All Collections
Contacts + Tags
Can I run a report based off information in a custom field?
Can I run a report based off information in a custom field?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

Yes. You can filter your contact list to view only those contacts with the information in your custom field.

  1. Navigate to your contacts list page by clicking “Contacts” on the left-side panel.

  2. Click “Filter by” and then click on the custom field within the group of fields at the top center of the page.

  3. Type the result you are looking for in the text box and click “Add filter.”

  4. You can then export your results into an Excel/CSV file by clicking “Export” on the right side panel.

Did this answer your question?