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Automated Reports

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

    Hi Rachel! Wrike's Reporting functionality allows you to save anyย required filtering criteria, and the Report is then automatically updated with up-to-date information. To access it, just open the saved Report from the corresponding tab in the left-hand navigation panel. Based on the use case you described, I recommend applying a filter for tasks which wereย either due, have startedย or were completed "This Week":

    This ensures that the Report is updated dynamically for every given week. Another thing I wanted to mention is that we've just released an experimental feature which allows you to Share Reports with other users, this is especially helpful for getting the whole team on the same page :) Let me know if you have any other questions on building Reports, I'll be happy to provide some tips!

    Anastasia Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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