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).
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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