Demo pending

Association report queue is demo pending

Report generation is live at the point of need: use Generate portfolio roll-up on the roll-up page or Generate firm report from the Smith Wealth read-only board. This queue route is intentionally parked until per-report status and packet actions are wired.

Page

Association reports

Real today
13 quarter report examples, 3 pending count, portfolio report dialog, and Smith Wealth firm report dialog
Planned
Canonical report queue with status, destination, generated period, and row-level View packet actions.
Live path
Portfolio roll-up and Smith Wealth board
Status
Demo pending