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Report Column Charts

Regular Users on Business and Enterprise accounts can create Reports.

⏱ 3 min read

Overview

Wrike Report column charts show the number of tasks or Projects that meet the criteria you select in the Report Builder. Each column chart has two Groupings and those groupings are used to divide your data into columns (Grouping one) and then to further divide those columns into segments (Grouping two).

Best Practices

Column charts are best used when you need to:

  • View a count of the number of tasks or Projects which meet specified criteria and see that data in a simple view.
  • Compare the number of tasks or Projects within a specified Grouping at a glance.

Use column charts to:

  • Monitor Project progress by project owner. You can see how many Projects each owner has and what the statuses of their projects are.
  • Track task progress by assignee. Stay up to date with how much each assignee has on their plate and what statuses their tasks are in.

Undefined Columns

Undefined data refers to task or Project attributes which do not have data entered for that attribute. For example, a task without a designated start date would have undefined start date data. If you create a column chart, add a Grouping, and there are tasks or Projects which match the report criteria but which have undefined data for the selected grouping, then a column (or segment) is added to the chart to capture those tasks.

For example, if a Project report is grouped by a Custom Field and the Project doesn’t have data entered for that Custom Field, then it appears in the “Undefined” column or segment. There is also a “None” column that is used when there are tasks without an assignee or Projects without a project owner.

 

Edit Column Charts

Refresh a Report

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

To do this: click the refresh icon 1 in the chart’s upper right-hand corner.

Edit a Report

If you need to change which Folders and/or Projects information is pulled from, which filters are applied, or what Groupings are being used, you can edit your Report by returning to the Report Builder.

To do this: click “Edit” 2 in the chart’s upper right-hand corner.

 

Flip the Chart’s Axis

If you need more room to see your columns in their entirety, you can flip your chart’s axis and view the chart horizontally instead of vertically.

To do this: click the icon 3 in the chart’s upper right-hand corner and select “Flip axis” from the dropdown list which appears.

View Segments as Columns

If you need to compare segments side by side as columns, you can turn segments into columns.

To do this: click the icon 3 in the chart’s upper right-hand corner and select “Side by side view” from the dropdown list which appears.

Hide Segments from View

Hide some segments to simplify your view and see only certain segments at one time.

To do this: from the chart’s key 4 (located at the top of the column chart) click a segment title to hide (or view) that segment on the chart.

Groupings on Column Charts

Column chart Grouping options depend on whether you are reporting on Projects or tasks:

Projects Tasks
Project Owner Assigned to
Project Creator Status Group
Status Workflow
+ Custom Fields Status
  Author
  Importance
  + Custom Fields

More Info

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