@extends('layouts.portal') @section('title', 'Reports') @section('page_title', 'Reports') @section('page_subtitle', 'Detailed reporting across your assigned clients, wills, and finances') @section('sidebar') @include('staff.partials.sidebar', ['active' => 'reports']) @endsection @section('content')
Pick a report to view detailed, exportable data scoped to your assigned clients.
Every will & trust's type, version, writer, approval, commission by level, and full timeline.
Will amounts, payments received, outstanding balances, and payment status per document.
Complete client profiles: contact details, assets/liabilities, nominees, documents, and appointment history.