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Multiple filters report

5 Kommentare

  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
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    Maria M

    (Bearbeitet )

    Hi there! Thanks for writing in! You can build a Report based on the tasks within a chosen Project and then select status filters (all three at the same time): completed, ongoing and incoming. You can then add grouping by status when publishing your Report:

    It isn’t possible to choose a time frame for each status group in one Report (as filters are applied to all the tasks in the Project) but you can choose start and due date within a required period. As for completed date, there's an option of adding a column in the table.
    Here is a screenshot illustrating what a Report like that can look like:

    Let me know if that helps. Reach out if further questions pop up! 

    Maria M Community Team at Wrike 💡Erfahren Sie mehr über Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
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    Secretaria BB

    Hi Maria,

    I really appreciate your reply. I was able to pull three different reports using the following variables:

    Finished tasks

        Status: All finished
        Completed Date: last month

    Ongoing

        Status: All active
        Tasks to do: last week

    Incoming
        Start date: time frame (tomorrow - 30 days future)

    All of them were grouped by Parent Folder and Status group.

    As far as I could see, this seems to work on my end and I can get the data I need, but separately. However, when I combine these variables in a single report, it returns "no tasks met your criteria" - probably due to time frames?

    We would really need a way to easily display tasks in their current status - picture a board meeting where they go over all finished/ongoing/incoming tasks. We are currently pulling task status to an Excel spreadsheet in order to display this in a single platform.

    Is there any other way to achieve this? Perhaps there's a way to integrate it with some external app?

    Any idea or feedback will be greatly appreciated.

    Thanks!

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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
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    Anastasia

    Hi! Hope you don't mind if I jump in for Maria here. :)

    This is a really interesting use case, and I checked in with one of our Customer Success Managers for tips about ways to manage this. Something they suggested was using Dashboards with Custom Widgets. Widgets can be created based on any filtering criteria, so one Dashboard can include widgets for:

    • Finished tasks completed last month.
    • All active tasks.
    • Incoming tasks starting soon.
    • Any other required filtering criteria.

    All of these tasks will be visible in one place, and sorted in accordance with their status, You can create additional widgets to create more granular views based on Projects and Folder. I'd love to hear what you think of this! Let me know if you have any questions, I'll be happy to discuss this functionality further.

     

    Anastasia Community Team at Wrike 💡Erfahren Sie mehr über Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
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    Secretaria BB

    Hey Anastasia,

    Thanks so much!!! This looks just like what we needed!

    Just another question... While doing the incoming and finished tasks widgets, I used time frames to make a short list of relevant tasks. However, when looking at the widget, it looks like these time frames are fixed dates, and it'd be great if we could use dynamic dates (say: if I re-open the widget in 10 days, the incoming tasks time frame will be pushed 10 days to the future, without going through this manually).

    Is there a way to achieve that?

    Thanks for your help! =)

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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
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    Stephanie Westbrook

    Hello there! You're right, if you use the "time frame" option then the dates are fixed and you would have to recreate the widget to update it with custom dates. The widget only automatically updates with new dates if you use the "Today", "This week", or "This month" filter options. I think dynamic dates for custom time frames is a great suggestion though. We have a Product Feedback section if you want to leave that as a product enhancement suggestion (our Project Managers do look at those suggestions), or you could +1 this request for the option to edit widgets (so that you could at least just change the dates instead of recreating the widget). 

    Let me know if you have any other questions!



    Stephanie Westbrook Community Team at Wrike 💡Erfahren Sie mehr über Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

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