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CSV to client report

Build a polished, client-ready report from an ordinary spreadsheet export.

By Actium Labs · 5 minutes to set up

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What you’ll build

A small Python project for repeatable reporting. It validates a CSV, groups amounts by category and produces a standalone HTML report. Includes sample data, tests and all source code. Your data stays on your computer.

Make it yours

  1. Download and extract

    Download the source archive and open a terminal in its csv-report folder.

  2. Run the example

    Generate a report using the included transactions.

    python3 report.py sample.csv --output report.html

  3. Read and customise

    Open report.html in your browser. Replace sample.csv with your own file containing category and amount columns.

  4. Check the project

    Run the included validation and escaping tests.

    python3 -m unittest discover -v

Explore the source

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Questions and improvements

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