Transactions report (PDF)
Overview
This is a template you can use to build customized transactions reports. Import the template in the JSReport environment. 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).
The sample-transactionsReportPDF.jsrexport file is a template for the Transactions report that you can use and customize if needed.
In addition to the report template itself, you also need the shared folders containing header, footer, images and translations (see JSReport - Samples).
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Highlights
This template includes the following:
GraphQL query to fetch transactions.
Text localization (English, Swedish).
Header, 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) 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