Report PDFs in Flask

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 Jinja2 template into a document

You already have the markup. Render_template("invoice.html", **context) gives you it as a string, which is the only input the render needs. url_for("static", filename=...) produces a path, not a URL. Pass _external=True when the markup is going to be rendered somewhere other than the user's browser, or inline the stylesheet.

The Flask implementation

httpx is the client most projects here already have. The render happens in a route returning send_file, and you return send_file with a BytesIO and mimetype="application/pdf".

# app.py
from io import BytesIO

import httpx
from flask import render_template, send_file


@app.get("/reports/<int:report_id>.pdf")
def report_pdf(report_id):
    report = Report.query.get_or_404(report_id)

    html = render_template("report_pdf.html", report=report)

    upstream = httpx.post(
        "https://api.pdfpipe.xyz/v1/pdf",
        headers={"Authorization": f"Bearer {app.config['PDFPIPE_KEY']}"},
        json={"html": html, "options": {"format": "A4", "printBackground": True}},
        timeout=60.0,
    )
    upstream.raise_for_status()

    return send_file(
        BytesIO(upstream.content),
        mimetype="application/pdf",
        download_name=f"report-{report_id}.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 Flask

The development server handles one request at a time by default, so a render that takes two seconds makes the whole app look dead for two seconds. That is a dev-server artefact rather than a real problem, but it is the reason people conclude PDF generation is slow before they have deployed anything.

What people try first

Most Flask projects reach for pdfkit, which is a wrapper around the wkhtmltopdf binary. The binary has to be present on every machine, and its rendering engine is a fork of WebKit that stopped tracking the web around 2016. 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 Flask documents, and the same report in other stacks.