Daily report template

A daily work report with date, department, name and working hours, supervisor approval stamps, a time-based task log with wrapped text, and boxes for results, issues, tomorrow’s plan, reflections and supervisor comments.

A4 portrait
17 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 daily report template (first page of a PDF issued with DocRelay)

Use cases

Daily reports for sales and office staff
Generating daily reports from time-tracking records
Daily check-ins for new hires and trainees

Merge fields

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

Field	Description
`company`	Company name
`submitted_at`	Submission date (YYYY-MM-DD)
`report_date`	Work date (YYYY-MM-DD)
`work.start`	Start time
`work.end`	End time
`department`	Department
`name`	Name
`employee_id`	Employee ID
`tasks`	Task log (array)
`tasks.time`	Time range
`tasks.title`	Task
`tasks.detail`	Details and result
`tasks.status`	Status (done, in progress, etc.)
`achievements`	Results of the day
`issues`	Issues
`tomorrow`	Plan for tomorrow
`comments`	Reflections

How to use it

In the dashboard, choose Create template, select "Start from a template" and pick "Daily 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 (daily-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": "Daily report", "from": "daily-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 @daily-report.json \
  -o daily-report.pdf

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

{
  "template": "Daily report",
  "format": "pdf",
  "data": {
    "company": "サンプル商事株式会社",
    "submitted_at": "2026-10-23",
    "report_date": "2026-10-23",
    "work": {
      "start": "9:00",
      "end": "18:15"
    },
    "department": "営業本部　法人営業部　第一課",
    "name": "見本 太郎",
    "employee_id": "S-10482",
    "tasks": [
      {
        "time": "9:00〜9:30",
        "title": "朝礼・メール確認",
        "detail": "課の朝礼に参加。顧客からの問い合わせ 3 件に回答した。",
        "status": "完了"
      }
    ],
    "achievements": "見本製作所の提案を予定どおり実施し、検討の段階に進んだ（見込み金額 約 420 万円）。新規の訪問の予定を 3 件獲得し…",
    "issues": "見本製作所から、保守の対応時間を平日夜間まで延長できないかとの要望があった。対応の可否を技術部に確認する必要がある。",
    "tomorrow": "・技術部と保守の対応時間について打合せ（10:00〜）…",
    "comments": "提案書に比較表を加えたことで、価格だけでなく保守の内容まで話が進んだ。次の提案でも同じ構成を使いたい。"
  }
}