpensesByCategory`	Personal Expenses by Category
`Tight.reports.personalExpensesByVendor`	Personal Expenses by Vendor
`Tight.reports.recurringVendors`	Total Expenses from Recurring Vendors
`Tight.reports.balanceSheet`	Balance Sheet
`Tight.reports.cashFlowStatement`	Cash Flow Statement
`Tight.reports.trialBalance`	Trial Balance
`Tight.reports.agedAccountsReceivable`	Aged Accounts Receivable
`Tight.reports.agedAccountsPayable`	Aged Accounts Payable
`Tight.reports.scheduleC`	Schedule C
`Tight.reports.form1065`	Form 1065
`Tight.reports.form1120S`	Form 1120-S
`Tight.reports.form1120`	Form 1120
`Tight.reports.t2125`	T2125
`Tight.reports.taxSummary`	Tax Details (for tax filing)

If you prefer for the list of reports to not be broken into sections, you can also set showReportSections to false:

Tight.renderScreen(elementId, 'reportDash', { reports: [
    Tight.reports.incomeByBusiness,
    Tight.reports.expensesByBusiness,
    Tight.reports.profitAndLoss,
  ],
  showReportSections: false
});

⌘I