Accounting Reports

1. How it works

Hurdlr's Financial Reporting API makes it easy for you to provide your users with accounting reports. Take a look at our Financial Reporting docs for an overview on how to easily generate reports for your users.

2. Pick the most applicable accounting report

Depending on your target user's profile and your app's positioning, the best income report for your use case may vary. Hurdlr provides the following accounting reports, all of which can be customized to match your branding:

Title

Available Formats

Name (for use in code)

Balance Sheet

HTML, PDF, XLS, JSON

balanceSheet

Cash Flow Statement

HTML, PDF, JSON

cashFlowStatement

Trial Balance

HTML, PDF, XLS, JSON

trialBalance

3. Populate the desired parameters

Each report has a varying list of available parameters, e.g. to filter data to a certain date range. The list of available parameters for each of the expense reports is listed below:

Report name

Available parameters

balanceSheet

endDate

cashFlowStatement

beginDate, endDate

trialBalance

beginDate, endDate

The format for each parameter is listed below:

Parameter name

Format

Example

beginDate

YYYY-MM-DD

"2020-01-01"

endDate

YYYY-MM-DD

"2020-12-31"

4. Generate your accounting report

Once you've decided on the desired report, you can build a report JSON object, including the name of your report, as well as any desired params. To generate the report, simply create a POST call, as shown below:

curl \
  --request POST \
  --url https://sandbox.hurdlr.com/rest/v5/reports/report \
  --header 'Authorization: Bearer ${access_token}' \
  --header 'Content-Type: application/json' \
  --data '{
    "name": "balanceSheet",
    "params": {
      "endDate": "2021-08-31",
    },
    "exportType": "PDF"
  }'