⎙ Reports Library
All your saved client portfolio reports — searchable, downloadable, re-shareable.
⚡ COMING IN v2.1
Your Reports Archive
Every CAS analysis, Risk Profile, and Goal Plan you generate will auto-save here. Search by client name. Compare reports across months. Re-share with one click.
🚀 Targeted release: 2 weeks
Auto-archive
Every report you generate auto-saves to your account. Never lose a client analysis.
Search by Client
Type any client name → see all their past reports (CAS, Risk, Goal) instantly.
Compare Periods
Side-by-side Q1 vs Q2 portfolio comparison — show clients their growth journey.
Re-share Instantly
Forward any past report via WhatsApp/Email without regenerating.
Activity Timeline
See your monthly report generation count — track your service delivery to clients.
Bulk Export
Download all reports for a date range as ZIP — for compliance or backup.