Extract KPIs & Generate Client Report

The workflow JSON

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{
  "name": "Extract KPIs and generate client report in Iteration Layer",
  "nodes": [
    {
      "parameters": {
        "content": "## Extract KPIs and Generate a Client Report\n\nMarketing and consulting agencies use this pipeline to automate monthly client reporting \u2014 extracting performance metrics from analytics exports or campaign summaries and generating branded PDF reports ready for delivery.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
        "height": 280,
        "width": 500,
        "color": 2
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        200,
        40
      ],
      "id": "c3d4e5f6-a7b8-9012-cdef-012345678901",
      "name": "Overview"
    },
    {
      "parameters": {
        "content": "### Step 1: Extract KPIs\nResource: **Document Extraction**\n\nConfigure the Document Extraction parameters below, then connect your credentials.",
        "height": 160,
        "width": 300,
        "color": 6
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        475,
        100
      ],
      "id": "c3d4e5f6-a7b8-9012-cdef-012345678902",
      "name": "Step 1 Note"
    },
    {
      "parameters": {
        "content": "### Step 2: Generate Report PDF\nResource: **Document Generation**\n\nConfigure the Document Generation parameters below, then connect your credentials.",
        "height": 160,
        "width": 300,
        "color": 6
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        725,
        100
      ],
      "id": "c3d4e5f6-a7b8-9012-cdef-012345678903",
      "name": "Step 2 Note"
    },
    {
      "parameters": {},
      "type": "n8n-nodes-base.manualTrigger",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "id": "c3d4e5f6-a7b8-9012-cdef-012345678904",
      "name": "Manual Trigger"
    },
    {
      "parameters": {
        "resource": "documentExtraction",
        "schemaInputMode": "rawJson",
        "schemaJson": "{\"fields\":[{\"name\":\"client_name\",\"type\":\"TEXT\",\"description\":\"Client or company name\"},{\"name\":\"report_period\",\"type\":\"TEXT\",\"description\":\"Reporting period\"},{\"name\":\"total_impressions\",\"type\":\"INTEGER\",\"description\":\"Total ad impressions\"},{\"name\":\"total_clicks\",\"type\":\"INTEGER\",\"description\":\"Total ad clicks\"},{\"name\":\"click_through_rate\",\"type\":\"DECIMAL\",\"description\":\"Click-through rate as a percentage\"},{\"name\":\"total_conversions\",\"type\":\"INTEGER\",\"description\":\"Total conversions\"},{\"name\":\"cost_per_conversion\",\"type\":\"CURRENCY_AMOUNT\",\"description\":\"Average cost per conversion\"},{\"name\":\"total_spend\",\"type\":\"CURRENCY_AMOUNT\",\"description\":\"Total advertising spend\"},{\"name\":\"return_on_ad_spend\",\"type\":\"DECIMAL\",\"description\":\"Return on ad spend ratio\"}]}",
        "files": {
          "fileValues": [
            {
              "fileInputMode": "url",
              "fileName": "campaign-summary-q1.pdf",
              "fileUrl": "https://example.com/reports/campaign-summary-q1-2026.pdf"
            }
          ]
        }
      },
      "type": "n8n-nodes-iterationlayer.iterationLayer",
      "typeVersion": 1,
      "position": [
        500,
        300
      ],
      "id": "c3d4e5f6-a7b8-9012-cdef-012345678905",
      "name": "Extract KPIs",
      "credentials": {
        "iterationLayerApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "resource": "documentGeneration",
        "format": "pdf",
        "documentJson": "{\n  \"metadata\": {\n    \"title\": \"{{ $json.report_period }} Campaign Performance \u2014 {{ $json.client_name }}\",\n    \"author\": \"Spark Digital Agency\"\n  },\n  \"page\": {\n    \"size\": { \"preset\": \"A4\" },\n    \"margins\": { \"top_in_pt\": 54, \"right_in_pt\": 54, \"bottom_in_pt\": 54, \"left_in_pt\": 54 }\n  },\n  \"content\": [\n    { \"type\": \"headline\", \"level\": \"h1\", \"text\": \"Spark Digital Agency\" },\n    { \"type\": \"headline\", \"level\": \"h2\", \"text\": \"Campaign Performance Report \u2014 {{ $json.report_period }}\" },\n    { \"type\": \"paragraph\", \"runs\": [{ \"text\": \"Prepared for: \", \"font_weight\": \"bold\" }, { \"text\": \"{{ $json.client_name }}\" }] },\n    { \"type\": \"separator\" },\n    { \"type\": \"headline\", \"level\": \"h3\", \"text\": \"Key Performance Indicators\" },\n    { \"type\": \"table\", \"header\": { \"cells\": [{ \"text\": \"Metric\" }, { \"text\": \"Value\" }] }, \"rows\": [{ \"cells\": [{ \"text\": \"Total Impressions\" }, { \"text\": \"{{ $json.total_impressions }}\" }] }, { \"cells\": [{ \"text\": \"Total Clicks\" }, { \"text\": \"{{ $json.total_clicks }}\" }] }, { \"cells\": [{ \"text\": \"CTR\" }, { \"text\": \"{{ $json.click_through_rate }}%\" }] }, { \"cells\": [{ \"text\": \"Total Conversions\" }, { \"text\": \"{{ $json.total_conversions }}\" }] }, { \"cells\": [{ \"text\": \"Cost per Conversion\" }, { \"text\": \"{{ $json.cost_per_conversion }}\" }] }, { \"cells\": [{ \"text\": \"Total Spend\" }, { \"text\": \"{{ $json.total_spend }}\" }] }, { \"cells\": [{ \"text\": \"ROAS\" }, { \"text\": \"{{ $json.return_on_ad_spend }}x\" }] }] },\n    { \"type\": \"separator\" },\n    { \"type\": \"paragraph\", \"runs\": [{ \"text\": \"Report generated by Spark Digital Agency.\" }] }\n  ]\n}"
      },
      "type": "n8n-nodes-iterationlayer.iterationLayer",
      "typeVersion": 1,
      "position": [
        750,
        300
      ],
      "id": "c3d4e5f6-a7b8-9012-cdef-012345678906",
      "name": "Generate Report PDF",
      "credentials": {
        "iterationLayerApi": {
          "name": "<your credential>"
        }
      }
    }
  ],
  "connections": {
    "Manual Trigger": {
      "main": [
        [
          {
            "node": "Extract KPIs",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Extract KPIs": {
      "main": [
        [
          {
            "node": "Generate Report PDF",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  }
}

Credentials you'll need

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• iterationLayerApi

About this workflow

Extract KPIs and generate client report in Iteration Layer. Uses n8n-nodes-iterationlayer. Event-driven trigger; 6 nodes.

Source: https://github.com/iterationlayer/n8n-nodes-iterationlayer/blob/main/templates/extract-kpis-and-generate-report.json — original creator credit. Request a take-down →

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