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Creating Reports

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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 custom report

  1. Go to the Home page.

  2. Click Reports on the right.

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

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

  5. 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

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.

Name your report

Enter a name for your report in the New Report 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.

Report type

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

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

  • Task reports: include tasks that match the criteria you designate in the Report Builder

    Note

    Reports on tasks automatically include data from subtasks as well.

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

Source data

Check the box to the left of each folder or project to include data from that folder, project, or space in your report.

Note

  • Spaces, projects, or folders with subprojects or subfolders are denoted with an arrow icon to the left of their name. Click the arrow to see the subprojects and subfolders.

  • To include data that lives directly in a space, parent folder, or project, you need to check the box next to that item. When you check or uncheck the box next to a space, parent folder, or project, its subfolders and subprojects are automatically selected or deselected.

  • To include only certain subfolders or subprojects, click the arrow icon next to the space, parent folder, or project and then check the box next to the appropriate subfolders and subprojects.

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 more filters button on the filter panel to see custom fields and be able to apply them as filters.

Layout

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

Next, 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 or change a grouping:

  1. Click the grouping added by default under Group by.

  2. Select a grouping from the list that appears.

  3. For table chart reports, click + Add new grouping to add more groupings.

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

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