> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tight.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Balance Sheet

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.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/tight-7c882d74/v5.0/images/4779206-balance_sheet_report.gif" alt="Balance Sheet Report Demo" />

## 1. Initializing the Embedded Experience

To initialize the Tight Embedded experience in your project, follow the instructions on [Embedding Tight's white-labelled UI](/v5.0/getting-started/quickstart/embedded-ui#2-embedding-hurdlrs-white-labelled-ui-hurdlr-sdk).

## 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:

```javascript theme={null}
Hurdlr.renderReport(elementId, 'balanceSheet');
```

## 3. Populate 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:  <br />`NONE`,  <br />`MONTHLY`, `QUARTERLY`, `YEARLY` |
| dateRange  | The date range type of the report.                                                                            | Must be one of the following enumerations:  <br />`THIS_YEAR`,  <br />`LAST_YEAR`, `CUSTOM`       |
| beginMonth | The beginning month of the report. Should be used with`currentDate` set to `CUSTOM` and an active `grouping`. | Numeric                                                                                           |
| beginYear  | The beginning year of the report. Should be used with`currentDate` set to `CUSTOM` and an active `grouping`.  | Numeric                                                                                           |
| endMonth   | The ending month of the report. Should be used with`currentDate` set to `CUSTOM`.                             | Numeric                                                                                           |
| endYear    | The ending year of the report. Should be used with`currentDate` set to `CUSTOM`.                              | Numeric                                                                                           |

Pass these parameters in as an object to the `renderReport` call as follows:

```javascript theme={null}
Hurdlr.renderReport(elementId, 'balanceSheet', {
  grouping: "MONTHLY",
  dateRange: "CUSTOM",
  beginMonth: 3,
  endMonth: 12,
  beginYear: 2024,
  endYear: 2024
});
```
