💡 Best Practice Tip: Report Filters "Ands" first, "Ors" last.
When building reports in Wealthbox, placing "And" filters first and "Or" filters last is important for ensuring the report logic is processed correctly. "And" filters narrow down the data set by requiring all specified conditions to be met simultaneously. In contrast, "Or" filters broaden the search criteria by allowing any one of the specified conditions to be met. By listing "And" filters first, you ensure that the data is filtered to a precise subset before any additional flexibility is introduced by the "Or" conditions. This order prevents unintended results or errors in the report.

Q: When setting report filters, can I nest "AND" and "OR" filters?

A: In Wealthbox, the logic used to create reports is based on how AND and OR filters are applied. You cannot nest AND filters inside OR filters (or vice versa) because of how the system processes these conditions.
AND filters require all conditions to be true simultaneously.
OR filters allow any of the conditions to be true.

When combining them, Wealthbox treats each filter as a separate block of logic. This means the platform doesn’t support mixing them within the same grouping, as it would create ambiguity in determining which conditions should take precedence. For example, if you try to nest an AND filter inside an OR filter, the system wouldn’t know whether to prioritize all conditions being true (AND) or allow flexibility with some conditions (OR).

Q: Can I schedule or automate a report to run on a set schedule?

A: Reports cannot currently be automated or scheduled in Wealthbox

Q: Can I bulk-add tags from report results?

A:  You cannot bulk-add tags—or make any bulk changes—directly from report results in Wealthbox. To apply bulk actions, including tagging, use the filtered list views on the  Contacts screen sections instead. See "How do I bulk-tag Contacts in Wealthbox?

Q: How are tags presented in report results?
A: Wealthbox will display all tags on a contact record in report results regardless of the tags you filter by. The filters are used to grab contacts for the report that have a specified tag within their assigned tag list, and there is no way to set the results to display just the filtered on tag.

For example, if contact John Smith has tags A, B, and C and you filter for all contacts with tag C, John's record in the report results will list out A, B, and C.

Q: Can I run a Mail Merge from the report results screen?
A: A mail merge can only be run from the bulk actions menu on the contact view page.

Q: How do I create a phone call report of calls made using the Click-to-call feature?
A: Currently, it is not possible to run a report of phone calls made via Click-to-call from Wealthbox.

Q: How do I create a contact website report?

A: 'Website' is not currently a field available to report on; however, if you export all contact data from the contact screen, the contact website(s) will show in that export. This link covers running a contact export.

Q: How do I create a report of synced emails?  
A:  The Wealthbox Mail email sync is an active sync that does not capture emails within the CRM. Because we do not currently store copies of the emails in our system, there is no way to report on or export synced emails from Wealthbox.

Q: Can I run an email tracking report?
A: Reporting on email tracking statistics is not currently available.

Q: How do I create a report for contacts missing a specific activity (task, event, opportunity etc..)
A: Currently, the reporting feature cannot identify records devoid of an assigned activity, be it an event, task, opportunity, note, or workflow. The logic is structured to focus on retrieving and presenting information about contact records where the designated activity has taken place or is currently assigned to the record.

Q: How do I filter report dates to dynamically accommodate a year-to-date range? 
A: The “Between Dates” filter in Wealthbox reports only accepts static dates, so it won’t dynamically update the end date to today’s date. 

However, setting "Between dates of Jan 1 and Dec 31 and adding an additional "Date is less than or equal to 0 days ago"  filter will achieve year-to-date results. 

In this example, the report results will return all year-to-date events.

💡  Best Practice Tip: Report results are interactive.
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.