Export reports to PDF

/reports → Export → PDF. Backed by POST /api/v1/report-pdf endpoint (verified). Generates a formatted report with branding, charts, summary tables. Async generation (5-30 sec). Use cases: client deliverables, monthly reviews, executive summary. Customizable via report templates (POST /api/v1/report-templates).

Who is this for

Agencies producing client-facing reports. Mediabuyers running monthly stakeholder reviews. Anyone who needs a polished visual report (vs raw CSV data).

When to use PDF vs CSV

PDF wins on presentation; CSV wins on data manipulation.

How to export PDF

Step 1: Open Reports

/reports page.

Step 2: Configure report

Same as CSV: level, date range, filters, columns.

Step 3: Pick template

Templates control look + sections included:

• Default: clean Wevion-branded report with standard sections

• Executive Summary: shorter, top-line metrics only

• Detailed Performance: full granular detail

• Custom: configured per workspace

For custom templates: see template creation via POST /api/v1/report-templates (verified endpoint).

Step 4: Click Export → PDF

Top toolbar → Export → PDF.

Step 5: Async generation

PDF generation takes 5-30 sec depending on:

• Date range size

• Number of campaigns

• Number of charts

• Custom branding complexity

UI shows "Generating PDF...".

Step 6: Download

Once ready: download starts automatically. Or check Reports → Recent exports for the file.

What's in the PDF

Standard sections:

1. Cover page

   • Workspace name + brand logo

   • Report period (date range)

   • Generated timestamp

   • Recipient (if customized)

2. Executive summary

   • Top-line KPIs (total spend, impressions, conversions, ROAS, CPA)

   • Vs previous period (% change)

   • Top 3 campaigns by spend / ROAS

3. Per-platform breakdown

   • Spend per platform (donut chart)

   • Performance per platform (table)

4. Per-campaign detail

   • Table sorted by spend desc

   • Per-campaign metrics + delta vs comparison

5. Per-ad-set detail (if level=adset)

6. Per-ad detail (if level=ad, optional creative thumbnails)

7. Appendix

   • Filters applied

   • Date range exact

   • Currency + timezone notes

Branding + customization

Workspace-level customization:

• Logo: upload via team-branding (workspace settings)

• Brand colors: configured for chart colors

• Cover image: optional banner

• Footer text: legal disclaimer or contact info

• Custom sections: agency can add/remove sections

Per-PDF customization at export time:

• Cover title: custom title for this specific report

• Recipient name: addressee field

Report templates

Reusable configurations for recurring reports:

• Save current report config + customizations as template

• POST /api/v1/report-templates (verified)

• Reuse: select template → exports with that config

Use cases:

• "Monthly Client Report" template

• "Weekly Performance Brief" template

• "Quarterly Executive Summary" template

Saves clicks on every recurring report.

Endpoint

POST /api/v1/report-pdf (verified apps/backend/src/routes/api/report-pdf.route.ts).

Request:

• Report config (level, date, filters, columns)

• Template ID (optional)

• Custom fields (cover title, recipient)

Returns: PDF file (or URL to download).

Async via SQS worker for large reports.

Async PDF generation

For very long reports (12-month detailed): async generation:

1. Click Export → PDF

2. UI shows "Generating — we'll email when ready"

3. SQS worker generates

4. Email with download link (valid 7 days)

5. Download → open

Size + page count

• Small report (1 month, 10 campaigns): 5-10 pages

• Medium (3 months, 50 campaigns): 20-30 pages

• Large (12 months, 200 campaigns): 100+ pages

Very large reports: consider CSV export instead OR split into multiple PDFs by period.

Comparison period in PDF

If you enable Compare to (e.g. compare last 30 days vs previous 30 days):

• Each metric shows current value + delta (% change)

• Charts may show stacked / overlaid for both periods

• Adds 1-2 pages of comparison summary

See am-120 comparison period.

Best practices

One PDF per audience

Don't make one giant PDF for everyone. Make:

• 2-page executive summary PDF for C-level

• 10-page detailed performance PDF for team lead

• 50-page granular PDF for direct mediabuyer

Each fits the consumer's depth needs.

Use templates for consistency

Recurring reports: build template once + reuse. Keeps every monthly report consistent.

Customize branding once

Set workspace branding once (logo, colors) → applies to all PDF exports. Don't customize per-export unless special.

Schedule for recurring reports

For weekly / monthly recurring: use scheduled reports. Auto-generate + email recipients. No manual export needed.

RBAC + audit

Mediabuyer+ to export PDF. Audit log: action: report_pdf_export.

What you'll see

After Export PDF:

• For sync (< 10 sec): download starts

• For async: "Generating — email when ready" toast + Reports history entry

• PDF is professionally formatted, branded, ready to send to clients

Common issues

• "PDF generation hung > 5 min": large report; switching to CSV may be faster.

• "Brand colors not applied": workspace branding not configured. Set up at workspace settings.

• "Logo missing": not uploaded yet. Workspace settings → Branding.

• "PDF too large to email": > 25 MB. Use shareable link (Wevion provides) instead of attachment.

• "Wrong language in PDF": PDF respects workspace locale; verify Workspace Defaults.

Cross-cluster: report scheduling

For recurring PDF exports: scheduled reports automate the workflow (generate + email at fixed cadence).

Related

• Export reports to CSV — raw data alternative

• Schedule recurring reports — automate PDF exports

• Date ranges, timezones, currency — PDF respects these