Monthly KPI report

A two-page A4 management report with KPI cards that show the change against last month, a 12-month revenue bar chart drawn with render_chart from a JSON array, the current month highlighted against a target line, revenue by channel, a top-products table and Markdown commentary, with page numbers.

A4 portraitLocale en-GBHTML + JinjaHeader & footer

Use this template View source

Opens Dynamic Document API with this template preloaded in a free workspace.

Template language features

Loops
Conditionals
Macros
Filters
Currency formatting
Date formatting
Number formatting
Markdown
Chart
Page breaks
Repeating table headers
Header & footer
Page numbers

Filters such as format_currency and qrcode are described in the template language reference.

Variables

Derived from the sample data: 8 top-level fields, 38 paths in total. Send the same shape as data.

Path	Type	Example
company	object
company.name	string	"Fernhollow Tea Company"
company.website	string	"fernhollow.example.com"
report	object
report.title	string	"Monthly performance report"
report.period_label	string	"August 2026"
report.comparison_label	string	"July 2026"
report.prepared_by	string	"Nadia Rahimi, Head of Finance"
report.issued_on	date	"2026-09-08"
report.audience	string	"Board and leadership team"
report.currency	string	"GBP"
report.locale	string	"en-GB"
kpis	array<object> · 6
kpis[].label	string	"Revenue"
kpis[].value	number	184250
kpis[].previous	number	171900
kpis[].format	string	"currency"
kpis[].decimals	number	0
kpis[].better	string	"higher"
monthly_revenue	array<object> · 12
monthly_revenue[].month	date	"2025-09-01"
monthly_revenue[].value	number	138400
chart	object
chart.max_value	number	250000
chart.step	number	50000
chart.target	number	180000
channels	array<object> · 3
channels[].name	string	"Online shop"
channels[].revenue	number	114235
channels[].color	string	"#b7791f"
top_products	array<object> · 8
top_products[].name	string	"Harbour Breakfast loose leaf, 250 g"
top_products[].sku	string	"FH-HBK-250"
top_products[].units	number	1840
top_products[].previous_units	number	1702
top_products[].unit_price	number	8.9
top_products[].revenue	number	16376
commentary	string	"### Highlights ⏎ - Revenue rose 7.2% on Ju…"

Sample data

Fictional records used for previews. Replace them with your own data when you call the API.

data.json

{
  "company": {
    "name": "Fernhollow Tea Company",
    "website": "fernhollow.example.com"
  },
  "report": {
    "title": "Monthly performance report",
    "period_label": "August 2026",
    "comparison_label": "July 2026",
    "prepared_by": "Nadia Rahimi, Head of Finance",
    "issued_on": "2026-09-08",
    "audience": "Board and leadership team",
    "currency": "GBP",
    "locale": "en-GB"
  },
  "kpis": [
    { "label": "Revenue", "value": 184250, "previous": 171900, "format": "currency", "decimals": 0, "better": "higher" },
    { "label": "Orders", "value": 4812, "previous": 4655, "format": "number", "decimals": 0, "better": "higher" },
    { "label": "Average order value", "value": 38.29, "previous": 36.93, "format": "currency", "decimals": 2, "better": "higher" },
    { "label": "Gross margin", "value": 0.584, "previous": 0.571, "format": "percent", "decimals": 1, "better": "higher" },
    { "label": "Returning customers", "value": 0.412, "previous": 0.398, "format": "percent", "decimals": 1, "better": "higher" },
    { "label": "Refund rate", "value": 0.021, "previous": 0.026, "format": "percent", "decimals": 1, "better": "lower" }
  ],
  "monthly_revenue": [
    { "month": "2025-09-01", "value": 138400 },
    { "month": "2025-10-01", "value": 146200 },
    { "month": "2025-11-01", "value": 172800 },
    { "month": "2025-12-01", "value": 205300 },
    { "month": "2026-01-01", "value": 128900 },
    { "month": "2026-02-01", "value": 131500 },
    { "month": "2026-03-01", "value": 149700 },
    { "month": "2026-04-01", "value": 152300 },
    { "month": "2026-05-01", "value": 158800 },
    { "month": "2026-06-01", "value": 163400 },
    { "month": "2026-07-01", "value": 171900 },
    { "month": "2026-08-01", "value": 184250 }
  ],
  "chart": {
    "max_value": 250000,
    "step": 50000,
    "target": 180000
  },
  "channels": [
    { "name": "Online shop", "revenue": 114235, "color": "#b7791f" },
    { "name": "Wholesale", "revenue": 44220, "color": "#1f2a37" },
    { "name": "Subscriptions", "revenue": 25795, "color": "#8fa3b8" }
  ],
  "top_products": [
    { "name": "Harbour Breakfast loose leaf, 250 g", "sku": "FH-HBK-250", "units": 1840, "previous_units": 1702, "unit_price": 8.9, "revenue": 16376.0 },
    { "name": "Smoked Lapsang, 100 g tin", "sku": "FH-LAP-100", "units": 1212, "previous_units": 1251, "unit_price": 11.5, "revenue": 13938.0 },
    { "name": "Moorland Green sencha, 100 g", "sku": "FH-MGS-100", "units": 1106, "previous_units": 980, "unit_price": 9.75, "revenue": 10783.5 },
    { "name": "Monthly tea subscription box", "sku": "FH-SUB-BOX", "units": 438, "previous_units": 421, "unit_price": 24.0, "revenue": 10512.0 },
    { "name": "Cast-iron teapot, 800 ml", "sku": "FH-POT-800", "units": 231, "previous_units": 198, "unit_price": 42.0, "revenue": 9702.0 },
    { "name": "Evening chamomile and honeybush, 20 bags", "sku": "FH-EVE-020", "units": 1524, "previous_units": 1560, "unit_price": 5.6, "revenue": 8534.4 },
    { "name": "Earl Grey blue flower, 250 g", "sku": "FH-EGB-250", "units": 802, "previous_units": 815, "unit_price": 10.4, "revenue": 8340.8 },
    { "name": "Gift sampler, six teas", "sku": "FH-GFT-006", "units": 396, "previous_units": 344, "unit_price": 19.5, "revenue": 7722.0 }
  ],
  "commentary": "### Highlights\n\n- Revenue rose **7.2%** on July to £184,250, the strongest month since December, helped by the late-summer sampler campaign.\n- Gross margin improved to 58.4% after the new packaging contract started on 1 August.\n- The refund rate fell to 2.1% following the courier change for deliveries to Scotland.\n\n### Watch items\n\n- Two wholesale café orders moved into September; we expect **£6,000 to £8,000** to land next month.\n- Cast-iron teapot stock covers about three weeks of sales at the current rate.\n\n### Next month\n\n- Launch the autumn blends on 15 September.\n- Review subscription pricing ahead of the October renewal cycle."
}

Source

The body markup with Jinja, the stylesheet placed in <head> and the header and footer settings.

{#- Monthly KPI report. Changes against the previous month are calculated here: percentage change for
    amounts and counts, percentage-point change for rates. Whether a change is good depends on each
    KPI's "better" direction. The bar chart is drawn by render_chart from monthly_revenue (the
    renderer turns it into SVG, so no JavaScript is needed), on the scale chart.max_value sets. -#}
{%- set locale = report.locale | default("en-GB") -%}
{%- set currency = report.currency -%}
{%- set month_total = channels | sum_by("revenue") -%}
{#- The chart's alternative text lists the values it draws, so a screen reader gets the same figures. -#}
{%- set chart_ns = namespace(parts=[]) -%}
{%- for month in monthly_revenue -%}
  {%- set chart_ns.parts = chart_ns.parts + [(month.month | format_date("%b %Y", locale)) ~ " " ~ (month.value | format_currency(currency, locale, 0))] -%}
{%- endfor -%}
{%- set chart_alt = "Bar chart of monthly revenue: " ~ (chart_ns.parts | join(", ")) ~ (("; monthly target " ~ (chart.target | format_currency(currency, locale, 0))) if chart.target else "") ~ "." -%}


{%- macro kpi_value(kpi, value) -%}
  {%- if kpi.format == "currency" -%}{{ value | format_currency(currency, locale, kpi.decimals) }}
  {%- elif kpi.format == "percent" -%}{{ value | format_percent(locale, kpi.decimals) }}
  {%- else -%}{{ value | format_number(locale, kpi.decimals) }}{%- endif -%}
{%- endmacro -%}

{%- macro change_badge(current, previous, format, better) -%}
  {%- set delta = current - previous -%}
  {%- set improved = (delta > 0 and better == "higher") or (delta < 0 and better == "lower") -%}
  <span class="change {{ 'flat' if delta == 0 else ('good' if improved else 'bad') }}">
    {%- if delta > 0 %}▲{% elif delta < 0 %}▼{% else %}■{% endif %}
    {% if format == "percent" -%}
      {{ (delta * 100) | abs | format_number(locale, 1) }} pp
    {%- else -%}
      {{ (delta / previous) | abs | format_percent(locale, 1) }}
    {%- endif -%}
  </span>
{%- endmacro -%}

<section class="title-block">
  <div>
    <p class="eyebrow">{{ company.name }} · {{ report.title }}</p>
    <h1>{{ report.period_label }}</h1>
    <p class="subtitle">Compared with {{ report.comparison_label }} · prepared by {{ report.prepared_by }} · issued {{ report.issued_on | format_date("long", locale) }}</p>
  </div>
  <div class="audience">{{ report.audience }}</div>
</section>

<section class="kpis">
  {% for kpi in kpis %}
  <div class="kpi">
    <p class="kpi-label">{{ kpi.label }}</p>
    <p class="kpi-value">{{ kpi_value(kpi, kpi.value) }}</p>
    <p class="kpi-foot">
      {{ change_badge(kpi.value, kpi.previous, kpi.format, kpi.better) }}
      <span class="kpi-prev">vs {{ kpi_value(kpi, kpi.previous) }}</span>
    </p>
  </div>
  {% endfor %}
</section>

<section class="panel chart-panel">
  <div class="panel-head">
    <h2>Revenue, last {{ monthly_revenue | length }} months</h2>
    <p class="legend">
      <span class="key key-past"></span>Previous months
      <span class="key key-current"></span>{{ report.period_label }}
      {% if chart.target %}<span class="key key-target"></span>Monthly target{% endif %}
    </p>
  </div>
  {{ render_chart("bar", monthly_revenue, label="month", value="value",
       labels=monthly_revenue | map(attribute="month") | map("format_date", "%b", locale) | list,
       names=["Revenue"], colors=["#ecd9b3", "#b7791f"], highlight_last=true, legend=false,
       format="money", currency=currency, locale=locale, compact=true, min=0, max=chart.max_value,
       reference=chart.target, reference_label="Monthly target",
       font_family="Inter", font_size=10, text_color="#667085",
       width="168mm", height="66mm", alt=chart_alt, class="chart") }}
</section>

<section class="panel channels">
  <div class="panel-head">
    <h2>Revenue by channel</h2>
    <p class="panel-total">{{ month_total | format_currency(currency, locale, 0) }}</p>
  </div>
  <div class="stack">
    {% for channel in channels %}<span style="width: {{ (channel.revenue / month_total * 100) | round(3) }}%; background: {{ channel.color }}"></span>{% endfor %}
  </div>
  <div class="channel-list">
    {% for channel in channels %}
    <div class="channel">
      <span class="swatch" style="background: {{ channel.color }}"></span>
      <span class="channel-name">{{ channel.name }}</span>
      <span class="channel-amount">{{ channel.revenue | format_currency(currency, locale, 0) }}</span>
      <span class="channel-share">{{ (channel.revenue / month_total) | format_percent(locale, 1) }}</span>
    </div>
    {% endfor %}
  </div>
</section>

{{ page_break() }}

<section class="products">
  <h2 class="section-title">Top products by revenue</h2>
  <table>
    <thead>
      <tr>
        <th class="rank" scope="col">#</th>
        <th scope="col">Product</th>
        <th class="num" scope="col">Units</th>
        <th class="num" scope="col">vs {{ report.comparison_label }}</th>
        <th class="num" scope="col">Revenue</th>
        <th class="share-col" scope="col">Share of revenue</th>
      </tr>
    </thead>
    <tbody>
      {% for product in top_products %}
      {%- set share = product.revenue / month_total -%}
      <tr>
        <td class="rank">{{ loop.index }}</td>
        <td>
          <span class="product-name">{{ product.name }}</span>
          <span class="sku">{{ product.sku }}</span>
        </td>
        <td class="num">{{ product.units | format_number(locale, 0) }}</td>
        <td class="num">{{ change_badge(product.units, product.previous_units, "number", "higher") }}</td>
        <td class="num">{{ product.revenue | format_currency(currency, locale) }}</td>
        <td class="share-col">
          <span class="share-bar"><span style="width: {{ (share / 0.1 * 100) | round(1) if share < 0.1 else 100 }}%"></span></span>
          <span class="share-value">{{ share | format_percent(locale, 1) }}</span>
        </td>
      </tr>
      {% endfor %}
    </tbody>
    <tfoot>
      <tr>
        <td class="blank"></td>
        <th scope="row">Top {{ top_products | length }} products</th>
        <td class="num">{{ top_products | sum_by("units") | format_number(locale, 0) }}</td>
        <td class="blank"></td>
        <td class="num">{{ top_products | sum_by("revenue") | format_currency(currency, locale) }}</td>
        <td class="share-col"><span class="share-value">{{ (top_products | sum_by("revenue") / month_total) | format_percent(locale, 1) }}</span></td>
      </tr>
    </tfoot>
  </table>
  <p class="table-note">Share bars are scaled so that 10% of monthly revenue fills the bar.</p>
</section>

<section class="commentary">
  <h2 class="section-title">Commentary</h2>
  <div class="commentary-body">{{ commentary | markdown }}</div>
</section>

<title>{{ report.title }} – {{ report.period_label }}</title>
<style>
  :root {
    --ink: #1f2a37;
    --muted: #667085;
    --rule: #e4e7ec;
    --panel: #f8f6f1;
    --amber: #b7791f;
    --amber-light: #ecd9b3;
    --good: #1a7f4b;
    --good-bg: #e3f3ea;
    --bad: #b9382a;
    --bad-bg: #fbe9e6;
    --flat-bg: #eef0f3;
  }
  * { box-sizing: border-box; }
  html { -webkit-print-color-adjust: exact; print-color-adjust: exact; }
  body {
    margin: 0;
    color: var(--ink);
    font-family: "Inter", "Liberation Sans", Arial, sans-serif;
    font-size: 8.8pt;
    line-height: 1.45;
  }
  p { margin: 0; }
  h1, h2 { margin: 0; }
  .num { text-align: right; font-variant-numeric: tabular-nums; white-space: nowrap; }
  .section-title { margin: 0 0 3mm; font-size: 11pt; font-weight: 700; letter-spacing: -0.01em; }

  /* Title */
  .title-block { display: flex; justify-content: space-between; align-items: flex-end; gap: 8mm; padding-bottom: 5mm; margin-bottom: 6mm; border-bottom: 0.4mm solid var(--ink); }
  .eyebrow { font-size: 8pt; font-weight: 600; letter-spacing: 0.1em; text-transform: uppercase; color: var(--amber); }
  .title-block h1 { margin: 1mm 0 1.5mm; font-size: 26pt; font-weight: 700; letter-spacing: -0.02em; line-height: 1.05; }
  .subtitle { font-size: 8.5pt; color: var(--muted); }
  .audience {
    flex: none; padding: 1.2mm 3mm; border: 0.3mm solid var(--ink); border-radius: 3mm;
    font-size: 7pt; font-weight: 600; letter-spacing: 0.06em; text-transform: uppercase;
  }

  /* KPI cards */
  .kpis { display: grid; grid-template-columns: repeat(3, 1fr); gap: 4mm; margin-bottom: 6mm; }
  .kpi { padding: 4mm 4.5mm; border: 0.3mm solid var(--rule); border-top: 1mm solid var(--amber); border-radius: 1.5mm; break-inside: avoid; page-break-inside: avoid; }
  .kpi-label { font-size: 7.5pt; font-weight: 600; letter-spacing: 0.05em; text-transform: uppercase; color: var(--muted); }
  .kpi-value { margin: 1.5mm 0 2mm; font-size: 19pt; font-weight: 700; letter-spacing: -0.02em; line-height: 1.1; font-variant-numeric: tabular-nums; }
  .kpi-foot { display: flex; align-items: center; gap: 2mm; flex-wrap: wrap; }
  .kpi-prev { font-size: 7.5pt; color: var(--muted); }
  .change {
    display: inline-block; padding: 0.3mm 1.8mm; border-radius: 2.5mm; font-size: 7.5pt; font-weight: 600; white-space: nowrap;
    font-variant-numeric: tabular-nums;
  }
  .change.good { background: var(--good-bg); color: var(--good); }
  .change.bad { background: var(--bad-bg); color: var(--bad); }
  .change.flat { background: var(--flat-bg); color: var(--muted); }

  /* Panels */
  .panel { margin-bottom: 6mm; padding: 4.5mm 5mm; border-radius: 2mm; background: var(--panel); break-inside: avoid; page-break-inside: avoid; }
  .panel-head { display: flex; justify-content: space-between; align-items: baseline; margin-bottom: 3mm; }
  .panel-head h2 { font-size: 10.5pt; font-weight: 700; }
  .panel-total { font-size: 12pt; font-weight: 700; font-variant-numeric: tabular-nums; }
  .legend { font-size: 7.5pt; color: var(--muted); }
  .key { display: inline-block; width: 3mm; height: 3mm; margin: 0 1.2mm 0 3.5mm; border-radius: 0.6mm; vertical-align: -0.4mm; }
  .key-past { background: var(--amber-light); }
  .key-current { background: var(--amber); }
  .key-target { height: 0; border-top: 0.4mm dashed var(--ink); border-radius: 0; vertical-align: 0.6mm; }

  .chart { display: block; width: 100%; height: auto; }

  .stack { display: flex; height: 6mm; border-radius: 1.2mm; overflow: hidden; }
  .channel-list { display: grid; grid-template-columns: repeat(3, 1fr); gap: 4mm; margin-top: 3.5mm; }
  .channel { display: grid; grid-template-columns: 4mm 1fr; column-gap: 1.5mm; row-gap: 0.3mm; align-items: center; }
  .swatch { width: 3mm; height: 3mm; border-radius: 0.6mm; }
  .channel-name { font-weight: 600; }
  .channel-amount { grid-column: 2; font-variant-numeric: tabular-nums; }
  .channel-share { grid-column: 2; font-size: 7.5pt; color: var(--muted); }

  /* Products */
  table { width: 100%; border-collapse: collapse; }
  thead { display: table-header-group; }
  tfoot { display: table-row-group; }
  thead th {
    padding: 2mm; border-bottom: 0.4mm solid var(--ink); text-align: left;
    font-size: 7pt; font-weight: 600; letter-spacing: 0.06em; text-transform: uppercase; color: var(--muted);
  }
  thead th.num { text-align: right; }
  td, tfoot th { padding: 2.4mm 2mm; border-bottom: 0.2mm solid var(--rule); vertical-align: middle; }
  tbody tr { break-inside: avoid; page-break-inside: avoid; }
  tfoot td, tfoot th { border-top: 0.4mm solid var(--ink); border-bottom: none; font-weight: 700; }
  tfoot th { text-align: left; }
  /* Empty cells paint white inside their padding, so the tagged PDF keeps them in the table structure (PDF/UA)
     without painting over the row edges. */
  .blank { background: #ffffff content-box; }
  .rank { width: 7mm; color: var(--muted); font-variant-numeric: tabular-nums; }
  .product-name { display: block; font-weight: 600; }
  .sku { font-family: "DejaVu Sans Mono", "Liberation Mono", monospace; font-size: 7pt; color: var(--muted); }
  .share-col { width: 40mm; white-space: nowrap; }
  .share-bar { display: inline-block; width: 22mm; height: 2.2mm; margin-right: 2mm; border-radius: 1.1mm; background: #efe9dc; overflow: hidden; vertical-align: middle; }
  .share-bar span { display: block; height: 100%; background: var(--amber); }
  .share-value { font-variant-numeric: tabular-nums; }
  .table-note { margin-top: 2mm; font-size: 7pt; color: var(--muted); }

  /* Commentary */
  .commentary { margin-top: 8mm; break-inside: avoid; page-break-inside: avoid; }
  .commentary-body { columns: 2; column-gap: 8mm; }
  .commentary-body h3 { margin: 0 0 1.5mm; font-size: 8pt; font-weight: 700; letter-spacing: 0.08em; text-transform: uppercase; color: var(--amber); break-after: avoid; }
  .commentary-body ul { margin: 0 0 4mm; padding-left: 4mm; }
  .commentary-body li { margin-bottom: 1.2mm; break-inside: avoid; }
  .commentary-body strong { font-weight: 700; }
</style>

{
  "header": {
    "enabled": true,
    "html": "<div style=\"box-sizing:border-box;width:100%;padding-top:7mm;display:flex;justify-content:space-between;font-family:Inter,'Liberation Sans',Arial,sans-serif;font-size:7pt;color:#667085\"><span style=\"font-weight:600;color:#1f2a37\">{{ company.name }}</span><span>{{ report.title }} · {{ report.period_label }}</span></div>",
    "height": "12mm"
  },
  "footer": {
    "enabled": true,
    "html": "<div style=\"box-sizing:border-box;width:100%;padding-bottom:7mm;display:flex;justify-content:space-between;font-family:Inter,'Liberation Sans',Arial,sans-serif;font-size:7pt;color:#667085\"><span>Confidential · prepared for the {{ report.audience | lower }}</span><span>Page <span class=\"page\"></span> of <span class=\"pages\"></span></span></div>",
    "height": "12mm"
  }
}

Render it with the API

After adding the template to your workspace, render it by ID and pass your data. Arrays are shortened here.

curl -X POST https://api-eu.dynamicdocumentapi.com/v1/renders \
  -H "Authorization: Bearer $DYNAMIC_DOCUMENT_API_KEY" \
  -H "Idempotency-Key: $(uuidgen)" \
  -H "Content-Type: application/json" \
  -d '{
  "input": {
    "type": "template",
    "template_id": "tpl_01J9ZK3M7Q8V5W2X4Y6Z8A0B1C"
  },
  "data": {
    "company": {
      "name": "Fernhollow Tea Company",
      "website": "fernhollow.example.com"
    },
    "report": {
      "title": "Monthly performance report",
      "period_label": "August 2026",
      "comparison_label": "July 2026",
      "prepared_by": "Nadia Rahimi, Head of Finance",
      "issued_on": "2026-09-08",
      "audience": "Board and leadership team",
      "currency": "GBP",
      "locale": "en-GB"
    },
    "kpis": [
      {
        "label": "Revenue",
        "value": 184250,
        "previous": 171900,
        "format": "currency",
        "decimals": 0,
        "better": "higher"
      },
      {
        "label": "Orders",
        "value": 4812,
        "previous": 4655,
        "format": "number",
        "decimals": 0,
        "better": "higher"
      }
    ],
    "monthly_revenue": [
      {
        "month": "2025-09-01",
        "value": 138400
      },
      {
        "month": "2025-10-01",
        "value": 146200
      }
    ],
    "chart": {
      "max_value": 250000,
      "step": 50000,
      "target": 180000
    },
    "channels": [
      {
        "name": "Online shop",
        "revenue": 114235,
        "color": "#b7791f"
      },
      {
        "name": "Wholesale",
        "revenue": 44220,
        "color": "#1f2a37"
      }
    ],
    "top_products": [
      {
        "name": "Harbour Breakfast loose leaf, 250 g",
        "sku": "FH-HBK-250",
        "units": 1840,
        "previous_units": 1702,
        "unit_price": 8.9,
        "revenue": 16376
      },
      {
        "name": "Smoked Lapsang, 100 g tin",
        "sku": "FH-LAP-100",
        "units": 1212,
        "previous_units": 1251,
        "unit_price": 11.5,
        "revenue": 13938
      }
    ],
    "commentary": "### Highlights\n\n- Revenue rose **7.2%** on July to £184,250, the strongest month since December, helped by the late-summer sampler campaign.\n- Gross margin improved to 58.4% after the new packaging contract started on 1 August.\n- The refund rate fell to 2.1% following the courier change for deliveries to Scotland.\n\n### Watch items\n\n- Two wholesale café orders moved into September; we expect **£6,000 to £8,000** to land next month.\n- Cast-iron teapot stock covers about three weeks of sales at the current rate.\n\n### Next month\n\n- Launch the autumn blends on 15 September.\n- Review subscription pricing ahead of the October renewal cycle."
  },
  "output": {
    "format": "pdf",
    "filename": "report-monthly-kpi.pdf"
  }
}'

const response = await fetch("https://api-eu.dynamicdocumentapi.com/v1/renders", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.DYNAMIC_DOCUMENT_API_KEY}`,
    "Content-Type": "application/json",
    "Idempotency-Key": crypto.randomUUID(),
  },
  body: JSON.stringify({
    "input": {
      "type": "template",
      "template_id": "tpl_01J9ZK3M7Q8V5W2X4Y6Z8A0B1C"
    },
    "data": {
      "company": {
        "name": "Fernhollow Tea Company",
        "website": "fernhollow.example.com"
      },
      "report": {
        "title": "Monthly performance report",
        "period_label": "August 2026",
        "comparison_label": "July 2026",
        "prepared_by": "Nadia Rahimi, Head of Finance",
        "issued_on": "2026-09-08",
        "audience": "Board and leadership team",
        "currency": "GBP",
        "locale": "en-GB"
      },
      "kpis": [
        {
          "label": "Revenue",
          "value": 184250,
          "previous": 171900,
          "format": "currency",
          "decimals": 0,
          "better": "higher"
        },
        {
          "label": "Orders",
          "value": 4812,
          "previous": 4655,
          "format": "number",
          "decimals": 0,
          "better": "higher"
        }
      ],
      "monthly_revenue": [
        {
          "month": "2025-09-01",
          "value": 138400
        },
        {
          "month": "2025-10-01",
          "value": 146200
        }
      ],
      "chart": {
        "max_value": 250000,
        "step": 50000,
        "target": 180000
      },
      "channels": [
        {
          "name": "Online shop",
          "revenue": 114235,
          "color": "#b7791f"
        },
        {
          "name": "Wholesale",
          "revenue": 44220,
          "color": "#1f2a37"
        }
      ],
      "top_products": [
        {
          "name": "Harbour Breakfast loose leaf, 250 g",
          "sku": "FH-HBK-250",
          "units": 1840,
          "previous_units": 1702,
          "unit_price": 8.9,
          "revenue": 16376
        },
        {
          "name": "Smoked Lapsang, 100 g tin",
          "sku": "FH-LAP-100",
          "units": 1212,
          "previous_units": 1251,
          "unit_price": 11.5,
          "revenue": 13938
        }
      ],
      "commentary": "### Highlights\n\n- Revenue rose **7.2%** on July to £184,250, the strongest month since December, helped by the late-summer sampler campaign.\n- Gross margin improved to 58.4% after the new packaging contract started on 1 August.\n- The refund rate fell to 2.1% following the courier change for deliveries to Scotland.\n\n### Watch items\n\n- Two wholesale café orders moved into September; we expect **£6,000 to £8,000** to land next month.\n- Cast-iron teapot stock covers about three weeks of sales at the current rate.\n\n### Next month\n\n- Launch the autumn blends on 15 September.\n- Review subscription pricing ahead of the October renewal cycle."
    },
    "output": {
      "format": "pdf",
      "filename": "report-monthly-kpi.pdf"
    }
  }),
});
if (!response.ok) throw new Error(`Request failed: ${response.status}`);
const result = await response.json();
console.log(result);

import os
import uuid
import requests

response = requests.post(
    "https://api-eu.dynamicdocumentapi.com/v1/renders",
    headers={
        "Authorization": f"Bearer {os.environ['DYNAMIC_DOCUMENT_API_KEY']}",
        "Idempotency-Key": str(uuid.uuid4()),
    },
    json={
        "input": {
            "type": "template",
            "template_id": "tpl_01J9ZK3M7Q8V5W2X4Y6Z8A0B1C",
        },
        "data": {
            "company": {
                "name": "Fernhollow Tea Company",
                "website": "fernhollow.example.com",
            },
            "report": {
                "title": "Monthly performance report",
                "period_label": "August 2026",
                "comparison_label": "July 2026",
                "prepared_by": "Nadia Rahimi, Head of Finance",
                "issued_on": "2026-09-08",
                "audience": "Board and leadership team",
                "currency": "GBP",
                "locale": "en-GB",
            },
            "kpis": [
                {
                    "label": "Revenue",
                    "value": 184250,
                    "previous": 171900,
                    "format": "currency",
                    "decimals": 0,
                    "better": "higher",
                },
                {
                    "label": "Orders",
                    "value": 4812,
                    "previous": 4655,
                    "format": "number",
                    "decimals": 0,
                    "better": "higher",
                },
            ],
            "monthly_revenue": [
                {
                    "month": "2025-09-01",
                    "value": 138400,
                },
                {
                    "month": "2025-10-01",
                    "value": 146200,
                },
            ],
            "chart": {
                "max_value": 250000,
                "step": 50000,
                "target": 180000,
            },
            "channels": [
                {
                    "name": "Online shop",
                    "revenue": 114235,
                    "color": "#b7791f",
                },
                {
                    "name": "Wholesale",
                    "revenue": 44220,
                    "color": "#1f2a37",
                },
            ],
            "top_products": [
                {
                    "name": "Harbour Breakfast loose leaf, 250 g",
                    "sku": "FH-HBK-250",
                    "units": 1840,
                    "previous_units": 1702,
                    "unit_price": 8.9,
                    "revenue": 16376,
                },
                {
                    "name": "Smoked Lapsang, 100 g tin",
                    "sku": "FH-LAP-100",
                    "units": 1212,
                    "previous_units": 1251,
                    "unit_price": 11.5,
                    "revenue": 13938,
                },
            ],
            "commentary": "### Highlights\n\n- Revenue rose **7.2%** on July to £184,250, the strongest month since December, helped by the late-summer sampler campaign.\n- Gross margin improved to 58.4% after the new packaging contract started on 1 August.\n- The refund rate fell to 2.1% following the courier change for deliveries to Scotland.\n\n### Watch items\n\n- Two wholesale café orders moved into September; we expect **£6,000 to £8,000** to land next month.\n- Cast-iron teapot stock covers about three weeks of sales at the current rate.\n\n### Next month\n\n- Launch the autumn blends on 15 September.\n- Review subscription pricing ahead of the October renewal cycle.",
        },
        "output": {
            "format": "pdf",
            "filename": "report-monthly-kpi.pdf",
        },
    },
    timeout=90,
)
response.raise_for_status()
print(response.json())

Monthly KPI report

Template language features

Variables

Sample data

Source

Render it with the API

Meeting minutes

Site inspection report

Monthly KPI report

Template language features

Variables

Sample data

Source

Render it with the API

More reports templates

Meeting minutes

Site inspection report