Reports

Monthly KPI report

Send a client a monthly report with one big number and stats.

File types: PDF
Size: A4 PDF
Use case: Reports
Licence: Free to copy and use in your own templates
Source: Made by thirds.ai with the open-licence Outfit font and fictional sample names.

A cream A4 report with a forest-green rail for Tidewater Supply Co., the giant green number £84.2k, a tilted orange +18% sticker, three KPIs, a five-row channel table, and a next-steps note. — kpi-report/template.html

About this design

What you can make with it.

Agencies and teams use this report to update a client each month. It puts one big number beside a change sticker, three key stats, and a table of results by channel. Change the number, stats, channels, and note for each month's report.

Your details

What you can change.

These are the words and numbers you swap for your own. The design stays the same.

BrandA short text.
Report labelA short text.
PeriodA short text.
Prepared byA short text.
Page noteA short text.
HeadlineA short text.
Metric labelA short text.
MetricA short text.
ChangeA short text.
Change labelA short text.
Kpi 1 labelA short text.
Kpi 1A short text.
Kpi 1 noteA short text.
Kpi 2 labelA short text.
Kpi 2A short text.
Kpi 2 noteA short text.
Kpi 3 labelA short text.
Kpi 3A short text.
Kpi 3 noteA short text.
Table titleA short text.
ChannelsA list of items. Each item has channel, visits, orders and revenue.
Note labelA short text.
NoteA longer text with more than one line.
Paper colourA colour.
Rail colourA colour.
Accent colourA colour.

{
  "brand": "Tidewater Supply Co.",
  "report_label": "Monthly report",
  "period": "September 2026",
  "prepared_by": "Oak & Anchor Studio for the Tidewater team",
  "page_note": "Page 1 of 1",
  "headline": "Online sales grew again, and email did the heavy lifting.",
  "metric_label": "Revenue this month",
  "metric": "£84.2k",
  "change": "+18%",
  "change_label": "vs August",
  "kpi_1_label": "Orders",
  "kpi_1": "1,946",
  "kpi_1_note": "+212 on August",
  "kpi_2_label": "Average order",
  "kpi_2": "£43.27",
  "kpi_2_note": "+£1.90 on August",
  "kpi_3_label": "Returning",
  "kpi_3": "38%",
  "kpi_3_note": "of all customers",
  "table_title": "Where the orders came from",
  "channels": [
    {
      "channel": "Email",
      "visits": 18420,
      "orders": 742,
      "revenue": "£33,910"
    },
    {
      "channel": "Organic search",
      "visits": 26105,
      "orders": 511,
      "revenue": "£21,480"
    },
    {
      "channel": "Instagram",
      "visits": 14870,
      "orders": 389,
      "revenue": "£15,225"
    },
    {
      "channel": "Paid search",
      "visits": 9230,
      "orders": 204,
      "revenue": "£9,160"
    },
    {
      "channel": "Direct",
      "visits": 6115,
      "orders": 100,
      "revenue": "£4,425"
    }
  ],
  "note_label": "What we do next",
  "note": "The autumn welcome series brought in two orders out of every five, so we will add a third email in October. Paid search cost more per order than in August; we will pause the two weakest ad groups and move that budget to the Instagram catalogue ads.",
  "paper_colour": "#F5F1E8",
  "rail_colour": "#1F3A2E",
  "accent_colour": "#E8623A"
}

For developers

Make this file from your code or your AI tools.

Save your copy once, then send the new details with each request. Each finished file costs 1 credit.

curl https://thirds.ai/v1/pdf \
  -H "Authorization: Bearer $THIRDS_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: kpi-report-1" \
  -d '{"template_id":"tpl_your_copy","version":1,"data":{"brand":"Tidewater Supply Co.","report_label":"Monthly report","period":"September 2026","prepared_by":"Oak & Anchor Studio for the Tidewater team","page_note":"Page 1 of 1","headline":"Online sales grew again, and email did the heavy lifting.","metric_label":"Revenue this month","metric":"£84.2k","change":"+18%","change_label":"vs August","kpi_1_label":"Orders","kpi_1":"1,946","kpi_1_note":"+212 on August","kpi_2_label":"Average order","kpi_2":"£43.27","kpi_2_note":"+£1.90 on August","kpi_3_label":"Returning","kpi_3":"38%","kpi_3_note":"of all customers","table_title":"Where the orders came from","channels":[{"channel":"Email","visits":18420,"orders":742,"revenue":"£33,910"},{"channel":"Organic search","visits":26105,"orders":511,"revenue":"£21,480"},{"channel":"Instagram","visits":14870,"orders":389,"revenue":"£15,225"},{"channel":"Paid search","visits":9230,"orders":204,"revenue":"£9,160"},{"channel":"Direct","visits":6115,"orders":100,"revenue":"£4,425"}],"note_label":"What we do next","note":"The autumn welcome series brought in two orders out of every five, so we will add a third email in October. Paid search cost more per order than in August; we will pause the two weakest ad groups and move that budget to the Instagram catalogue ads.","paper_colour":"#F5F1E8","rail_colour":"#1F3A2E","accent_colour":"#E8623A"}}'

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "render",
    "arguments": {
      "output": "pdf",
      "idempotency_key": "kpi-report-1",
      "request": {
        "template_id": "tpl_your_copy",
        "version": 1,
        "data": {
          "brand": "Tidewater Supply Co.",
          "report_label": "Monthly report",
          "period": "September 2026",
          "prepared_by": "Oak & Anchor Studio for the Tidewater team",
          "page_note": "Page 1 of 1",
          "headline": "Online sales grew again, and email did the heavy lifting.",
          "metric_label": "Revenue this month",
          "metric": "£84.2k",
          "change": "+18%",
          "change_label": "vs August",
          "kpi_1_label": "Orders",
          "kpi_1": "1,946",
          "kpi_1_note": "+212 on August",
          "kpi_2_label": "Average order",
          "kpi_2": "£43.27",
          "kpi_2_note": "+£1.90 on August",
          "kpi_3_label": "Returning",
          "kpi_3": "38%",
          "kpi_3_note": "of all customers",
          "table_title": "Where the orders came from",
          "channels": [
            {
              "channel": "Email",
              "visits": 18420,
              "orders": 742,
              "revenue": "£33,910"
            },
            {
              "channel": "Organic search",
              "visits": 26105,
              "orders": 511,
              "revenue": "£21,480"
            },
            {
              "channel": "Instagram",
              "visits": 14870,
              "orders": 389,
              "revenue": "£15,225"
            },
            {
              "channel": "Paid search",
              "visits": 9230,
              "orders": 204,
              "revenue": "£9,160"
            },
            {
              "channel": "Direct",
              "visits": 6115,
              "orders": 100,
              "revenue": "£4,425"
            }
          ],
          "note_label": "What we do next",
          "note": "The autumn welcome series brought in two orders out of every five, so we will add a third email in October. Paid search cost more per order than in August; we will pause the two weakest ad groups and move that budget to the Instagram catalogue ads.",
          "paper_colour": "#F5F1E8",
          "rail_colour": "#1F3A2E",
          "accent_colour": "#E8623A"
        }
      }
    }
  }
}