> ## Documentation Index
> Fetch the complete documentation index at: https://docs.worldvisagroup.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Prepare and share client reports in WorldVisa CRM. Follow the eligibility, Global opportunities, and Technical assessment workflows, including payment.

A report gives you something concrete to review with the client after discussing their profile. Open **Reports**, choose the assessment you need, and follow the steps shown. Free reports can proceed to generation; paid reports include an invoice and payment step first.

## Choose a report

Check that you have opened the right client's enquiry, then select a report card. Selecting **Generate Report** on a card opens its workflow; it does not immediately generate or send a report.

![Reports tab with the free Eligibility point checker and paid Global opportunities and Technical assessment cards](https://mintcdn.com/wv-enterprise/PcTxd3WLo5iruk9e/images/crm/reports-overview.png?fit=max\&auto=format\&n=PcTxd3WLo5iruk9e\&q=85\&s=d037326650dfde1561793fb0873ea62a)

| Report | Payment | What the workflow involves |
| - | - | - |
| **Eligibility point checker** | Free in the catalogue shown | Choose a country, review profile information, generate, preview, and send. |
| **Global opportunities** | Paid in the catalogue shown | Choose countries, complete payment, attach a résumé, generate, preview, and send. |
| **Technical assessment** | Paid in the catalogue shown | Complete payment, review profile information, generate, preview, and send. |

Check the current **Free** or **Paid** label on the card. For a paid report, review the invoice amount rather than relying on a price from a previous enquiry.

## Eligibility point checker

Use this when you want to turn the profile's quick eligibility check into a report you can review and share with the client. Start with the information recorded in [Client profile](https://docs.worldvisagroup.com/crm/reviewing-a-lead/client-profile.md), then select **Eligibility point checker**.

![Eligibility report workflow showing country selection, the profile checklist, Generate Report, and the unavailable Send to Client button before generation](https://mintcdn.com/wv-enterprise/PcTxd3WLo5iruk9e/images/crm/reports-eligibility.png?fit=max\&auto=format\&n=PcTxd3WLo5iruk9e\&q=85\&s=909eb5038b835bf6974d128a18abbdf4)

**1. Select the country**

Choose the destination you want the report to assess. Confirm the country before generating, especially if you are discussing more than one destination with the client.

**2. Review deeming deduction for Australia**

When Australia is selected, an additional **Deeming deduction years** step appears. Enter the applicable deduction and select **Save** if you change it. See [deeming deduction years](https://docs.worldvisagroup.com/crm/reviewing-a-lead/client-profile.md#understand-deeming-deduction-years) for how the CRM uses this value.

For other countries, follow the steps shown without this Australia-specific step.

**3. Check the profile information**

Review the checklist beneath **Generate report**, including the date of birth, education, work experience, and language information shown. Return to **Profile** to complete or correct details before preparing the assessment.

A completed checklist helps you review the recorded information. It does not verify the client's answers for you.

**4. Generate the report**

Select **Generate Report** in the workflow and wait for generation to finish. If generation fails and **Retry** is offered, review the message before trying again.

**5. Preview the result**

Open the preview and check the client's details and assessment result. If something needs correcting, update the source information and use **Regenerate report**, where available, before sharing.

**6. Send to the client**

Once the report is ready and you have reviewed it, select **Send to Client** to share its secure link.

## Global opportunities

Have the client's current résumé ready before beginning. This paid workflow lets you select the countries the report should cover, complete the purchase, and attach the résumé used to prepare the report.

![Global opportunities workflow showing country selection followed by payment, résumé attachment, and report generation](https://mintcdn.com/wv-enterprise/PcTxd3WLo5iruk9e/images/crm/reports-global-opportunities.png?fit=max\&auto=format\&n=PcTxd3WLo5iruk9e\&q=85\&s=a15f6cd2f35a736e1302a4c5962677bc)

**1. Choose the countries**

Select the destination countries to include, then choose **Continue**. Review the selection with the client before moving to payment.

**2. Choose the platform fee**

Select the appropriate **Platform Fee** option under **Payment**. Review the options currently offered for this purchase.

**3. Create and send the invoice**

Select **Create Invoice**. If the system highlights missing information or another blocker, follow its message and complete the required details.

Review the invoice and use the available send or payment action to continue.

**4. Wait for payment confirmation**

Sending an invoice does not complete payment. The workflow waits for the system to confirm payment before allowing the next step. Follow the payment status shown in the page.

**5. Attach the résumé**

Use **Select resume** to attach the client's current résumé. Confirm that it belongs to the right person and contains the background you have discussed with them.

**6. Review and generate**

Review the profile checklist and attached résumé, then select **Generate Report**. Wait for the report to become ready.

**7. Preview and send**

Preview the finished report. Check the details before selecting **Send to Client** to share its secure link.

## Technical assessment

Select **Technical assessment** to open its paid workflow. Start with payment, then review the client's profile information before generating and sharing the report.

![Technical assessment workflow showing the platform fee and invoice step before report generation and sharing](https://mintcdn.com/wv-enterprise/PcTxd3WLo5iruk9e/images/crm/reports-technical-assessment.png?fit=max\&auto=format\&n=PcTxd3WLo5iruk9e\&q=85\&s=a8e27ca3e0a9a55103879f54a50fbbd3)

**1. Choose the platform fee**

Select the appropriate **Platform Fee** option under **Payment**.

**2. Create and send the invoice**

Select **Create Invoice**, resolve any information the system requests, and review the invoice. Use the available send or payment action to continue.

**3. Wait for payment confirmation**

Report generation remains unavailable until payment is confirmed. Check the status on the current workflow before taking another payment action.

**4. Review the profile checklist**

Confirm that the client's required information is complete and accurate. Return to **Profile** for corrections before generating.

**5. Generate the report**

Select **Generate Report** and wait for it to become ready. Follow any message shown if generation needs attention.

**6. Preview the result**

Open the preview and review the assessment. If the source information needs correcting, update it and use **Regenerate report**, where available, before sending.

**7. Send to the client**

Select **Send to Client** after reviewing the report. This shares its secure link with the client.

## Before you send

Generating a report and sending it are separate actions. Preview the report first, confirm the client and destination details, and check that it reflects the information you intended to use.

> [!NOTE]
>
> Generated reports are saved and accessible from the **Files** tab. You do not need to create another purchase just to find a report you have already generated.

Report generation uses the information recorded at that time. After correcting a profile, review whether you need to regenerate the report before sending it.

## Understand unavailable steps

Faded steps or disabled buttons usually indicate that an earlier requirement is still outstanding. Read the message next to the step before restarting anything.

| What you see | What to check |
| - | - |
| **Payment is unavailable in Global opportunities** | Confirm the country selection and select **Continue** first. |
| **Attach resume is unavailable** | Complete payment and wait for its confirmation. |
| **Generate Report is unavailable on a paid report** | Check payment status. Global opportunities also requires an attached résumé. |
| **Send to Client is unavailable** | Generate the report and wait until it is ready. |
| **An access restriction is shown** | Your role or access to the enquiry may not allow that action. Follow the displayed message. |

If payment or generation is still processing, continue from the existing workflow once its status updates. Avoid creating another invoice simply because a later step has not opened yet.


## Related topics

- [Creating a deal](https://docs.worldvisagroup.com/crm/creating-a-deal.md)
- [Files](https://docs.worldvisagroup.com/crm/reviewing-a-lead/files.md)
- [How do contexts work in WorldVisa?](https://docs.worldvisagroup.com/developers/concepts/contexts.md)
- [Workspace overview](https://docs.worldvisagroup.com/crm/reviewing-a-lead/workspace-overview.md)


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