Report PDFs can further be classified into

regular report PDF
summary (comprehensive) report PDF

Summary reports are the ones with report_type = "aggregate" or "combined". These are special reports that are a combination of regular reports. For more details, please refer here.

All reports with report types other than the above two are regular reports. The report_type field is returned from the report-summary endpoint.

The PDFs for regular reports expect a slightly different configuration as compared to PDFs for comprehensive reports. Although the PDF configs are mutually compatible, they support slightly different options under the uncheck_sections and recommendation_type key (invalid options will be ignored). Please refer to uncheck_sections and recommendation_type under regular PDFs config vs. uncheck_sections and recommendation_type under comprehensive PDFs config. If you need completely divergent configs for summary vs standard report PDFs and use the bulk create endpoint, please group regular reports in one call with the desired config, and summary reports in a separate call with the desired config.

Below the supported PDF configs are given for both regular and summary reports.

Regular PDFs Config

Sample Payload

Example of a valid pdf_config payload that can be used for regular reports:

"pdf_config": {
  "white_labelled": true,
  "company_profile": {
    "company_name": "DemoCorp Ltd.",
    "logo": "https://dummyimage.com/200x200/000/fff&text=Company+Logo",
    "professional_name": "John Doe Consulting",
    "website": "https://www.democorp.com",
    "email": "[email protected]",
    "phone": "+1-555-0123-456",
    "address": "1234 Demo Street, Demo City, 56789"
  },
  "notes": "This is a test note.",
  "custom_page_title": "Notes for You",
  "client_name": "John Doe",
  "lang": "es",
  "icon_style": "emoji",
  "number_of_recommendations": 15,
  "uncheck_sections":["howThisWorks", "introduction"],
  "lab_results_type": "out_of_optimal",
  "recommendation_type": "simple",
  "uncheck_recommendations": ["yoga", "optimize-sleep", "optimize-exercise"],
}

Payload Explanation

Supported keys and values for pdf_config JSON field for regular report PDFs and their explanation is given below. These are in addition to the common PDF configs.

Note: None of these fields are required. In case not provided, defaults would be used.

Key	Value Type	Default	Supported Values	Explanation
uncheck_sections	list	[]	howThisWorks, introduction, labResults, riskAssessments, recommendations, geneticVariants	Sections that you want to exclude from the PDF. By default, all sections are included in the PDF. For details regarding each section, please refer to Removable PDF Report Sections.
lab_results_type	string	"all"	all, out_of_optimal	Whether you want to show all lab results or only the ones which are out of optimal
recommendation_type	string	"full"	simple, full	Whether you want the detailed recommendation content or just the recommendation heading in the PDF. For more details refer to Recommendation Types.
uncheck_recommendations	list	[]	all valid recommendation slugs	Slugs of recommendations that you want to exclude from the PDF. The recommendation slugs here correspond to the id field returned from the `/recommendation-summary/` endpoint Note: The use case for this field is removing some particular recommendations you are not happy with. If your concern is rather cutting down the huge number of recommendations to a prioritized few, please refer to `number_of_recommendations` field under Common PDF Configs.

Removable PDF Report Sections

howThisWorks

introduction

labResults

riskAssessments

recommendations

geneticVariants

Default "About" page (left) and "About" page with "geneticVariants" unchecked (right)

Recommendation Types

Recommendation simple view

With recommendation_type = "simple", PDF displays only the recommendation cards, each with a brief description:

Recommendation full view

With default config recommendation_type = "full", PDF displays all recommendation details:

Comprehensive PDFs Config

Sample Payload

Example of a valid pdf_config payload that can be used for comprehensive reports:

"pdf_config": {
  "white_labelled": true,
  "company_profile": {
    "company_name": "DemoCorp Ltd.",
    "logo": "https://dummyimage.com/200x200/000/fff&text=Company+Logo",
    "professional_name": "John Doe Consulting",
    "website": "https://www.democorp.com",
    "email": "[email protected]",
    "phone": "+1-555-0123-456",
    "address": "1234 Demo Street, Demo City, 56789"
  },
  "notes": "This is a test note.",
  "custom_page_title": "Notes for You",
  "client_name": "John Doe",
  "lang": "es",
  "icon_style": "emoji",
  "number_of_recommendations": 15,
  "uncheck_sections":["summary", "mealPlan"],
  "lab_results_type": "out_of_optimal",
  "recommendation_type": "simple",
  "uncheck_recommendations": ["yoga", "optimize-sleep", "optimize-exercise"],
}

Payload Explanation

PDF configs for comprehensive reports largely overlap with those of regular reports shared above. Below, only differences are shared; rest remains the same as above.

Key	Value Type	Default	Supported Values	Explanation
uncheck_sections	list	[]	howThisWorks, recommendations, labResults, riskAssessments, summary, overviewOfResults, details, optimalDiet, mealPlan	Sections that you want to exclude from the PDF. By default, all sections are included in the PDF. For details regarding the first 4 sections, please refer to Removable PDF Report Sections. For details regarding the last 5 sections, refer to Comprehensive Specific Report Sections Note: optimalDiet and mealPlan are only relevant for the `Diet` report.
recommendation_type	string	"full"	simple, full, explicit	The amount of details you want to show associated with the recommendations, with "simple" being the least and "explicit" being the most. For more details, refer to Comprehensive Recommendation Types.

Comprehensive Specific Report Sections

summary

overviewOfResults

As summary reports are a collection of sub-reports, this page displays the overview of your results of all the sub-reports and how they're contributing to your overall summary report.

details

This section displays the details of all the sub-reports included in the summary report.

optimalDiet

Only relevant for diet report. Suggests the optimal diet based on your DNA results. For more details, refer here.

mealPlan

Only relevant for diet report. Displays the meal plan if you've built one. For more details regarding the meal plan, refer here.

Comprehensive Recommendation Types

Recommendation simple view

With recommendation_type = "simple", PDF displays brief recommendation description along with the symptoms, conditions, goals, high-risk (red and orange) sub-report DNA risks and high-risk lifestyle risks the recommendation helps with:

Recommendation full view

With recommendation_type = "full", PDF displays brief recommendation description along with the symptoms, conditions, goals, high-risk (red and orange) sub-report DNA risks and high-risk lifestyle risks the recommendation helps with, along with "How it helps" component for each high-risk sub-report DNA risk:

Note: The illustration above captures only the "How it helps" component for one of the DNA risks but on the actual PDF, this component is present for all three sub-reports listed under "Helps with these DNA Risks".

Recommendation explicit view

With recommendation_type = "explicit", PDF displays brief recommendation description along with the symptoms, conditions, goals, all sub-report DNA risks and all lifestyle risks the recommendation helps with, along with "How it helps" component for each sub-report DNA risk.

Note: The illustration above captures only the "How it helps" component for one of the DNA risks but on the actual PDF this component is present for all the sub-reports listed under "Helps with these DNA Risks".