Automatic Report Snapshots

Is it possible to add the functionality to automatically send the report snapshot externally on a recurrence?

help.wrike.com/hc/en-us/articles/210323665-Report-Snapshots?flash_digest=c0eec65cbb54bf5969c1c7ba4220c5690399688e

3
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
10 Kommentare
Hey Cole, thanks for your post 🙂
You can create recurring Tasks as reminders to send a Snapshot. Currently there's no functionality to automatically send them. Might be a good suggestion for the Product Feedback section 👍
Please get back to me if you have further questions.
 

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 ✅ Solved 🪄 Remove Kudos

Thanks Lisa, we are currently using tasks to remind us to send the reports; we were just looking for additional ways in which we could automate the reporting functionality. I'll add this to the product feedback section.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

is there a way to create automated snapshots? I only see the ability to take manual snapshots on a report.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hey @Thomas! Currently, you can only create a Report snapshot manually. Please let me know if you have any other questions! 

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 ✅ Solved 🪄 Remove Kudos

Thanks Lisa. Is this something that is on the roadmap? This would be a great feature to have. Thanks

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thomas Maddox I'll check with the Product team and get back to you. You can also create a Product Feedback post for this 👍

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 ✅ Solved 🪄 Remove Kudos

Hey Thomas Maddox! I've checked with the team - automated snapshots are not on the roadmap currently. 

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 ✅ Solved 🪄 Remove Kudos

Thanks Lisa.  How do we request this?

 

2
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Is there anyway to add a message when emailing a snapshot ?  At the moment we only get to add the  user emails, but no context as to why we are sharing or what actions to take.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Alison O'Donnell, welcome to the forums 👋 It's not possible at the moment, so I'd suggest posting this as separate feedback in our Product Feedback 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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Automatic Report Snapshots
[this list is visible for admins and agents only]

Nach oben
Didn’t find what you were looking for? Write new post