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

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

    Totally agree, Rebecca.  There is another thread about duplicating reports.  Please add to and upvote this one too. Thanks!

    https://help.wrike.com/hc/en-us/community/posts/115000435745--Status-Backburner-Duplicate-Reports?page=3#community_comment_360004229653

     

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    Jill Willems

    agree - nice feature to have

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    Lisa

    Hello everyone, thanks for your continued support for this suggestion. For now, this feature is not planned by our Product team due to other important feature enhancements planned, but I'll make sure to get back to you when/if that ever changes. 

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

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    Melissa Jones

    Lisa- thanks for the update- but I must say I find it highly disappointing that this is not on the list of improvements to happen sooner rather than later!๐Ÿ‘Ž๐Ÿ‘Ž๐Ÿ‘Ž๐Ÿ‘Ž

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    Aaron McLaughlin

    Once Wrike releases "spaces" I believe it would meet my need for organizing reports. I think this is a better solution than just making folders under reports. I am very eager to see the release of spaces as it will really improve the ease of access for our users. 

    It makes sense they Wrike would not implement this with spaces coming out. 

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    community team

    @Aaron, you're totally right Spaces will help with organizing reports and this was one purpose of creating spaces along with many others.

    @All, if you can take some time to watch the recorded webinar on Spaces, it would be great to hear if this matches the need you all have outlined here.

    Spaces are being rolled out in the coming weeks ๐Ÿ™Œ

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    Lisa

    Hi everyone! Quick update: as this feature suggestion was met with the launch of Spaces so that you can better organize Reports, I've changed the status of this post to "Launched". Thanks for your input ๐Ÿ™‚

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

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    Ami Novak

    Hi Lisa, How does Spaces organizer the reports tab, which is still a running list of reports?  Not seeing the way this answers the need to organize reporting.  Thanks for any insights.

     

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    Lisa

    Hi @Ami, sorry for the long reply here! The Bookmarks section that exists in every Space can be used for Reports' links - that way, for example, each department with a separate Space can have a separate list of Reposts. You can also add your Reports to your personal Space's Bookmarks section to have quick access to them. Please let me know if you have any further questions, I'll be happy to discuss ๐Ÿ™‚

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

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    Aaron McLaughlin

    @Ami - Here is an example of how the bookmarks can be set up. Each of our spaces have different bookmarks that are related to the space. 

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    Melissa Jones

    I was originally excited about hte Spaces roll out hoping it would help with Reports, but it just seems like more work for us.  Would much rather just have the ability to create reports within projects or have a nesting folder structure for reports- that would be much easier.

     

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    Nancy Lawrence

    Totally agree!

     

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    Lindsey Walters

    (Edited )

    Hello Wrike,

    Will we see this soon? It looks like a lot of users would benefit since its original request in 2017. We have many reports and would like a way to organize them into folders or spaces. Hopeful that this will make the short-term roadmap for 2020.

    Thanks!๐Ÿ™‚

    Lindsey

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    Elaine

    Hi all, thanks for your feedback and input here.

    Were Lisa and Aaron's suggestions on using Bookmarks of assistance with your Reports? Also, as mentioned above, please do take the time to check out the recorded webinar on Spaces to make sure you're getting the most out of the feature. 

    If you've any other questions or feedback, or if you need more help don't hesitate to let us know, we'll be happy to assist further ๐Ÿ™‚

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

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    Melissa Jones

    No- using Bookmarks is almost more trouble than it is worth for us....  unless I am missing some super easy way to dump all my reports into a space without have to manually go and copy each URL in order to create the bookmark?

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    Melissa McGroder

    I'm trying to use the Bookmarks section to file space-specific reports, but I can't for the life of me find the Report URL (?)

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    Hugh

    Hi Melissa McGroder!

    You can use the URL in the address bar in your browser as the link to your Report in your Workspace. If you copy the link there, you can use it like any other permalink within Wrike!

    Hope this helped! If you have any other questions let me know ๐Ÿ˜Š

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

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    Nicholas Adam

    It says that the status of this post is "Launched", but does that mean a solution was developed? This would be super valuable for my team as well. 

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    Lindsey Walters

    Hi Elaine, 

    I think the problem is how much effort goes into organizing reports using bookmarks, and the juice isn't worth the squeeze. To give you an idea of my issue with Bookmarks, when I scroll through my reports I have about 90+ that are used by our various teams.

    I am the Operations Manager, so I have my hands in a lot of reporting and I create most of them to share with others. For example, I have reports for every single one of our 43 content areas we create work for. I have Bookmarked all of these for the team that uses them the most.  This was incredibly tedious--copying and pasting all of those URLs. Additionally, we have 7 spaces, so I'm not sure the best way to make it available to others who don't access the Team's Space they currently live in. Furthermore, I still had to share the reports with the people in the teams who needed to see them or else the bookmark wouldn't work.

    To summarize, here are my issues with using Bookmarks:

    1. It only works if your spaces mirror how you want to organize your reports. For example, if I have Spaces for Teams A, B, and C and want to organize 40 reports for only Teams A and B, should I be creating Space D so that everyone can access them just for the purpose of using Space D's Bookmarks? Or, should I copy the URLs of all 40 reports twice and put them in Both Space A and Space B? I could put them all in Space A, but Space B shouldn't have access to Space A's work, so I'd have to check it's okay to share that space with the people who need to see it.

    2. Bookmarks force you to organize outside of the designated Reporting area. It doesn't make sense to leave the tab designated for reporting if we just have to create a path back to it from a Space.

    3. Bookmarking works well for 3 reports, not 100. It just isn't efficient for Wrike users who need to see a lot of things in a lot of different ways.

    4. Wrike already uses organization that works--why not replicate some of it for Reports? Wrike already has Dashboards, tagging, folders, etc. Perhaps something similar can be done for organizing reports?

    Hope this helps inform your decision.

    Thanks,

    Lindsey

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    Lisa

    Hi Nicholas Adam, thank you for reaching out! The Launched status is there because the team released the spaces and bookmarks in spaces so that it's easier to organize reports now. Please let me know if you'd like to learn more, I or my colleagues will be happy to show ๐Ÿ™‚

    Hi Lindsey Walters, thanks a lot for your detailed feedback on using spaces bookmarks! I'm passing it on to our Product team.

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

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    Melissa Jones

    I could not agree more with Lindsey- for the bookmarking, it is too much of an effort to copy and paste URLs in the bookmarks area.  There should be some method for organizing directly in the REPORTS area....  This particular request would be better suited using some sort of folder structure so that reports can be grouped and/or nested.

    Why is the solution so much more difficult than the problem?

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    Nicholas Adam

    Lisa could you point me to an article? If one doesn't exist, sure, I'd like to learn more to see if this helps us manage all these reports. Thanks

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    Hugh

    Hey Nicholas Adam, here is our Help Centre article about Bookmarks, this will give you an idea of what's possible ๐Ÿ˜Š

    Hi Melissa Jones, thank you for this feedback! It's been passed on to the Product team.

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

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    Emily Taylor

    (Edited )

    YES PLEASE!!!

    If I could star my favorite reports, or at least have a section of "recently used" reports, my life would be so much easier. And any sort of folder or sorting system for reports will make them so much more useful. 

    Edit: As I ready through the whole thread, I found that I'm able to bookmark certain reports to a space. That's marginally helpful, but time consuming. And it doesn't do anything to organize my actual report list. I think we all still need solutions to group reports into folders or tags. Thanks!

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    Lisa

    Thanks for sharing your feedback, Emily Taylor! Bookmarks are certainly a step in the right direction here. I was thinking of a workaround for this, and here's what I came up with - you could create a Space for all reports and divide them into sections for better navigation. Here's a mock-up of how this can look like:

    Please let me know if that can help and thanks again for your feedback, it's been passed to the team now! 

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    Emily Taylor

    Lisa, 

    Thanks, that is a good idea, and may help in some use-cases. 

    When I tested bookmarking a couple of reports to a space, we found that it made the reports completely visible to anyone, regardless of who they were shared with. This isn't particularly great for the reports I was specifically looking to organize: payroll and billing reports. Though I guess team members could build those reports themselves if they really wanted to see how much a client it paying the organization, we'd rather not make those reports public.

    I will show the team how to pin their most-used reports to their personal space, and let them decide if that is helpful. 

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    Lisa

    Thanks for getting back to me, Emily Taylor! Pinning to a personal space is a good option too, I think - please let me know how it goes for your colleagues! 

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

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