@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')

Client Report

Personal details, assets/liabilities, nominees, documents, and appointments

Total Clients

{{ $stats['total_clients'] }}

Combined Net Worth

RM {{ number_format($stats['total_net_worth'], 2) }}

@forelse($rows as $i => $row) @empty @endforelse
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') }}
No clients found
@if($rows instanceof \Illuminate\Pagination\LengthAwarePaginator && $rows->hasPages())
{{ $rows->links() }}
@endif
@endsection