Report by "User Groups"

In our organization we have multiple teams within our department, so we made multiple user groups in account management accordingly. It's great that when building out a report it lets you filter those groups, but it doesn't let you group each of the projects by user group in the report. It would be really helpful if we could show all of the projects happening within each user group in one report. For example, say we have 7 people on our B2B team and 4 on our B2C team, and we want to pull a report that shows all of the projects our B2B team and B2C teams are owning without having to shuffle through every project and determine if the team member that owns the project is on the B2B team or the B2C team.

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Stephen

Hi Sage!

Firstly, it's a very good idea, I'd love to see grouping by User Group available myself!

I'm wondering though how you're filtering by User Group? You can't assign a User Group to a task so are you filtering by the assignees in the group or have you created a Custom Field for this?

Looking forward to your reply 😊

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Hey Stephen,

If you create "User Groups" in Account Management, you can then select the user groups under the "Owner" filter in a custom report. It will then build out a report with all of the Project Owners associated with each of those user groups, but it doesn't distinguish which user group each project owner is in. You can thus have individual reports of user groups which shows each of the project owners within that group, but you can't report on multiple user groups in one report because it doesn't bucket the project owners under their respective user groups. Does that make sense? Let me know if you need further clarification!

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I would love to see the report by user group function too. Especially when reviewing number of tasks by user group, or time spent by user group on a project.

 

For example, on our projects we have electronics team members, thermofluids team members and design engineers. It would be great to be able to profile across multiple projects, how much each team (user group) contribute to the projects.

 

I know I could do this manually by creating a normal time spent report and just manually grouping time spent from each user group, but there's no obvious reason this shouldn't be possible in Wrike!

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This came up today when I was trying to get a visualization of our Development department and their areas of focus on our projects.

We have Dev and QA, which are both under the Engineering group, however, right now, the report I'm running is all mixed and has no grouping by the Team's roles.

If this were possible, I could generate just one report that is available to our VP of development, and our managers of Dev and QA. The Dev manager does not need to know where QA is staffed, and likewise, the QA manager doesn't need to know where Dev is staffed, however, our VP needs to know how the department is set up and where everyone is focused.

In order to facilitate this now, I would need to generate three reports, one that involves the entire department, one that involves just Dev, and one that involves just QA.

 

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we are a holding firm with a few different companies and new to this platform (currently in test phase to decide if we want it) I cant find any copy on why there is any Value Transfer in having Groups functionality if you cannot group projects, tasks, and other functions of Wrike in that group?

Anyone who can advise us here is welcome

 

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Hugh

Hey everyone, thank you for all of your feedback! This has all been passed on to our Product team. As soon as I have an update for you, I'll let you know 😊

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