The report component enables report management within a portal's user interface (UI) with minimal engineering effort. This component integrates the features required to filter and retrieve reports without making multiple API requests. This removes the need to implement complex API calls to filter and download available reports for a specific balance account to ensure access to the most current data.
Additionally, the components provide greater flexibility for data customization. These components can be customized with your own custom fields, icons, links, and buttons, allowing the UI to align with your specific business needs.
This page provides guidance on:
- The Report Overview component.
- Functionalities such as filtering by balance account and daily data generation.
The guidance and features available may differ based on the library version in use. We recommend using the latest library version to take advantage of the newest features and improvements.
Ensure you select a version in the next section before starting your integration.