"All Projects" Option in Reports/Dashboards

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David Morris

Currently, the Reporting/Dashboard Features must be built by manually selecting existing projects.  This essentially requires all users who create projects to also manually administer the organization level reports or for someone to monitor every time a user adds a new project to ensure that it is added to the appropriate reports.  This sucks and could be easily improved.

BASE REQUIREMENT

As a User w/Control Over Dashboards and Reports, in an organization where many users create projects and those users are lack the knowledge or desire to develop and modify reports, and there is no person responsible for organizational report maintenance.

I want the ability to select "All Projects" in the Data Source field. 

So that I can build reports and dashboards, during implementation of Wrike, that display information about all projects across the organization, now in existence or created in the future, without having to monitor whether new projects are being created and manually add them to all relevant reports and dashboards.

(I.e., instead of generating a report with data sourced from PROJECTS(A,B,C), I can build a report with data sourced from PROJECTS(*) which gives me projects A, B, and C if they are the only projects in the organization, but automatically includes project D when it is added without manually reconfiguring the reports.)

NICE TO HAVE

As a User w/Control Over Dashboards and Reports who selects "All Projects" in the Data Source field when generating a report/dashboard in the organization described above.

I want the ability to exclude certain projects without losing the ability to view all projects automatically.  

So that I can exclude stale/completed projects from reporting during a semiannual or annual cleanup of Wrike.

(I.e., in the organization described above where we now have projects A, B, C, and D, when projects A and C are complete and no longer need to be reported on, I can build a report with data sourced from PROJECTS(*), EXCLUDE PROJECTS(A,C) which gives me projects B and D if A, B, C, and D are the only projects in the organization, but automatically includes project E when it is added without manually reconfiguring the reports.)

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Stephen

Hi David, thanks for your post. I appreciate the level of detail here, it really helps us fully understand your request.
 
For your base requirement request, there are two ways you could choose to achieve this:
 
Option 1. Folder structure: Create a parent Folder, perhaps named 'All Projects' in which all new and existing Projects are created. You can then create your Report based on this parent Folder and it will include the Subfolders/Subprojects information. See below example screenshot, the parent Folder, 'All Projects', and then each project your working is saved in this Folder.
 
 
Option 2. Custom Fields: If you create a Custom Field, let's say a checkbox type Custom Field that says, for example, "Is this reportable?", and apply the field throughout all Folders. Then your team can tick it when any Project they're working on should be reported on. When you create your Report, you can filter by this Custom Field to see all 'reportable' Project information.
 
Personally, I like the option 1, but I'd love to hear your thoughts on the above solutions.
 
For your nice to have features, there's a way to manage this by using the same Folder structure I mentioned in option 1 above. Separate to the example Parent Folder, 'All Projects', described above, create another parent Folder called 'Archive'. When a Project in 'All Projects' is complete, simply move it to your 'Archive' Folder. This means when you run the 'All Projects' report again, it will not include the completed Projects, as they no longer exist in the 'All Projects' Folder.
 
 
I hope you find these options useful and I understand they're manual approaches but a custom Folder structure can really make a big difference.
 
Also, I think this live webinar later this month about Setting Up Your Workspace would be very useful for you to attend.
 
Looking forward to hearing your thoughts on the above workaround!
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Tom Blodget

(Edited )

In addition to "All Projects" it should be all projects and folders from the account. (Other systems do this type of filtering by allowing all selections to be blank, meaning no filtering.) Otherwise, we have to update every report when we add a top-level folder or project.  

The proposed workaround of having every project and folder under a single top-level folder makes the "left nav" anemic because it requires interaction to expand past the first level.

Thanks,
Tom.

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Ella Flansburg

I'm shocked that this doesn't have more upvotes! We have many spaces and having to select them all to run a universal/global report is pretty annoying. And you can't even do it once and use it as a template report (duplicate and then apply whatever filters). I wish we could do this like you can on dashboards!

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Hugh

Hey everyone, apologies for the delay in response.

The Product team currently have no plans to add this suggestion to the short-term roadmap. Rest assured, however, that all of your feedback has been shared with them, and that if there are any changes here, I'll be sure to let you know. 

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Dana Levy

I am shocked that such an obvious feature does not exist! This is a basic feature you see everywhere.

I think twice before creating a report because I don't want to waste time on selecting each and every space/projects.

My team is not using the reports at all because of this.

Very disappointing...

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Elaine

Hey Dana Levy, I'm sorry to hear that you're disappointed and that your team is not using reports because of this. If you'd like for me to arrange a call with your CSM to discuss and assist further please do let me know. 

Although there are no plans to add this currently, this doesn't mean that this feature will never be rolled out. We continue to pass on your feedback to our Product team and if there are any changes here, we'll be sure to update the thread. If you need anything else let me know 👍

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

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Dana Levy

What am I supposed to do when I have 100 projects or spaces? Add one by one? This is ridiculous... This is a basic feature that exists everywhere. 

We are finding out that a lot of features are not as flexible as was described in our initial contact with Wrike... Not sure I would have joined had I known all of this..

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Elaine

Hi Dana Levy, that's not what we like to hear. 

I'd be happy to arrange a follow-up with you CSM to discuss this further and address your concerns as mentioned above. If you'd like me to arrange this for you please do let me know 👍

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

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Anders Kilbrandt

This is something I have run into as well. I am thinking of joining Wrike for my team but this is another key feature that is a must. I am not very keen on workarounds...

• I would like a dashboard where I can see everything my team has to do

• I would like to leave out my personal projects (like a "show everything but do not show (selected folders)")

• We plan to have different clients in different Spaces so if we add a new client then we have to go back and add that new Space in every "global" Dashboard if I can't select it otherwise

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Anders Kilbrandt

So in conclusion... Would like to have "Exclude projects/tasks from..."

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Anders Kilbrandt

Would also be nice to filter out types for the dashboard creation, like Spaces, Projects, Folders and Tasks. That way I do not need to know all the spaces names but if I search for "Spaces" all the Spaces would show up in the list.

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Lisa

Thank you for your feedback, Anders Kilbrandt! The structure that Wrike has right now is that you can definitely choose specific spaces when creating Dashboards or Reports. If you have a lot of clients, maybe it would be easier to create one space for them and then have a folder for each client?

As for your suggestions, they are definitely interesting ones, thank you for posting them! Please make sure to upvote the original suggestion here too if you haven't already 👍

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

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