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Transactions report (XML)

Overview

This is a template you can use to build customized transactions reports in XML format. 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).

Transaction_report__XML_.PNG

Highlights

This template includes the following:

  • GraphQL query to fetch transactions for selected portfolios over selected time period

  • Handling 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 over transaction date before XML is rendered

sample-transactionsReportXML.zip