Trial Balance

The Hurdlr Embedded experience provides you with the capability to embed an interactive (drill-down) Trial Balance 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 Cash Flow Statement report

To render a Trial Balance 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, 'trialBalance');

3. Populate the desired parameters

You can also pass in some optional parameters to specify the grouping and date range of the report.

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

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