Business trip report template

A business trip report with traveler, destination, period, purpose and people met, approval stamps, a day-by-day itinerary table, results and findings, and an estimate of travel, lodging and per-diem expenses.

A4 portrait
23 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 trip report template (first page of a PDF issued with DocRelay)

Use cases

Reports on sales or engineering trips
Reports generated from expense or travel booking data
Reports on trade shows and training attended

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)
`traveler.department`	Traveler department
`traveler.name`	Traveler name
`destination`	Destination
`period.start`	Departure date (YYYY-MM-DD)
`period.end`	Return date (YYYY-MM-DD)
`period.days`	Number of days
`companions`	Accompanied by
`purpose`	Purpose
`attendees`	People met
`schedule`	Itinerary (array)
`schedule.date`	Date
`schedule.time`	Time
`schedule.place`	Place or route
`schedule.detail`	Details
`results`	Results and findings
`expenses.transport`	Transportation
`expenses.lodging`	Lodging
`expenses.allowance`	Per diem
`expenses.other`	Other expenses
`expenses.total`	Total expenses
`remarks`	Remarks

How to use it

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

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

{
  "template": "Business trip report",
  "format": "pdf",
  "data": {
    "number": "TR-2026-0219",
    "reported_at": "2026-10-26",
    "traveler": {
      "department": "法人営業部 第二課",
      "name": "見本 太郎"
    },
    "destination": "株式会社見本製作所 本社・例示町工場（大阪府大阪市）",
    "period": {
      "start": "2026-10-22",
      "end": "2026-10-23",
      "days": 2
    },
    "companions": "技術部　例示 健（システムエンジニア）",
    "purpose": "生産管理システムの更新の提案と、工場の現行設備の調査。あわせて、保守契約の更新の条件について協議する。",
    "attendees": "株式会社見本製作所　製造部長 佐藤 一郎様、情報システム課長 田中 真理様、購買部 鈴木 花子様",
    "schedule": [
      {
        "date": "10/22",
        "time": "7:30〜10:00",
        "place": "東京駅 → 新大阪駅（新幹線）",
        "detail": "移動。車中で提案資料の最終確認を行った。"
      }
    ],
    "results": "・生産管理システムの更新について、12 月中旬までに正式な見積書を提出することになった（見込み金額 約 1,800 万円…",
    "expenses": {
      "transport": 29440,
      "lodging": 12800,
      "allowance": 6000,
      "other": 1200,
      "total": 49440
    },
    "remarks": "見積書の作成に向けて、11 月上旬に技術部と工場の追加の調査（半日）を予定しています。…"
  }
}