Report PDFs in Django

Why reports become PDFs

A report is a snapshot of numbers at a moment in time. Its whole value is that it does not change when the underlying dashboard does. That is the difference between a document and a view of a database, and it is why analytics, operations and account teams keep asking for this.

What a report has to carry

Before any of the code below matters, the template has to produce a document that is actually a report. These are the fields that make it one, and the ones a reader or an auditor will look for first.

• the reporting period as an explicit start and end date
• the generation timestamp, distinct from the period
• the data source or filter set, so a reader can tell what was excluded
• each metric with its unit, since a bare number is not a figure
• comparison against the prior period where the report claims a trend

Turning your the Django template language template into a document

You already have the markup. Render_to_string("invoices/detail.html", context) gives you it as a string, which is the only input the render needs. Django resolves {% static %} to a path relative to STATIC_URL, which means the stylesheet URL in your rendered HTML is only meaningful to a browser that already has a session on your host. A renderer fetching it from outside gets a 404 and produces an unstyled document. Inline the CSS into the string you send, or make STATIC_URL absolute for this one code path.

The Django implementation

httpx is the client most projects here already have. The render happens in a view that returns FileResponse, and you hand the bytes back as a FileResponse with an explicit content type.

# views.py
import httpx
from django.conf import settings
from django.http import FileResponse
from django.shortcuts import get_object_or_404
from django.template.loader import render_to_string

from .models import Report


def report_pdf(request, pk):
    report = get_object_or_404(Report, pk=pk)

    # A template that extends nothing. The on-screen template carries base.html,
    # the nav and the messages block, none of which belong in a report.
    html = render_to_string("reports/pdf.html", {"report": report})

    upstream = httpx.stream(
        "POST",
        "https://api.pdfpipe.xyz/v1/pdf",
        headers={"Authorization": f"Bearer {settings.PDFPIPE_KEY}"},
        json={"html": html, "options": {"format": "A4", "printBackground": True}},
        timeout=60.0,
    )

    response = upstream.__enter__()
    response.raise_for_status()

    return FileResponse(
        response.iter_bytes(),
        content_type="application/pdf",
        filename=f"report-{report.reference}.pdf",
    )

The CSS that makes a report page correctly

The layout problem specific to this document is that charts and tables must not split mid-element, and a report long enough to matter will page-break somewhere awkward unless break rules are set. These rules handle it.

/* Charts and tables must not split. Sections start on a fresh
   page so a heading never ends up alone at the foot of one. */
.chart, figure, table { break-inside: avoid; }
h2 { break-after: avoid; }
section { break-before: page; }
section:first-of-type { break-before: auto; }

@page { size: A4; margin: 20mm 18mm; }

What goes wrong in Django

The template that renders your on-screen view is almost always the wrong one to send. It carries the base layout, the nav, and the messages framework, all of which land in the PDF. Render a template that extends nothing, and keep it beside the view template so the two do not drift.

What people try first

Most Django projects reach for WeasyPrint or xhtml2pdf, both of which put layout in your Python process. WeasyPrint needs Cairo and Pango in the image; xhtml2pdf supports a subset of CSS that stopped growing years ago. That works until it is running on more than one machine, at which point the browser becomes the thing you operate rather than the thing you use.

Where the report lives afterwards

Rendering is the short part. Reports pile up faster than any other document here because they are produced on a schedule whether or not anyone reads them. Most teams keep twelve months and expire the rest, which makes storage lifecycle a design decision rather than an afterthought.

Getting the document right

• Check the period the figures cover, because a report without an unambiguous date range is worse than no report.
• Generation is triggered by a schedule, usually month end or week end, so size the timeout for that path rather than for a health check.
• This is a batch shape: render the run through the batch endpoint rather than firing thousands of individual requests.
• Backgrounds are painted by default here, so a design that uses colour needs nothing set. Only an explicit print_background of false turns them off.

Frequently asked

Related

Other Django documents, and the same report in other stacks.