---
title: "Client Annual Review Export"
method: GET
path: "/api/adviser/clients/{user_id}/annual-review/export"
tags: ["Adviser"]
---

# Client Annual Review Export

`GET /api/adviser/clients/{user_id}/annual-review/export`

## Request

- Base URL: `https://api.earmarkiq.app` (the document declares no server; this is the origin it was published from)
- URL: `https://api.earmarkiq.app/api/adviser/clients/{user_id}/annual-review/export`
- Auth: HTTP bearer

The same pack as a file. PDF for the client, CSV for the adviser.

Streamed straight back under adviser auth — deliberately NOT the
tmp_exports download-by-id flow, whose ids act as unauthenticated
bearer capabilities and would put a client's whole financial year
behind a guessable URL.

## Path parameters

- `user_id` string, uuid, required

## Query parameters

- `format` string
- `as_of` string, date, nullable

## Response `200`

Successful Response

- unknown

## Other responses

- `422`: Validation Error

---

[API](https://skmtc.dev/earmarkiq/apis/earmark-api.md) · [All operations](https://skmtc.dev/earmarkiq/apis/earmark-api/llms.txt) · [OpenAPI document](https://skmtc.dev/earmarkiq/apis/earmark-api/revisions/4a2c41907105?raw)