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Use case guide

By XeroPDF Team Published Updated

Reporting Use Case

Report PDF API for internal and customer reports

A report PDF API turns report HTML into downloadable PDFs for customers, operators, or internal teams. XeroPDF is a practical fit when reports already exist as HTML views, dashboards, or templates and need to be converted into PDFs or paired with screenshots for previews and reporting workflows.

Common output

Reports

scheduled or on-demand exports

Paired output

Screenshots

for previews or visual summaries

Delivery mode

Async

works well for generated report jobs

Rendered report example

A dashboard-style report preview rendered from HTML and available as both PNG and PDF.

Rendered report dashboard example showing metrics and workflow tables generated from HTML with XeroPDF

Why teams automate report PDFs

Useful controls for report workflows

`waitForSelector`

Useful when charts, tables, or report widgets need to finish rendering before export.

`delayMs`

Adds extra buffer time for complex report layouts or slow data visualization rendering.

`headerTemplate` and `footerTemplate`

Useful for report titles, generated dates, page numbers, and customer branding.

`/v1/screenshot`

Create report preview images or thumbnails alongside the PDF export.

Typical reporting workflow

StageActionResult
1Assemble report data and render HTMLCustomer or internal report template
2Wait for charts or async widgets if neededFully rendered report page
3Generate PDF or screenshot through the APIPortable report assets
4Deliver directly or via webhookCompleted reporting workflow

Related resources