Transactions report (PDF)
Overview
This is a template you can use to build customized transactions reports. Import the template in the jsreport UI. Once the template is imported, you can generate the report from FA Back (for more information, see Generate reports for portfolios in FA User guide).
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Important
The report requires shared folders to function correctly, see Sample reports.
Highlights
This template includes the following:
a GraphQL query to fetch transactions
text localization (English, Swedish)
header and footer
number and date formatting based on locale
parameters that let you choose which transaction types to include in the generated report
several sorting functions that sort the transactions in multiple steps
transaction types (names and codes) that are translated based on the selected language and the following logic:
If a translation is available in FA Back, it will be used. Otherwise, the report will look for a translation in the language file (localization folder). If no translation is found there either, it will use the name or code directly without any translation.
Files
Transactions report template:
sample-transactionsReportPDF.jsrexport
Shared folders containing header, footer, images and translations: