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.

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.

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 <collection> by "<balance_field>" group_by "<group_field>" order_by "<date_field>" [if <condition>] as <result_var> %}

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_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
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):

{
  "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"] }