Practice reports
Checked against product: 27 October 2026 · Owner: Wealthie product team
Purpose
Practice reports summarise your book: client growth and losses, pipeline, funds under management, KiwiSaver, insurance premiums, products, adviser productivity, compliance and data quality. You produce them by asking the assistant, which uses Wealthie's reporting definitions so each figure can be traced to how it was calculated.
Before you start
- Access to the organisation you want to report on.
- Reasonably complete client records. Reports flag data-quality gaps but cannot fill them.
Where to find it
- Dashboard → Ask Wealthie. Type / and choose the board report skill for a full board or management pack, or ask a question directly.
- Or through the Wealthie connector in an external assistant.
Definitions
Every reported figure has one definition, for example new, lost and net clients, churn rate, investable funds under management, KiwiSaver value and members, premiums (serviced and all), policies in force, reviews due, completed and overdue, and complaints received and resolved. Ask the assistant how any figure is calculated and it returns the definition.
Two productivity views
- Work done by: activity credited to the person who did it.
- Outcomes on book: results credited to each group's primary adviser.
- The two views answer different questions and are never merged. Counts of record edits in the audit trail are not a measure of productivity.
Produce a report
Step 1: Say what you need and for which period
For example “board report for last quarter” or “how did we do this financial year compared with last year”. The assistant turns relative periods into explicit New Zealand dates and repeats them back.Step 2: Answer any period questions
If the wording is ambiguous, such as calendar or financial quarter, the assistant asks. The New Zealand financial year starts on 1 April.Step 3: Check the scope
Reports name the organisation they cover. In the in-app assistant that is your active organisation. Through the connector you can report across the organisations you belong to, or narrow to one.Step 4: Read the sections
A management report covers growth, pipeline, book, products, productivity, compliance and data quality, and compares the current period with the prior period and the same period last year.Step 5: Drill into a figure
Ask for the list behind a number, for example upcoming renewals, fixed-rate expiries, lapsed policies or groups missing data, or ask for a segment of clients that meet a set of conditions.
Incomplete data
Reports state the date the figures were taken and any caveats. Where records are missing values, the data-quality section shows what is missing and which conclusions it affects. Treat figures affected by missing data as indicative until the records are completed.
What you should see
- A report with each figure labelled, its period stated as explicit dates and its definition available on request.
- With the board report skill, a board or management pack drafted in the conversation for you to review.
What is saved or sent
- Producing a report reads data only. It does not change records and does not send anything.
- Reports are not scheduled or emailed automatically. Ask for a report whenever you need one.
If something goes wrong
- A figure looks wrong
- Ask for the figure's definition and the list of records behind it, then check those records. Correct the client records rather than adjusting the report.
- The period is not what I meant
- Restate the period with explicit dates, for example 1 April 2026 to 30 June 2026.
- A client is missing from the report
- Check the group's status and organisation. Most reports cover groups with Client status by default; ask explicitly for prospects if you need them.