Generate a Client Report

The client report page builds a per-client report. Choose which sections to include, set a Format and Time Range, then use Generate & Download, Send via Email, or Print Preview.

You reach this page from a specific client — the route is /reports/client/:clientId, so a client must be in context. From a client's detail page, open their report to land here.

What You Can Do

• Build a report for one client
• Include or exclude sections with checkboxes
• Pick a Format: PDF Document, Excel Spreadsheet, or CSV File
• Limit the report to All Time, Last 30 Days, Last 90 Days, or Last Year
• Download the report, or open the browser print dialog with Print Preview

How It Works

1. Open the report for a client — the page needs a client in the route (/reports/client/:clientId). The header reads Generate Report, with the client's name under For.
2. Choose report sections — in Report Contents, check or uncheck the items you want.
3. Set report options — in Report Options, pick a Format and a Time Range.
4. Generate the file — click Generate & Download. The button shows Generating... while it works.
5. Download starts automatically — once it finishes, a success toast appears and the file downloads to your device.

Report Contents

Under Report Contents, you can include:

Option	What It Includes
Portfolio Summary	The client's portfolios; the label shows the current portfolio count.
Trademark Details	The client's trademarks; the label shows the current trademark count.
Recent Activity Log	Recent client activity.
Upcoming Deadlines	Deadlines for the client; the label shows the current deadline count.
Analytics & Insights	An analytics section.

When the page loads, these are selected by default: Portfolio Summary, Trademark Details, Recent Activity Log, and Upcoming Deadlines. Analytics & Insights starts unselected.

Report Options

Format

The Format dropdown offers PDF Document, Excel Spreadsheet, and CSV File. The default is PDF Document.

Time Range

The Time Range dropdown offers All Time, Last 30 Days, Last 90 Days, and Last Year. The default is All Time.

Action Buttons

Generate & Download

Click Generate & Download to build the report. While it runs, the button is disabled and reads Generating.... When it finishes, a success toast appears and the file downloads automatically.

If generation fails, the page shows the toast Failed to generate report.

What the file looks like today: the download is a plain-text file (.txt) that lists the client's name, summary counts (portfolios, trademarks, active applications, recent activity, upcoming deadlines), and the options you selected — including the chosen Format and Time Range. The Format you pick is written into the file but does not yet change the file type to a real PDF, Excel, or CSV document.

Send via Email

Click Send via Email to use the email action. Today this shows the toast Email functionality coming soon! — the report is not yet emailed from this page.

Print Preview

Click Print Preview to open your browser's print dialog for the current page.

Loading and Error States

• Loading client data... — shown while the page fetches the client.
• Client Not Found with Unable to generate report for this client. — shown when the client can't be loaded. From here, click Back to Clients to return to your client list.

Navigation

• Back to Client returns to the selected client's page.
• Back to Clients appears only when the client cannot be loaded.