Scheduling Report - Send email with report attached (Snapshot of the data at the scheduled time)

Currently the scheduling system works similarly as a google calendar reminder system. Wrike is sending an email at the scheduled time as a reminder to open and view the report in Wrike.

The problem with this is we constantly need to check our emails and be connected to the internet in order to get accurate data at the time scheduled.

I have already missed 2 weekly reports that I should have downloaded at 11:30 PM, I clicked on the link too late and missed the previous week data.

SSRS (SQL Server Reporting Services) has the option to attach a snapshot of the data at the scheduled time via email as an Excel attachment.

Can Wrike offer a similar option and attach the report email rather than a "view your report" link?

The purpose of scheduling a report is to get a snapshot of the data at a particular time.

We need a reliable reporting tool, at the moment we have nothing to capture the data reliably.

Please consider this request as High priority.

Upvote 30
11 Kommentare
Spot On Innovative Approach Stellar Advice

I agree with JJ Malfant.

I think it would be a great idea to schedule report snapshots so we are able to monitor the progress of the workflows on a monthly and weekly basis. 

I think this would be a great feature to add to the reporting system in Wrike. 

Best wishes,

Kristina

4
Spot On Innovative Approach Stellar Advice
Avatar
Stephen

 

@Wrike Police, I can't help but wonder how you got such a name! 😆I'm very curious, can you explain?

This is logical feedback guys thanks for posting. The Product Team will be made aware of this and will consider it when reviewing the reporting functionality in the future. If I have any new information I'll be sure to update you here 👍

3
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@Stephen Orowe Our primary users needed to be policed in the first months so we could get accurate reporting and track how our projects were going (200 projects with a total of 1000 tasks).

Example: A user forget to update a task status or move a task to a different folder by mistake, the task got omitted or counted as a wrong status in our reports.

After a few months of ongoing coaching and policing, our users are now doing less and less mistakes.

We still need the feature requested above.

Please let me know how this goes.

1
Spot On Innovative Approach Stellar Advice

Hello, just checking to see if there were any developments in this thread from the Wrike Product Dev team.  We're wanting to subscribe to Wrike reports and have an Excel attachment e-mailed to a mailbox that will then be imported into another system for reporting purposes.

2
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Still not done yet huh? I need this one bad......

0
Spot On Innovative Approach Stellar Advice

Hey everyone! I don't have any updates for this one, unfortunately. Please make sure to upvote the original post above if you haven't already - the number of votes helps our team assess how popular different suggestions are in the Community.

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
Spot On Innovative Approach Stellar Advice

This is definitely a feature we can use as well.  As mentioned, most systems send a report attachment.  The issue with a link to the live report is that data can change and you don't have that point in time recorded.

 

1
Spot On Innovative Approach Stellar Advice

Please prioritize the ability to push reports at a scheduled time via email.

1
Spot On Innovative Approach Stellar Advice

Hi Jason Leibowitz, welcome to the Community 👋 Thanks a lot for supporting this idea! I'm passing your feedback to our Product team. Please make sure to upvote the original post above if you haven't yet - the number of votes helps the team understand how popular the suggestion is 👍 Here's more detail on that, but please let me know if you have any questions! 
If you'd like to know what this Community has to offer, please check out our New to Community forum.

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

1
Spot On Innovative Approach Stellar Advice

This would be a really useful feature. Any updates from Product would be welcome.

0
Spot On Innovative Approach Stellar Advice

Alex Stockford 👋

Thanks a lot for your feedback here, I'm passing it on to the respective Product team now. Please upvote the original post here if you haven't yet - the votes help the team understand how popular a suggestion is 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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