All articles

Creating Reports

Table 76. Availability

Free

Professional

Business

Enterprise


Overview

All account users except for collaborators and external users can create reports.

You can create a report at any time to monitor various stages of your projects. Use any of the pre-defined report templates to create reports in seconds, or build a custom report from scratch.

Create a report

  1. Navigate to the Reports section from your Home page or via the Launchpad.

    Tip

    You can also add reports as tools in spaces.

  2. Select one of the templates or click Custom report.

  3. Set all the parameters of your report. For custom reports, the Report Builder will open.

  4. Click Save & view.

You'll be taken to your new report, and it'll also be added to the top of the list of reports in the Reports section of your workspace.

Report Builder of custom reports

Tip

You can leave the Report Builder or click Cancel in the Report Builder’s upper-right corner at any point before saving to delete your report before it's created.

Wrike’s Report Builder is made up of four panels that walk you through the process of creating a report.

Title

Enter a name for your report in the Title field at the top of the Report Builder. Make sure to name it something descriptive so you can easily find it in the Reports section.

Type

In this section, you can select and change the type of your report. You can choose one of the available report templates or click Custom report to build it according to your specific criteria.

Use the search bar at the top of the section to look for a report template in the list.

Location

If you create a report from the Reports section of the workspace, it belongs to your Personal space by default and isn't shared with other users. If you create a report as a tool in a space, it belongs to that space and is shared with all space members.

You can change the space to which the report belongs in the Location section of the builder.

Data source

Click Select project, folder or space and select a source location of the report data. To select more source folders, projects, or spaces, click the + button that appears next to the already selected ones.

Based on

Use this section to choose what you want to report on: projects, tasks, or time entries. What you choose to report on dictates what data is included in your report.

  • Projects: include projects that match the criteria you designate in the Report Builder

  • Tasks and subtasks: include tasks that match the criteria you designate in the Report Builder

    Note

    Reports on tasks automatically include data from subtasks as well.

  • Time entries: include timelog entries that match the criteria you designate in the Report Builder

Layout

Use this tab to choose how you'd like to format your report: as a column chart or as a table chart.

Group by

Here, specify which groupings you'd like to add to your report. Groupings dictate how data is organized on your report, but the exact way that groupings affect a report depends on the format you choose. To add a grouping:

  1. Click the + next to grouping added by default under Group by.

  2. Select a grouping from the list that appears.

To delete a grouping, hover over its name and click the X icon that appears to the right.

Filters

This step is optional, but adding filters allows you to decide what type of information you want to include in your report. Only tasks that meet the chosen filter criteria are included in your report. To add a filter:

  1. Click the drop-down arrow to the left of a filter category.

  2. Check the box next to a filter you'd like to apply.

  3. Repeat this process with all filters you'd like to apply.

The type of filters you can add depends on whether you’re reporting on tasks or projects.

Projects

Tasks

Timelog entries

Project owner

Status

User

Status

Assigned to

Date

Start date

Tasks to do

Category

Finish date

Task type

Project creator

Due date

Created date

Start date

Health

Completed date

Progress

Last modified date

Approvals

Created date

+ Custom fields

Author

Approvals

Reviews

+ Custom fields

Note

You need to click the Add custom field button at the bottom of the filter panel to see custom fields and be able to apply them as filters.

Top