Balance Sheet

The Hurdlr 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.

1. Initializing the Embedded Experience

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

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');

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`
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:

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