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

Where the Reports are listed add the ability to create folders to better organize long list of reports.

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Would love the ability to group reports. Our Project Team has reports that we use each month in an organizational meeting as well as reports that we use weekly for team meetings. Then if people share reports with me other important reports get lost in the list.ย 

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Hi Melissa Lockett, welcome back to the Community!ย 

In the New Wrike Experience, it will soon be available to add reports as tools in spaces. It means that you'll be able to add certain reports to particular spaces to have quick access to them ๐Ÿ‘

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Hi Lisa,ย 

We're new to Wrike, so we're still adopting the reports in spaces - but when we have multiple reports/dashboards/calendars that area fills up quick. Any consideration (it may be in another thread) to have the option to collapse the tools by type in each space?

The top level comment says launchedย  - does this mean that there is a timeline for being able to organize reports in the report tab? We have reporting separated by clients and internally by team and product type. Sorting these for easier review would be amazing.

Thanks!

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Hi Kate Russell, thank you for reaching out! ๐Ÿค—

Thanks for sharing your feedback on the tools section. It would be great if you could post it as a separate suggestion here on the Product Feedback forum!

The Launched status appeared here when Spaces and Bookmarks in spaces functionality was released (it happened a while back). The Bookmarks section can help you better organize your reports (Aaron, the author of the post, has shown how this can be done in the previous comments of this thread).ย 

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Thanks Lisa! I will post in the Product feedback forum for my feedback on the tools section.

I see the value of bookmarking reports to their appropriate spaces (certainly reduces clutter of the tool area, per my comment above). Ultimately, while bookmarks may function well for our end users, from a developer standpoint, it's ineffective. We are in the process of creating and testing template reports at the project level and test dashboards at the portfolio/firm level. We're looking at having reports tailored to their audience internally and externally. As one of the main creators of reports and analyze dashboards it's a messy process to sift through.ย ย 

I understand it's a workaround, but I don't see us creating a Space for reports just to organize them.

From a resource/time management perspective both bookmarks and bookmarks in their own space create more administrative busy work for what could be the straightforward ability to organize them in their native location as they are being created.

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Got you, thanks so much for sharing your use case and detailed feedback here Kate Russell! Passing it to the team now ๐Ÿ‘

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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I echo the sentiments of those requesting a nesting folder system in the reports section. I've read a lot of comments here about using Spaces to help organize reports, but the vast majority of my reports are active for one space, so that wouldn't be particularly helpful for me. There is so much other nesting ability in Wrike that it seems somewhat surprising that this functionality isn't available for Reports yet. Hopefully it will be added to the Development list soon!

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Thanks a lot for sharing your feedback Kristi Horvath, I'm passing it on to the team ๐Ÿ‘

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Is there an update on this? This would be so amazing.ย 

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Hi Ashley Fischer, thank you for reaching out!ย 

It's currently possible to use spaces bookmarks to better organize your reports, this is why this suggestion has a "Launched" status here. Also, reports now live in spaces, which means that when you create a report, you define the space where the report is going to be available - that also helps with organizing them. Other than that, there are no further updates for this thread. Please let me know if the bookmarks section and reports in spaces help in your case!ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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We'd also love to have the ability to add folders to the Tools section:


With every report, project, and calendar all in one flat list it quickly becomes too unwieldly to actually use. In an ideal case we'd love to take a report and put it in the same folder that we are using for our project so that we can access the project and the report easily.ย 

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Thank you for sharing your feedbackย Rory Burke, I'm passing it on to the team ๐Ÿ‘ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Lisaย The bookmarking to spaces is quite inefficient. I am the maker & keeper of all reports for the company. I wish that I could have a folder structure to organize the reports as we currently have about 100 between reports and analytics dashboards. To use the suggestion of bookmarks in spaces, I would have to create a new space just for the bookmarks, then open up 100 reports to copy the links and manually add them to the new space. Every time I create a new report I would then have to remember to add it to the space and every time a report is deleted, I will have to remember to go to the space and remove the link. This creates a lot of unnecessary work.ย 

If there was a simple folder structure within the reports, I could easily pull up different reports for a particular project. For any given project there might be 2-3 reports for the management team and an analytics dashboard for executive review of the project. I have attached an image of my proposed suggestion (users can make however many folders and name them what they want).

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Ashley Fischerย Thank you for sharing detailed feedback in relation to reports organization! I'm passing it on to the Product team.ย 

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