---
source: https://carbone.io/examples/financial-report/
title: "Financial Report Templates & Examples | Carbone Sample"
description: "Learn how to create professional financial reports using Carbone. Generate automated reports with charts and tables by merging JSON data with DOCX, PPTX, XLSX, or HTML templates."
generated_at: "2026-07-13"
---

# Financial report

Generate Financial report with Carbone

[![financial-report thumbnail](/examples/financial-report/thumb-result.webp)](/examples/financial-report/result.pdf)

[Download Template](/examples/financial-report/template.docx)

[Download data sample](/examples/financial-report/data.json)

-   Template type document docx simple
-   Carbone min. v4.24.0+
-   Features chart
-   Target financial trading

## Overview

This example demonstrates how to generate professional financial reports that include:

-   Dynamic charts
-   Data-driven tables
-   Professional formatting

## Step-by-Step Guide

Follow these steps to create a financial report template with Carbone:

### 1\. Create the Layout Structure

Start by inserting a main table in your document. This table will serve as the layout framework, allowing you to:

-   Organize multiple charts efficiently
-   Control the positioning of elements
-   Maintain consistent spacing

### 2\. Add Dynamic Charts

To insert and configure charts:

-   Insert your preferred [chart](/documentation/design/advanced-features/charts.md#native-charts) type from the available options
-   Configure the chart data by either:
    -   Using the automatically opened Excel window
    -   Right-clicking the chart and selecting "Edit Data in Excel"
-   Define your data series using [Carbone tags](/documentation/design/substitutions/the-basics.md#basic) and iterations. For example:
    
    ```text
    |                       |  BITCOIN               |  ETHEREUM              |
    |-----------------------|----------------------- |------------------------|
    | {d.crypto[i].date}    | {d.crypto[i].BTCVar}   | {d.crypto[i].ETHVar}   |
    | {d.crypto[i+1].date}  | {d.crypto[i+1].BTCVar} | {d.crypto[i+1].ETHVar} | 
    ```
    

### 3\. Polish the Design

Enhance the visual appeal of your report by:

-   Adjusting borders and margins
-   Aligning content consistently
-   Setting appropriate spacing between elements
-   Ensuring a professional and clean layout

The template will automatically populate with your data during report generation, creating a polished financial document.

## Related Examples

Check out these similar templates to learn more:

[![matrix-pptx thumbnail example](/examples/matrix-pptx/thumb-result.webp)](/examples/matrix-pptx/index.md)

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