Automated PDF Report Tool — Frontend & Data Integration
An internal tool that automated recurring PDF report creation from complex datasets. The work covered data shaping, frontend integration, visual reporting, and implementation of a repeatable export flow.
Overview
An internal reporting tool built to automate monthly client-facing PDF report creation for a Tokyo-based sales team. The project focused on turning a manual, engineer-dependent workflow into a structured UI flow for data selection, chart preview, and multi-page PDF export.
Context
The sales team needed to prepare tailored reports for 20–30 clients each month, with each report spanning roughly 20–100 pages. The process depended on a team engineer manually working across a large internal financial database, PowerPoint, and Excel, which took significant time and introduced inconsistency risk.
Challenge
The core challenge was to transform a manual, error-prone reporting process, tightly tied to raw SQL and spreadsheet-based preparation, into a repeatable, user-friendly workflow that could eventually be handled by non-technical team members.
- Reduce a 1–2 week manual reporting workload
- Translate reporting logic embedded in SQL and spreadsheets into a usable UI flow
- Keep client-facing output quality and data trust high
- Design a workflow that could later be handed off beyond engineering
Contribution
Workflow Mapping
- Interviewed internal users to understand how reports were actually assembled
- Mapped ambiguous manual tasks into a clearer UX flow
- Structured the UI around a natural sequence: data selection → chart preview → PDF export
Data & Reporting Logic
- Converted raw SQL queries into Prisma models
- Made complex financial datasets safer and more scalable for frontend integration
- Aligned the reporting logic with UI behavior so users could work through the process more confidently
Frontend Implementation
- Built the internal tool in React and TypeScript
- Integrated Chart.js for clear and consistent visual reporting
- Used Puppeteer to generate multi-page PDF exports directly from the UI
Outcome
Manual effort
1–2 weeks → a few hours
- Delivered an MVP showing that the workflow could eventually be handled by non-technical sales team members
- Turned unclear manual reporting tasks into repeatable UI interactions
- Improved trust and consistency for client-facing deliverables
- Received positive internal feedback for reducing workload and improving workflow clarity
Notes
- A key part of the value came from bridging reporting logic, business expectations, and frontend structure
- The project demonstrates internal-tool work that sits between workflow design, frontend implementation, and data coordination