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.

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
});