Exporting Reports - Extrator de Tarefas Auvo

Overview

After processing your Auvo file, you can export the filtered results to Excel or PDF format. Both formats include your extracted tasks and statistical summaries, making it easy to share or archive your findings.

Export Options

The application provides two export formats:

Excel Export

Multi-sheet workbook with detailed data and statistics, ideal for further analysis

PDF Export

Professional formatted report with visual statistics, perfect for printing or sharing

Exporting to Excel

How to Export

Process Your File

Upload and process your Auvo file to generate results. You must have results before exporting.

Click Excel Button

On the results page, locate the export buttons in the header. Click the green “Excel” button.

Download Starts

Your browser will immediately download a file named relatorio_filtrado.xlsx.

Open in Excel

Open the downloaded file in Microsoft Excel, LibreOffice Calc, or Google Sheets.

Excel File Structure

The Excel export contains two sheets:

Sheet 1: Tarefas Encontradas

Contains all filtered tasks with the following columns:

Column	Description
Data	Service order date
Cliente	Client name
Endereco	Service address
OS Digital	Service order URL
Relato	Service report description

This sheet contains the exact same data displayed in the results table on the web interface.

Sheet 2: Estatísticas

Contains summary statistics:

Métrica	Valor
Total de Registros	250
Tarefas Encontradas	45
Taxa de Ocorrência (%)	18.0
Data de Geração	10/03/2026 14:30

Backend Implementation

The Excel export is handled by the /download/excel route (app.py:178):

@app.route('/download/excel')
def download_excel():
    # Retrieve filtered data from temporary CSV file
    df = get_dataframe_from_temp_file()
    if df is None:
        return redirect(url_for('index', error="Os resultados expiraram..."))
    
    stats = session.get('last_stats', {})
    
    # Create Excel file in memory
    output = io.BytesIO()
    with pd.ExcelWriter(output, engine='openpyxl') as writer:
        # Write tasks to first sheet
        df.to_excel(writer, index=False, sheet_name='Tarefas Encontradas')
        
        # Write statistics to second sheet
        stats_df = pd.DataFrame([
            ['Total de Registros', stats.get('total', 'N/A')],
            ['Tarefas Encontradas', stats.get('filtrados', 'N/A')],
            ['Taxa de Ocorrência (%)', stats.get('percentual', 'N/A')],
            ['Data de Geração', datetime.now().strftime('%d/%m/%Y %H:%M')]
        ], columns=['Métrica', 'Valor'])
        stats_df.to_excel(writer, index=False, sheet_name='Estatísticas')
    
    output.seek(0)
    return Response(output, mimetype="application/vnd.openxmlformats-officedocument.spreadsheet.sheet",
                    headers={"Content-Disposition": "attachment;filename=relatorio_filtrado.xlsx"})

The Excel export uses the openpyxl library, which is specified in the project’s requirements.

Use Cases for Excel Export

Data Analysis: Pivot tables, charts, and formulas
Filtering: Apply additional custom filters
Integration: Import into other business systems
Sharing: Send to colleagues who prefer spreadsheet format
Archiving: Long-term storage of results

Excel files preserve the exact data values, making them ideal when you need to perform calculations or further manipulations.

Exporting to PDF

How to Export

Process Your File

Ensure you have processed a file and have results displayed.

Click PDF Button

On the results page, click the red “PDF” button next to the Excel button.

Download Starts

Your browser will download a file named relatorio_filtrado.pdf.

Open PDF

Open the file in any PDF reader (Adobe Acrobat, Preview, Chrome, etc.).

PDF Report Structure

The PDF report includes:

1. Header Section

Relatório de Tarefas com Ação Necessária
Gerado em: 10/03/2026 às 14:30

2. Statistics Dashboard

Visual stat boxes showing:

Total de Registros: 250
Tarefas Encontradas: 45
Taxa de Ocorrência: 18.0%

3. Keywords Section

Highlighted box showing all keywords used:

⚠️ Palavras-chave utilizadas:
quebrado, solicitar peça, trocar cabo, orçamento, danificado

4. Results Table

Full table with all filtered tasks, including:

Data
Cliente
Endereco
OS Digital (with clickable links)
Relato

The PDF is formatted for printing, with responsive styling that adapts to page size.

PDF Styling

The PDF uses custom CSS for professional appearance:

- Font: Arial, sans-serif
- Header: Blue (#0056b3) with light gray background
- Stats: Color-coded boxes with blue highlights
- Keywords: Yellow highlight with orange border
- Table: Striped rows, 10px font size for readability
- Links: Blue, clickable URLs

Backend Implementation

The PDF export is handled by the /download/pdf route (app.py:206) using WeasyPrint:

@app.route('/download/pdf')
def download_pdf():
    # Retrieve filtered data
    df = get_dataframe_from_temp_file()
    if df is None:
        return redirect(url_for('index', error="Os resultados expiraram..."))
    
    stats = session.get('last_stats', {})
    palavras_utilizadas = session.get('custom_keywords', [])
    
    # Convert OS Digital URLs to HTML links
    df_render = df.copy()
    if not df.empty:
        df_render['OS Digital'] = df_render['OS Digital'].apply(criar_links)
    
    # Generate HTML table
    tabela_html = df_render.to_html(index=False, escape=False, classes="tabela-pdf")
    
    # Build complete HTML document with styling
    full_html = f"""
    <html>
      <head>
        <meta charset="utf-8">
        <style>/* CSS styling here */</style>
      </head>
      <body>
        <div class="header">...</div>
        <div class="stats">...</div>
        <div class="palavras-chave">...</div>
        {tabela_html}
      </body>
    </html>
    """
    
    # Convert HTML to PDF
    pdf = HTML(string=full_html).write_pdf()
    
    return Response(pdf, mimetype="application/pdf",
                    headers={"Content-Disposition": "attachment;filename=relatorio_filtrado.pdf"})

PDF generation uses the WeasyPrint library, which renders HTML/CSS to PDF format.

Use Cases for PDF Export

Presentations: Share in meetings or reports
Printing: Physical copies for field technicians
Archiving: Long-term read-only storage
Email: Easy to attach and view on any device
Documentation: Include in project documentation

PDFs are ideal when you want a fixed, professional-looking report that displays consistently across all devices.

Comparing Export Formats

Feature	Excel	PDF
File Size	Smaller	Larger
Editability	Editable	Read-only
Formatting	Basic	Professional
Multiple Sheets	✅ Yes	❌ Single document
Clickable Links	✅ Yes	✅ Yes
Charts/Graphs	Manual creation	Pre-formatted stats
Best For	Analysis	Sharing/Printing

Handling Export Errors

Error: “Os resultados expiraram”

This error appears when:

Your session has expired (browser closed or timed out)
The temporary results file was deleted
You’re trying to export without processing a file first

Solution: Re-upload and process your file to generate new results.

Empty Results Export

If you export when no tasks were found:

Excel: The “Tarefas Encontradas” sheet will be empty (headers only)
PDF: Displays “Nenhuma tarefa encontrada” instead of a table

Statistics will still show total records processed, even if no matches were found.

Download Doesn’t Start

If clicking the export button does nothing:

Check that JavaScript is enabled
Disable pop-up blockers for this site
Try a different browser
Check browser console for errors

PDF Looks Incorrect

If the PDF has formatting issues:

Ensure you’re using a modern PDF reader
Try re-exporting (temporary rendering issue)
Very long addresses or descriptions may cause layout issues

Export File Naming

Both exports use static filenames:

Excel: relatorio_filtrado.xlsx
PDF: relatorio_filtrado.pdf

If you export multiple times, your browser will either overwrite the previous file or append a number (e.g., relatorio_filtrado (1).pdf), depending on your browser settings.

Custom Naming (Future Enhancement)

Currently, filenames are hardcoded. A potential enhancement would be:

filename = f"relatorio_{datetime.now().strftime('%Y%m%d_%H%M%S')}.xlsx"
# Example: relatorio_20260310_143045.xlsx

Technical Details

Data Source

Both exports retrieve data from the same source:

def get_dataframe_from_temp_file():
    temp_filename = session.get('temp_filename')
    if not temp_filename:
        return None
    
    file_path = os.path.join(TEMP_FOLDER, temp_filename)
    if os.path.exists(file_path):
        return pd.read_csv(file_path)
    return None

This ensures:

✅ Consistent data between web view and exports
✅ Memory efficiency (not stored in session)
✅ Support for large datasets

Response Headers

Both exports use Flask’s Response object with proper MIME types: Excel:

mimetype="application/vnd.openxmlformats-officedocument.spreadsheet.sheet"
Content-Disposition: attachment;filename=relatorio_filtrado.xlsx

PDF:

mimetype="application/pdf"
Content-Disposition: attachment;filename=relatorio_filtrado.pdf

The attachment disposition forces the browser to download rather than display inline.

Performance Considerations

Excel exports are typically faster (direct pandas conversion)
PDF exports take longer due to HTML rendering and styling
Large datasets (>1000 rows) may take several seconds to export
All processing is synchronous (browser waits for completion)

For very large files (>10,000 rows), consider implementing background job processing or pagination.

Best Practices

When to Use Excel

You need to perform additional calculations
You want to apply custom filters or sorts
You’re integrating with other Excel-based workflows
You need to edit or annotate the data

When to Use PDF

You’re sharing with external stakeholders
You need a printable report
You want a fixed, formatted document
You’re archiving for compliance purposes

Exporting Frequently

If you process files regularly:

Develop a consistent naming convention for saved exports
Create a folder structure for organizing reports
Consider scripting bulk exports if processing many files

For recurring reports, export to Excel and create a template with pre-formatted charts and analysis. Simply paste new data into the template each time.

GET /download/excel - Excel export handler (app.py:178)
GET /download/pdf - PDF export handler (app.py:206)
POST /upload - Generates the data for export (app.py:124)

Next Steps

Configure keywords to refine your exports
View results before exporting
Upload new files to create more reports

Getting Started

User Guide

Features

Technical Reference

Support

​Overview

​Export Options

Excel Export

PDF Export

​Exporting to Excel

​How to Export

​Excel File Structure

​Sheet 1: Tarefas Encontradas

​Sheet 2: Estatísticas

​Backend Implementation

​Use Cases for Excel Export

​Exporting to PDF

​How to Export

​PDF Report Structure

​1. Header Section

​2. Statistics Dashboard

​3. Keywords Section

​4. Results Table

​PDF Styling

​Backend Implementation

​Use Cases for PDF Export

​Comparing Export Formats

​Handling Export Errors

​Error: “Os resultados expiraram”

​Empty Results Export

​Download Doesn’t Start

​PDF Looks Incorrect

​Export File Naming

​Custom Naming (Future Enhancement)

​Technical Details

​Data Source

​Response Headers

​Performance Considerations

​Best Practices

​When to Use Excel

​When to Use PDF

​Exporting Frequently

​Related Routes

​Next Steps

Build docs developers (and LLMs) love

Overview

Export Options

Exporting to Excel

How to Export

Excel File Structure

Sheet 1: Tarefas Encontradas

Sheet 2: Estatísticas

Backend Implementation

Use Cases for Excel Export

Exporting to PDF

How to Export

PDF Report Structure

1. Header Section

2. Statistics Dashboard

3. Keywords Section

4. Results Table

PDF Styling

Backend Implementation

Use Cases for PDF Export

Comparing Export Formats

Handling Export Errors

Error: “Os resultados expiraram”

Empty Results Export

Download Doesn’t Start

PDF Looks Incorrect

Export File Naming

Custom Naming (Future Enhancement)

Technical Details

Data Source

Response Headers

Performance Considerations

Best Practices

When to Use Excel

When to Use PDF

Exporting Frequently

Related Routes

Next Steps