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Shared Reports

11 comments

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

    (Edited )

    Hi Jessica! Thanks for your contribution here, this is a great idea and I wanted to let you know that there's an existing post with a similar request revolving around sharing/exporting/editing Report: Reports Permissions. It would be great to have your vote and comment there too, so similar ideas could be discussed in one place :) I'll close this post for comments now, but I'll be happy to continue the conversation in the original post!

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    Cole Poppell

    It would be incredibly useful for our team if users who have a report shared with them could generate a snapshot of the report. Those who have had a report shared with them can export the report to excel. However, only the creator of the report can create snapshots. We use the snapshot link to email reports externally, and it is a hassle to have only one account with access to the report snapshots. Our workaround has been to create an "admin" account that no-one owns, but is used almost exclusively for report snapshot creation.

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    Marcus Bronsord

    It would be very helpful if all Administrator's could edit reports regardless if they have created them or not. Part of Wrike's capabilities are to allow team's that may not be in the same location to work collaboratively. I believe adding this feature would be helpful for the Wrike community.ย 

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    Deidra Stevens

    I agree whole-heartedly with Marcus' idea!ย  I would *think* this could be a quick(er) solution than the whole report restructuring that I know Wrike is having issues in putting together.ย  Please consider this as an option!! ๐Ÿ˜๐Ÿ˜

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    Lisa

    Hey everyone, thanks for sharing your feedback here ๐Ÿ™‚ You can export the Report that is shared with you, please find more details in this thread. Hope that helps ๐Ÿ™Œ

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    Chelsea Hill

    It would be really helpful to give all admins the option to edit a report, regardless if they are the creator or not. I maintain all the reports but I'm not always the creator and it's kind of a pain.

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    Kelly Hanson

    This is an essential need as we have marketing project managers that all utilize a couple of reports for capacity planning and if there are adjustments to the reports that need to be made, they have to send a note to me to update the report rather than just being able to take care of that themselves. If I'm out of the office, they have to wait or recreate their own, which aside from being a waste of time, can create inconsistencies.

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    Lois Compton

    This is essential.ย  When a PM leaves their role, we can't take over their reports - we have to rebuild from scratch if we need even the tiniest change.ย  HUH???

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    Stacia Okura

    This is an important need as we share reports often and multiple people within the org need to edit the same report.ย  Could you give us an update on where it is in the development queue?ย  Thanks

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    Lisa

    Hi everyone, thanks for your continued support here ๐Ÿ™‚

    Our Product team understands the demand here and this suggestion is on their radar. The issue is that you can see all tasks/projects in a Report once it's shared with you, even if some tasks/projects are not shared with you. This is why adding the possibility to edit a shared Report needs to be researched, as it might have unpredicted consequences.ย 

    I'll keep you updated with any news that I have on this suggestion.

    ย 

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    Cole Poppell

    Thank you Lisa! I know we are all excited to see the solution!

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