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Advanced Reporting: Available Data
TL;DR
Advanced reporting uses two data models: Wrike Core and Utilization and Performance. Wrike Core focuses on workspace data like projects, tasks, folders, custom fields, timelogs, status history, effort, and financial data. Utilization and Performance focuses on user-based capacity data like work schedules, timelogs, effort, booked effort, and allocation. You can build reports from either model, but you can’t combine fields from both in one widget.
Table 34. Availability - Legacy plans
| Availability: Pinnacle, Apex.; Unavailability: Free, Team, Business; |
Analytic boards are built over a data models that contains key Wrike workspace entities and building blocks, such as spaces, folders, tasks, timelogs, users, and history of status changes.
You can visualize or filter any attribute of any entity. Entities are already connected to each other behind the scenes, so you can build boards that span multiple entities, without specifying relations between entities. However, not all the entities are available within the same data model.
There are two data models available for analytics reports: Wrike Core and Utilization and Performance. Each of these models has a unique set of data tables with different data availability. It is not possible to use fields from different data models in one widget.
Wrike Core data model is based on projects: it has security rules that show users only the data shared with them, and it exports most of the folder/project/task attributes.
Click here to see the full available data model.
Note
Some of these fields might not be enabled by default in your account. Please, contact our Support team for more details on how to enable them.
The table below contains all the available data for widgets based on the Wrike Core data model:
| Field Name | Description | Type |
| Project | All projects shared with current user | |
| Project ID | ID of the project, as seen in workspace | Numeric |
| Project Name | Name of the project | String |
| Project Creation Date | Date when the project was created | Date |
| Project Completion Date | Date when project status was changed into Completed Status Group. Empty if the project is in any status from the Active, Deferred or Canceled Status Groups | Date |
| Project Start Date | Planned project start date | Date |
| Project Due Date | Planned project due date | Date |
| Project Status | Status of the project | String |
| Project Status (Color) | Status of the project combined with its color representation. Use this field in Pie, Bar, Pivot and other charts to make the color match the workspace color of the status | String |
| Project Status Group | Status Group of the selected project status. Can be one of Active, Completed, Deferred or Canceled groups. | String |
| Project Workflow | Workflow applied to the selected project | String |
| Project Author | User who created the project | String |
| Project Link | Link to the project view in workspace | String |
| Project Item Type | Available custom item types and 'project' for regular projects | String |
| Project Owner | Users, assigned as project owners | |
| Project Owner ID | ID of user who is the project owner | Numeric |
| Project Owner | Project owner’s name | String |
| Folder | All folders and Spaces shared with current user | |
| Folder ID | ID of the folder/space, as seen in workspace | Numeric |
| Folder Name | Name of the folder | String |
| Folder/Project Custom Field | Folders/projects/Spaces custom field values* | |
| Folder/Project Custom Field ID | Numeric ID of the custom field | Numeric |
| Folder/Project Custom Field Name | Name of the custom field | String |
| Folder/Project Custom Field Name (ID) | Name of the custom field and ID. It's used to distinguish between custom fields with the same name | String |
| Folder/Project Custom Field Type | Type of custom field. Can be one of Text, Enumeration* (Single select), Numeric* (Number), Date, Boolean* (Checkbox), Money* (Currency), Percent* (Percent), Duration, People, Multiselect* (Multiple select) | String |
| Folder/Project Custom Field Any Value | Value of the field in string format, always filled in | String |
| Folder/Project Custom Field Date Value | Date value of the custom field. Only filled in if the data type is Date | Date |
| Folder/Project Custom Field Text Value | String value of the field. Only filled in if the custom field type is Text, Enumeration* (Single select) or Multiselect* (Multiple select) | String |
| Folder/Project Custom Field Numeric Value | Numeric value of the custom field. Only filled in if the custom field type is Numeric* (Number), Money* (Currency) or Percent* (Percent), Duration or type is Enumeration* (Single select), Multiselect* (Multiple select) and values are numeric | Numeric |
| Folder/Project Custom Field Checkbox Value | Checkbox value - true or false. Only filled in if type is Boolean* (Checkbox) | Boolean |
| Folder/Project Custom Field User Value | Name of the user, only filled in if the custom field type is People | String |
| Task | All tasks shared with current user. Tasks from projects or folders not shared with the user will not be shown | |
| Task ID | ID of the task | Numeric |
| Task Name | Name of the task | String |
| Task Creation Date | Date when the task was created | Date |
| Task Start Date | Planned start date of the task | Date |
| Task Due Date | Planned due date of the task | Date |
| Task Completion Date | Date when task status was changed into any status from the Completed, Deferred or Canceled Status Groups. Empty if the task is in any status from the Active Status Group | Date |
| Task Status | Status of the task | String |
| Task Status (Color) | Status of the task combined with its color representation. Use this field in Pie, Bar, Pivot and other charts to make the color match the workspace color of the status | String |
| Task Status Group | Status Group of the task status. Can be one of Active, Completed, Deferred, Canceled groups | String |
| Task Workflow | Workflow of the status assigned to a task | String |
| Task Duration (days) | Duration of the task in days | Numeric |
| Task Author | User who created the task | String |
| Task Importance | Importance of the task. Can be High, Normal or Low | String |
| Task Link | Link to the task view in workspace | String |
| Task Effort Mode | Possible options: None, FullTime, Basic, Flexible | String |
| Task Effort (minutes) | Effort of the task in minutes | Numeric |
| Task Billing Type | Task billing type (Billable/Non-billable) | String |
| Ignore Excluded Days | Shows if weekends and holidays are ignored when calculating task duration | Boolean |
| Task Item Type | Available custom item types and 'task' for regular tasks | String |
| Task Assignee | Assignees of tasks | |
| Task Assignee ID | ID of the user who is task assignee | Numeric |
| Task Assignee | Name of task assignee | String |
| Task Assignee Job Role Initials | Job role initials of the assignee | String |
| Task Assignee Job Role Title | Job role title of the assignee | String |
| Task Custom Field | Custom field values of a task* | |
| Task Custom Field ID | Numeric ID of the custom field | Numeric |
| Task Custom Field Name | Name of the custom field | String |
| Task Custom Field Name (ID) | Name of the custom field and ID. It's used to distinguish between custom fields with the same name | String |
| Task Custom Field Type | Type of the custom field. Can be one of Text, Enumeration* (Single select), Numeric* (Number), Boolean* (Checkbox), Money* (Currency), Percent* (Percent), Date, Duration, People, Checkbox, Contacts, Multiselect* (Multiple select) | String |
| Task Custom Field Any Value | Value of the custom field in string format, always filled in | String |
| Task Custom Field Date Value | Date value of the custom field. Only filled in if the custom field type is Date | Date |
| Task Custom Field Text Value | String value of the field. Only filled in if the custom field type is Text, Enumeration* (Single select) or Multiselect* (Multiple select) | String |
| Task Custom Field Numeric Value | Numeric value of the field. Only filled in if the custom field type is Numeric* (Number), Money* (Currency) or Percent* (Percent), Duration or type is Enumeration* (Single select), Multiselect* (Multiple select) and values are numeric | Numeric |
| Task Custom Field Checkbox Value | Checkbox value - true or false. Only filled in if type is Boolean* (Checkbox) | Boolean |
| Task Custom Field User Value | User Name, only filled in if the custom field type is People | String |
| Task Attributes in Folder/Project | Attributes of tasks relative to its folders/projects | |
| Task Depth Level | Depth level of task within the project. 1 will pull parent tasks; subtasks will have the depth level of 2; sub-subtasks - depth level 3, etc. | Numeric |
| Timelog | Timelog entries | |
| Timelog User ID | ID of the user who logged time | Numeric |
| Timelog User Name | Name of the user who logged time | String |
| Timelog Creation Date | The timelog entry was created for this date | Date |
| Timelog Time Spent (minutes) | Time spent in minutes | Numeric |
| Include Data From | Top-level filter used to present information from only certain spaces/folders. Typically such filter is applied based on the Space/folder selected when creating an analytics board | |
| Include Data From Name | Name of folder/project/space that limits information displayed in the analytics board | String |
| Include Data From Name (ID) | Name of folder/project/space that limits information displayed in the analytics board, along with its ID. It is used to distinguish folders with the same name | String |
| Include Data From Depth Level | Include Data From Depth Level = 1 will include the selected source and all its child locations, Depth Level = 2 - exclude the selected source and include only its child locations, etc. | Numeric |
| Task Status Change History | History of the task status change. It includes the current/previous task status and time spent in the previous status before the change | |
| Task Status Change History User Name | User who made the change | String |
| Task Status Change History Previous Change Date | Date when the status of the task was changed to the previous one. If there was no previous change, this equals to task creation date | Date |
| Task Status Change History Change Date | Date when the change was made or the current date/time, if last task status is from the Active Status Group | Date |
| Task Status Change History Old Status | Status value before the change | String |
| Task Status Change History Old Status Ordered | Status value before the change. Statuses are shown in the same order as they are in the workflow itself. It is useful for seeing status changes within one workflow | String |
| Task Status Change History Old Status Ordered (Color) | Status value before the change. Statuses are shown in the same order as they are in the workflow itself, with its color representation. It is useful for seeing status changes within one workflow. Use this field in Pie, Bar, Pivot and other charts to make the color match the workspace color of the status | String |
| Task Status Change History New Status |
Status value after the change NoteLatest New status is always marked as N/A if an item is in an active status and the transition change date equals current day. |
String |
| Task Status Change History New Status Ordered | Status value after the change. Statuses are shown in the same order as they are in the workflow itself | String |
| Task Status Change History New Status Ordered (Color) | Status value after the change. Statuses are shown in the same order as they are in the workflow itself, with its color representation. It is useful for seeing status changes within one workflow. Use this field in Pie, Bar, Pivot and other charts to make the color match the workspace color of the status | String |
| Task Status Change History Time Spent (minutes) | Amount of time task spent in the previous status prior to the change, in minutes | Numeric |
| Project Status Change History | History of the project status change. It includes the current/previous project status and time spent in the previous status before the change | |
| Project Status Change History User Name | User who made the change | String |
| Project Status Change History Previous Change Date | Date when the status of the project was changed to the previous one. If there was no previous change, this equals to project creation date | Date |
| Project Status Change History Change Date | Date when the change was made or the current date/time, if last project status is from the Active Status Group | Date |
| Project Status Change History Old Status | Status value before the change | String |
| Project Status Change History Old Status Ordered | Status value before the change. Statuses are shown in the same order as they are in the workflow itself. It is useful for seeing status changes within one workflow | String |
| Project Status Change History Old Status Ordered (Color) | Status value before the change. Statuses are shown in the same order as they are in the workflow itself, with its color representation. It is useful for seeing status changes within one workflow. Use this field in Pie, Bar, Pivot and other charts to make the color match the workspace color of the status | String |
| Project Status Change History New Status |
Status value after the change NoteLatest New status is always marked as N/A if an item is in an active status and the transition change date equals current day. |
String |
| Project Status Change History New Status Ordered | Status value after the change. Statuses are shown in the same order as they are in the workflow itself. | String |
| Project Status Change History New Status Ordered (Color) | Status value before the change. Statuses are shown in the same order as they are in the workflow itself, with its color representation. It is useful for seeing status changes within one workflow. Use this field in Pie, Bar, Pivot and other charts to make the color match the workspace color of the status | String |
| Project Status Change History Time Spent (minutes) | Amount of time project spent in the previous status prior to the change, in minutes | Numeric |
| Sharing | Service table | |
| Account ID | Service field | Numeric |
| Folder/Project ID | Service field | Numeric |
| User ID | Service field | Numeric |
| Sharing for Include Data From | Service table | |
| Account ID | Service field | Numeric |
| Folder/Project ID | Service field | Numeric |
| User ID | Service field | Numeric |
| Project Booked Effort | Project bookings calculated for specific dates, users, and project | |
| Booked Effort Assignee | Name of the user who booked project effort | String |
| Booked Effort Assignee Job Role Initials | Job role initials of the user who booked project effort | String |
| Booked Effort Assignee Job Role Title | Job role title of the user who booked project effort | String |
| Booked Effort Date | Date of the booked effort | Date |
| Booked Effort (minutes) | Booked effort of the project in minutes, calculated for the specific date, user, and project | Numeric |
| Booked Effort Mode | Options: Basic, Flexible | String |
| Task Effort | Task effort, calculated for specified dates, task assignee and task | |
| Assignee Effort Date | Date of the effort | Date |
| Assignee Task Effort (minutes) | Task effort of the task in minutes, calculated for the specific date, assignee, and task | Numeric |
| Project Budget | Budget of the project. Visible only to users with access to financial fields | |
| Project Budget | Budget of the project, if specified | Numeric |
| Actual Cost and Fees | Cost and fees for specific (billable) tasks, users, and dates, based on actual rates and logged time. Visible only to users with access to financial fields | |
| Actual Cost | User time spent × user cost rate | Numeric |
| Actual Fees | User time spent × user bill rate | Numeric |
| Planned Cost and Fees | Cost and fees for specific (billable) tasks, users and dates, based on actual rates and task effort. Visible only to users with access to financial fields | |
| Planned Cost | User task effort × user cost rate | Numeric |
| Planned Fees | User task effort × user bill rate | Numeric |
Note
Duration custom field values in hours are translated into and shown as minutes on analytical boards for consistency in data representation.
Utilization and Performance data model is based on users: it doesn't show any descriptive project data, but it contains all the time allocated/ tracked in the account and is the best source for capacity planning.
The table below contains all the available data for widgets based on the Utilization and Performance data model:
| Field Name | Description | Type |
| User Work Schedule | Information about users and their work schedule each day for the last 365 days | |
| User ID | ID of the user | Numeric |
| User Name | Name of the user | String |
| User Name (ID) | Name of the user along with their ID. This is used to distinguish users with the same name. | String |
| User Role | Role of the user | String |
| User Email Address | Email address of the user | String |
| User Service Field |
Service field, equals 0. Use this field as an additional term in formulas to show users without Timelog/Effort entries in results. Example: [Total User Work Schedule Working Hours] + [Total User Service Field]. |
Numeric |
| User Work Schedule Date | Date of schedule. This shows the schedule dates for each user from when they were added to the account until they were deleted from the account. The maximum number of days is 365. | Date |
| User Work Schedule Week Day | Day of the week (0 for Sunday, 1 for Monday, etc.) | Numeric |
| User Work Schedule Working Hours | The number of working hours for the specified date. | Numeric |
| User Job Role Initials | Job role initials of the user | String |
| User Job Role Title | Job role title of the user | String |
| User Work Schedule Name | Name of the schedule that is assigned to the user | String |
| User Work Schedule Workday | An indicator of whether a date is scheduled as a workday in the users' work schedule. The values are true or false. | Boolean |
| User Work Schedule Change Type | An event that causes a workday change (ex. PTO, overtime, public holidays) | String |
| User Work Schedule Change Comment | A comment on the workday change | String |
| Task | All tasks with an Effort or Timelog entry | |
| Task ID | ID of the task | Numeric |
| Task Link | Link to the Task view in the workspace | String |
| Timelog | Timelog entries | |
| Timelog User ID | ID of the user who logged time | Numeric |
| Timelog User Name | Name of the user who logged time | String |
| Timelog Date | The timelog was created for this date | Date |
| Timelog Time Spent (minutes) | Time spent in minutes | Numeric |
| Effort | Task Effort, calculated for specified dates and users, for the last 365 days | |
| Effort Date | Date of the effort | Date |
| Task Effort (minutes) | Effort of the task in minutes, calculated for the specified date and user | Numeric |
| Task Effort Mode | Options: None, FullTime, Basic, Flexible | String |
| Sharing for User | Service table | |
| Account ID | Service field | Numeric |
| Project Booked Effort | Project bookings calculated for specific dates, users, and project | |
| Booked Effort Date | Date of the booked effort | Date |
| Booked Effort (minutes) | Booked effort of the project in minutes, calculated for the specific date, user, and project | Numeric |
| Booked Effort Project ID | ID of the project with the booked effort | Numeric |
| Booked Effort Project Link | Link to the project with the booked effort | String |
| Booked Effort Mode | Options: Basic, Flexible | String |
| User Allocation | Total allocated effort as summarized in the Workload chart that takes into consideration task effort and project booked effort | |
| User Total Allocation Effort (minutes) | The total allocated effort of the user per day | Numeric |