- 3 min read
create report, simply filter . To do that, choose "Include report" field in filters and pick "Checked" from the drop-down menu.
3. Now you have the list of relevant tasks for your report. If you don't want to include every detail, click the gear icon in the upper left of the table to select which columns to display. Then, export the finished report to Excel and distribute.
In December, we introduced the ability to add Custom Fields to folders in Wrike. We've now added three new capabilities to help you get more from Custom Fields. 1) Duplicate data from Custom Fields — To make it easier to use Custom Fields in project templates, we've added an option to copy the values in custom fields when duplicating a folder. 2) Rollup Custom Fields in summary views — When viewing a parent folder, you can now display custom fields from subfolders. For example, inside your Marketing Team folder there is a subfolder for Marketing Campaigns, where you've have added a custom field called 'Priority'. When viewing the parent Marketing Team folder, you can now select to display the 'Priority' field that is part of your Marketing Campaigns child folder. 3) Join and merge fields — Sometimes users will create the same custom field in different projects. Originally, when these projects were combined into one view, each of these custom fields would be shown side-by-side even though they're intended to be the same field. For example, a budget field could be added independently to three projects and when combined into one view there would be three separate fields for budget. Now: If the fields have identical names, Wrike will now automatically join these fields into one, combining the data from each. If you don't want to merge these fields, you can easily undo the auto-merge. If the fields have different names (e.g. Budget, Planned budget), you can also manually merge fields into one column by highlighting each of the fields you want to merge and then selecting 'Merge field' from the column drop down menu. If there are values for the same task in both fields, none of the data will be lost. The data from the first field will be shown and you'll see an alert indicating the value from the second field and if you wish you can undo the merge or overwrite the data from the first field. We hope these enhancements help you get even more out of your Custom Fields. Stay tuned for more improvements to Custom Fields and Table View — coming soon!
Today we're introducing six new Custom Field formats so you can more effectively track the information you need for your projects. Now in addition to the original dropdown list and text formats, you can select from 6 new formats: 1. Checkbox. Use this Field for yes/no criteria such as "Critical mission" to mark important tasks that require executive review. 2. Number. To make it easier to work with numerical values, we've added separate fields for text and number values. 3. Percentage. The Percentage Field enables you to track progress and build more detailed financial reports. 4. Currency. Standardize your budget reports into a single format with new options such as adding currency symbols and decimal places. 5. Duration. Together with the new Time Spent column that displays time tracked with the timer, this field helps you compare estimated vs. actual time spent side-by-side. 6. Date. Set dates for internal milestones, reviews or updates. Software development teams that work with Backlog stories may use this field for time-sensitive requirements. We hope these improvements make your project management and project tracking system in Wrike even more convenient. Don't forget to check out Table view enhancements and new Custom Fields functionality, if you haven't seen it yet. Please share how you use new types of Custom Fields with us and other Wrike users in comments! Not using Wrike Enterprise yet? Start your free 2-week trial today.
According to our 2015 Work Management Survey of over 1,400 office workers, the greatest cause of work-related stress is “missing information”; 52% of participants rank this as causing “high” or “very high” stress for them. What's more, almost half (46%) said most or all of their meetings were focused on just status updates. This lack of visibility not only causes stress for workers, but also leads to project failure and delays. On average, it costs companies over $100 million for every $1 billion spent on projects per year. But we believe it can be better! That's why we're so excited to bring you our newest feature: Wrike Reports. Instead of spending hours gathering data and crunching numbers, you can now just click a button to quickly visualize all work statuses and progress in easy-to-digest formats, giving you the visibility and insight you need to run your business. How Beta Clients Are Already Using Reports We've spent most of this year exploring, interviewing, and beta testing with clients just like you to find out what they're struggling with as they manage work. Interestingly, we found most people encounter the same challenges regardless of industry. People spend hours gathering info for status updates while managers still struggle to get the big picture view of where everything stands, what is going well, and what is at risk. "I need a simple report of how busy my team is, so I know where to schedule the next project" was a resounding call. So we set off to build Reports, an easy to use reporting engine that gives you the ability to create custom reports to get to the insights you need. Reports simplify the ability to instantly gather accurate, up-to-the-minute project status information, and then share that info with the people who need to take action. You are able to easily get to the big picture, and also drill down into the details when needed. Gone are the days of relying on infrequent, manually collected updates in order to know where work stands! Some of the most commonly used reports during the beta program were: Weekly Exec Update: Understand the number and status of projects by owner Team Performance: Compare the performance of individuals by key metrics Activity Reports: Understand how the team is using Wrike Accomplishments: Report on the work completed last week, month, or quarter Giving You Back An Entire Workday When reporting from a work management tool instead of manually collected updates, you can slice-and-dice the data to find insights that were previously inaccessible or took hours to reach. Since all your work is already in Wrike, you can start every day with a birds-eye view of what each person on your team is doing, where every project stands, and thus, where you need to jump in to assist. That brings real confidence in your team's performance. We found that by using real-time Reports, a typical marketing team of 10 can save at least 10-15 hours per week on status updates and account management work, effectively giving you back an entire workday. See a problem? Drill down to quickly find the cause. Need to see the status of all your projects at a glance? We've got you covered. Want to report on what the team accomplished last month? It's 3 simple steps to get real time status of your data in beautiful charts and graphs. Stay tuned for new charts and graphs coming soon! Wrike’s real-time reporting is now available to all Wrike Enterprise customers. Whether you're an expert or you've never touched Wrike at all, you can try out Reports for your team now by starting a free trial of Wrike Enterprise. We hope you enjoy working with Reports, and that they provide you even more visibility into work, save time, and help you make smarter and more informed decisions. We are always eager to hear your feedback — please leave your thoughts in the comments!
