@extends('layouts.portal') @section('title', 'Reports') @section('page_title', 'Reports') @section('page_subtitle', 'Detailed reporting across your clients, wills, finances, and referral network') @section('sidebar') @include('agent.partials.sidebar', ['active' => 'reports']) @endsection @section('content')

Reports

Pick a report to view detailed, exportable data scoped to your own clients and referral network.

Overview

Your existing client, will, and commission summary in one table.

Will Report

Every will's type, version, writer, approval, L1/L2/L3 agents and commission, and full timeline.

Financial Report

Will amounts, payments received, outstanding balances, and payment status per will.

Client Report

Complete client profiles: contact details, assets/liabilities, nominees, documents, and appointment history.

Hierarchy Report

Your referral tree — upline, downline, referred clients, and commission at every level.

@endsection