The intended audience for this article is Agent Admins.
Risk Data Custom Columns let your team track additional schedule risk data that is not built into Wunderite. They appear alongside standard fields in your schedules, are included in imports and exports, and supported on mobile.
This feature is available as an additional cost add-on for Agency Pro and Enterprise plans.
Enabling custom columns
Custom Columns must be turned on by a Customer Success manager. To check if Custom Columns feature is enabled:
Go to Feature Settings
Scroll to Feature Flags
Confirm whether Risk Data Custom Columns is enabled
If it is not enabled, contact your customer success manager or support to request access.
Creating a custom column
Once enabled, team admins can create and manage columns from the Custom Columns page. To create a column:
Note: Admins can edit existing custom columns, including the name, description, risk data types, and predefined select options. Column keys and column types can't be changed after a column is created.
Click Add Custom Column
Select which risk data types the column applies to
Enter a column name
(Optional) Review or edit the column key
This is an internal identifier
It is auto-generated and usually doesn't need changes
Choose a column type:
Short text
Paragraph
Single select
Multiple select
Number
Currency
Date
Add a description
This appears as a column header tooltip on Risk Data pages
Configure any additional options based on the column type:
Single Select / Multi-Select
Define the options users can choose from
Check Allow users to enter their own values to let agents and insureds create new options from risk data pages, or leave it unchecked to restrict to predefined options only
Number: Select how many decimal places to allow
Click Next or Create Column
Where custom columns appear
Custom columns show up directly in your risk data schedule views.
They appear to the far right of standard Wunderite columns
They are available across the selected risk data types
Users can enter and edit values directly in the schedule
Sort schedules by custom columns
Search and filter using custom column values
Toggle custom column visibility in schedules
View and edit custom columns on mobile devices
Custom columns currently appear after standard Wunderite columns in schedules. Additional controls for custom column ordering, visibility, and importance are planned for Summer 2026.
Using custom columns in workflows
In schedules
Users can fill in values per item
Data is saved alongside the rest of the schedule
In exports
Custom columns are included automatically
They appear as additional columns in exported spreadsheets
In imports
Custom columns are recognized during upload
The system maps them automatically when column names match
If a column name doesn't match exactly, users can manually map the column during import review
They appear on the right side during the import review step
Invalid values, type mismatches, and unknown columns display validation errors during import
Limitations
Custom columns do not autofill on forms
They are currently designed only for tracking and collaborating on risk data schedules
Custom column data doesn't export in AMS360 format. If your agency uses AMS360 and needs to export a risk data schedule, use the Export All Risk Data on the sidebar to get a full export of all Risk Profile Risk Data in Excel format, including all custom columns.
Numeric columns store full precision values internally. Displayed values may round based on the configured decimal settings, but exports always include the full numeric value.
Column positioning and visibility can't be customized yet (coming Summer 2026)
Deleting a custom column also deletes any data stored in that column across associated risk data records.
Editing and deleting custom columns
Team admins can update custom column settings after creation, including:
Column name
Description
Applicable risk data types
Select options
Column type and column key can't be changed after a column is created.
When deleting a custom column, Wunderite will warn you how many risk data records will be affected before confirming the action.
Why use custom columns
Every agency tracks slightly different data. Custom Columns give you a flexible way to capture and collaborate on that data without needing native support in Wunderite