Monthly report template

A business report with KPI cards, a bar chart drawn from your numbers, a metrics table and next steps.

What it looks like

A one-page management report: title and period, a short executive summary, four KPI cards, a bar chart generated from your monthly figures (no image to export), a shaded metrics table comparing this period with the previous one, and highlights next to next steps. It grows onto a second page with a running footer if you add more.

Use it with your AI assistant

Connect Pressa to your assistant once, then ask for the document in plain words. It asks you 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.
Terminal
```
claude 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.

Terminal

curl -X POST https://api.pressa.dev/api/v1/public_templates/monthly-report/render \
  -H "Content-Type: application/json" \
  -d @data.json

Sample 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.