> ## 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. # Template reference > Reference every template tag, filter, and operator available in Reporter — loops, conditionals, placeholders, and built-in formatting helpers. 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](/en/reporter/what-is-reporter). ## Building templates *** ### Common blocks * **Loop** ``` {% for in %} ... {% 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 as %} ... {% 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 by %} {% sum_by by if %} ``` **Example:** ```xml theme={null} {% sum_by transaction.operation by "amount" if accountAlias != "@external/BRL" %} ``` **count\_by** -- Counts the number of items in a collection. ``` {% count_by %} {% count_by if %} ``` **Example:** ```xml theme={null} {% count_by transaction.operation if accountAlias != "@external/BRL" %} ``` **avg\_by** -- Calculates the average of numeric values in a field. ``` {% avg_by by %} {% avg_by by if %} ``` **min\_by** -- Finds the minimum numeric value in a field. ``` {% min_by by %} {% min_by by if %} ``` **max\_by** -- Finds the maximum numeric value in a field. ``` {% max_by by %} {% max_by by if %} ``` 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 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 %} ``` **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. ### Financial aggregation tag **aggregate\_balance** -- Groups items by a field, selects the most recent entry per account within each group, and sums the balances. Useful for regulatory reports that require the latest balance per account grouped by category. ``` {% aggregate_balance by "" group_by "" order_by "" [if ] as %} ``` The result is stored in a variable you can iterate over: ``` {% aggregate_balance accounts by "balance" group_by "cosif_code" order_by "created_at" as balances %} {% for b in balances %} {{ b.group_value }}: {{ b.balance }} ({{ b.count }} accounts) {% endfor %} ``` Each result item contains: | Field | Type | Description | | ------------- | ------- | ----------------------------------------------- | | `group_value` | string | The value from the `group_by` field | | `balance` | decimal | Sum of latest balances per account in the group | | `count` | integer | Number of accounts in the group | Maximum collection size: 100,000 items. Results are sorted by `group_value`. ### Counter tags **counter** -- Increments a named counter by 1. Produces no output. Counters are scoped per render. ``` {% counter "" %} ``` **counter\_show** -- Displays the sum of one or more named counters. ``` {% counter_show "" %} {% counter_show "" "" "" %} ``` **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 | | `aggregate_balance` | Tag | Grouped financial balance aggregation | | `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):** ```json theme={null} { "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):** ```json theme={null} { "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"] }` |