The reports view combines the three most common reports into a single page, including the P&L, Balance Sheet, and Cash Flow Statement.
These are the tabular forms of these reports rather than interactive charts.
Array of reports to enable. Defaults to all three reports. Available values: ['profitAndLoss', 'balanceSheet', 'statementOfCashflow'].
If more than one report is enabled, view will include a tabbed interface to switch between reports.
profitAndLossConfig
object
defaultDatePickerMode
enum
Date picker mode for the Profit and Loss report. Defaults to ‘monthPicker’.
Available values: ['dayRangePicker', 'monthPicker'].
allowedDatePickerModes
array
If more than one value is specified, users will be able to switch between them in the date picker.
Available values: ['dayRangePicker', 'monthPicker'].
customDateRanges
array
Custom date ranges to show in the date picker.
label
string
Label to show in the date picker.
startDate
Date
Start date of the custom date range.
endDate
Date
End date of the custom date range.
csvMoneyFormat
enum
Money format for CSV export. Defaults to “CENTS”, which formats it an integer of cents.
Available values: ['DOLLAR_STRING', 'DOLLAR_NUMBER', 'CENTS_NUMBER'].
statementOfCashFlowConfig
object
defaultDatePickerMode
enum
Date picker mode for the Profit and Loss report. Defaults to ‘monthPicker’.
Available values: ['dayRangePicker', 'monthPicker'].
allowedDatePickerModes
array
If more than one value is specified, users will be able to switch between them in the date picker.
Available values: ['dayRangePicker', 'monthPicker'].
customDateRanges
array
Custom date ranges to show in the date picker.
label
string
Label to show in the date picker.
startDate
Date
Start date of the custom date range.
endDate
Date
End date of the custom date range.
stringOverrides
object
title
string
Page title to place in the header.
downloadButton
object
downloadButtonText
string
Button text on download/export button. Defaults to “Download”.
retryButtonText
string
Button text on download/export button, only shows upon download failure. Defaults to “Retry”.
profitAndLoss
object
detailedCharts
object
detailedTableStringOverrides
object
categoryColumnHeader
string
Table column header for the category column. Defaults to “Category”.
typeColumnHeader
string
Table column header for the account type column, e.g. Revenue, Expense. Defaults to “Type”.
valueColumnHeader
string
Value column header showing dollar amounts. Defaults to “Value”.
table
object
grossProfitLabel
string
Label for the “Gross Profit” row. Defaults to “Gross Profit”.
profitBeforeTaxesLabel
string
Label for the “Profit before taxes” row. Defaults to “Profit before taxes”.
netProfitLabel
string
Label for the “Net Profit” row. Defaults to “Net Profit”.
balanceSheet
object
balanceSheetTable
object
typeColumnHeader
string
Label for the “Type” column, indicating type of account on the balance sheet, e.g. Liability. Defaults to “Type”.
totalColumnHeader
string
Label for the “Total” column, indicating the total value of the account. Defaults to “Total”.
statementOfCashflow
object
statementOfCashFlowTable
object
typeColumnHeader
string
Label for the “Type” column, indicating type of income line statement. Defaults to “Type”.
totalColumnHeader
string
Label for the “Total” column, indicating the total value of the line item. Defaults to “Total”.
