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DOCX Report Generator Skill

Fill templated DOCX with data to produce reports, invoices, and formatted documents. Generate professional Word documents programmatically with python-docx or use Jinja2 templates with docxtpl for dynamic content insertion. Support tables, images, headers, footers, and custom styling.

by JSONbored·added 2025-10-15·
Claude CodeCodexWindsurfGeminiCursorCLI
HarnessClaude CodeCodexWindsurfGeminiCursorCLI
Level:advancedType:generalVerified:draft
Review first — review before installing

Open the source and read safety notes before installing.

Prerequisites

  • Python 3.11+
  • docxtpl
  • docx2pdf or libreoffice for PDF
  • File system read/write access for template files and generated DOCX documents
  • Python environment with pip for installing python-docx and docxtpl packages
  • Optional: LibreOffice or docx2pdf for PDF conversion (requires system installation of LibreOffice for cross-platform PDF export)

Schema details

Install type
package
Reading time
5 min
Difficulty score
100
Troubleshooting
Yes
Breaking changes
No
Package metadata
Package verified
Yes
SHA-256
97c1f763257656b21679a7b0158c6a5f70e4f9feae1722c8674242498e39d462
Skill and platform metadata
Skill type
general
Skill level
advanced
Verification
draft
Verified at
2025-10-15
Retrieval sources
https://docxtpl.readthedocs.io/
Tested platforms
ClaudeCodexOpenClawCursorWindsurfGemini
PlatformSupportInstall path
claude-codeNative.claude/skills/<skill-name>/SKILL.md
codexNative.agents/skills/<skill-name>/SKILL.md
windsurfNative.windsurf/skills/<skill-name>/SKILL.md
geminiNative.gemini/skills/<skill-name>/SKILL.md or .agents/skills/<skill-name>/SKILL.md
cursorAdapter.cursor/rules/<skill-name>.mdc
cliManualAGENTS.md or tool-specific context file
Full copyable content
from docxtpl import DocxTemplate

doc = DocxTemplate('template.docx')
context = { 'client': 'Acme', 'items': [{'name': 'Widget', 'price': 9.99}] }
doc.render(context)
doc.save('invoice.docx')

About this resource

What This Skill Enables

Claude can create, edit, and format Microsoft Word documents (.docx) programmatically. Generate professional reports, proposals, documentation, and formatted documents with tables, charts, headers, and custom styling.

Compatibility

Native

  • Claude Code / Claude: native skill usage via SKILL.md.
  • Codex/OpenAI workflows: compatible with Agent Skills-style SKILL.md content as reusable workflow instructions.

Manual Adaptation

  • Gemini CLI: native skill usage via .gemini/skills/<skill-name>/SKILL.md or .agents/skills/<skill-name>/SKILL.md where supported.
  • Cursor: use the generated .cursor/rules/*.mdc adapter for project rules.
  • OpenClaw and similar agents: use the same skill content as a reusable prompt/workflow file when native skill import is unavailable.

Prerequisites

Required:

  • Claude Pro subscription
  • Code Interpreter feature enabled
  • Template document uploaded (optional, for editing existing docs)

What Claude handles:

  • Installing python-docx and document libraries
  • Document structure and formatting
  • Table generation and styling
  • Page layout and sections
  • Converting between formats (Markdown → DOCX)

How to Use This Skill

Create a New Document

Prompt: "Create a professional business proposal document with:

  • Title page with company logo placeholder
  • Executive summary section
  • 3-column pricing table
  • Terms and conditions Save as proposal.docx"

Claude will:

  1. Create document structure
  2. Add formatted sections
  3. Generate styled tables
  4. Apply professional formatting
  5. Export as .docx file

Edit Existing Document

Prompt: "Open this contract template and:

  1. Replace all [COMPANY_NAME] with 'Acme Corp'
  2. Update the pricing table in section 3
  3. Add a new clause about termination
  4. Save as acme_contract.docx"

Claude will:

  1. Load the existing document
  2. Find and replace text
  3. Modify tables
  4. Insert new content
  5. Preserve original formatting

Generate Report from Data

Prompt: "Create a monthly sales report from this CSV data:

  • Executive summary with key metrics
  • Sales by region table
  • Top performers list
  • Month-over-month comparison chart
  • Save as sales_report_october.docx"

Claude will:

  1. Analyze the CSV data
  2. Calculate metrics
  3. Generate formatted sections
  4. Create tables with data
  5. Add visual elements

Format Conversion

Prompt: "Convert this Markdown document to a formatted Word document with:

  • Headings styled with built-in heading styles
  • Code blocks in monospace font
  • Bullet lists properly formatted
  • Save as documentation.docx"

Claude will:

  1. Parse Markdown structure
  2. Map to Word styles
  3. Apply formatting
  4. Generate DOCX

Common Workflows

Meeting Minutes Template

"Create a meeting minutes template with:
1. Header: Date, Time, Location, Attendees
2. Agenda items section
3. Discussion notes table (Topic | Discussion | Decision)
4. Action items table (Task | Owner | Due Date | Status)
5. Next meeting section
Use professional formatting with the 'Office' built-in style."

Invoice Generation

"Generate an invoice document:
1. Company header (name, address, logo placeholder)
2. Invoice details (number, date, due date)
3. Bill to / Ship to sections
4. Line items table (Description, Qty, Rate, Amount)
5. Subtotal, tax, total calculations
6. Payment terms footer
Make it look professional with borders and shading."

Technical Documentation

"Create technical documentation:
1. Cover page with title and version
2. Table of contents (auto-generated)
3. Multiple sections with heading hierarchy
4. Code examples in monospace with syntax highlighting
5. Tables for API endpoints
6. Numbered figures with captions
Use consistent styling throughout."

Resume/CV Formatting

"Format this resume data into a professional document:
1. Header with name and contact info
2. Professional summary
3. Work experience (company, role, dates, bullets)
4. Education section
5. Skills table (2 columns)
6. Use modern, clean formatting
Save as resume.docx"

Tips for Best Results

  1. Be Specific About Formatting: Mention fonts, sizes, colors, alignment
  2. Reference Built-in Styles: Use Word's built-in styles ("Heading 1", "Title", "Intense Quote")
  3. Table Formatting: Specify headers, borders, shading, column widths
  4. Page Layout: Mention margins, orientation, page size if non-standard
  5. Images: Provide image files or describe placeholder dimensions
  6. Consistent Style: Ask for style guides ("use Arial 11pt throughout")
  7. Sections: Use section breaks for different headers/footers

Advanced Features

Headers & Footers

  • Different first page headers
  • Page numbers with custom formatting
  • Chapter/section titles in headers
  • Watermarks and background

Table Enhancements

  • Merged cells
  • Repeating header rows
  • Conditional formatting
  • Auto-width columns

Document Automation

  • Mail merge from data files
  • Template-based generation
  • Batch document creation
  • Variable substitution

Troubleshooting

Issue: Formatting doesn't look right Solution: Be more specific about styles. Reference Word's built-in style names or describe exact formatting (font, size, color, alignment)

Issue: Tables break across pages poorly Solution: Ask Claude to set "keep rows together" or adjust table properties

Issue: Images not appearing Solution: Upload images separately and reference them in your prompt, or describe placeholder dimensions

Issue: Headers/footers not updating Solution: Specify which sections need different headers/footers and where section breaks should go

Issue: Lost formatting when editing Solution: Ask Claude to preserve existing styles: "Keep all original formatting except..."

Learn More

Features

  • Template placeholders and loops
  • Image and table insertion
  • Page layout control
  • Optional PDF export pipeline
  • Jinja2 template engine for dynamic content insertion
  • Rich text formatting with inline styles and formatting
  • Batch document generation from data sources
  • Header and footer customization with page numbers, dynamic content insertion, different first page headers, and section-based header/footer variations

Use Cases

  • Invoices and statements
  • Client reports
  • Batch document generation
  • Automated invoice and billing statement generation
  • Personalized client reports and proposals
  • Technical documentation with code examples and diagrams
Content outline
#docx#reports#templating#python

Source citations

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