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Analytics View

The Analytics View is available for Regular and External Users on Business and Enterprise accounts. 

⏱ 7 min read

Overview

The Analytics View provides task related data in easy to digest infographics. Charts are automatically updated with the most recent data every 15 minutes, so you don’t have to worry about recreating reports or pulling new information.

Performance Analytics Overview Statistics

The Overview section of the Analytics View shows the main stats related to tasks in that Folder or Project. Click on metrics within the section to see a list of tasks that fall within that category. In the Overview section you can see:

  • Task Digest: 1 includes a pie chart which shows tasks in the Folder or Project grouped by either status or due date. This section also includes data regarding the number of unassigned, important, and overdue tasks.
  • Milestones: 2 shows the date for your next milestone as well as a counter of how many upcoming milestones you have.
  • Task Duration: 3 shows a sum of durations for planned tasks in the active status.
  • Tracked Time: 3 displays how much time has been tracked for tasks in the Folder or Project.
  • Top Performers: 4 shows the three users who have completed the most tasks in the Folder or Project.
  • Conflicts: 5 shows any dependency related conflicts in the Folder or Project. For example, if a dependent task is scheduled to finish after its Milestone, a warning appears in the conflicts section.

wrike-task-digest.png

Performance Chart

The Performance Chart shows a breakdown of tasks by scheduled dates or status and is helpful for identifying peak and low productivity periods. On the left side of the chart you can see a breakdown of tasks by date 1, or use the graph to the right to see an overview of tasks over time. Task categories shown on the chart include:

  • All tasks.
  • Planned tasks: tasks with a future scheduled date.
  • Due by this date: task which are due on the given date (or earlier).
  • Total completed: tasks with a completed status.
  • Completed (excl. backlog): tasks with a completed status, backlogged tasks are excluded.

Edit the Performance Chart

Filter your View

  1. Click on the chart’s menu button (located above the chart).
  2. Select “Edit” from the dropdown list which appears.
  3. Click on the dropdown arrow to the left of “Include tasks”. Here you will see options to include tasks assigned to everyone or to a specific user (or users) or created by anyone or by a specific user (or users).
  4. Use the toggles to the left of each type of task to either view or hide those tasks on the chart.
  5. Click “Save Report”.

Adjust the Chart’s Time Frame

  1. Click the slider icons 2 at the bottom of the chart.
  2. Drag the sliders left or right to adjust the time frame which the chart shows.

wrike-project-performance.png

Baseline Chart

The Baseline Chart compares tasks' current scheduled start and end dates to start and end dates tasks had on the date you specify. On the Baseline Chart, tasks are represented as bars which stretch from the tasks schedule start to end dates. Each task has two bars: the one on top appears in a solid color and represents the task’s current scheduled dates while the one on bottom has stripped diagonal lines and represents the task’s original scheduled dates. Task bars appear in one of five colors on the Baseline Chart:

  • Active tasks are blue.
  • Overdue tasks are red.
  • Completed tasks are green.
  • Cancelled tasks are grey.
  • Deferred tasks are purple.

Edit the Baseline Chart

Change the Baseline Date

You can choose which date you would like to compare the current task’s scheduled dates to.

  1. Click the date which appears in the chart’s upper left-hand corner.
  2. Select the appropriate date from the calendar pop-up which appears.

Customize what is Displayed on the Chart

  1. Click the chart’s menu button (located in the upper right-hand corner above the chart).
  2. Select “Edit” from the dropdown list.
  3. Click on the dropdown arrow to the left of “Include tasks”. Here you will see options to include tasks assigned to everyone or to a specific user (or users) or created by anyone or by a specific user (or users).
  4. In the “Show” section you can use the toggles to show or hide: 
    • Subfolders.
    • Tasks in parent Folders (tasks from the current Folder or Project).
    • Tasks scheduled as Milestones.

Work Progress Chart

The Work Progress chart shows a breakdown of tasks by status and user. By default, the chart shows the statistics for the top five users with the most active tasks in the Folder or Project. For each user you will be able to see how many tasks they have in the Folder or Project which are:

  • Active
  • Completed
  • Overdue
  • Deferred
  • Cancelled

The graph to the right of the user statistics shows how many tasks were in a particular status on a specific date. Hover over any portion of the chart to see a count of how many tasks were in each status on that particular day.

Edit the Work Progress Chart

See all Users

Under the names and profile images of the top 5 users is the option to “Show all users”. Click this option to see the task statistics for all users who have at least one task assigned to them in the Folder or Project.

Adjust the Chart’s Time Frame

  1. Click on the slider icon at the bottom of the chart.
  2. Drag the sliders left or right to adjust the time frame which the chart shows.

Customize what is Displayed on the Chart

  1. Click the chart’s menu button (located in the upper right-hand corner above the chart).
  2. Select “Edit” from the dropdown list.
  3. Click on the dropdown arrow to the left of “Include tasks”. Here you will see options to include tasks assigned to everyone or to a specific user (or users) or created by anyone or by a specific user (or users).
  4. In the “Show” section use the checkboxes to the left of each status to either show or hide the data related to that status group.

Tasks by Users

The Tasks by User Chart is a bar graph which shows a user’s assigned tasks grouped by their status group. Hover over a section of a bar on the graph to see how many tasks are in that status. Each section of the bar graph is colored differently depending on the type of task it represents:

  • Active tasks are in a blue section.
  • Overdue tasks are in a red section.
  • Completed tasks are in a green section.
  • Cancelled tasks are in a grey section.
  • Deferred tasks are in a purple section.

Customize what is Displayed on the Chart

  1. Click the chart’s menu button (located in the upper right-hand corner above the chart).
  2. Select “Edit” from the dropdown list.
  3. Click on the dropdown arrow to the left of “Include tasks”. Here you will see options to include tasks assigned to everyone or to a specific user (or users) or created by anyone or by a specific user (or users).
  4. In the “Show” section use the checkboxes to the left of each status to either show or hide the data related to that status group.

Create a New Chart

  1. Click “Add Chart” 1 at the top of the performance analytics view.
  2. Select which type of chart you would like to add: performance, work progress, tasks by users, or baseline. 2
  3. Click “Create”.
  4. Customize your chart
    • Click on the dropdown arrow to the left of “Include tasks” 3. Here you will see options to include tasks assigned to everyone or to a specific user (or users) or created by anyone or by a specific user (or users).
    • Choose which items you would like to show on your chart by using the checkboxes to the left of the options in the “Show” section. 4
  5. Name your chart in the field at the top of the newly created chart. 5
  6. Click “Save report”.

wrike-custom-analytics.png

Delete a Chart

  1. Click the chart’s menu button (located in the upper right-hand corner above the chart).
  2. Select “Delete” on the dropdown list which appears.

Organize Charts

Arrange charts into the order which best suits your needs.

  1. Hover over a chart.
  2. Click the wrike-analytics-icon.png  icon which appears to the left of a chart’s name.
  3. Drag the chart to the appropriate location and let go of your mouse key to drop the chart in that location.

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