> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.
# HTML template
> Build an analytical financial report in HTML with Reporter — organization details, per-account breakdowns, and detailed operations lists.
This example shows how to structure an **Analytical Financial Report** focused on account-level transaction analysis, in HTML format. The report includes:
* Organization and Ledger information.
* Per-account breakdown.
* Detailed operation list.
## Template code
***
```html HTML expandable theme={null}
Analytical Financial Report
Analytical Financial Report
Detailed analysis of movements by linked accounts.
Generation Date: {% date_time "dd/MM/YYYY HH:mm" %}
Organization: {{ midaz_onboarding.organization.0.legal_name }}
Ledger: {{ midaz_onboarding.ledger.0.name }}
{% for account in midaz_onboarding.account %}
{% with balance = filter(midaz_transaction.balance, "account_id", account.id)[0] %}
Account: {{ account.alias }}
ID: {{ account.id }}
Currency: {{ balance.asset_code }}
Current Balance: {{ balance.available }}
| Operation ID |
Type |
Original Amount |
Discount (3%) |
Final Amount |
Description |
{% for operation in midaz_transaction.operation %}
{% if operation.account_id == account.id %}
{% set original_amount = operation.amount %}
{% set discount_amount = original_amount * 0.03 %}
{% set final_amount = original_amount - discount_amount %}
| {{ operation.id }} |
{{ operation.type }} |
{{ original_amount|floatformat:2 }} |
{{ discount_amount|floatformat:2 }} |
{{ final_amount|floatformat:2 }} |
{{ operation.description }} |
{% endif %}
{% endfor %}
{% endwith %}
{% endfor %}
```
## Code breakdown
***
### Organization and Ledger information
```html HTML theme={null}
Generation Date: {% date_time "dd/MM/YYYY HH:mm" %}
Organization: {{ midaz_onboarding.organization.0.legal_name }}
Ledger: {{ midaz_onboarding.ledger.0.name }}
```
**`Generation Date: {% date_time "dd/MM/YYYY HH:mm" %}
`**
This function applies the date and time when the template is rendered, using the `dd/MM/YYYY HH:mm` format.
**`Organization: {{ midaz_onboarding.organization.0.legal_name }}
`**
This line renders the legal name of the first Organization associated with the onboarding data.
* `midaz_onboarding.organization`: the list of Organizations in the system.
* `0`: fetches the first item in the list.
* `legal_name`: fetches the value of the `legal_name` field.
**`Ledger: {{ midaz_onboarding.ledger.0.name }}
`**
This line renders the name of the first Ledger associated with the onboarding data.
* `midaz_onboarding.ledger`: the list of Ledgers in the system.
* `0`: fetches the first item in the list.
* `name`: fetches the value of the `name` field.
### Looping through accounts
```html HTML theme={null}
{% for account in midaz_onboarding.account %}
{% with balance = filter(midaz_transaction.balance, "account_id", account.id)[0] %}
```
**`{% for account in midaz_onboarding.account %}`**
This loop goes through each account in the `midaz_onboardTing.account` list.
* This list represents all accounts linked to a customer or associated with an onboarding flow.
* For each iteration, it creates a new scope where `account` refers to one specific item in that list.
**`{% with balance = filter(midaz_transaction.balance, "account_id", account.id)[0] %}`**
Inside the loop, this line:
* Uses the filter function to find a balance from the `midaz_transaction.balance` list where the `account_id` matches the current account's ID.
* The `[0]` gets the first matching balance (assuming there's only one per account).
* The result is stored in a temporary variable called `balance`, scoped only within this block.
### Account information
```html HTML theme={null}
Account: {{ account.alias }}
ID: {{ account.id }}
Currency: {{ balance.asset_code }}
Current Balance: {{ balance.available }}
```
**`Account: {{ account.alias }}
`**
Displays a section title with the account alias (a friendly or readable name for the account).
**`ID: {{ account.id }}
`**
Shows the unique identifier of the account.
**`Currency: {{ balance.asset_code }}
`**
Displays the currency code (like "BRL" or "USD") associated with the account’s balance.
**`Current Balance: {{ balance.available }}`**
Shows the current available balance.
### Operations information
```html HTML theme={null}
{% for operation in midaz_transaction.operation %}
{% if operation.account_id == account.id %}
{% set original_amount = operation.amount %}
{% set discount_amount = original_amount * 0.03 %}
{% set final_amount = original_amount - discount_amount %}
```
**`{% for operation in midaz_transaction.operation %}`**
This loops through all operations from the `midaz_transaction.operation` list.
**`{% if operation.account_id == account.id %}`**
This line checks whether the current operation is related to the current account in the outer loop (from your earlier block) and only proceeds if:
* The operation's `account_id` matches the `account.id` in focus.
**`{% set original_amount = operation.amount %}`**
This line sets a temporary variable named `original_amount` and gives it the value of the `amount` field in the operation object.
**`{% set discount_amount = original_amount * 0.03 %}`**
This line calculates a 3% discount on the original amount.
* The result is saved as `discount_amount`.
**`{% set final_amount = original_amount - discount_amount %}`**
This line subtracts the discount from the original amount.
* The final result is stored in `final_amount`, which can be rendered later.
### Table columns
```html HTML theme={null}
| {{ operation.id }} |
{{ operation.type }} |
{{ original_amount|floatformat:2 }} |
{{ discount_amount|floatformat:2 }} |
{{ final_amount|floatformat:2 }} |
{{ operation.description }} |
```
This block outputs a clean, readable table row for each operation, including the following information:
**`
{{ operation.id }} | `**
Unique identifier for the operation.
**`{{ operation.type }} | `**
Type of operation, such as `credit` or `debit`.
**`{{ original_amount|floatformat:2 }} | `**
Shows the original (unadjusted) amount, formatted with 2 decimal places.
**`{{ discount_amount|floatformat:2 }} | `**
Displays the calculated discount, also with 2 decimal places.
**`{{ final_amount|floatformat:2 }} | `**
Shows the final amount after applying the 3% discount, nicely formatted.
**`{{ operation.description }} | `**
Renders the description or label of the operation, such as "Transfer to savings".
### Report footer
```html HTML theme={null}
```
This line renders a footer at the bottom of the document, indicating that the content was automatically generated using Reporter by Lerian.
* It also includes the legal document number of the first organization linked to the onboarding data, pulled dynamically using the `{{ midaz_onboarding.organization.0.legal_document }}` placeholder.
## Template output
***
```html HTML expandable theme={null}
Analytical Financial Report
Analytical Financial Report
Detailed analysis of movements by linked accounts.
Generation Date: 23/05/2025 14:08
Organization: Mante - Pfannerstill
Ledger: Rice, Rowe and O'Hara
Account: @external/USD
ID: 0196d97e-a58d-7814-8eb3-e510b818f6a5
Currency: USD
Current Balance: 499950.00
| Operation ID |
Type |
Original Amount |
Discount (3%) |
Final Amount |
Description |
| 0196d982-4085-7e1d-b698-3aad306df721 |
CREDIT |
500000.00 |
15000.00 |
485000.00 |
Duplicated account test |
| 0196d983-a2c2-7dce-ad14-78eb36d9f2d1 |
DEBIT |
20.00 |
0.60 |
19.40 |
Loan payment person1 |
| 0196d983-a2c2-7e0d-a246-45d5234138e3 |
DEBIT |
30.00 |
0.90 |
29.10 |
Loan payment person1 |
```
## Rendered output
***
