Demo pending

Report operations are demo pending

The live report action is available from Client operations and from the Smith Wealth readiness board. This page is reserved for the future queue, approval, and publishing view, so it does not pretend to manage real report jobs today.

Page

Report operations

Real today
Client register, report dialog, and Smith Wealth readiness board
Planned
Report queue, approval states, publishing status, and customer Inbox history
Live path
Clients → Generate Smith Wealth report
Status
Demo pending