1. Professional Branding (Your Identity)
Every report you generate acts as a business card. You can customize your branding via the My Details section (located at the top of the Download modal):
Pro Branding: Include your professional logo (Avatar), name, and company title.
Expert Credentials: Showcase your specializations and professional description on the cover.
Contact Details: Toggle visibility for your email, phone, and address so clients can reach you for follow-up consultations.
2. Selective Client Context
You have full control over what client data is disclosed in the report:
Basic Info: Toggle Name, Gender, and POB.
Birth Precision: Choose whether to show the exact Date and Time of Birth (essential for verifying calculations).
Privacy First: If a client requests a "blind" report, you can hide all sensitive birth identifiers while keeping the analysis intact.
3. Content Customization
Don't overwhelm the client. Use the selector to pick only relevant analysis blocks:
Core Metrics: Basic Number, Destiny Number, and Cardinal Numbers.
Bonus Insights: Lucky Colors, Lucky Directions, and Lucky Numbers.
Grid Visuals: The Vedic or Loshu charts as they appear on your screen.
4. Export Actions
Open (Preview): Loads the PDF in a new browser tab. Use this to double-check the layout and branding before sending it.
Download: Saves the file directly to your device (usually saved as
[ClientName]-Analysis.pdf).
5. How to Generate a Report
View Analysis: Open any client's Numerology or Astrology chart.
Click Download: Look for the Download (Cloud/Arrow) icon in the header.
Configure Features: Check the boxes for the sections you want to include (e.g., "Include Lucky Colors").
Check Branding: Ensure your professional details are toggled "On".
Finalize: Click Download to generate the professional PDF.
TIP
Client-Ready Reports: Use this feature to provide "Take-Home Value" after a session. A well-branded report builds trust and encourages clients to share your services with others.