Overview
Users need to export their entire document portfolio for offline analysis, legal submissions, or regulatory compliance. The backend exposes GET /api/documents/export/excel and individual document PDF exports (BE-77). The reports page brings these together in a user-friendly interface.
Background
File to create: frontend/app/(protected)/reports/page.tsx
Features:
Portfolio export section:
- "Download as Excel (.xlsx)" button → calls
GET /api/documents/export/excel
- "Download as PDF" button → calls
GET /api/documents/export/pdf (if a portfolio-level PDF is implemented) or generates one client-side using jspdf
- Date range filter to scope the export (optional)
- Status filter (only export VERIFIED documents, etc.)
Individual document reports section:
- Same as the document list (FE-16) but with a prominent "Download Report" button per row
- "Download all as ZIP" (stretch goal) — zips individual PDFs client-side or requests a batch export
Usage note:
- Show last export timestamp to help users avoid re-downloading unchanged data
Acceptance Criteria
Overview
Users need to export their entire document portfolio for offline analysis, legal submissions, or regulatory compliance. The backend exposes
GET /api/documents/export/exceland individual document PDF exports (BE-77). The reports page brings these together in a user-friendly interface.Background
File to create:
frontend/app/(protected)/reports/page.tsxFeatures:
Portfolio export section:
GET /api/documents/export/excelGET /api/documents/export/pdf(if a portfolio-level PDF is implemented) or generates one client-side using jspdfIndividual document reports section:
Usage note:
Acceptance Criteria
.xlsxfile download from the backend