Using the Duplicate feature streamlines reporting tasks, enhances customization, and ensures efficiency when managing multiple reports for different needs.
Why Use the Duplicate Feature?
The Duplicate feature in Wealthbox reports allows users to quickly create a new report based on an existing one. This is especially useful for:
- Modifying a Report Without Changing the Original
If you need to adjust filters, columns, or groupings but want to keep the original report unchanged, duplicating it allows you to experiment freely. - Creating Variations for Different Teams or Purposes
Firms may need similar reports with minor differences in criteria for different advisor teams, business units, or compliance needs. - Testing Different Filters or Data Views
Trying out different filter combinations, date ranges, or segmentations without disrupting an active report. - Saving Time and Improving Efficiency
Instead of building a new report from scratch, duplicating an existing one lets you quickly make adjustments while retaining the structure and settings.
How to Duplicate a Report in Wealthbox
- Open the Reports Section – Navigate to the Reports area in Wealthbox.
- Locate the report you want to copy.
- Click on the Options Menu – Open the menu (the arrow next to 'View' ) next to the report name.
- Select 'Duplicate' – This creates an exact copy of the report.
- Rename and Modify the Report – Update the report name, adjust filters, columns, or settings as needed.
- Save and Run the New Report – Once modified, save the report and run it to verify the data.