What can we help you with?

e.g. Gantt chart, Creating tasks, Sharing folders

Possibility to see sumary of customs fields in report

13 comments

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Anastasia

    Hi Pauline, thank you for sharing this suggestion! I understand how this would be a useful addition to the Reporting tool, and while I don't have a timeframe to share, our Product Team is currently exploring ways of enhancing Wrike Reports. It's really helpful to hear about the additions which would be important toย you, so once more, thank you for posting this idea :)

    Anastasia Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 1
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Miquel Brunet

    I would like this feature too!

    Thank you

    Is this helpful? 4
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Shahab Khalaj

    This is one major part I'm missing in my reports. Would be really useful to have :)

    Is this helpful? 2
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Patricia Davis

    The ability to sum fields in Reporting or at least in exporting to Excel is extremely important in my busines.

    Is this helpful? 5
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Annalisha Johnson

    Hi,ย 

    My department is about to decide on a project management system, and this functionality is very important. Are you saying that there is currently no way to export or print the sum fields in a report? Ex: Column A - Column B = Column C...we would not be able to run a report showing Column C?

    ย 

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Anastasia

    @Patricia, thanks for adding your vote to this post! @Annalisha, thank you for commenting here. Cross column calculations aren't currently a part of Wrike's functionality, but this is a request I've heard before, and since we're currently looking at ways to enhance the Reporting functionality, it's great to hear these suggestions right now. Feedback from the Community helps spark conversations with our Product Team, and I wanted to share another post which you may be interested in voting for too, to help us track the popularity of the functionality you described: Custom Fields - Add More Calculation Methods.

    Anastasia Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Jonathan Avida

    This would be a great! A good quick win.ย 

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Patricia Davis

    Hi Anastasia: Has there been any progress on updates to making the autosum feature work when exporting reports or tables to EXCEL? Each time my manager tries to do this she becomes very frustrated. ย I have added the Office plug in to see if this would help, but it does not. Appreciate your feedback.ย 

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Anastasia

    Hi there, Patricia! Thank you for posting here and sorry about the delay, wanted to check in with our team about this. We're currently testing some ways of improving the sum/average functionality and bringing it to Reports, so this is something that's already being worked on. :)

    As for Table View, I wanted to mention that aggregation is shown in the Excel file when you select the "Only Current View" option in the export menu, here's what the result looks like:

    Hope this helps in the meantime, stay tuned for some reporting enhancements!

    Anastasia Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Anastasia

    Happy Monday, everyone! I have some exciting news to share: we just released some updates to Reports, and one of those enhancements is the request you've asked for here. Now, it's possible to view aggregated data for Custom Fields if you've enabled this option for the field in Table View. Check out our Community post about Report Updates to learn about the other improvements. Hope you like these updates, and I'll be happy to hear what you think about them! :)

    Anastasia Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Patricia Davis

    Thank you for sharing this great news. Many thanks to you and your amazing team. ย My manager will also be very thrilled!

    Is this helpful? 0
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Mark Samber

    When are you going to add simple formula fields to tasks? ย If we have a custom field of rate and a custom field of total estimate, we'd like to be able to multiply the rate x hours to get the total estimate as a calculated value

    Is this helpful? 4
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Brooke Markley

    YESSS!!!ย 

    ย 

    I would also love to see our total hour by our time allocated/budgeted time. We have both of these custom fields and whenever I run a report, I can only see them side by side or just as a big list, which doesn't help whatsoever. Or I spend more time than needed to export to excelย 

    Is this helpful? 0
    Comment actions Permalink

Please sign in to leave a comment.

Folllowing List for Post: Possibility to see sumary of customs fields in report
[this list is visible for admins and agents only]

Community

Welcome ๐Ÿ––

Hi there! ๐Ÿ™‚ Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome ๐Ÿ–– Have you checked out this week's Release Notes yet?

Hey! ๐Ÿ‘‹ Curious about something? Visit How To to search and ask the Community for answers.

Welcome! ๐Ÿ‘‹ Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.