Restrict Report Snapshot Configuration

 

We are looking to give some measure of client visibility into our support queue, and the Snapshots of reports seemed to be a good option. These would be sent to non-users of Wrike. That said, the ability to change the configuration of the report snapshot is retained, even for those with no access to the platform. I would like to present to the client only the columns of data I wish them to see, or is relevant to them. As it stands, they appear to the able to add new columns of data, including which employee is assigned, dates, etc. Is this functionality something that can be restricted? Please see attached files for reference.

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Agreed - we started using snapshots internally recently and we're excited to use snapshots with external clients as well. But not having the ability to restrict what data can be viewed by external users makes it unusable for us.

Will have to export and send our a spreadsheet instead which is a hassle to do on a recurring basis.

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Stephen

Great input here guys. Our Product Team are looking at enhancing sharing options and it's great to see this sort of feedback at this time of the internal discussions. It's been brought to the Product Team's attention. Thanks for posting!

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100% agree. This is an essential feature for sharing reports with our company board. Right now this makes Wrike snapshot reports very risky. For example, we are still working on improving our time tracking, but any external user who receives the report can pull up this information and think we are spending alot less time than we actually are eve if I try to hide it with the configuration cog!

 

Thanks,

Tom

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Any updates on this specific request? I'd love to know if there is a way to restrict snapshots from having the ability to reconfigure! 

Please, please, Wrike... Help us with some simple client level reporting! PLEASE?!?!

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This is the answer I received when trying to get an answer on this. Not trying to throw anyone under the bus*, but wanted to share...

From the answer, I think they may have misunderstood the whole idea behind this request... the point is that we know how to make the report show the columns and rows in the way we want them to, but when the report is shared as a snapshot, the GEAR ICON on the left remains active and allows the viewer of the snapshot to reconfigure the columns and rows to reveal other elements that we intended to be hidden.

We just want the option of hiding the GEAR ICON on snapshots to FREEZE what columns are available when sharing a snapshot with an external client. That way, they see it as we intended, without the ability to manipulate it to reveal other information (columns) that we don't want to be shared.

If we choose to not hide the GEAR ICON on the snapshot, then it can be available for them to use. It should be our choice.

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@Shawn Hey, thanks for posting that and sorry for the long reply here. The suggestion posted by @Grant is passed to our Product team, currently it is not on the short-term roadmap. What the Community can do right now is keep voting and adding comments - that is how the team will understand the popularity of this suggestion. I'll refer other members to this thread when I can 🤝

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

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@Lisa Hey Lisa... I appreciate someone noticing this... It's quickly becoming a source of frustration for me and my team. And it's really a fairly simple solution: Give licensed users the option to either lock or hid the gear when creating snapshots! I realize that there is a more complicated technology hurdle to jump, but I can't see it being huge. 

As far as your suggestion to keep voting up so the team will understand the popularity of this request... I will continue to do that, BUT please keep in mind, and pass this on... just because a request hasn't been seen by everyone or doesn't have the upvotes, does NOT mean that it doesn't make sense to implement! This feature request, custom project statuses, AND the automatic numbering of tasks are ALL no brainers. 

We are doing the workarounds as well as we can, but we deal with clients every day who just want an easier way to see the status of their projects... and we do not have time to customize that view for every client on a real-time basis. A great piece of software that already has the information should be able to do that for us in real time a way that does not expose our internal communications or processes.

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How about some attention here?! This should be a no brainer. Please?!

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I completely agree with this use case! this is one of the critical pain points we have the Wrike platform.

We have to get this "view-only" feature to easily and quickly share snapshots with our customers, otherwise to go back to excel sheets, etc takes us years back.. 

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Adding my vote to this request. This is an absolute need for our line of business, where we have to share status reports with our clients weekly. We have over 150 projects that we have to report on weekly; using the export feature to excel and spending a good 20+ minutes to remove unwanted info and format the table to look presentable is not an option.

Sharing the snapshot with the client by email would save us HOURS of work on reporting. But, like it has been reported here, the gear/settings icon makes it unusable because it allows for some internal information to be seen

At the moment we can print the list view to share through PDF, but it doesn't look as good and doesn't have all the info. Please, please, make it happen!

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Adding a vote to this request. Essential functionality in order to share snapshots with users/clients outside of our organization.

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Hi! I agree with Shawn Nelson, It is necessary to restrict the report snapshot configuration in order to assure that the client only sees what we want.

Exporting reports is not a real solution. The website report (snapshot) is better because it is well organized and it doesn't take time to do it, but if you export the data it is just an excel spreadsheet and it takes time to adapt it.

"We want the option of hiding the GEAR ICON on snapshots to FREEZE what columns are available when sharing a snapshot with an external client. That way, they see it as we intended, without the ability to manipulate it to reveal other information (columns) that we don't want to be shared".

Hope you can help us soon with this need.

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Hugh

Hey everybody. There are currently no specific plans to implement this feature into Wrike. I understand that this is disappointing news, but this does not mean that this will never be a feature. I would recommend that you continue to provide feedback, and to vote for this thread. All of your input is passed on to the Product team, and is used in conversations when discussing possible new features in Wrike.

If you have any other questions, be sure to let me know.

 

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Added my vote as well! 

This is very important for our team. We do not need our clients seeing the time spent, assignees, and custom fields.. 

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Hugh

Hi Caitlin Beaty, thank you for sharing your feedback here. I don't have an update for you at the moment, but if anything changes, I'll be sure to keep you posted.

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I have been asking anyone at Wrike that will hear me about this same issue for 2 years.  right now, I have an employee who downloads 75 different reports every month into Excel and "pretties" them up - then emails them individually to clients.  It is a complete waste of time.  How hard can it be to just leave the silly Gear settings OFF of the snapshot?????  😡😤😡😤

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Hi Melissa Jones, thanks for sharing your feedback here, I can appreciate that this must be frustrating for you. 

We don't have any updates to share in relation to this request at the moment, but I have passed on your feedback to the team. If there are any changes here, we'll be sure to let you know. 

If you need any further assistance, or if there's anything else I can help with in the meantime, please don't hesitate to ask. 

 

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

Elaine Wrike Team member Become a Wrike expert with Wrike Discover

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