Cash Flow Statement

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

1. Initializing the Embedded Experience

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

2. Rendering an interactive Cash Flow Statement report

To render a Cash Flow Statement 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, 'cashFlowStatement');

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: `NONE`, `MONTHLY`, `QUARTERLY`, `YEARLY`
dateRange	The date range type of the report.	Must be one of the following enumerations: `THIS_YEAR`, `LAST_YEAR`, `CUSTOM`
beginDate	The beginning date of the report. Should be used with`currentDate` set to `CUSTOM`.	`YYYY-MM-DD`
endDate	The ending date of the report. Should be used with`currentDate` set to `CUSTOM`.	`YYYY-MM-DD`

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

Hurdlr.renderReport(elementId, 'cashFlowStatement', {
  grouping: "MONTHLY",
  dateRange: "CUSTOM",
  beginDate: "2020-01-01",
  endDate: "2020-12-31"
});

White-labeled Experience

Accounting

Bank Transactions

Bookkeepers

Business Intelligence Tiles

Financial Statements

Imports

Mileage

Cash Flow Statement

1. Initializing the Embedded Experience

2. Rendering an interactive Cash Flow Statement report

3. Populate the desired parameters

​1. Initializing the Embedded Experience

​2. Rendering an interactive Cash Flow Statement report

​3. Populate the desired parameters

1. Initializing the Embedded Experience

2. Rendering an interactive Cash Flow Statement report

3. Populate the desired parameters