Automatically Send Report Snapshots Externally

Is it possible to add the functionality to automatically send report snapshots externally on a recurrence?

For example, if I setup a report that I knew needed to be sent to an individual every Friday, it would send them an automated email that had the snapshot of the report.

Right now, Wrike users can use the subscribe feature to receive a recurring report, but this just sends a link to the full, live report, not the snapshot, and this cannot be setup to send to people who are not on your Wrike account (via email, for example).

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16 comments
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I believe this is key to Wrike keeping up with the growing movement toward working in more open, transparent and collaborative ways.

2
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I agree with this! My team really needs this kind of functionality.

1
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Yup - I'd find this really useful.

1
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I would definitely find this helpful as well.

1
Spot On Innovative Approach Stellar Advice

Agreed, we need this as well. 

1
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Hugh

Hey everyone, apologies for the delays in response here.

The Product team currently have no plans to add this suggestion to the short-term roadmap, due to other priorities. If anything changes, I'll be sure to let you know.

0
Spot On Innovative Approach Stellar Advice

I need the same feature. I have several reports broken down by tag and I cannot automatically send them to external users. Please, develop this function.

1
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This would be helpful for our team as well. Right now I am running into the following issues: 

  1. I cannot set up a reoccurring snapshot to be sent to an external user (our clients) 
  2. I have 30+ reports to create and would like each of our account managers to be able to send the snapshot, but since I am creating the report, they are not able to create a snapshot. 
  3. The reports are not updated in real-time like the calendars. If they were, you would be able to send 1 link to the client for them to save on their desktop to view the status of their projects at any given moment. The calendars are not a good alternative for the type of report we are creating.

Very frustrated over here.. 

1
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Me too. I'm searching an alternative to wrike.

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Really sorry to hear you're disappointed, Caitlin Beaty Giacomo Morelli

We'll let you know when we have any updates from the 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

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Spot On Innovative Approach Stellar Advice

Has anyone found a suitable substitute to manually sending snapshots out to various non-Wrike team members that gives them the same visibility/awareness?

 

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Spot On Innovative Approach Stellar Advice

Need the ability to schedule report send outs, this is a pretty basic function, surprised it's not here from Day 1

1
Spot On Innovative Approach Stellar Advice

Hi Arthur Mathie, welcome to the Community 👋🏻

Thank you for the feedback, I've passed it on to our Product team. This Community article explains what happens after we receive Product feedback 🖊

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

Cansu Wrike Team member Become a Wrike expert with Wrike Discover

0
Spot On Innovative Approach Stellar Advice

This would help my team out immensely, removing a manual step in their workflow. It would also help me to monitor my team's Wrike usage as I continue to work toward getting everyone 100% in the tool (by getting an automated snapshot on a given day, I can see if they've updated their project schedules by the deadline I set each week, without relying on my availability to create the snapshot at a very specific point in time).

1
Spot On Innovative Approach Stellar Advice

This has request been open well over three years. It sounds like a lot of people would find it useful. Any news on it being added?

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Spot On Innovative Approach Stellar Advice

Hi Kayla Taras, Tony Bullock, thank you both for posting and checking in. 

Please allow me to share a little detail on how we process Product Feedback. We receive many great ideas on Community, and we pass on all feedback to our Product team. If you'd like to find out more, this article explains what happens after we receive Product feedback. 

We check with our team and assign a status after a thread receives more than 60 upvotes according to our Product Feedback Guidelines & Statuses. This suggestion at the moment needs more support. In the meantime, if there are any updates in relation to this suggestion, we'll be sure to update you here. Please let me know if you have any questions.

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

Cansu Wrike Team member Become a Wrike expert with Wrike Discover

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