- From Analysis, Click Information Library. Click Add an Ad-hoc Query
- Choose the Source view of Constituents
- On the left click Wealth Information
- (Optional) To filter on Constituent records screen within a date range. From the middle drag WealthPoint Screening Date to Include records where and set between X and Y
- (Optional) To filter on Constituent's with a specific Prospect Manager. From the middle drag Prospect Manager Record to Include records where and set equal to the Prospect Manager
- Expand Wealth Information on the left to access specific information about the screening. Click the desired field.
- From the middle drag the desired output fields to Results fields to display
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