Generate a Client Report

The client report page builds a per-client report. Choose report-content preferences, 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.

What You Can Do

• Build a report for one client
• Toggle checkboxes to record report-content preferences in the generated file
• Pick a Format: PDF Document, Excel Spreadsheet, or CSV File
• Choose a Time Range value — All Time, Last 30 Days, Last 90 Days, or Last Year — which is recorded in the generated text file
• 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 items to change the report-content preferences recorded in the generated file.
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 — described as Select what to include in the report — you can set preferences for:

The Portfolio Summary, Trademark Details, and Upcoming Deadlines labels each show a live count in parentheses — for example, Portfolio Summary (4 portfolios). Recent Activity Log and Analytics & Insights show no count.

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

All three buttons are disabled while a report is generating.

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 naming the chosen format — for example, PDF report generated successfully! — 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) whose name starts with client-report-, followed by the client's name in lowercase (spaces become hyphens) and a timestamp. It lists the client's name, the date it was generated, summary counts, and the options you selected — including the chosen report-content preferences, Time Range, and Format. The Format you pick is written into the file, but the download is still a .txt file.

Send via Email

Click Send via Email to use the email action. Today this shows the toast Email functionality coming soon!

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 (/clients/:clientId).
• Back to Clients appears only when the client cannot be loaded.