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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.

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Embedding the interactive Profit and Loss Report

To initialize the Tight Embedded experience in your React project, follow the instructions on Embedding Tight’s white-labeled UI. Below is an example embedding of the Profit and Loss Report:
ProfitLoss.tsx
import { ProfitAndLoss, Tight } from "@tight-embedded/react";
import "@tight-embedded/react/index.css";

function ProfitLossReport({ accessToken }) {
    return (
      <Tight environment="SANDBOX" accessToken={accessToken} >
        <ProfitAndLoss />
      </Tight>
    )
}

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Props

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filters
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grouping
string
The time period grouping of the report (e.g. for creating a month-over-month report).Available options: NONE, MONTHLY, QUARTERLY, YEARLY
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onChangeGrouping
function
A function that is called whenever the user changes the grouping from the dashboard. This function will only be invoked if the grouping prop is also provided. The callback takes a grouping as its single argument.
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onChangeFilters
function
A function that is called whenever the user changes the filters from the dashboard. This function will only be invoked if the filters prop is also provided. The callback takes filters as its single argument.