# Report Generation Examples
Real-world examples of generating dynamic reports, data summaries, and CSV exports with Mau.
## Overview
This guide provides copy-paste ready examples for generating reports, including summary tables, CSV data, and structured data outputs.
## Sales Report
Generate a comprehensive sales report with summaries and breakdowns.
```elixir
template = """
=== SALES REPORT ===
Period: {{ report.start_date }} to {{ report.end_date }}
Generated: {{ report.generated_date }}
EXECUTIVE SUMMARY
-----------------
Total Revenue: ${{ report.total_revenue | round(2) }}
Total Orders: {{ report.total_orders }}
Average Order Value: ${{ report.average_order_value | round(2) }}
Conversion Rate: {{ report.conversion_rate }}%
SALES BY REGION
---------------
{% for region in report.by_region %}
{{ region.name }}:
Revenue: ${{ region.revenue | round(2) }} ({{ region.percentage }}%)
Orders: {{ region.orders }}
Growth: {{ region.growth }}%
{% endfor %}
TOP PRODUCTS
------------
{% for product in report.top_products %}
{{ forloop.index }}. {{ product.name }}
Revenue: ${{ product.revenue | round(2) }}
Units Sold: {{ product.units }}
% of Total: {{ product.percentage }}%
{% endfor %}
CUSTOMER ANALYSIS
-----------------
New Customers: {{ report.new_customers }}
Returning Customers: {{ report.returning_customers }}
Customer Retention Rate: {{ report.retention_rate }}%
Average Customer Lifetime Value: ${{ report.avg_ltv | round(2) }}
MONTHLY BREAKDOWN
-----------------
{% for month in report.monthly %}
{{ month.name }}:
Revenue: ${{ month.revenue | round(2) }}
Orders: {{ month.orders }}
Avg Order Value: ${{ month.avg_order_value | round(2) }}
{% endfor %}
NOTES
-----
{{ report.notes }}
---
Report prepared by: {{ report.prepared_by }}
"""
context = %{
"report" => %{
"start_date" => "2024-01-01",
"end_date" => "2024-10-31",
"generated_date" => "2024-10-29",
"total_revenue" => 125000.50,
"total_orders" => 1250,
"average_order_value" => 100.00,
"conversion_rate" => 3.5,
"new_customers" => 450,
"returning_customers" => 800,
"retention_rate" => 64.0,
"avg_ltv" => 450.75,
"by_region" => [
%{"name" => "North America", "revenue" => 75000, "percentage" => 60, "orders" => 750, "growth" => 12.5},
%{"name" => "Europe", "revenue" => 30000, "percentage" => 24, "orders" => 300, "growth" => 8.3},
%{"name" => "Asia Pacific", "revenue" => 20000.50, "percentage" => 16, "orders" => 200, "growth" => 25.0}
],
"top_products" => [
%{"name" => "Premium Plan", "revenue" => 45000, "units" => 450, "percentage" => 36.0},
%{"name" => "Standard Plan", "revenue" => 50000, "units" => 1000, "percentage" => 40.0},
%{"name" => "Add-ons", "revenue" => 30000.50, "units" => 600, "percentage" => 24.0}
],
"monthly" => [
%{"name" => "January", "revenue" => 10000, "orders" => 100, "avg_order_value" => 100},
%{"name" => "February", "revenue" => 11000, "orders" => 110, "avg_order_value" => 100},
%{"name" => "March", "revenue" => 12500, "orders" => 125, "avg_order_value" => 100}
],
"notes" => "Strong growth in Q2 driven by new product launch. Asia Pacific region shows highest growth potential.",
"prepared_by" => "Finance Team"
}
}
{:ok, report} = Mau.render(template, context)
IO.puts(report)
```
---
## CSV Export
Generate CSV data for spreadsheet import.
```elixir
template = """
Customer ID,Name,Email,Company,Phone,Total Spent,Last Purchase,Status
{% for customer in customers %}
{{ customer.id }},{{ customer.name }},{{ customer.email }},{{ customer.company }},{{ customer.phone }},${{ customer.total_spent | round(2) }},{{ customer.last_purchase }},{{ customer.status | capitalize }}
{% endfor %}
"""
context = %{
"customers" => [
%{
"id" => 1001,
"name" => "Alice Johnson",
"email" => "alice@example.com",
"company" => "Tech Innovations",
"phone" => "555-0001",
"total_spent" => 5250.00,
"last_purchase" => "2024-10-28",
"status" => "active"
},
%{
"id" => 1002,
"name" => "Bob Smith",
"email" => "bob@example.com",
"company" => "Digital Solutions",
"phone" => "555-0002",
"total_spent" => 2100.50,
"last_purchase" => "2024-10-15",
"status" => "active"
},
%{
"id" => 1003,
"name" => "Charlie Wilson",
"email" => "charlie@example.com",
"company" => "Creative Labs",
"phone" => "555-0003",
"total_spent" => 750.00,
"last_purchase" => "2024-09-20",
"status" => "inactive"
}
]
}
{:ok, csv} = Mau.render(template, context)
# Save to file or return to user for download
File.write("customers_export.csv", csv)
```
---
## JSON Data Report
Generate structured JSON data.
```elixir
template = """
{
"report": {
"title": "{{ report.title }}",
"generated_at": "{{ report.generated_at }}",
"period": {
"start": "{{ report.period.start }}",
"end": "{{ report.period.end }}"
},
"summary": {
"total_items": {{ report.summary.total_items }},
"total_value": {{ report.summary.total_value | round(2) }},
"average_value": {{ report.summary.average_value | round(2) }}
},
"items": [
{% for item in report.items %}
{
"id": {{ item.id }},
"name": "{{ item.name }}",
"category": "{{ item.category }}",
"value": {{ item.value | round(2) }},
"quantity": {{ item.quantity }},
"status": "{{ item.status }}"
}{% if forloop.last == false %},{% endif %}
{% endfor %}
],
"metadata": {
"prepared_by": "{{ report.prepared_by }}",
"version": "{{ report.version }}"
}
}
}
"""
context = %{
"report" => %{
"title" => "Inventory Report",
"generated_at" => "2024-10-29T14:30:00Z",
"period" => %{
"start" => "2024-01-01",
"end" => "2024-10-31"
},
"summary" => %{
"total_items" => 1250,
"total_value" => 125000,
"average_value" => 100.0
},
"items" => [
%{"id" => 1, "name" => "Widget A", "category" => "Hardware", "value" => 50.0, "quantity" => 100, "status" => "in_stock"},
%{"id" => 2, "name" => "Widget B", "category" => "Hardware", "value" => 75.0, "quantity" => 50, "status" => "in_stock"},
%{"id" => 3, "name" => "Service Plan", "category" => "Service", "value" => 250.0, "quantity" => 10, "status" => "active"}
],
"prepared_by" => "Inventory Team",
"version" => "1.0"
}
}
{:ok, json} = Mau.render(template, context)
```
---
## Performance Analytics Report
Detailed performance metrics and trends.
```elixir
template = """
PERFORMANCE ANALYTICS REPORT
============================
Report Period: {{ period.start }} to {{ period.end }}
WEBSITE PERFORMANCE
-------------------
Metric Value Change
Page Load Time (avg) {{ metrics.page_load_time }}ms {{ metrics.page_load_change }}%
Bounce Rate {{ metrics.bounce_rate }}% {{ metrics.bounce_change }}%
Time on Page (avg) {{ metrics.time_on_page }}s {{ metrics.time_change }}%
Conversion Rate {{ metrics.conversion_rate }}% {{ metrics.conversion_change }}%
TOP PAGES
---------
{% for page in metrics.top_pages %}
{{ forloop.index }}. {{ page.title }}
Path: {{ page.path }}
Visitors: {{ page.visitors }}
Bounce Rate: {{ page.bounce_rate }}%
Avg Time: {{ page.avg_time }}s
{% endfor %}
TRAFFIC SOURCES
---------------
{% for source in metrics.traffic_sources %}
{{ source.name }}
Visitors: {{ source.visitors }} ({{ source.percentage }}%)
Conversion: {{ source.conversion }}%
Avg Session Duration: {{ source.avg_session }}s
{% endfor %}
USER ENGAGEMENT
---------------
Total Users: {{ metrics.total_users }}
New Users: {{ metrics.new_users }} ({{ metrics.new_user_percentage }}%)
Returning Users: {{ metrics.returning_users }}
Active Users (30d): {{ metrics.active_users_30d }}
GOALS & CONVERSIONS
-------------------
{% for goal in metrics.goals %}
{{ goal.name }}: {{ goal.completions }} completions ({{ goal.conversion_rate }}%)
{% endfor %}
TOP DEVICES
-----------
{% for device in metrics.devices %}
{{ device.name }}: {{ device.sessions }} sessions ({{ device.percentage }}%)
{% endfor %}
RECOMMENDATIONS
---------------
1. Focus on improving page load time - currently {{ metrics.page_load_time }}ms
2. Optimize top pages for conversion
3. Expand traffic from high-converting sources
4. Implement A/B testing on key pages
---
Generated: {{ report.generated_date }}
Analyst: {{ report.analyst }}
"""
context = %{
"period" => %{
"start" => "2024-10-01",
"end" => "2024-10-31"
},
"metrics" => %{
"page_load_time" => 2.5,
"page_load_change" => -12.5,
"bounce_rate" => 42.3,
"bounce_change" => -5.2,
"time_on_page" => 3.45,
"time_change" => 8.5,
"conversion_rate" => 3.8,
"conversion_change" => 15.3,
"total_users" => 125000,
"new_users" => 45000,
"new_user_percentage" => 36,
"returning_users" => 80000,
"active_users_30d" => 95000,
"top_pages" => [
%{"title" => "Homepage", "path" => "/", "visitors" => 35000, "bounce_rate" => 35.2, "avg_time" => 4.5},
%{"title" => "Product Page", "path" => "/products", "visitors" => 28000, "bounce_rate" => 45.1, "avg_time" => 3.2},
%{"title" => "Pricing", "path" => "/pricing", "visitors" => 22000, "bounce_rate" => 38.5, "avg_time" => 5.1}
],
"traffic_sources" => [
%{"name" => "Organic Search", "visitors" => 60000, "percentage" => 48, "conversion" => 4.2, "avg_session" => 4.5},
%{"name" => "Direct", "visitors" => 35000, "percentage" => 28, "conversion" => 3.5, "avg_session" => 3.8},
%{"name" => "Social Media", "visitors" => 20000, "percentage" => 16, "conversion" => 2.8, "avg_session" => 2.2},
%{"name" => "Referral", "visitors" => 10000, "percentage" => 8, "conversion" => 5.1, "avg_session" => 5.9}
],
"goals" => [
%{"name" => "Sign Up", "completions" => 4750, "conversion_rate" => 3.8},
%{"name" => "Contact Form", "completions" => 1250, "conversion_rate" => 1.0},
%{"name" => "Download", "completions" => 2500, "conversion_rate" => 2.0}
],
"devices" => [
%{"name" => "Desktop", "sessions" => 75000, "percentage" => 60},
%{"name" => "Mobile", "sessions" => 40000, "percentage" => 32},
%{"name" => "Tablet", "sessions" => 10000, "percentage" => 8}
]
},
"report" => %{
"generated_date" => "2024-10-29",
"analyst" => "Analytics Team"
}
}
{:ok, report} = Mau.render(template, context)
```
---
## Financial Summary
Generate financial statements and summaries.
```elixir
template = """
FINANCIAL SUMMARY REPORT
========================
Fiscal Year: {{ fiscal_year }}
As of: {{ report_date }}
INCOME STATEMENT ($ thousands)
------------------------------
This Month YTD Growth
Revenue ${{ income.revenue_month }} ${{ income.revenue_ytd }} {{ income.revenue_growth }}%
Cost of Revenue ${{ income.cost_month }} ${{ income.cost_ytd }} {{ income.cost_growth }}%
Gross Profit ${{ income.gross_profit_month }} ${{ income.gross_profit_ytd }} {{ income.gp_growth }}%
Operating Expenses
Sales & Marketing ${{ income.sales_marketing_month }} ${{ income.sales_marketing_ytd }} -
R&D ${{ income.rd_month }} ${{ income.rd_ytd }} -
General & Admin ${{ income.ga_month }} ${{ income.ga_ytd }} -
Total Operating Expenses ${{ income.op_expenses_month }} ${{ income.op_expenses_ytd }} {{ income.op_growth }}%
Operating Income ${{ income.operating_income_month }} ${{ income.operating_income_ytd }} {{ income.oi_growth }}%
Net Income ${{ income.net_income_month }} ${{ income.net_income_ytd }} {{ income.net_growth }}%
BALANCE SHEET ($ thousands)
---------------------------
Assets
Current Assets ${{ balance.current_assets }}
Fixed Assets ${{ balance.fixed_assets }}
Intangible Assets ${{ balance.intangible_assets }}
Total Assets ${{ balance.total_assets }}
Liabilities
Current Liabilities ${{ balance.current_liabilities }}
Long-term Debt ${{ balance.long_term_debt }}
Total Liabilities ${{ balance.total_liabilities }}
Equity
Common Stock ${{ balance.common_stock }}
Retained Earnings ${{ balance.retained_earnings }}
Total Equity ${{ balance.total_equity }}
Total Liabilities & Equity ${{ balance.total_liab_equity }}
KEY METRICS
-----------
Gross Margin {{ metrics.gross_margin }}%
Operating Margin {{ metrics.operating_margin }}%
Net Margin {{ metrics.net_margin }}%
Current Ratio {{ metrics.current_ratio }}
Debt-to-Equity {{ metrics.debt_to_equity }}
YEAR-TO-DATE SUMMARY
--------------------
Revenue Growth {{ ytd.revenue_growth }}% YoY
Expense Ratio {{ ytd.expense_ratio }}%
Profitability {{ ytd.profitability }}%
---
Prepared by: Finance Department
Verified by: CFO
"""
context = %{
"fiscal_year" => 2024,
"report_date" => "2024-10-31",
"income" => %{
"revenue_month" => 1250.0,
"revenue_ytd" => 10500.0,
"revenue_growth" => 15.5,
"cost_month" => 750.0,
"cost_ytd" => 6300.0,
"cost_growth" => 12.3,
"gross_profit_month" => 500.0,
"gross_profit_ytd" => 4200.0,
"gp_growth" => 22.5,
"sales_marketing_month" => 150.0,
"sales_marketing_ytd" => 1200.0,
"rd_month" => 100.0,
"rd_ytd" => 800.0,
"ga_month" => 75.0,
"ga_ytd" => 600.0,
"op_expenses_month" => 325.0,
"op_expenses_ytd" => 2600.0,
"op_growth" => 18.0,
"operating_income_month" => 175.0,
"operating_income_ytd" => 1600.0,
"oi_growth" => 28.5,
"net_income_month" => 140.0,
"net_income_ytd" => 1280.0,
"net_growth" => 32.0
},
"balance" => %{
"current_assets" => 5000.0,
"fixed_assets" => 8000.0,
"intangible_assets" => 2000.0,
"total_assets" => 15000.0,
"current_liabilities" => 3000.0,
"long_term_debt" => 2000.0,
"total_liabilities" => 5000.0,
"common_stock" => 5000.0,
"retained_earnings" => 5000.0,
"total_equity" => 10000.0,
"total_liab_equity" => 15000.0
},
"metrics" => %{
"gross_margin" => 40.0,
"operating_margin" => 15.2,
"net_margin" => 12.2,
"current_ratio" => 1.67,
"debt_to_equity" => 0.5
},
"ytd" => %{
"revenue_growth" => 15.5,
"expense_ratio" => 0.75,
"profitability" => 12.2
}
}
{:ok, report} = Mau.render(template, context)
```
---
## See Also
- [Data Transformation](data-transformation.md) - Using map directives
- [Email Templates](email-templates.md) - Email template examples
- [Filters Guide](../guides/filters.md) - Formatting data with filters
- [Template Language Reference](../reference/template-language.md) - Template language reference