Cross-Workspace Reporting: Firmwide Visibility Across Every Workspace

As your firm grows, so does the need for visibility beyond a single workspace. Join us for a live walkthrough of Cross-Workspace Reporting and learn how authorized home office users can analyze data across every active workspace, uncover firmwide trends, and build dashboards that provide a complete view of organizational performance, all from the Organization section in Wealthbox.

This webinar will cover:

1. Creating cross-workspace reports to analyze data across every active workspace
2. Building dashboards that visualize firmwide performance with charts, graphs, and key metrics
3. Exporting organization-level data for additional analysis and reporting
4. Managing permissions and access for cross-workspace reporting and dashboards