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[Status: Launched! ๐Ÿš€] Folders for reports

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    Anastasia

    Hi Aaron, thank you for adding this suggestion to the Community, I think this is great! It would be really interestingย to learn how you use Reports (how you would like to organize them) and how many you generally have. Looking forward to hearing from you!

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    Aaron McLaughlin

    Hey Anastasia,

    ย 

    More than happy to share how we use them. To us the reports is the most powerful tool Wrike has, we use it for to-do list, to keep a running list of projects for sales reps and to have a snapshot of all current projects going on in the company. I have some ideas to make even more reports but need to get my team up to speed on Wrike first.ย 

    I would like our folder structure to be as follows;

    ย To-Do Lists (Each team members current active projects)

    ย Engineering Project list (All active Projects Overview, including postponed and completed projects)

    ย Sales Reps Projects (All projects for reps organized by customer for current year)

    ย Prototype Released projects (Project managers projects that have gone to prototype)ย 

    ย 

    I could see us doing many more projects as we build in better processes using Wrike. I would be more than happy to discuss or share more info if desiredย 

    Regards,

    Aaron

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    Anastasia

    Aaron, thanks for following up! This is fantastic, and I'm really happy to hear you're enjoying the Reports feature. :) I can definitely see how it would be useful to organize Reports in the same way Folders and Projects are grouped togetherย in the Workspace. I really appreciate this additional info, and I'll make sure to direct other users supporting this idea to your post.

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    Tracy Meixsell

    Hi I would like to second this request, I find it hard to manage my reports now without folders. ย Naming conventions help but even then, once you have a lot of reports, it's not easy to find the one you want.ย 

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    Bailey Burke

    This is a much needed feature. For example just giving a status update on Projects our company is working on we may track in multiple ways.

    We also use reports for Request forms, depending on who the information is being shared with (different company stakeholders) we could also have a variety of reports.ย 

    For Supervisors/Management who have a lot of different reports being shared with them it is becoming difficult to track - without being able to break it down. For example a Director in our company could be getting a bunch of reports from more then 1 department.ย 

    It would be nice to have the flexibility to organize the reports forms.

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    Sam Pruyn

    I agree.ย  This feature would make the UI much more manageable for anyone who has a long list of reports

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    Akira Kuragami

    I agree, too.

    We have to provide the method to our users for selecting appropriate Reports efficiently.

    And I'm thinking that we also may need to provide similar functions for Request Form.

    ย 

    ย 

    Akira IT manager

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    Deidra Stevens

    We also very much need this functionality.ย  Our immediate need is for the organization of reporting but we likely will need organization for request forms down the road.ย  I see the first date for this request was March 24, 2017.ย  Has there been any progress made on this enhancement request yet?

    ย 

    Thanks for your time and hard work! ๐Ÿ˜€

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    J. Jace Gideon

    We would also very much like to see this feature added.ย  So far, it is confusing to navigate our long list of reports.ย  For example, we have the same report duplicated for each of our team members, so we end up having a long list of reports that is confusing to navigate.ย  For now, it seems the only way to organize this is by naming each report something that lists them in logical alphabetical order.ย  Thanks.

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    Joe Quinn

    Have there been any updates or progress towards folders for reports? Our teamย finds a lot of value from the reports which is great, but the downside is that we have an ever increasing list of reports. So it's quickly getting to the point that finding the report takes longer than getting what you need from the report. We've tried naming conventions, but it's only a minor help.

    Being able to create and name folders to place reports into would be super helpful.

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    Stephanie Westbrook

    Hi Joe - I completely understand. The team is considering it, but it's not on the short-term roadmap right now. As we continue getting votes and comments we'll keepย the conversation going.ย 

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

    This achive reports feature is much needed! Thank you

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    Stephanie Westbrook

    @Jennifer Hi!ย Archiving is a little different than organizing into categories/folders. Could you give me a little more detail here - do you have certain Folders that you need to hide from view but don't want to fully delete just in case? If that's the case -ย would converting the form to a draft work?

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    Diana McRen

    Please move this idea up in the priority list - it is much needed and way overdue.ย  My expansive report list is not consumable by my user group even though I currently organize by name convention & user permissions. If too overwhelming, they don't go use it.ย  Unfortunately, they are missing out onย useful information and which causes me to have to utilize Tableau for reporting.

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    Stephanie Kline

    This is also a major requirement for our team.ย  Already my reports list is getting long and confusing to navigate.ย  I'm making reports for other departments too, so if I could organize them by department or type would be great.

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    1Marjorie Downey

    This would be such a huge benefit! I'm upvoting

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    Rae Ricciardi

    Hello WRIKE team! My team also sees immense benefit from being able to organize our Reports by folder on an individual level. Additionally, we would love to be able to favorite reports (star feature, similar to projects or tasks) and show those favorites in a Dashboard widget. This way, you can pick and choose which reports are important to you that you'd like quick and easy access to. Similarly, having an individual permission to organize your reports makes it customizable to you, so you're not forced to organize your thoughts in the same way the creator did.ย 

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    Alex Tucker

    Folders/organization for reports would be a huge help as the number of reports I create for various teams makes it difficult to keep track of and properly manage each report.

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    Laura Walz

    Our team really needs the ability to report on calendars and/or folders. 25+ reps are working on creating marketing calendars for hundreds of customers around the country. To gauge how we are tracking against our goals and benchmarks, we need to be able to report on how many calendars each rep has created with associated budgets.ย 

    We intentionally decided to create our calendar tasks within folders - not projects - becauseย calendars are continuous (no end date) and we didn't want our other reports to look skewed (number of active projects projects). However, we can't report on folders (only projects and tasks).

    This is causing us difficulty in managing our expectations and team members. Please add the ability to report on calendars or folders!

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    Jasmine Alvelo

    Is this a feature yet? So excited others think it'll be useful. I run a lot of reports for our production company, and it would be SO helpful to organize each months reports without having to scroll and find them...

    ย 

    Looking forward to the development of this feature!๐Ÿ™‚

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    Nancy Lawrence

    Totally, totally agree.ย  The long list of reports is getting unwieldy and it would be great to be able to folder/categorize them for easy reference and retrieval.ย  Please work on this feature!

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    Robert Wingerter

    (Edited )

    One more vote! As the number of jobs grow so do the ways people want to see information and breaking these into more relevantย groups go a long way in navigating the options and reducing confusion. Especiallyย separatingย higher level/exec summary reports from day to day reporting or customer-demanded specificย reports that can be deleted after the project is over.

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    Melissa Jones

    YES PLEASE!!!ย  we find that Reports are our Go-To for all items we look at big picture.ย  We have reports for Each Clients project, all current projects being worked on, etc.ย  Being able to use some sort of folder structure for housing these reports would make life so much easier for our users.ย 

    ย 

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    Caren Merz

    Agree. This alone could be a reason to use some other platform over Wrike. It's hard to get user buy-in when reports can't be moved to the location where they make the most sense. Reports should also be able to appear on dashboards/widgets.

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    Kathleen Wunderlich

    Yes, please - I was hoping for a way to at least "star" critical reports.ย 

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    Kathleen Wunderlich

    Yes, please - I was hoping for a way to at least "star" critical reports.ย 

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    Jon Moakes

    I'd definitely like to see a way to group reports included.ย  This will become more and more pertinent the greater the number of reports there are.

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    Lisa Friedrich

    This is exactly what we've been wanting! A way to group reports together in a folder. We each have reports we've created as well as reports that have been shared with us, and it is becoming increasingly difficult to keep track of them all. Each report serves a different purpose, and there could be different versions which pertain to the same project, so with the ability to group them in a folder it would save so much time when presenting these reports--and finding them in general.

    This functionality would also be beneficial to calendars for the same reasons. Our team is utilizing calendars to view various campaigns, and with so many different calendars created, it hard to find them to overlay them.

    Another thing that would be more efficient is to give the ability to someone to edit a shared calendar or report. In meetings, when the organizer pulls up a calendar or report, but then cannot make a change to it as they weren't the original creator, it just creates another step in the process.ย 

    Any progress on this request by chance? ๐Ÿ™‚

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    Deidra Stevens

    Hi again,

    We are re-adding our vote this request.ย  I am very surprised to see as little feedback about this enhancement request on this page: perhaps there's another community post I am not seeing?ย  I would imagine the need for this feature is fairly extensive.ย  Any improvement would be greatly appreciated!

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    Rebecca Schweitzer

    This would be very useful. I'd also like to request the ability to duplicate reports. I have reports that are full of custom fields, and I want to duplicate them to display similar but filtered information. Manually creating means I need to add each custom field and them sort the columns, which can be ver time consuming.

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