[Duplicate] Report Organization
We need a way to better organize reports into folders or a tagging system or something to help keep that view clean and manageable! I have a TON of reports and it's getting nearly impossible to scroll through and find the one I'm looking for. If I could organize them in some meaningful way - by year, fiscal year, month, project type...anything...it would sure help my sanity! 🙃
Hi Kelly! I'm starting to have quite a few Reports myself, so I completely understand this Request. Just to keep everything in one place, could you take a look at Aaron's post and add a +1 there if that's something that would help?
In the meantime, I'm going to mark this post as a duplicate, but please let me know if you disagree!
I agree, it is overwhelming to try and find any report I'm trying to reference because I have so many!
Hi Shannon Cate! Have you tried using the Bookmarks section in Spaces to organize your reports? Please let me know. Here's the thread where other members discussed it too: https://help.wrike.com/hc/en-us/community/posts/115002237949-Folders-for-reports?page=2#comments
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hi Lisa,
I reviewed the link you sent with other comments, and much like the other users, spaces/bookmarks isn't what I'm looking for really. I'm looking to organize my reports within the "reports" tab. The reports really are owned by my department, and shared as needed with other users. I don't really want to have to try to locate things in other places, but rather organize them within the one view in the reports tab.
Got it, thank you for weighing in, Shannon Cate! For now, using Bookmarks is the recommended solution to organize and quickly access certain reports, but I'll definitely let you know if I have an update from the Product team.
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
After almost 6 years in Wrike, my report view is a mess. Need folders and permissions added in SOON!
Thank you for your feedback here too Norma Hansen! 😊 Our team is currently investigating this, we'll be sharing how it goes here 👍
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover