Time reports subtotal by client
Is there a way to generate a report and have the time totaled by CLIENT rather than just individual projects?
I see how to get a project report, and how to sort by client, however if we want a total number for a client we have to manually add the individual projects.
Hi Gary, thanks for reaching out here! Depending on how you organize client data, there could be different ways to achieve this. Could you let me know how clients are classified in your work structure (i.e. Folder tags, Custom Fields, assignees)? I'll be happy to help think of the best way to pull the data you mention, so looking forward to hearing from you!
We're relatively new users to wrike, so I'm not sure I'll state this all correctly. We have each client set up as a folder, and each project under that set up as projects and sub projects. I've attached a screen grab of the left column. I don't know anything about folder tags or custom fields.
Gary, thanks for the screenshot and for clarifying! Awesome to see you're turning to the Community for help with getting started, I wanted to let you know we're here to help and will gladly assist with any tips or best practices. As for the structure you have here, it looks like "Volvo Parts Marketing" is the client (this can be referred to and used as a Folder Tag), and in order to pull a Report for all Projects under there, there are a few things you can do:
Would any of these options work for you?