@extends('layouts.portal') @section('title', 'Client Report') @section('page_title', 'Client Report') @section('page_subtitle', 'Complete profile overview for every client you manage') @section('sidebar') @include('agent.partials.sidebar', ['active' => 'reports-clients']) @endsection @section('content')
Personal details, assets/liabilities, nominees, documents, and appointments
Total Clients
Combined Net Worth
| Client | Contact | Status | Net Worth | Nominees | Wills | Latest Will | KYC | Appts | Joined | Details |
|---|---|---|---|---|---|---|---|---|---|---|
| {{ $row['name'] }} {{ $row['ic_number'] }} |
{{ $row['email'] }} {{ $row['phone'] }} |
{{ ucfirst($row['status'] ?? '-') }} | RM {{ number_format($row['net_worth'], 2) }} | {{ count($row['nominees']) }} | {{ $row['wills_count'] }} | {{ ucfirst(str_replace('_',' ',$row['latest_will_status'] ?? '-')) }} | {{ ucfirst($row['kyc_status'] ?? '-') }} ({{ $row['kyc_documents_count'] }}) | {{ $row['appointments_count'] }} | {{ \Carbon\Carbon::parse($row['created_at'])->format('M d, Y') }} | |
|
Address {{ $row['address'] ?? 'Not provided' }} Marital status: {{ ucfirst($row['marital_status'] ?? '-') }} Assets / Liabilities Assets: RM {{ number_format($row['assets_total'], 2) }} Liabilities: RM {{ number_format($row['liabilities_total'], 2) }} Nominees / Beneficiaries @forelse($row['nominees'] as $nominee){{ $nominee['name'] }} ({{ $nominee['relationship'] ?? '-' }}) — {{ $nominee['percentage_share'] ?? 0 }}% @emptyNone recorded. @endforelse |
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| No clients found | ||||||||||