# Generate Quarterly Report > Create a structured quarterly business report with table of contents, data tables, and page numbers. - Skill: `iterationlayer/generate-quarterly-report` (Agent Skill) - Install (CLI): `npx skillmds@latest add iterationlayer/generate-quarterly-report` - Raw SKILL.md: https://api.skillmd.com/api/skills/iterationlayer/generate-quarterly-report/raw - Safety review: PASS (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Docs & Writing - Author: iterationlayer (https://skillmd.com/u/iterationlayer) - Updated: 2026-08-19 - Page: https://skillmd.com/skills/iterationlayer/generate-quarterly-report --- # Generate Quarterly Report Operations and finance teams use this recipe to automate quarterly reporting. Build a complete business report with a table of contents, executive summary, revenue breakdown, department performance table, and consistent headers and footers with page numbers. ## APIs Used Document Generation (1 credits/request) ## Prerequisites You need an Iteration Layer API key. Get one at [platform.iterationlayer.com](https://platform.iterationlayer.com) during the 7-day trial. For full integration guidance (SDKs, auth, MCP, error handling), see the [Iteration Layer Integration Guide](https://iterationlayer.com/SKILL.md). ## Implementation ```bash curl -X POST https://api.iterationlayer.com/document-generation/v1/generate \ -H "Authorization: Bearer YOUR_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "format": "pdf", "document": { "metadata": { "title": "Meridian Corp — Q1 2026 Quarterly Report", "author": "Meridian Corp" }, "page": { "size": { "preset": "A4" }, "margins": { "top_in_pt": 72, "right_in_pt": 72, "bottom_in_pt": 72, "left_in_pt": 72 } }, "styles": { "text": { "font_family": "Helvetica", "font_size_in_pt": 11.0, "line_height": 1.5, "color": "#333333" }, "headline": { "font_family": "Helvetica", "font_size_in_pt": 32.0, "color": "#111111", "spacing_before_in_pt": 12.0, "spacing_after_in_pt": 6.0, "font_weight": "bold" }, "link": { "color": "#0066CC", "is_underlined": true }, "list": { "text_style": { "font_family": "Helvetica", "font_size_in_pt": 11.0, "line_height": 1.5, "color": "#333333" }, "marker_color": "#333333", "marker_gap_in_pt": 8.0 }, "table": { "header": { "background_color": "#333333", "text_color": "#FFFFFF", "font_size_in_pt": 12.0, "font_weight": "bold" }, "body": { "background_color": "#FFFFFF", "text_color": "#333333", "font_size_in_pt": 12.0 }, "border": { "outer": { "top": { "color": "#CCCCCC", "width_in_pt": 1.0 }, "right": { "color": "#CCCCCC", "width_in_pt": 1.0 }, "bottom": { "color": "#CCCCCC", "width_in_pt": 1.0 }, "left": { "color": "#CCCCCC", "width_in_pt": 1.0 } }, "inner": { "horizontal": { "color": "#EEEEEE", "width_in_pt": 0.5 }, "vertical": { "color": "#EEEEEE", "width_in_pt": 0.5 } } } }, "grid": { "background_color": "#FFFFFF", "border_color": "#CCCCCC", "border_width_in_pt": 0.0, "gap_in_pt": 12.0 }, "separator": { "color": "#CCCCCC", "thickness_in_pt": 1.0, "spacing_before_in_pt": 12.0, "spacing_after_in_pt": 12.0 }, "image": { "border_color": "#000000", "border_width_in_pt": 0.0 } }, "header": [ { "type": "grid", "columns": [ { "column_span": 6, "blocks": [ { "type": "paragraph", "runs": [ { "text": "Meridian Corp", "font_weight": "bold" } ] } ] }, { "column_span": 6, "blocks": [ { "type": "paragraph", "runs": [ { "text": "Q1 2026 Quarterly Report" } ] } ] } ] } ], "footer": [ { "type": "grid", "columns": [ { "column_span": 6, "blocks": [ { "type": "paragraph", "runs": [ { "text": "Confidential — For Internal Use Only" } ] } ] }, { "column_span": 6, "blocks": [ { "type": "page-number", "text_alignment": "right" } ] } ] } ], "content": [ { "type": "headline", "level": "h1", "text": "Meridian Corp — Q1 2026 Quarterly Report" }, { "type": "paragraph", "runs": [ { "text": "Prepared by the Office of the CFO · April 2026" } ] }, { "type": "separator" }, { "type": "table-of-contents", "levels": ["h1", "h2"], "leader": "dots" }, { "type": "page-break" }, { "type": "headline", "level": "h1", "text": "Executive Summary" }, { "type": "paragraph", "markdown": "Meridian Corp delivered **strong results in Q1 2026**, with consolidated revenue reaching **EUR 42.8M** — a 14% increase year-over-year. Gross margins improved to 68.3%, driven by operational efficiencies in the Cloud Services division. Net income rose to EUR 6.1M, reflecting disciplined cost management and continued investment in high-growth verticals." }, { "type": "paragraph", "markdown": "Customer acquisition accelerated with **1,240 new enterprise accounts**, bringing total active customers to 18,650. Annual recurring revenue (ARR) crossed **EUR 165M**, positioning the company well for its full-year target of EUR 190M." }, { "type": "page-break" }, { "type": "headline", "level": "h1", "text": "Financial Performance" }, { "type": "headline", "level": "h2", "text": "Revenue Overview" }, { "type": "paragraph", "markdown": "Total revenue for Q1 2026 was EUR 42.8M, compared to EUR 37.5M in Q1 2025. The growth was primarily driven by expansion in the Cloud Services and Data Analytics segments." }, { "type": "table", "column_widths_in_percent": [40, 20, 20, 20], "header": { "cells": [ { "text": "Metric" }, { "text": "Q1 2026", "horizontal_alignment": "right" }, { "text": "Q1 2025", "horizontal_alignment": "right" }, { "text": "Change", "horizontal_alignment": "right" } ] }, "rows": [ { "cells": [ { "text": "Total Revenue" }, { "text": "EUR 42.8M", "horizontal_alignment": "right" }, { "text": "EUR 37.5M", "horizontal_alignment": "right" }, { "text": "+14.1%", "horizontal_alignment": "right" } ] }, { "cells": [ { "text": "Gross Profit" }, { "text": "EUR 29.2M", "horizontal_alignment": "right" }, { "text": "EUR 24.8M", "horizontal_alignment": "right" }, { "text": "+17.7%", "horizontal_alignment": "right" } ] }, { "cells": [ { "text": "Operating Expenses" }, { "text": "EUR 21.4M", "horizontal_alignment": "right" }, { "text": "EUR 19.1M", "horizontal_alignment": "right" }, { "text": "+12.0%", "horizontal_alignment": "right" } ] }, { "cells": [ { "text": "Net Income" }, { "text": "EUR 6.1M", "horizontal_alignment": "right" }, { "text": "EUR 4.3M", "horizontal_alignment": "right" }, { "text": "+41.9%", "horizontal_alignment": "right" } ] } ] }, { "type": "page-break" }, { "type": "headline", "level": "h2", "text": "Revenue by Division" }, { "type": "table", "column_widths_in_percent": [35, 20, 20, 25], "header": { "cells": [ { "text": "Division" }, { "text": "Revenue", "horizontal_alignment": "right" }, { "text": "% of Total", "horizontal_alignment": "right" }, { "text": "YoY Growth", "horizontal_alignment": "right" } ] }, "rows": [ { "cells": [ { "text": "Cloud Services" }, { "text": "EUR 18.9M", "horizontal_alignment": "right" }, { "text": "44.2%", "horizontal_alignment": "right" }, { "text": "+22.1%", "horizontal_alignment": "right" } ] }, { "cells": [ { "text": "Data Analytics" }, { "text": "EUR 12.4M", "horizontal_alignment": "right" }, { "text": "29.0%", "horizontal_alignment": "right" }, { "text": "+16.8%", "horizontal_alignment": "right" } ] }, { "cells": [ { "text": "Professional Services" }, { "text": "EUR 7.8M", "horizontal_alignment": "right" }, { "text": "18.2%", "horizontal_alignment": "right" }, { "text": "+5.4%", "horizontal_alignment": "right" } ] }, { "cells": [ { "text": "Legacy Licensing" }, { "text": "EUR 3.7M", "horizontal_alignment": "right" }, { "text": "8.6%", "horizontal_alignment": "right" }, { "text": "-8.2%", "horizontal_alignment": "right" } ] } ] }, { "type": "page-break" }, { "type": "headline", "level": "h1", "text": "Outlook" }, { "type": "paragraph", "markdown": "Management reaffirms its full-year 2026 revenue guidance of **EUR 175M–EUR 185M** and expects continued margin expansion as the Cloud Services division scales. Key initiatives for Q2 include the launch of the Meridian AI Copilot platform and expansion into the APAC market." }, { "type": "list", "variant": "unordered", "items": [ { "text": "Launch Meridian AI Copilot in Q2 2026" }, { "text": "Expand APAC sales team by 15 headcount" }, { "text": "Achieve EUR 50M quarterly revenue target by Q4 2026" }, { "text": "Complete SOC 2 Type II recertification" } ] } ] } }' ``` ```typescript import { IterationLayer } from "iterationlayer"; const client = new IterationLayer({ apiKey: "YOUR_API_KEY" }); const result = await client.generateDocument({ format: "pdf", document: { metadata: { title: "Meridian Corp — Q1 2026 Quarterly Report", author: "Meridian Corp", }, page: { size: { preset: "A4" }, margins: { top_in_pt: 72, right_in_pt: 72, bottom_in_pt: 72, left_in_pt: 72, }, }, styles: { text: { font_family: "Helvetica", font_size_in_pt: 11.0, line_height: 1.5, color: "#333333", }, headline: { font_family: "Helvetica", font_size_in_pt: 32.0, color: "#111111", spacing_before_in_pt: 12.0, spacing_after_in_pt: 6.0, font_weight: "bold", }, link: { color: "#0066CC", is_underlined: true, }, list: { text_style: { font_family: "Helvetica", font_size_in_pt: 11.0, line_height: 1.5, color: "#333333", }, marker_color: "#333333", marker_gap_in_pt: 8.0, }, table: { header: { background_color: "#333333", text_color: "#FFFFFF", font_size_in_pt: 12.0, font_weight: "bold", }, body: { background_color: "#FFFFFF", text_color: "#333333", font_size_in_pt: 12.0, }, border: { outer: { top: { color: "#CCCCCC", width_in_pt: 1.0, }, right: { color: "#CCCCCC", width_in_pt: 1.0, }, bottom: { color: "#CCCCCC", width_in_pt: 1.0, }, left: { color: "#CCCCCC", width_in_pt: 1.0, }, }, inner: { horizontal: { color: "#EEEEEE", width_in_pt: 0.5, }, vertical: { color: "#EEEEEE", width_in_pt: 0.5, }, }, }, }, grid: { background_color: "#FFFFFF", border_color: "#CCCCCC", border_width_in_pt: 0.0, gap_in_pt: 12.0, }, separator: { color: "#CCCCCC", thickness_in_pt: 1.0, spacing_before_in_pt: 12.0, spacing_after_in_pt: 12.0, }, image: { border_color: "#000000", border_width_in_pt: 0.0, }, }, header: [ { type: "grid", columns: [ { column_span: 6, blocks: [ { type: "paragraph", runs: [ { text: "Meridian Corp", font_weight: "bold", }, ], }, ], }, { column_span: 6, blocks: [ { type: "paragraph", runs: [{ text: "Q1 2026 Quarterly Report" }], }, ], }, ], }, ], footer: [ { type: "grid", columns: [ { column_span: 6, blocks: [ { type: "paragraph", runs: [{ text: "Confidential — For Internal Use Only" }], }, ], }, { column_span: 6, blocks: [ { type: "page-number", text_alignment: "right", }, ], }, ], }, ], content: [ { type: "headline", level: "h1", text: "Meridian Corp — Q1 2026 Quarterly Report", }, { type: "paragraph", runs: [{ text: "Prepared by the Office of the CFO · April 2026" }], }, { type: "separator" }, { type: "table-of-contents", levels: ["h1", "h2"], leader: "dots", }, { type: "page-break" }, { type: "headline", level: "h1", text: "Executive Summary", }, { type: "paragraph", markdown: "Meridian Corp delivered **strong results in Q1 2026**, with consolidated revenue reaching **EUR 42.8M** — a 14% increase year-over-year. Gross margins improved to 68.3%, driven by operational efficiencies in the Cloud Services division. Net income rose to EUR 6.1M, reflecting disciplined cost management and continued investment in high-growth verticals.", }, { type: "paragraph", markdown: "Customer acquisition accelerated with **1,240 new enterprise accounts**, bringing total active customers to 18,650. Annual recurring revenue (ARR) crossed **EUR 165M**, positioning the company well for its full-year target of EUR 190M.", }, { type: "page-break" }, { type: "headline", level: "h1", text: "Financial Performance", }, { type: "headline", level: "h2", text: "Revenue Overview", }, { type: "paragraph", markdown: "Total revenue for Q1 2026 was EUR 42.8M, compared to EUR 37.5M in Q1 2025. The growth was primarily driven by expansion in the Cloud Services and Data Analytics segments.", }, { type: "table", column_widths_in_percent: [40, 20, 20, 20], header: { cells: [ { text: "Metric" }, { text: "Q1 2026", horizontal_alignment: "right", }, { text: "Q1 2025", horizontal_alignment: "right", }, { text: "Change", horizontal_alignment: "right", }, ], }, rows: [ { cells: [ { text: "Total Revenue" }, { text: "EUR 42.8M", horizontal_alignment: "right", }, { text: "EUR 37.5M", horizontal_alignment: "right", }, { text: "+14.1%", horizontal_alignment: "right", }, ], }, { cells: [ { text: "Gross Profit" }, { text: "EUR 29.2M", horizontal_alignment: "right", }, { text: "EUR 24.8M", horizontal_alignment: "right", }, { text: "+17.7%", horizontal_alignment: "right", }, ], }, { cells: [ { text: "Operating Expenses" }, { text: "EUR 21.4M", horizontal_alignment: "right", }, { text: "EUR 19.1M", horizontal_alignment: "right", }, { text: "+12.0%", horizontal_alignment: "right", }, ], }, { cells: [ { text: "Net Income" }, { text: "EUR 6.1M", horizontal_alignment: "right", }, { text: "EUR 4.3M", horizontal_alignment: "right", }, { text: "+41.9%", horizontal_alignment: "right", }, ], }, ], }, { type: "page-break" }, { type: "headline", level: "h2", text: "Revenue by Division", }, { type: "table", column_widths_in_percent: [35, 20, 20, 25], header: { cells: [ { text: "Division" }, { text: "Revenue", horizontal_alignment: "right", }, { text: "% of Total", horizontal_alignment: "right", }, { text: "YoY Growth", horizontal_alignment: "right", }, ], }, rows: [ { cells: [ { text: "Cloud Services" }, { text: "EUR 18.9M", horizontal_alignment: "right", }, { text: "44.2%", horizontal_alignment: "right", }, { text: "+22.1%", horizontal_alignment: "right", }, ], }, { cells: [ { text: "Data Analytics" }, { text: "EUR 12.4M", horizontal_alignment: "right", }, { text: "29.0%", horizontal_alignment: "right", }, { text: "+16.8%", horizontal_alignment: "right", }, ], }, { cells: [ { text: "Professional Services" }, { text: "EUR 7.8M", horizontal_alignment: "right", }, { text: "18.2%", horizontal_alignment: "right", }, { text: "+5.4%", horizontal_alignment: "right", }, ], }, { cells: [ { text: "Legacy Licensing" }, { text: "EUR 3.7M", horizontal_alignment: "right", }, { text: "8.6%", horizontal_alignment: "right", }, { text: "-8.2%", horizontal_alignment: "right", }, ], }, ], }, { type: "page-break" }, { type: "headline", level: "h1", text: "Outlook", }, { type: "paragraph", markdown: "Management reaffirms its full-year 2026 revenue guidance of **EUR 175M–EUR 185M** and expects continued margin expansion as the Cloud Services division scales. Key initiatives for Q2 include the launch of the Meridian AI Copilot platform and expansion into the APAC market.", }, { type: "list", variant: "unordered", items: [ { text: "Launch Meridian AI Copilot in Q2 2026" }, { text: "Expand APAC sales team by 15 headcount" }, { text: "Achieve EUR 50M quarterly revenue target by Q4 2026" }, { text: "Complete SOC 2 Type II recertification" }, ], }, ], }, }); ``` ```python from iterationlayer import IterationLayer client = IterationLayer(api_key="YOUR_API_KEY") result = client.generate_document( format="pdf", document={ "metadata": { "title": "Meridian Corp — Q1 2026 Quarterly Report", "author": "Meridian Corp", }, "page": { "size": {"preset": "A4"}, "margins": { "top_in_pt": 72, "right_in_pt": 72, "bottom_in_pt": 72, "left_in_pt": 72, }, }, "styles": { "text": { "font_family": "Helvetica", "font_size_in_pt": 11.0, "line_height": 1.5, "color": "#333333", }, "headline": { "font_family": "Helvetica", "font_size_in_pt": 32.0, "color": "#111111", "spacing_before_in_pt": 12.0, "spacing_after_in_pt": 6.0, "font_weight": "bold", }, "link": { "color": "#0066CC", "is_underlined": True, }, "list": { "text_style": { "font_family": "Helvetica", "font_size_in_pt": 11.0, "line_height": 1.5, "color": "#333333", }, "marker_color": "#333333", "marker_gap_in_pt": 8.0, }, "table": { "header": { "background_color": "#333333", "text_color": "#FFFFFF", "font_size_in_pt": 12.0, "font_weight": "bold", }, "body": { "background_color": "#FFFFFF", "text_color": "#333333", "font_size_in_pt": 12.0, }, "border": { "outer": { "top": { "color": "#CCCCCC", "width_in_pt": 1.0, }, "right": { "color": "#CCCCCC", "width_in_pt": 1.0, }, "bottom": { "color": "#CCCCCC", "width_in_pt": 1.0, }, "left": { "color": "#CCCCCC", "width_in_pt": 1.0, }, }, "inner": { "horizontal": { "color": "#EEEEEE", "width_in_pt": 0.5, }, "vertical": { "color": "#EEEEEE", "width_in_pt": 0.5, }, }, }, }, "grid": { "background_color": "#FFFFFF", "border_color": "#CCCCCC", "border_width_in_pt": 0.0, "gap_in_pt": 12.0, }, "separator": { "color": "#CCCCCC", "thickness_in_pt": 1.0, "spacing_before_in_pt": 12.0, "spacing_after_in_pt": 12.0, }, "image": { "border_color": "#000000", "border_width_in_pt": 0.0, }, }, "header": [ { "type": "grid", "columns": [ { "column_span": 6, "blocks": [ { "type": "paragraph", "runs": [ { "text": "Meridian Corp", "font_weight": "bold", }, ], }, ], }, { "column_span": 6, "blocks": [ { "type": "paragraph", "runs": [{"text": "Q1 2026 Quarterly Report"}], }, ], }, ], }, ], "footer": [ { "type": "grid", "columns": [ { "column_span": 6, "blocks": [ { "type": "paragraph", "runs": [{"text": "Confidential — For Internal Use Only"}], }, ], }, { "column_span": 6, "blocks": [ { "type": "page-number", "text_alignment": "right", }, ], }, ], }, ], "content": [ { "type": "headline", "level": "h1", "text": "Meridian Corp — Q1 2026 Quarterly Report", }, { "type": "paragraph", "runs": [{"text": "Prepared by the Office of the CFO · April 2026"}], }, {"type": "separator"}, { "type": "table-of-contents", "levels": ["h1", "h2"], "leader": "dots", }, {"type": "page-break"}, { "type": "headline", "level": "h1", "text": "Executive Summary", }, { "type": "paragraph", "markdown": "Meridian Corp delivered **strong results in Q1 2026**, with consolidated revenue reaching **EUR 42.8M** — a 14% increase year-over-year. Gross margins improved to 68.3%, driven by operational efficiencies in the Cloud Services division. Net income rose to EUR 6.1M, reflecting disciplined cost management and continued investment in high-growth verticals.", }, { "type": "paragraph", "markdown": "Customer acquisition accelerated with **1,240 new enterprise accounts**, bringing total active customers to 18,650. Annual recurring revenue (ARR) crossed **EUR 165M**, positioning the company well for its full-year target of EUR 190M.", }, {"type": "page-break"}, { "type": "headline", "level": "h1", "text": "Financial Performance", }, { "type": "headline", "level": "h2", "text": "Revenue Overview", }, { "type": "paragraph", "markdown": "Total revenue for Q1 2026 was EUR 42.8M, compared to EUR 37.5M in Q1 2025. The growth was primarily driven by expansion in the Cloud Services and Data Analytics segments.", }, { "type": "table", "column_widths_in_percent": [40, 20, 20, 20], "header": { "cells": [ {"text": "Metric"}, { "text": "Q1 2026", "horizontal_alignment": "right", }, { "text": "Q1 2025", "horizontal_alignment": "right", }, { "text": "Change", "horizontal_alignment": "right", }, ], }, "rows": [ { "cells": [ {"text": "Total Revenue"}, { "text": "EUR 42.8M", "horizontal_alignment": "right", }, { "text": "EUR 37.5M", "horizontal_alignment": "right", }, { "text": "+14.1%", "horizontal_alignment": "right", }, ], }, { "cells": [ {"text": "Gross Profit"}, { "text": "EUR 29.2M", "horizontal_alignment": "right", }, { "text": "EUR 24.8M", "horizontal_alignment": "right", }, { "text": "+17.7%", "horizontal_alignment": "right", }, ], }, { "cells": [ {"text": "Operating Expenses"}, { "text": "EUR 21.4M", "horizontal_alignment": "right", }, { "text": "EUR 19.1M", "horizontal_alignment": "right", }, { "text": "+12.0%", "horizontal_alignment": "right", }, ], }, { "cells": [ {"text": "Net Income"}, { "text": "EUR 6.1M", "horizontal_alignment": "right", }, { "text": "EUR 4.3M", "horizontal_alignment": "right", }, { "text": "+41.9%", "horizontal_alignment": "right", }, ], }, ], }, {"type": "page-break"}, { "type": "headline", "level": "h2", "text": "Revenue by Division", }, { "type": "table", "column_widths_in_percent": [35, 20, 20, 25], "header": { "cells": [ {"text": "Division"}, { "text": "Revenue", "horizontal_alignment": "right", }, { "text": "% of Total", "horizontal_alignment": "right", }, { "text": "YoY Growth", "horizontal_alignment": "right", }, ], }, "rows": [ { "cells": [ {"text": "Cloud Services"}, { "text": "EUR 18.9M", "horizontal_alignment": "right", }, { "text": "44.2%", "horizontal_alignment": "right", }, { "text": "+22.1%", "horizontal_alignment": "right", }, ], }, { "cells": [ {"text": "Data Analytics"}, { "text": "EUR 12.4M", "horizontal_alignment": "right", }, { "text": "29.0%", "horizontal_alignment": "right", }, { "text": "+16.8%", "horizontal_alignment": "right", }, ], }, { "cells": [ {"text": "Professional Services"}, { "text": "EUR 7.8M", "horizontal_alignment": "right", }, { "text": "18.2%", "horizontal_alignment": "right", }, { "text": "+5.4%", "horizontal_alignment": "right", }, ], }, { "cells": [ {"text": "Legacy Licensing"}, { "text": "EUR 3.7M", "horizontal_alignment": "right", }, { "text": "8.6%", "horizontal_alignment": "right", }, { "text": "-8.2%", "horizontal_alignment": "right", }, ], }, ], }, {"type": "page-break"}, { "type": "headline", "level": "h1", "text": "Outlook", }, { "type": "paragraph", "markdown": "Management reaffirms its full-year 2026 revenue guidance of **EUR 175M–EUR 185M** and expects continued ma …(truncated)