Monthly report templates and generator
Monthly business reports in five designs, each in five colours, with KPI cards, a bar chart from your numbers and a metrics table. Fill in the form, watch the preview and download the PDF. Free, no signup.
Have an AI assistant? You don't have to type.
Copy this sentence, paste it into ChatGPT, Claude or another assistant and add your details. It reads the instructions and makes the PDF, or tells you how to connect it first.
Read https://pressa.dev/templates/monthly-report/agent.md and make me a monthly report PDF in the Standard design. Here are my details: 
The designs
Every design takes exactly the same details: a clean standard report, a bold colour band, a serif executive report for the board, a minimal layout and a structured corporate grid with a monogram. Each has a summary, KPIs, a bar chart drawn from your numbers, a metrics table, and highlights and next steps.
Use it with your AI assistant
The quickest way is the sentence at the top of this page: your assistant reads these instructions and makes the PDF, or tells you how to connect Pressa if it cannot yet. Assistants that can run commands (Claude Code, Cursor, Codex) do it all on their own.
Or connect Pressa yourself once, then ask for the document in plain words. Your assistant asks for anything it is missing, fills the template and hands you the PDF. To change something later, just say what.
- Connect Pressa. In Claude Code run the command below; other assistants that support MCP take the address
https://api.pressa.dev/mcp.Terminalclaude mcp add --transport http pressa https://api.pressa.dev/mcp - Ask, for example:You
Use the Pressa template "monthly-report" and fill it with my details. Here is what I have: ...
For developers and automations
Send the fields as JSON and get a link to the PDF. It works without a key for a few documents a day; with a free key you get 50 a month. In n8n this is one HTTP Request node, set up as in the n8n guide.
Each design has its own slug, monthly-report, bold-monthly-report, executive-monthly-report, minimal-monthly-report, corporate-monthly-report, and they all take the same data. Add "color": "blue" next to data for another colour.
curl -X POST https://api.pressa.dev/api/v1/public_templates/monthly-report/render \
-H "Content-Type: application/json" \
-d @data.jsonSample data.json
{
"data": {
"company": "Northwind Analytics",
"report_title": "Monthly Business Report",
"period": "August 2026",
"prepared_by": "Finance and Operations",
"summary": "August was the strongest month of the year. Revenue grew 12% on the back of the new annual plans, churn fell for the third month in a row, and support response times stayed under two hours despite a record number of tickets.",
"kpis": [
{
"label": "Revenue",
"value": "$142.4k",
"change": "+12.1% vs July"
},
{
"label": "Active customers",
"value": "1,284",
"change": "+86 net new"
},
{
"label": "Churn",
"value": "2.1%",
"change": "-0.4 pts"
},
{
"label": "NPS",
"value": "72",
"change": "+5 pts"
}
],
"chart_title": "Monthly recurring revenue, thousands USD",
"chart": [
{
"label": "Mar",
"value": 98.2
},
{
"label": "Apr",
"value": 104.5
},
{
"label": "May",
"value": 111.0
},
{
"label": "Jun",
"value": 118.7
},
{
"label": "Jul",
"value": 127.0
},
{
"label": "Aug",
"value": 142.4
}
],
"table_title": "Key metrics",
"table": [
{
"metric": "New trials",
"current": "412",
"previous": "376",
"change": "+9.6%"
},
{
"metric": "Trial to paid conversion",
"current": "23.8%",
"previous": "21.2%",
"change": "+2.6 pts"
},
{
"metric": "Average revenue per customer",
"current": "$110.90",
"previous": "$106.10",
"change": "+4.5%"
},
{
"metric": "Support tickets",
"current": "1,930",
"previous": "1,712",
"change": "+12.7%"
},
{
"metric": "Median first response",
"current": "1h 42m",
"previous": "1h 55m",
"change": "-11%"
}
],
"highlights": [
"Annual plans launched on August 4 and already make up 31% of new revenue.",
"Enterprise tier signed three customers, including our largest contract to date.",
"Churn is down to 2.1%, the lowest since we started measuring."
],
"next_steps": [
"Extend annual pricing to the Starter tier in September.",
"Hire two support engineers ahead of the Q4 volume peak.",
"Ship usage-based alerts to reduce surprise overages."
]
}
}Fields, sample data and instructions as JSON: GET https://api.pressa.dev/api/v1/public_templates/monthly-report. Source, free under the MIT license, on GitHub.
Questions
- Is it free?
- Yes. Without an account you can make 3 PDFs a day. A free account gives you 50 a month, no card needed.
- Is my data stored?
- What you type stays in your browser, so you can come back to it. The finished PDF is kept only so you can download it: the link works for 1 hour without an account and 24 hours with one, and the file is deleted within about a day. If a PDF cannot be built, the error report can quote a few lines of what you typed; it is kept with the usage records.
- What is the small line at the bottom?
- PDFs made without an account carry a small "Made with Pressa" line at the foot of the page. A free account (50 PDFs a month, no card) removes it.
- Can I switch designs after typing my details?
- Yes. All 5 designs take the same details, so picking another one or another colour keeps everything you typed. The preview shows the change right away.
- Is the preview free?
- Yes. The preview beside the form does not count against your free PDFs. It is marked PREVIEW; Download PDF makes the finished document.
- Can I make these automatically?
- Yes. The same template works from your AI assistant, from n8n and through the API with JSON data. See the sections above.