Overview
Wealthbox Reports allow you to visualize key data from your CRM to help track activities, monitor performance, and gain insights into your business. This article walks you through the steps to create reports in Wealthbox, including how to customize filters, choose report types, and save or export your results. Whether you're tracking task completion, opportunity pipelines, or client interactions, Wealthbox makes it easy to build reports that keep you informed and organized.
See also:
Step 1: Set up the report by creating a template
The report template serves as the foundation for your report. The template determines what object you’re reporting on, such as contacts, tasks, opportunities, or notes, and allows you to apply filters and groupings.
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Click “Reports” from the left navigation panel.
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Click the green “Create New Report” button.
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Generate with AI:
Report Details -
Report Object: In the “Report Details” section, choose the object you want to create a report for
- Choose the primary object for the report (e.g., Contacts, Tasks, Opportunities).
- This determines the scope and type of data the report will include.
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Report Name: Enter the name of the template for easy identification and reuse.
💡 Best Practice: Use naming conventions that reflect the report’s purpose (e.g., "Monthly Opportunities Summary," "Clients with May Birthdays," "Overdue Tasks by Advisor.")
Report Filters -
Report filters: All records of the selected object are initially included in the report, providing a full dataset. At least one filter is required to create a report. Filters allow users to focus on the data that matters to them by excluding irrelevant information and specifying the parameters for inclusion. By applying filters, users tailor the report to meet their specific needs, ensuring it highlights the most relevant insights for their objectives.
Fields To Display -
Available Fields: The "Fields to Display" section will list all fields available to display in the report results. The fields under "Available Fields" are relative to the report object. So, for example, if you are running an event report, the "Name" field will return the event name, not the contact that the event is related to.
When running a Task, Note, Event, or Workflow report, the field "Related To" will show the contact's name that the that the activity is related to.
Custom fields will display here with the name entered in "Field Label."
Contact Roles will display as their assigned name. -
Selected Fields: Determines which data columns or attributes will appear in the report results. This feature allows users to customize the presentation of the report by selecting the specific fields they want to see for each record included. To add fields to the report results or Selected Fields area, select one or more from the available fields section and click the right-pointing arrow between the two sections.
- Group By: The Group By feature enables you to categorize or cluster the results of your report based on a chosen field.
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Sharing and Permissions: Choose the visibility setting for your report template.
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Save Template: Click “Save Template.” This report will now be saved on the Reports page for you to run and export anytime.
Report template notes:
- Report templates stay in Wealthbox until they are manually deleted.
- All users have access to create reports.
- You can set the visibility of reports by selecting the visibility from the menu next to "Save Template."
Step 2: View the report results
Once the template is set up and saved, you’ll be able to view your report results based on the report setup.
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Results are interactive
- Each report result can be clicked on to display a fly-out on the right side of the screen of the actual record.
- From there, you can edit the activity or contact.
💡 Best Practice: Use the interactive report results as a working pick list—click each entry to open the detail panel on the right and update records directly, so you can clean up your CRM data efficiently without leaving the report screen.
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Sorting: Selected fields can be sorted on the report results screen
- Click the ^ next to the column name to sort by that column
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Displayed results
- Report results only display 10 columns of available fields
- We recommend reports with more than 10 selected fields to export their report results to Excel to see all columns.
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Report calculations feature (available to Premier & Enterprise plans)
- You can total, average, sum, etc. any amounts if needed. This feature does not apply to custom fields.
- Click the ellipsis (...) in the applicable column
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Refreshing report results
- Report data displayed on the report results screen is stagnant unless the report is modified or manually refreshed
- Report results are refreshed by clicking Options > Refresh Data or by clicking the arrows next to the last report time at the top of the screen
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Exporting report results
- Users with export rights granted to their profile should be able to export reports to Excel or CSV format by clicking Export > XLXS or CSV from the reports results window.
- Refer users to the account owner or a workspace Admin with manage user privileges to have the export functionality added.
NOTE: Report groupings and calculations will not export. Only the selected fields will display when report results are exported to CSV or XLSX format.
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Report result counts
- Total results: Wealthbox will display the total results at the top of the report results screen
- Grouped by counts: Wealthbox will display counts next to the Grouped by fields. In the screenshot example below, the report is grouped by ”Assigned To.” The -2 in line 1 of the results indicates that 2 results that do not have information in the “Assigned To” field were returned. Admin User is assigned to two of the returned results, and User Number 2 is the “Assigned To” for 3 contacts that are part of the report results.
- Calculate count: The count feature was turned on for the Name column. This causes the subtotal and count options to display on the report results screen.