How to send every SaaS customer a monthly PDF usage report

How to Send Every SaaS Customer a Monthly PDF Usage Report Monthly business reviews, QBRs, usage summaries — enterprise customers expect them. Most SaaS teams either skip them (losing a retention touchpoint) or produce them manually in Google Slides (doesn't scale past 20 accounts). Here's how to auto-generate a personalized PDF for every customer at month-end: their API calls, their team activity, their top pages — rendered from your own data, emailed before they open Slack on the first of the month. The pipeline 1st of month cron → fetch all active customers → for each: query their metrics → render HTML → PDF → email Fetch customer metrics async function getCustomerMetrics ( customerId , month , year ) { const start = new Date ( year , month - 1 , 1 ); const end = new Date ( year , month , 0 , 23 , 59 , 59 ); const [ usage , topUsers , topFeatures , growthData ] = await Promise . all ([ db . events . aggregate ({ where : { customerId , createdAt : { gte : start , lte : end } }, _coun