--- title: Document Reports --- [Skip to content](https://content.wealthaccess.com/document-reports#main-content) [![](https://content.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-darkgreen150ppi.png)](https://wealthaccess.com) - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us Open main navigation Close main navigation - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us - [Request Demo](https://www.wealthaccess.com/request-demo/) [Request Demo](https://www.wealthaccess.com/request-demo/) [Back to Knowledge Base](https://info.wealthaccess.com/knowledge-base?hsLang=en) ### Reports Reports provide official summaries of your accounts and financial activity. They are built using the Wealth Access widgets. These reports help you review balances, transactions, and performance over time. #### How to use reports to reach your goals:  - Feel confident in your decisions by verifying transactions, fees, and investment results independently - Prepare for more productive conversations with your advisor by reviewing reports in advance and asking better questions - Maintain organized records for taxes, audits, or estate planning with secure access to historical documents - Take control of your financial information without relying on email chains or repeated document requests | #### How to create a new report 1. Select **Reports** under the sub-nav of **Documents** the left navigation 2. Choose **Create a New Report** 3. Select the accounts to add 4. Choose the report type or template 5. Set the date range 6. Select **Finish** 7. **Run** the report | | --- | Once generated, you can: - View the report on screen - Download it as a PDF or CSV export - Save it for future reference Running a report allows you to generate a customized view of your financial information for a selected time period using any of our widgets. It helps you review performance, analyze holdings, and answer specific financial questions on demand. Reports can be downloaded and saved, giving you a clear, organized snapshot of your financial picture whenever you need it. ## All Documents Articles ### Account Level Documents Statements and files tied to a specific account in Wealth Access. [Read more](https://content.wealthaccess.com/account-level-documents?hsLang=en) ### Document Vault A secure place to store, view, and manage financial documents in Wealth Access. [Read more](https://content.wealthaccess.com/document-vault?hsLang=en) ### Reports Official summaries of your accounts and financial activity. [Read more](https://content.wealthaccess.com/document-reports) ### Statements Account documents that summarize activity, balances, and holdings for a specific time period. [Read more](https://content.wealthaccess.com/statements?hsLang=en) ### Advisor Shared Documents Files advisors provide to support financial planning. [Read more](https://content.wealthaccess.com/advisor-shared-documents?hsLang=en) ### Personal Document Uploads Allows clients to add personal files to Wealth Access. [Read more](https://content.wealthaccess.com/personal-document-uploads?hsLang=en) ### Downloading Documents Save or send files from Wealth Access. 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