Template reference

This page is a complete reference for all template tags, filters, and operators available 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 | floatformat:2 }}   --> renders 123.45

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 formatted according to the provided format string. Time is generated in UTC.

{% 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

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" }}

contains

Checks if one value is partially included in another. 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
`contains`	Function	Partial string match
`floatformat`	Filter	Format 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"] }`

​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

​slice

​replace

​where

​sum (filter)

​count (filter)

​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

slice

replace

where

sum (filter)

count (filter)

contains

Operators and filters summary

Advanced filtering