Template reference

This page is the reference for the template tags, filters, and operators in Reporter. For an introduction to templates and placeholders, see What is Reporter.

Building templates

Common blocks

Loop

{% for <item> in <list> %}
  ...
{% endfor %}

Loop with explicit schema

{% for order in external_db:sales.orders %}
  {{ order.id }} - {{ order.total }}
{% endfor %}

Simple condition

{% if value_a == value_b %}
  ...
{% endif %}

Temporary scope

{% with <object> as <alias> %}
  ...
{% endwith %}

Value formatting

{{ field_name | decimal:2 }}   --> renders 123.4 as 123.40

Conditional blocks

Block	Description	Example
If	Runs block if condition is true	`{% if condition %}...{% endif %}`
If-else	Runs one block if true, another if false	`{% if condition %}...{% else %}...{% endif %}`
If-else-if	Allows multiple checks	`{% if a %}...{% elif b %}...{% else %}...{% endif %}`
Equal	Checks if two values are equal	`{% if a == b %}`
Not equal	Checks if two values are different	`{% if a != b %}`
Greater than	Checks if a is greater than b	`{% if a > b %}`
Less than	Checks if a is less than b	`{% if a < b %}`
Greater than or equal	Checks if a is greater than or equal to b	`{% if a >= b %}`
Less than or equal	Checks if a is less than or equal to b	`{% if a <= b %}`
And	Returns true if both conditions true	`{% if a and b %}`
Or	Returns true if at least one true	`{% if a or b %}`
Not	Inverts Boolean result	`{% if not a %}`

Tags reference

Aggregation tags

sum_by — Sums numeric values from a field across all items in a collection.

{% sum_by <collection> by <field> %}
{% sum_by <collection> by <field> if <condition> %}

Example:

<Sum>
  {% sum_by transaction.operation by "amount" if accountAlias != "@external/BRL" %}
</Sum>

count_by — Counts the number of items in a collection.

{% count_by <collection> %}
{% count_by <collection> if <condition> %}

Example:

<Count>
  {% count_by transaction.operation if accountAlias != "@external/BRL" %}
</Count>

avg_by — Calculates the average of numeric values in a field.

{% avg_by <collection> by <field> %}
{% avg_by <collection> by <field> if <condition> %}

min_by — Finds the minimum numeric value in a field.

{% min_by <collection> by <field> %}
{% min_by <collection> by <field> if <condition> %}

max_by — Finds the maximum numeric value in a field.

{% max_by <collection> by <field> %}
{% max_by <collection> by <field> if <condition> %}

All aggregation tags use decimal precision to avoid floating-point rounding errors. Missing or non-numeric fields are skipped. Returns 0 if no items match.

Date and time tag

date_time — Outputs the current date and time in the Reporter runtime’s local time zone, formatted according to the provided format string.

{% date_time "<format>" %}

Format codes:

Code	Meaning	Example
`YYYY`	4-digit year	2025
`MM`	2-digit month	01-12
`dd`	2-digit day	01-31
`HH`	2-digit hour (24h)	00-23
`mm`	2-digit minute	00-59
`ss`	2-digit second	00-59

Examples:

{% date_time "YYYY-MM-dd" %}           --> 2025-02-06
{% date_time "dd/MM/YYYY HH:mm:ss" %} --> 06/02/2025 14:30:45

Arithmetic tag

calc — Evaluates mathematical expressions with support for variables from the template context.

{% calc <expression> %}

Supported operators:

Operator	Description	Precedence
`**`	Exponentiation	Highest (right-to-left)
`*` `/`	Multiplication, division	Middle
`+` `-`	Addition, subtraction	Lowest
`( )`	Parentheses	Override precedence

Examples:

{% calc 100 + 50 %}                                --> 150
{% calc balance.available * 0.5 %}                 --> calculated value
{% calc (balance.available + 1.2) * balance.on_hold - balance.available / 2 %}

Variables that cannot be resolved default to 0. Division by zero produces an error.

Grouped selection tag

last_item_by_group — Groups items by a field and selects the most recent item per group, ordered by a date field (descending). Optionally filters items first. Useful for regulatory reports that require the latest record per account grouped by category.

{% last_item_by_group <collection> group_by "<group_field>" order_by "<date_field>" [if <condition>] as <result_var> %}

The result is a list of items — the latest one per group — stored in a variable you can iterate over. Each element is the original collection record, so you access its own fields:

{% last_item_by_group accounts group_by "cosif_code" order_by "created_at" as latest %}
{% for account in latest %}
  {{ account.cosif_code }}: {{ account.balance }}
{% endfor %}

group_by accepts a comma-separated list of fields for composite grouping. Maximum collection size: 100,000 items. Results are sorted by the group_by value for deterministic output.

Counter tags

counter — Increments a named counter by 1. Produces no output. Counters are scoped per render.

{% counter "<counter_name>" %}

counter_show — Displays the sum of one or more named counters.

{% counter_show "<name1>" %}
{% counter_show "<name1>" "<name2>" "<name3>" %}

Example:

{% for tx in ledger.transactions %}
  {% counter tx.type %}
{% endfor %}
Total credits: {% counter_show "credit" %}
Total debits: {% counter_show "debit" %}
Combined: {% counter_show "credit" "debit" %}

Filters reference

percent_of

Calculates the percentage of a value relative to a total. Returns a formatted string with 2 decimal places.

{{ value | percent_of: total }}

Example: if category.amount = "6.00" and total.expenses = "20.00":

{{ category.amount | percent_of: total.expenses }}  --> 30.00%

strip_zeros

Removes trailing zeros from a numeric value without rounding.

{{ number | strip_zeros }}

Examples:

{{ "100.50000" | strip_zeros }}  --> 100.5
{{ "100.00" | strip_zeros }}     --> 100
{{ "99.990" | strip_zeros }}     --> 99.99

decimal

Prints a number with a fixed number of decimal places, from 0 to 18.

{{ number | decimal:places }}

Examples:

{{ "100.5" | decimal:2 }}  --> 100.50
{{ 7 | decimal:0 }}        --> 7

Only rjust, ljust, or center can follow decimal in the same expression. Reporter refuses a template that uses decimal inside a {% %} tag.

slice

Extracts a substring using start and end indices (0-based).

{{ string | slice:"start:end" }}

Examples:

{{ "hello" | slice:"0:3" }}  --> hel
{{ "12345" | slice:"1:4" }}  --> 234

replace

Replaces all occurrences of a search string with a replacement string. Format: "search:replacement".

{{ string | replace:"search:replacement" }}

Examples:

{{ "01310-100" | replace:"-:" }}      --> 01310100   (removes hyphens)
{{ "1234.56" | replace:".:," }}       --> 1234,56    (dot to comma)
{{ "12.345.678/0001-99" | replace:".:" }}  --> 12345678/0001-99

where

Filters an array of objects by field equality. Supports nested fields via dot notation.

{{ array | where:"field:value" }}

Examples:

{{ holders | where:"state:SP" }}
{{ holders | where:"address.state:SP" }}

Use inside loops:

{% for holder in holders|where:"state:SP" %}
  {{ holder.name }}
{% endfor %}

sum (filter)

Sums numeric values from a field across all items in an array. Uses decimal precision.

{{ array | sum:"field" }}

Examples:

{{ operations | sum:"amount" }}
{{ items | sum:"price.value" }}

count (filter)

Counts elements in an array where a field matches a value. Supports nested fields.

{{ array | count:"field:value" }}

Examples:

{{ operations | count:"nat_oper:6" }}
{{ holders | count:"address.state:SP" }}

add_day

Adds a dia field to each row of a list. The value is the day of the named date field, as a number in YYYYMMDD form. Use it to group or compare rows by day.

{{ list | add_day:"date_field" }}

add_signed

Adds a signed field to each row of a list. The value is the named amount, negative when the row’s direction is debit. Use it to sum a net balance.

{% with ops = midaz_transaction.operation|add_signed:"amount" %}
  {% sum_by ops by "signed" %}
{% endwith %}

filter (function)

Returns the rows of a list whose field equals a value.

{% for operation in filter(midaz_transaction.operation, "transaction_id", transaction.id) %}

contains

Checks if one value is partially included in another, ignoring case. Useful when data includes dynamic prefixes or suffixes.

{% if contains(source_field, target_field) %}

Example:

Source: 0#@external/BRL
Target: @external/BRL

Returns true because @external/BRL exists within the source value.

Operators and filters summary

Name	Type	Description
`sum_by`	Tag	Sum values by field with optional filter
`count_by`	Tag	Count items with optional filter
`avg_by`	Tag	Calculate average by field
`min_by`	Tag	Find minimum value
`max_by`	Tag	Find maximum value
`date_time`	Tag	Format current date/time
`calc`	Tag	Evaluate arithmetic expressions
`last_item_by_group`	Tag	Latest item per group by date
`counter`	Tag	Increment a named counter
`counter_show`	Tag	Display counter value(s)
`percent_of`	Filter	Calculate percentage
`strip_zeros`	Filter	Remove trailing zeros
`slice`	Filter	Extract substring
`replace`	Filter	String replacement
`where`	Filter	Filter array by field value
`sum`	Filter	Sum array field values
`count`	Filter	Count matching items
`decimal`	Filter	Print fixed decimal places
`add_day`	Filter	Add a numeric day field to each row
`add_signed`	Filter	Add a signed amount field to each row
`filter`	Function	Rows whose field equals a value
`contains`	Function	Partial string match, ignoring case
`floatformat`	Filter	Round to decimal places

Advanced filtering

When generating a report, you can pass filters in the request body to narrow the data. Filters follow a structure of datasource > table > field: Single schema (default):

{
  "templateId": "00000000-0000-0000-0000-000000000000",
  "filters": {
    "midaz_onboarding": {
      "account": {
        "id": { "eq": ["123", "456"] },
        "createdAt": { "between": ["2023-01-01", "2023-01-31"] },
        "status": { "in": ["active", "pending"] }
      }
    }
  }
}

Multi-schema (explicit schema.table key):

{
  "templateId": "00000000-0000-0000-0000-000000000000",
  "filters": {
    "external_db": {
      "sales.orders": {
        "total": { "gt": [100] },
        "created_at": { "gte": ["2025-01-01"] }
      },
      "finance.invoices": {
        "status": { "eq": ["paid"] }
      }
    }
  }
}

Supported operators:

Operator	Description	Example
`eq`	Equal to	`{ "eq": ["active", "pending"] }`
`gt`	Greater than	`{ "gt": [100] }`
`gte`	Greater than or equal to	`{ "gte": ["2025-06-01"] }`
`lt`	Less than	`{ "lt": [1000] }`
`lte`	Less than or equal to	`{ "lte": ["2025-06-30"] }`
`between`	Value falls within a range	`{ "between": [100, 1000] }`
`in`	Value is within a list	`{ "in": ["active", "pending"] }`
`nin`	Value is not within a list	`{ "nin": ["deleted", "archived"] }`

Overview

Concepts

Guides

Integration

Console

Operations

Template reference

Building templates

Common blocks

Conditional blocks

Tags reference

Aggregation tags

Date and time tag

Arithmetic tag

Grouped selection tag

Counter tags

Filters reference

percent_of

strip_zeros

decimal

slice

replace

where

sum (filter)

count (filter)

add_day

add_signed

filter (function)

contains

Operators and filters summary

Advanced filtering

​Building templates

​Common blocks

​Conditional blocks

​Tags reference

​Aggregation tags

​Date and time tag

​Arithmetic tag

​Grouped selection tag

​Counter tags

​Filters reference

​percent_of

​strip_zeros

​decimal

​slice

​replace

​where

​sum (filter)

​count (filter)

​add_day

​add_signed

​filter (function)

​contains

​Operators and filters summary

​Advanced filtering

Building templates

Common blocks

Conditional blocks

Tags reference

Aggregation tags

Date and time tag

Arithmetic tag

Grouped selection tag

Counter tags

Filters reference

percent_of

strip_zeros

decimal

slice

replace

where

sum (filter)

count (filter)

add_day

add_signed

filter (function)

contains

Operators and filters summary

Advanced filtering