> ## 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.

# Report Dashboard

If you want to get up and running quickly with a proven financial report dashboard that matches your colors, fonts, and branding, then the Embeddable User Interface is your best bet. 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.

<img src="https://mintcdn.com/tight-7c882d74/Wf-_-tBNZrYWdgZf/v5.0/images/875405b-report_dash.gif?s=ba4cfb8d24f3ed21e98edb61cba8c769" alt="Report Dashboard Demo" width="1129" height="600" data-path="v5.0/images/875405b-report_dash.gif" />

## 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. Adding the Report Dashboard to your app

To render the Report Dashboard, you will need to provide the `elementId` parameter, which is the HTML `id` of the main `<div>` where you would like the Report Dashboard to render. When your user taps on your "Reports" navigation CTA, you simply need to invoke the following line of javascript:

```javascript theme={null}
Hurdlr.renderScreen(elementId, 'reportDash');
```

## 3. Modifying the list of reports

If you'd like to alter or re-order the list of reports being shown, you can do so by populating a `reports` array within the `options` object as follows:

```javascript theme={null}
Hurdlr.renderScreen(elementId, 'reportDash', { reports: [
  Hurdlr.reports.incomeByBusiness,
  Hurdlr.reports.expensesByBusiness,
  Hurdlr.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                           |
| :------------------------------------------ | :------------------------------------ |
| `Hurdlr.reports.profitAndLoss`              | Profit & Loss                         |
| `Hurdlr.reports.revenuesByBusiness`         | Business Income by Business           |
| `Hurdlr.reports.revenuesByClient`           | Business Income by Client             |
| `Hurdlr.reports.revenueList`                | Income Details List with Receipts     |
| `Hurdlr.reports.personalRevenues`           | Personal Income                       |
| `Hurdlr.reports.expensesByBusiness`         | Business Expenses by Business         |
| `Hurdlr.reports.expensesByCategory`         | Business Expenses by Category         |
| `Hurdlr.reports.expensesByClient`           | Business Expenses by Client           |
| `Hurdlr.reports.expensesByVendor`           | Business Expenses by Vendor           |
| `Hurdlr.reports.expenseList`                | Expense Details List with Receipts    |
| `Hurdlr.reports.personalExpensesByCategory` | Personal Expenses by Category         |
| `Hurdlr.reports.personalExpensesByVendor`   | Personal Expenses by Vendor           |
| `Hurdlr.reports.recurringVendors`           | Total Expenses from Recurring Vendors |
| `Hurdlr.reports.balanceSheet`               | Balance Sheet                         |
| `Hurdlr.reports.cashFlowStatement`          | Cash Flow Statement                   |
| `Hurdlr.reports.trialBalance`               | Trial Balance                         |
| `Hurdlr.reports.agedAccountsReceivable`     | Aged Accounts Receivable              |
| `Hurdlr.reports.agedAccountsPayable`        | Aged Accounts Payable                 |
| `Hurdlr.reports.scheduleC`                  | Schedule C                            |
| `Hurdlr.reports.form1065`                   | Form 1065                             |
| `Hurdlr.reports.form1120S`                  | Form 1120-S                           |
| `Hurdlr.reports.form1120`                   | Form 1120                             |
| `Hurdlr.reports.t2125`                      | T2125                                 |
| `Hurdlr.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:

```javascript theme={null}
Hurdlr.renderScreen(elementId, 'reportDash', { reports: [
    Hurdlr.reports.incomeByBusiness,
    Hurdlr.reports.expensesByBusiness,
    Hurdlr.reports.profitAndLoss,
  ],
  showReportSections: false
});
```

## 4. Customizing the UI to match your branding

Tight's API team can quickly customize the UI to match your branding. Please follow the instructions on [Customizing the embedded UI to match your branding](/v5.0/getting-started/quickstart/embedded-ui#1-customizing-the-embedded-ui-to-match-your-branding).

Some examples of customized experiences are shown below:

<img src="https://mintcdn.com/tight-7c882d74/Wf-_-tBNZrYWdgZf/v5.0/images/bc2837c61734573989273fb6026f19a730663c4b525fc80c153bbffea5f0e19e-pnlReportDarkmode.gif?s=f3a8c66c4393824e989b37cc8894ceaa" alt="Dark mode demo" width="1128" height="600" data-path="v5.0/images/bc2837c61734573989273fb6026f19a730663c4b525fc80c153bbffea5f0e19e-pnlReportDarkmode.gif" />

<img src="https://mintcdn.com/tight-7c882d74/PBb8Gf8jW9PRt_Fg/v5.0/images/1f826a1-zb_reportDash.gif?s=0aaa3cd69af33c94057df911b6a4b4b5" alt="Report Dashboard Demo of custom styling" width="640" height="412" data-path="v5.0/images/1f826a1-zb_reportDash.gif" />

<img src="https://mintcdn.com/tight-7c882d74/Wf-_-tBNZrYWdgZf/v5.0/images/e2a133d-nv_reportDash.gif?s=2cecd8bb0d5cfc2c6da5c69b0d7dfd31" alt="Report Dashboard Demo of custom styling #2" width="640" height="412" data-path="v5.0/images/e2a133d-nv_reportDash.gif" />
