Report Templates
Report templates help you quickly create reports so you can gain more visibility into your projects, see how work is progressing, or assess what work still needs to be assigned.
Help team members, executives, or clients gain insight into projects by sharing reports with them.
Note
On Enterprise accounts, the types of users who are allowed to use this functionality may differ due to user types settings.
Active tasks by assignee
This report shows: all active tasks, grouped by the assignee and within specified folders or projects (you choose the folders or projects).
Use it when you want:
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To see how many tasks each team member has assigned to them.
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To see how tasks within a project are assigned and check who's working on what.
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To see how many and which tasks are assigned to you and what's on your to-do list.
Weekly project status
This report shows: selected projects (you select the projects), with columns so you can see the status, finish date, and owner of the project.
Use it when you want:
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To see how a project (or projects) are progressing.
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To monitor which projects the team is working on, and the right contact for each.
Overdue tasks by assignee
This report shows: overdue tasks from specified folders or projects (you choose the folders/projects), grouped by the assignee. You have the option to see all assignees or only specific users.
Use it when you want:
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To see which overdue tasks you (or teammates have).
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To monitor what projects are falling behind and which team members may need help.
Projects due this month
This report shows: Selected projects that are due this month. The report includes owner, status, and finish date columns so you can track progress over the course of the month.
Use it when you want:
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To track project status as the due date approaches.
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To monitor which projects are due that month.
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To see if any key project deadlines were missed.
Unassigned tasks
This report shows: unassigned tasks from specified folders/projects (you choose the folders/projects). Columns on the report show task name, status, and due date.
Use it when you want:
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To see which tasks need to be assigned.
Time spent this week
This report shows: a list of timelog entries for this week from specified folders and projects. You have the option to select users and groups whose timelog entries you want to include in the report.
When to use:
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To see how much time was spent on a project this week.
Team utilization
Notice
The team utilization report template is only available for accounts with the Business Plus and Enterprise Pinnacle plans (or the legacy Wrike for Professional Services package as well as accounts with the Wrike Resource add-on enabled).
This report shows:
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The total capacity of each employee for the chosen time period. It's calculated based on daily capacity and workweek settings in each user's assigned work schedule.
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The total amount of time each employee spent performing tasks based on the timelog entries.
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The total amount of billable and non-billable working time.
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Billable utilization of each employee, calculated by dividing total billable time by capacity.
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Total utilization of each employee, calculated by dividing total time spent by capacity.
Use it when you want:
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To see how much of your employees’ time is spent on billable and non-billable tasks.
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To check the overall utilization of your employees’ capacity.
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To check the productive utilization of each employee.
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Navigate to the Reports section 1 in the sidebar, or click the + icon next to Tools 2 and select Report from the drop-down menu.
Note
If you can't see it in the sidebar, click on the More button 3 in the sidebar and select Reports from the list.
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Select a report template from the available list 4.
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From the pop-up that opens:
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Edit the title of template 5.
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Choose what type of the projects or tasks that you want to report on and for some reports, time logs and the users to include 6.
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Select the location of the report 7.
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Add the data source by selecting a project or folder or a space 8.
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Click Create 9.
Alternatively, you can select any of the available templates in the Report Builder.