Emailing Report Snapshots
TL;DR
Most Wrike users can email report snapshots directly, except External Users, Collaborators, Contributors, and Viewers. To do it: open Reports, choose a report, click the three-dot menu, select Send by email, enter one or more email addresses, and click Send. The recipient gets an email with a snapshot link.
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team; |
All users except for External Users, Collaborators, Contributors, and Viewers can email snapshots of reports they have access to.
Note
On Legacy Enterprise , Pinnacle, and Apex accounts, the types of users who can use this functionality may vary due to user type settings.
It's possible to share your report snapshot with someone by simply providing them with a snapshot link you created. But you can also email the snapshot directly without generating a link.
You can email snapshots to any teammate and people outside of your Wrike account.
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Navigate to the Reports section in the sidebar 1 and select the relevant report from the list.
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Click the three-dot menu button at the top-right corner of the view 2.
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Select Send by email 3 from the drop-down menu.
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Enter the email address of the person you want to email the snapshot to 4. You can also enter multiple addresses separated by a space.
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Click Send 5.
An email with the link to the report snapshot is sent to the email address(es) you specified.