@extends('layouts.portal') @section('title', 'Report Master') @section('page_title', 'Report Master Dashboard') @section('page_subtitle', 'Comprehensive reporting and analytics') @section('sidebar') @include('admin.partials.sidebar', ['active' => 'reports-master']) @endsection @section('content')

Report Master Dashboard

Access comprehensive reports and analytics for your will management system

Total Clients

{{ $clientCount }}

Total Wills

{{ $willCount }}

{{ $completedWills }} completed

Total Assets Value

RM {{ number_format($totalAssets, 0) }}

Total Liabilities

RM {{ number_format($totalLiabilities, 0) }}

Clients Report

Detailed client information and will statistics

  • Complete client profiles
  • Assets & liabilities summary
  • Will count and status
  • Beneficiaries overview

Wills Report

Comprehensive will information and status

  • All wills summary
  • Beneficiaries & assets breakdown
  • Liabilities & allowances
  • Version history tracking

Financial Report

Will-wise payments and commissions

  • Client payments tracking
  • Lawyer commissions breakdown
  • Agent commissions details
  • Payment status monitoring

Agent Performance

Monitor all agents' performance and commissions

  • Agent rankings by commission
  • Client referrals tracking
  • Monthly performance metrics
  • Commission breakdown details

Will Lifecycle Report

Complete audit trail and approval journey

  • Who created the will
  • When invoice was raised
  • Payment tracking
  • Approval timeline

Quick Stats

System overview and statistics

Total Beneficiaries

{{ $totalBeneficiaries }}

Completed Wills

{{ $completedWills }}

Net Worth (Total)

RM {{ number_format($totalAssets - $totalLiabilities, 0) }}

A/L Ratio

{{ $totalLiabilities > 0 ? number_format($totalAssets / $totalLiabilities, 2) : 'N/A' }}x

How to use Report Master

  • • Clients Report: View all clients with detailed asset, liability, and will information. Export to Excel for record keeping.
  • • Wills Report: Track all wills by status, type, and associated beneficiaries. Download as Excel spreadsheet.
  • • Financial Report: Monitor will-wise payments, lawyer commissions, and agent commissions.
  • • Agent Performance: View all agents ranked by commission, track their client referrals, monthly performance metrics, and detailed commission breakdown.
  • • Will Lifecycle Report: Complete audit trail showing who created the will, when invoice was raised, payment details, and final approval status with dates.
@endsection