@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')
Pick a report to view detailed, exportable data scoped to your own clients and referral network.
Your existing client, will, and commission summary in one table.
Every will's type, version, writer, approval, L1/L2/L3 agents and commission, and full timeline.
Will amounts, payments received, outstanding balances, and payment status per will.
Complete client profiles: contact details, assets/liabilities, nominees, documents, and appointment history.
Your referral tree — upline, downline, referred clients, and commission at every level.