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Table Chart Reports

Table 75. Availability

Free

Professional

Business

Enterprise


Overview

Wrike's Reports table charts show you the number of tasks or projects that meet the criteria you select in Report Builder. Table charts can have groupings, allowing you to build complex reports that capture a high level of detail.

Best practices

Table charts are best used when you need to:

  • View a count of the number of tasks or projects that meet specified criteria.

  • Access tasks and projects directly from the report (this allows for quick editing).

  • Export your report to Excel.

Use table charts to:

  • Track team performance. Keep an eye on how team members are doing, based on key metrics.

  • Monitor accomplishments. Run reports on the work completed last week, month, or quarter.

Undefined data

A None section is added to reports if there are tasks or projects that meet the report's criteria, but the tasks or projects don't have information entered in the field that you're grouping by. For example:

  • A task without a designated start date would have undefined start date data and, if you're grouping by start date, that task would go in the None section.

  • If a project report is grouped by a custom field and the project doesn’t have data entered for that custom field, then that project appears in the None section.

Adjust table charts

Refresh a report

When you want (or need) to, you can refresh your report to ensure you're seeing the most up-to-date data.

To do this, click the round refresh icon at the top of the report.

Change report display

There are two display options for reports: Structured hierarchical or Custom grouped.

Use the Structured hierarchical view to see items organized by folder, project, and task location. This is also how items are displayed in Table view. To switch to this view, click the structured_heirarchical_view_icon.png icon in the upper-left corner of the chart.

Note

You can't use groupings when you're using the structured hierarchical view.

Use the Custom grouped view when you want to display tasks based on applied groupings. To switch to this view, click the custom_grouped_view_icon.png button in the upper-left corner of the chart.

Expand or collapse all sections

Collapse all sections (either groupings or folders/projects depending on what view you're in) to get an overview of the number of tasks in a section or expand all sections to see a more detailed view.

To do this, click Expand all or Collapse all in the upper-right corner of the chart to expand or collapse sections respectively.

Expand or collapse individual sections

Customize your view so you see only the groupings or folders/projects/tasks you're interested in.

To do this, click the caret icon to the left of each grouping or folder/project name to expand or collapse that section.

Add or remove columns

You can add or remove columns related to project or task attributes (depending on which type of report you built) and custom fields.

To do this, click the gear icon in the upper-left corner of the table and check or uncheck the box next to each column name to add or remove that column from the report.

Change column order

Rearrange the order of columns on the table report to see data in the sequence that best suits your needs.

To do this, click a column and drag it to the appropriate location on the table chart.

Change text wrapping

Users can enable the option to have text in report cells wrapped. When you enable text wrapping, all text in that field becomes visible instead of being cut off when it's too long.

To enable text wrapping, click the three-dot menu button in the upper-right corner and select (or deselect) Wrap text.

Note

Text wrapping works with reports that are 500 lines or fewer.

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