Business report template

A periodic (monthly or quarterly) business report with subject, period and reporter fields, approval stamps, a targets-versus-results table with achievement rates, and sections for activities, findings and next actions.

A4 portrait
18 merge fields
Issued as PDF

Join early access How to use it

Company names, people, addresses and amounts in the sample are fictional.
The sample layout is in Japanese. You can change any text in the template editor.

Sample of the business report template (first page of a PDF issued with DocRelay)

Use cases

Monthly or quarterly department reports
Reports generated from BI or SFA performance data
Periodic reports from outsourcing partners

Merge fields

The data fields you send to the API. Fields inside an array are shown as array.field.

Field	Description
`number`	Report number
`reported_at`	Report date (YYYY-MM-DD)
`to`	Addressee (title and name)
`company`	Company name
`subject`	Subject
`period.start`	Period start (YYYY-MM-DD)
`period.end`	Period end (YYYY-MM-DD)
`reporter.department`	Reporter department
`reporter.name`	Reporter name
`targets`	Targets and results (array)
`targets.item`	Item
`targets.target`	Target
`targets.actual`	Result
`targets.rate`	Achievement rate
`targets.note`	Notes
`summary`	Summary of activities
`findings`	Findings
`next_actions`	Next actions

How to use it

In the dashboard, choose Create template, select "Start from a template" and pick "Business report". The layout and sample data are copied into your project.
Edit the company name, logo and field positions in the template editor to match your own format.
Send the template name and data to POST /v1/renders to issue a PDF.

With a test API key (sk_test_) you can issue documents from the draft. Publish a version before issuing with a production API key. From an AI assistant, specify the same template in the from of the MCP create_template tool.

Create and issue via the API

Create a template by setting from to the template ID (business-report) in POST /v1/templates, then send the template name and data to POST /v1/renders.

1. Create a template from the ready-made one

curl https://api.docrelay.jp/v1/templates \
  -H "Authorization: Bearer $DOCRELAY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "name": "Business report", "from": "business-report" }'

2. Send data and issue a PDF

curl https://api.docrelay.jp/v1/renders \
  -H "Authorization: Bearer $DOCRELAY_API_KEY" \
  -H "Content-Type: application/json" \
  -d @business-report.json \
  -o business-report.pdf

business-report.json (sample data; arrays show the first item and long text is shortened)

{
  "template": "Business report",
  "format": "pdf",
  "data": {
    "number": "BR-2026-10-03",
    "reported_at": "2026-11-04",
    "to": "営業本部長　見本 一郎 様",
    "company": "サンプル商事株式会社",
    "subject": "法人営業部 第一課　10 月度 業務報告",
    "period": {
      "start": "2026-10-01",
      "end": "2026-10-31"
    },
    "reporter": {
      "department": "法人営業部 第一課 課長",
      "name": "例示 花子"
    },
    "targets": [
      {
        "item": "受注金額",
        "target": "5,500 万円",
        "actual": "5,820 万円",
        "rate": "105.8%",
        "note": "大口案件 2 件の前倒しの受注による"
      }
    ],
    "summary": "・10 月 8 日〜10 日の業務改善展に出展し、名刺交換 312 件、商談の予約 18 件を獲得した。…",
    "findings": "受注金額は目標を上回ったものの、11 月以降に予定していた案件の前倒しが含まれるため、11 月の受注見込みはやや弱い。新…",
    "next_actions": "・展示会の商談予約 18 件について、11 月 15 日までに全件の初回訪問を完了する。…"
  }
}