High-Level Reporting (More Charts in Reports)

The reporting feature is very powerful and allows us to report on very granular details, which is fantastic for meetings within our group. However, when reporting to management, they don't necessarily care about all those granular details and want to see a more high-level, big picture report of the work, time associated, average production time for a type of task, etc.

Right now, I have to manually strip out the more high-level data into excel to create a chart or graph associated to percentage of production time, overall breakdown of the work, etc. It would be great if we could have reports stop at the top level folder rather than breaking down into all of the subfolders or some other way of pulling just that top-level of data with all the numbers rolling up into that.

It was very time and labor intensive to pull so many individual reports in order to get that high-level data and transfer that over to excel to really make the data easily understood and useful for those outside of our functional group.

 

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Hi Kelly, we do have Project Reports which only show data from the Project level, but I'm guessing you need a little more detail than those offer? Are you exporting to Excel to be able to edit out data or more to be able to create charts? If you're manipulating data, is it cutting information out or anything more than that?

I know that's a lot of questions, but it helps to figure out what's not in our functionality that would help. 

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

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Most of our work is not project-based. Our long-term projects that involve many tasks are in Projects but most of our work is at the task level, not the project level because of the nature of our work. So I can't really speak to the project level reporting because of our limited usage of projects. 

I did export to Excel when it made sense but I also had to create a lot of separate reports in order to easily parse out the relevant information - it was just very labor intensive to break out the pertinent information from the really granular data and then translate that over to a new Excel spreadsheet and create a relevant chart for that particular audience. It was do-able, but tricky and time-consuming. 

I have a call this week with my customer success rep and plan to delve into this a little bit on that call as well!

Thank you!!

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Hi Kelly, got it, most of my work is at the task level too so that definitely makes sense. Thank you for the extra details about what you do with the data in Excel, it sounds like charts are what you're looking for. Do you mind if I rename this post to mention charts just to make it a little easier to find for someone looking for something similar?

I would love to hear how the call goes with your CSM! 

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

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You can absolutely add charts to the name! Thank you for that suggestion!

The call with my CSM was fantastic. We have a follow-up call next week to specifically talk about our experiences with reporting and what enhancements could be helpful for us!

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All done! 💪

That sounds fantastic! If you have some time after the call and want to share what you learn, we'd love to hear about it. 

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

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I'm evaluating wrike and am bumping against insufficient flexibility in defining dashboards. Though I can manipulate reports to do some of what I need to do, there's no way to reproduce those reports as widgets so that they can be included in a dashboard. I need that capability so that I can create executive level dashboards.

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