Reporting: Include Parent Tasks in Project Status Report

Running a report on project status is not helpful when seeing a a list of all of the tasks in alphabetical order.  I know I can do this in the Table View but that's not very efficient of I have to manual customize the table view every time I want to send a status report to my clients.  I would also like my team to subscribe to the report and can't do that using the table view.

This is a very important...I'm getting a lot of negative feedback from users about Wrike's Reporting feature.

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Hi Valerie, completely understand wanting to see Reports in the way your team needs them. It sounds like you're running a task-based report, but want to see Project status on that? Any specific details you can give me about the type of Report you're running would be fantastic! 

Stephanie Westbrook Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Hi Stephanie!

Yes, that's exactly what we are doing.  The important piece when running a project status report, is to have the tasks show as they do in the table view (as an example).  I want to be able to see parent vs sub tasks and milestones.  I know I can export this from the table view but my team is finding it "annoying" to have to manipulate the data every time they need to run a report for the client.  As you know when running the project status report now, all of the tasks default to alphabetical order without structure.  We also love the subscribe feature in Reporting and could point the client to that instead of manually sending the report each week.

Thanks for your help.

Val

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@Valerie Awesome! I'm so sorry one more clarifying question (just to make sure I"m getting it). Right now you can choose grouping options for items on Reports (for example, group by status, Custom Field, etc). It would be helpful for you to be able to organize the Report so that Projects/Folders/Tasks/Subtasks were displayed based on their hierarchical structure?

Stephanie Westbrook Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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You can ask as many questions as you need!  I'm happy to help. :)

Our hierarchy within a project typically looks like the below and that's how I would like the report to look.  We can see the parent tasks for each sub task and they remain in a hierarchical order.

Project Name: ABC Website Implementation

Initiation (Parent Task)
     Gather Requirements
     Schedule internal team meeting
     Complete Project Charter
Execution
     Purchase domain
     Add Branding
     Add website copy

When we run a report now, this is what the format looks like: the hierarchy goes away and the tasks whether parent or sub, just list in alpha order.

Add Branding
Add website copy
Complete Project Charter
Execution
Gather Requirements
Initiation
Purchase domain
Schedule internal team meeting

Please let me know if you need more info!

Thanks again so much for taking this on!

Val

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Stephen

Hey Val, thanks for this detail, it's great to get a detailed view of how your Folder tree is structured.

I have good news: As of Tuesday you can now have task Reports to show this detail (Hierarchy) in Reporting. I think this will be useful for you to see a more structured Report with parent Folders/Projects included.

Check out this feedback post for more detail and we'd also love to hear your thoughts on the new release there too!

The team are looking at adding the same for Project Reports but I have no expected release date for that at the moment, but we'll keep you updated on any new information there 🙌

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Hi Stephen,

THIS IS AWESOME!  It's exactly what we were looking for in a status report. 

Thanks to you and Stephanie (and the rest of your team) for making this happen!

Val 🙋

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@Val so sorry for the delayed reply here! Love seeing messages like this and so happy to hear that the release was valuable! 💃

Stephanie Westbrook Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Stephanie Westbrook Wrike Team member Become a Wrike expert with Wrike Discover

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