[Status: Backburner ⏳] Folders for reports

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. 

Hi Melissa Lockett, welcome back to the Community! 

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 👍

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Hi Lisa, 

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 launched  - 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!

Hi Kate Russell, thank you for reaching out! 🤗

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). 

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

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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.  

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.

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

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!

Thanks a lot for sharing your feedback Kristi Horvath, I'm passing it on to the team 👍

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. 

Hi Ashley Fischer, thank you for reaching out! 

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! 

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. 

Thank you for sharing your feedback Rory Burke, I'm passing it on to the team 👍 

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Lisa 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. 

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).

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

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We work with a lot of different reports (100+), classification is necessary, otherwise navigation becomes very complex since we need to scroll a very long list of reports. It would be very usefull to have some sort of imporvement on this. Having them in spaces and under the tools (mixed with calendars and dashboards) just makes it even more clunky.

Please consider adding folders or the possibility of nesting reports within projects. That would make the experience much better.

Thanks for considering reopening this feature request.

Hi Jorge Verastegui, thank you for taking the time to share your feedback here. I've passed it on to our Product team👍🏼

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

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Revisiting this post to see when we can expect to see folders in the Reports section. It is way too clunky to try to organize a large flat list of reports. Please do something to provide a way to group and organize the reports list.

Hi Jason Pontius, thank you for checking in here, there are no updates in relation to folders in Reports at the moment. For now, Bookmarks in Spaces are a solution for this suggestion. We'll be sure to let you know if anything changes. 

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Agree with posts above.  Bookmarks in Spaces is a nice 'hack' but not sufficient.  It seems like a big oversight to not allow folders for reports.  We really need a solution to add folders or a way to organize reports.  I'm only just starting with Wrike this year and the Reports are out of control!

Hi Jaime Nwaobi, thank you for sharing your feedback and adding your support for this suggestion. 

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Hi Wrike Team, I agree with all the previous posts, this is a must have feature that seems to be overdue for a long time. Is there an ETA from your dev team? Using Wrike Analyse at an enterprise level requires the ability to manage reports in a much better way 🙃

Hi Ariel Yurman, thank you for bumping this thread, no updates at the moment, but we'll be sure to let you know if anything changes 👍

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Can someone explain why this is marked Status = Launched - I'm not seeing this functionality available

Hi Matt Becker! There are currently two solutions to the feedback in this thread - using spaces bookmarks to better organize your reports (you can bookmark reports for quick access) or adding reports to spaces as tools, which means that when you create a report, you can define the space where the report is going to be available or move existing reports to different spaces. These solutions provide better report organization, and that's why we've added the "Launched" status here. I understand that they may not be a perfect solution for everyone here, and that's why we continue passing on new feedback from this thread to our Product team. 

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

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At the risk of being too literal, my take on what you've outlined is that this is a workaround rather than the delivery of the requested functionality. This is not "Folder for Reports" as originally requested - the workaround you've described is "Bookmarks for Reports." As a result, I disagree that this request should be marked as "Launched," since that would suggest it is categorized in a way that separates it from items under active consideration. 

Agree with Matt.  The "solutions" are not meeting the requirement - they are just workarounds.  Can we please consider removing the status of "Launched"?  I assume "Launched" status will mean this will be considered resolved, which it is not.

I also agree. I think the "Launched" status should be removed. 

Lisa  I completely agree with others here. This feature request is not resolved. Even the workarounds don't provide the function that we have been asking for. Adding lots of reports and other items to spaces just clutters up the Space Tools list and scatters access to reports all over the place. One of my spaces has so many Tools between reports, workloads, calendars, etc. that it's useless to use as a means of organization. It also still doesn't allow for folder organization to group reports together in a logical manner.

+1 as well. The bookmark solution also doesn't work for when you onboard new people to the organization. They can't be expected to know how the reports should be organized, even with clear naming conventions. This might not be an issue for smaller companies with a few reports, but this prevents Wrike from performing well as an enterprise-level tool.

Thank you for your feedback on the status here, folks! We'll take it on internally and I'll let get back to you on how we propose to move forward here. Thanks again! 

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

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