reports · FinBaze for Platforms

Components

Kind: view (fills its container) · Session key: reports · React: <FinBazeReports />

Create the session#

mutation {
  createEmbedSession(input: {
    companyId: "…"
    user: { externalUserId: "…" }
    components: { reports: { enabled: true } }
  }) { clientSecret }
}

Requirements#

No feature requirements.

Component features#

Switch these off per session with components.reports.features.

Feature	Default
`export`	on

Options#

Passed to instance.create("reports", options) or as props.

Option	Type
`type`	`'profit_loss' \| 'balance_sheet' \| 'cashflow' \| 'debtors' \| 'creditors'`	The report to open first.
`period`	`'current' \| 'previous' \| { year: number; month?: number; quarter?: number }`	The period to show.
`granularity`	`'month' \| 'quarter' \| 'year'`	How long a period is.

Every component also takes appearance and navigation ("internal" or "external").

Events#

Event	React prop
`ready`	`onReady`
`navigate`	`onNavigate`
`error`	`onError`
`report.opened`	`onReportOpened`

Use it#

import { FinBazeReports } from "@finbaze/embed-react";

<FinBazeReports />

const component = instance.create("reports");
component.mount("#finbaze");