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getting started tutorial

Getting Started with PDF Report Studio

PDF Report Studio Team

PDF Report Studio gives you an AI agent that designs document templates through conversation, binds your data, and renders print-ready PDFs instantly. This post walks you through the full flow — from creating your account to downloading your first PDF.

1. Create your account

Head to app.pdfreport.studio and sign up with your email. You’ll land inside your personal workspace — no credit card required on the Free plan.

2. Create a template

Click New Template and give it a name. You’ll see two panes side by side: a chat window on the left and a live PDF preview on the right.

Type what you want in plain English:

“Create a clean invoice template with a company logo at the top, a line items table with description, quantity, unit price, and total columns, and a summary section at the bottom showing subtotal, tax, and amount due.”

The AI agent writes the template code and the preview updates in real time. You can keep refining:

“Make the header background dark navy and use white text for the company name.” “Add a footer with the company’s address and website.”

Every message is a targeted edit — the agent understands context across the conversation, so you don’t need to repeat yourself.

3. Define your schema

Switch to the Schema tab to define the data your template expects. The agent often generates a schema automatically based on the template it built — you can adjust field names, types, and whether fields are required.

A simple invoice schema might look like:

{
  "company_name": "string",
  "invoice_number": "string",
  "issue_date": "string",
  "line_items": [
    {
      "description": "string",
      "quantity": "number",
      "unit_price": "number"
    }
  ],
  "tax_rate": "number"
}

4. Add sample data

The Sample data tab lets you paste or type realistic test values. The preview always renders with sample data so you can see exactly what real documents will look like before going to production.

5. Compile and download

Hit Compile in the top bar. A green badge confirms the template compiled cleanly. Click the download icon to save a PDF — this is the same binary your API calls will return.

6. Generate via API

Once you’re happy with the template, grab your API key from Settings → API Keys and render PDFs programmatically:

curl -X POST https://api.pdfreport.studio/api/templates/YOUR_TEMPLATE_ID/render \
  -H "Authorization: Bearer prs_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{"data": {"company_name": "Acme Corp", "invoice_number": "INV-001"}}' \
  --output invoice.pdf

The response is a binary PDF — ready to email, store, or stream directly to the browser.

What’s next

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