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Transactions report (XLSX)


This is a template you can use to build customized transaction exports in Excel (either XLS or XLSX format). 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 portfoliosin FA User guide).



This template includes the following:

  • a GraphQL query to fetch transactions on selected portfolios over a selected time period

  • the handling of start and end dates as request parameters and passing them to the query

  • JavaScript logic to merge the transactions over multiple portfolios

  • JavaScript logic to sort the list of transactions by transaction date before the Excel file is rendered