To create a report in Wealthbox:

  1. Click “Reports” from the left navigation panel.
  2. Click the green “Create New Report” button.
  3. In the “Report Details” section, choose the object you want to create a report for and give the report a name.
  4. In the “Report Filters” section, choose the fields you would like to filter by. Keep in mind you can add multiple fields and choose and/or. (for example, filter by tags including “A Client” OR tags including “B Client”).
  5. In the “Fields to Display” section, use the left/right arrows to move fields from the available section to the selected fields section. These fields will be visible in your report results.
  6. Choose the visibility setting for your report and click “Save Template.”
  7. This report will now be saved on the Reports page for you to run and export anytime.
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