Wealthbox and tracking client review meetings

Curious is anyone has a best practice for tracking client annual reviews. Here's what I'm doing: I have Tags for "Client Review: 1st half of year" and "Client Review 2nd half of year". I use these tagged groups in conjunction with an email template for reaching out to schedule their reviews.

Also, when I set up a review I use the client category "Client Review" in the calendar--as a WB "Event".

What I'd like to do from here, is periodically run a report that shows all of those tagged and who has the "Client Review" (WB 'event') set up, to see who I have and have not met with in that half of the year. I'd like to use this report to quickly find out who I need to track down and reach out to (since they haven't set up a 'client review' (event) with me yet). I can't seem to get the reports to do this for me. Thanks in advance!

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