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The Tight Embedded experience provides you with the capability to embed an interactive (drill-down) Balance Sheet report in your product, with options for customizing the time period grouping of the report. Balance Sheet Report Demo

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1. Initializing the Embedded Experience

To initialize the Tight Embedded experience in your project, follow the instructions on Embedding Tight’s white-labelled UI.

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2. Rendering an interactive Balance Sheet report

To render a Balance Sheet report for a specific user, you will need to provide the elementId parameter, which is the HTML id of the main <div> where you would like the report to render. When your user clicks on the report element, you simply need to invoke the following line of javascript: 
Hurdlr.renderReport(elementId, 'balanceSheet');

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3. Populate 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 withcurrentDate set to CUSTOM and an active grouping.Numeric
beginYearThe beginning year of the report. Should be used withcurrentDate set to CUSTOM and an active grouping.Numeric
endMonthThe ending month of the report. Should be used withcurrentDate set to CUSTOM.Numeric
endYearThe ending year of the report. Should be used withcurrentDate set to CUSTOM.Numeric
Pass these parameters in as an object to the renderReport call as follows: 
Hurdlr.renderReport(elementId, 'balanceSheet', {
  grouping: "MONTHLY",
  dateRange: "CUSTOM",
  beginMonth: 3,
  endMonth: 12,
  beginYear: 2024,
  endYear: 2024
});