Reports and Data Export: Excel, PDF, and IVA Summaries

Eme2App’s reporting module gives you a consolidated view of your business finances through six report types covering invoices, quotes, expenses, VAT obligations, and treasury. Every report is available as a paginated JSON response for in-app display, and can be downloaded as a formatted Excel (.xlsx) or PDF file with a single extra path segment. Reports share a common set of filter parameters — date ranges, client, status, and more — so the same query string that populates a chart in the UI can be reused directly in a download request.

Authentication and authorization

All report endpoints are mounted under /api/informes and share the following requirements (applied globally in server.js):

Valid JWT bearer token in the Authorization header.
Active empresa context (verificarEmpresaActiva).
Role admin or user.

Authorization: Bearer <your_jwt_token>

Shared filter parameters

All report endpoints — /api/informes/facturas, /presupuestos, /gastos, /iva, and /tesoreria — accept the same set of query parameters for filtering. You can combine any subset of them in a single request. Omitting a filter returns all records for the active empresa.

Parameter	Type	Description
`fecha_desde`	string (date)	Start date in `YYYY-MM-DD` format.
`fecha_hasta`	string (date)	End date in `YYYY-MM-DD` format.
`year`	integer	Filter by calendar year (e.g. `2024`). Can be combined with `months`.
`months`	string	Comma-separated month numbers (e.g. `1,2,3` for Q1). Requires `year`.
`estado`	string	Document status (e.g. `emitida`, `pagada`, `pendiente`, `vencida`).
`cliente_id`	string (UUID)	Filter by a specific cliente.
`proveedor_id`	string (UUID)	Filter by a specific proveedor (used in gastos report).
`serie`	string	Invoice series code.
`iva_id`	string (UUID)	Filter by a specific IVA rate ID.
`pagina`	integer	Page number (1-based). Defaults to `1`.
`pagina_size`	integer	Records per page. Export endpoints override this to `10000` internally.

Report endpoints

Endpoint	Description	Excel	PDF
`GET /api/informes/facturas`	Invoice report with totals, subtotals by state, and chart data	✅	✅
`GET /api/informes/presupuestos`	Quote/estimate report with conversion and status breakdown	✅	✅
`GET /api/informes/gastos`	Purchase expense report grouped by supplier and period	✅	✅
`GET /api/informes/iva`	VAT report: repercutido vs soportado by fiscal period	✅	✅
`GET /api/informes/tesoreria`	Treasury report: outstanding due dates and balances	✅	✅
`GET /api/informes/tesoreria/flujo`	Cash flow timeline: expected vs actual monthly collections	❌	❌
`GET /api/informes/exportar/:tipo/:formato`	Download Excel or PDF for any of the five exportable report types	—	—

GET /api/informes/facturas

Returns a paginated invoice report for the active empresa. Includes per-page records, subtotals broken down by status, an overall total, summary statistics, and chart-ready data arrays.

curl "https://your-eme2app.com/api/informes/facturas?fecha_desde=2024-01-01&fecha_hasta=2024-12-31&estado=pagada" \
  -H "Authorization: Bearer <token>"

Response shape:

{
  "estado": "ok",
  "datos": [ /* array of invoice records */ ],
  "total": 142,
  "pagina": 1,
  "pagina_size": 20,
  "subtotales": { "pagada": 18500.00, "pendiente": 4200.00 },
  "totalGeneral": { "base": 22700.00, "iva": 4767.00, "total": 27467.00 },
  "resumen": { /* summary KPIs */ },
  "chartData": [ /* monthly series for charts */ ],
  "chartEstado": [ /* status distribution for pie charts */ ]
}

GET /api/informes/presupuestos

Returns the quote/estimate report. Shares the same response shape as the facturas report, including chartEstado for visualizing acceptance vs rejection ratios.

curl "https://your-eme2app.com/api/informes/presupuestos?year=2024&months=10,11,12" \
  -H "Authorization: Bearer <token>"

GET /api/informes/gastos

Returns the purchase expense report, filterable by supplier (proveedor_id), date range, or IVA rate. Includes chartData for a monthly expense trend visualization.

curl "https://your-eme2app.com/api/informes/gastos?fecha_desde=2024-01-01&fecha_hasta=2024-03-31" \
  -H "Authorization: Bearer <token>"

GET /api/informes/iva

Returns the IVA (VAT) report grouped by fiscal period, with a split between:

Repercutido — output VAT collected on issued invoices (facturas emitidas).
Soportado — input VAT paid on expenses and purchase invoices (gastos / facturas de compra).

The resultado field in the response represents the net VAT position (repercutido minus soportado) for the requested period, which corresponds to what is declared in the quarterly Modelo 303.

curl "https://your-eme2app.com/api/informes/iva?year=2024&months=1,2,3" \
  -H "Authorization: Bearer <token>"

Response shape:

{
  "estado": "ok",
  "datos": [ /* period-level IVA breakdown records */ ],
  "total": 4,
  "resultado": 1820.50,
  "repercutido": 4767.00,
  "soportado": 2946.50,
  "chartData": [ /* quarterly chart series */ ]
}

The months parameter is especially useful for the IVA report to isolate individual tax quarters. For Q1 use months=1,2,3, Q2 use months=4,5,6, Q3 use months=7,8,9, and Q4 use months=10,11,12. Always include the year parameter when using months.

GET /api/informes/tesoreria

Returns the treasury report, including outstanding due dates (vencimientosPendientes), balance summary, and chart-ready data for cash position visualization.

curl "https://your-eme2app.com/api/informes/tesoreria?fecha_desde=2024-01-01&fecha_hasta=2024-12-31" \
  -H "Authorization: Bearer <token>"

Response shape:

{
  "estado": "ok",
  "datos": [ /* treasury entries */ ],
  "total": 38,
  "pagina": 1,
  "pagina_size": 20,
  "vencimientosPendientes": [ /* upcoming due dates */ ],
  "resumen": { /* balance totals */ },
  "chartData": [ /* monthly cash position series */ ]
}

GET /api/informes/tesoreria/flujo

Returns the cash flow timeline, showing a month-by-month view of expected collections (from pending invoices) versus actual collections (from paid invoices). This is distinct from the base treasury report — it focuses on liquidity projection rather than balance snapshot.

curl "https://your-eme2app.com/api/informes/tesoreria/flujo?year=2024" \
  -H "Authorization: Bearer <token>"

Response shape:

{
  "estado": "ok",
  "flujoMensual": [
    {
      "mes": "2024-01",
      "cobrado": 8200.00,
      "pendiente": 3500.00
    }
  ],
  "resumen": {
    "total_cobrado": 62400.00,
    "total_pendiente": 14200.00
  }
}

The cash flow endpoint does not support Excel or PDF export — use the base /tesoreria endpoint for downloadable treasury reports.

Exporting to Excel and PDF

Any of the five main report types can be downloaded as a formatted file by appending /exportar/:tipo/:formato to the base path. The same filter query parameters apply.

GET /api/informes/exportar/:tipo/excel
GET /api/informes/exportar/:tipo/pdf

Valid :tipo values: facturas | presupuestos | gastos | iva | tesoreria The server internally overrides pagination to pagina_size=10000 for exports to include the full dataset regardless of what pagina_size the caller sent. Response headers for Excel:

Content-Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet
Content-Disposition: attachment; filename="informe-facturas_2024-07-15.xlsx"

Response headers for PDF:

Content-Type: application/pdf
Content-Disposition: attachment; filename="informe-facturas_2024-07-15.pdf"

The filename always includes today’s date in YYYY-MM-DD format.

Export examples

Excel
PDF

Invoice report — full year 2024:

curl "https://your-eme2app.com/api/informes/exportar/facturas/excel?year=2024" \
  -H "Authorization: Bearer <token>" \
  --output informe-facturas-2024.xlsx

IVA report — Q1 2024:

curl "https://your-eme2app.com/api/informes/exportar/iva/excel?year=2024&months=1,2,3" \
  -H "Authorization: Bearer <token>" \
  --output iva-q1-2024.xlsx

Expense report — date range:

curl "https://your-eme2app.com/api/informes/exportar/gastos/excel?fecha_desde=2024-01-01&fecha_hasta=2024-06-30" \
  -H "Authorization: Bearer <token>" \
  --output gastos-h1-2024.xlsx

Treasury report:

curl "https://your-eme2app.com/api/informes/exportar/tesoreria/excel?year=2024" \
  -H "Authorization: Bearer <token>" \
  --output tesoreria-2024.xlsx

Invoice report — full year 2024:

curl "https://your-eme2app.com/api/informes/exportar/facturas/pdf?year=2024" \
  -H "Authorization: Bearer <token>" \
  --output informe-facturas-2024.pdf

IVA report — Q3 2024:

curl "https://your-eme2app.com/api/informes/exportar/iva/pdf?year=2024&months=7,8,9" \
  -H "Authorization: Bearer <token>" \
  --output iva-q3-2024.pdf

Quote report — by client:

curl "https://your-eme2app.com/api/informes/exportar/presupuestos/pdf?cliente_id=uuid-here&year=2024" \
  -H "Authorization: Bearer <token>" \
  --output presupuestos-cliente-2024.pdf

Passing an unsupported format

If :formato is anything other than excel or pdf, the API returns:

{
  "estado": "error",
  "mensaje": "Formato no soportado. Use \"excel\" o \"pdf\""
}

IVA report — quarterly workflow

Pull the quarterly IVA data

Request the report for the desired quarter using year and months. For Q2 2024:

curl "https://your-eme2app.com/api/informes/iva?year=2024&months=4,5,6" \
  -H "Authorization: Bearer <token>"

Review repercutido vs soportado

Check the repercutido (output VAT from your invoices) and soportado (input VAT from your expenses) totals in the response. The resultado field gives you the net amount to declare.

Export for your tax advisor

Download the period data as Excel or PDF for submission to your asesoría fiscal:

curl "https://your-eme2app.com/api/informes/exportar/iva/excel?year=2024&months=4,5,6" \
  -H "Authorization: Bearer <token>" \
  --output modelo303-q2-2024.xlsx

Error responses

All report endpoints return a consistent error envelope:

{
  "estado": "error",
  "mensaje": "Error al obtener informe de facturas"
}

HTTP status	Cause
`400`	Invalid `:tipo` or `:formato` in export URL
`401`	Missing or expired JWT
`403`	Role not `admin` or `user`; or no active empresa
`500`	Internal server error (database query or file generation failure)

Get Started

Core Modules

Configuration

Integrations

Reports and Data Export: Excel, PDF, and IVA Summaries

Authentication and authorization

Shared filter parameters

Report endpoints

GET /api/informes/facturas

GET /api/informes/presupuestos

GET /api/informes/gastos

GET /api/informes/iva

GET /api/informes/tesoreria

GET /api/informes/tesoreria/flujo

Exporting to Excel and PDF

Export examples

Passing an unsupported format

IVA report — quarterly workflow

Error responses

Build docs developers (and LLMs) love

Get Started

Core Modules

Configuration

Integrations

Documentation Index

​Authentication and authorization

​Shared filter parameters

​Report endpoints

​GET /api/informes/facturas

​GET /api/informes/presupuestos

​GET /api/informes/gastos

​GET /api/informes/iva

​GET /api/informes/tesoreria

​GET /api/informes/tesoreria/flujo

​Exporting to Excel and PDF

​Export examples

​Passing an unsupported format

​IVA report — quarterly workflow

​Error responses

Build docs developers (and LLMs) love

Authentication and authorization

Shared filter parameters

Report endpoints

GET /api/informes/facturas

GET /api/informes/presupuestos

GET /api/informes/gastos

GET /api/informes/iva

GET /api/informes/tesoreria

GET /api/informes/tesoreria/flujo

Exporting to Excel and PDF

Export examples

Passing an unsupported format

IVA report — quarterly workflow

Error responses