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How to get Custom Field to display in Report

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

    Hi Anne Biggins!

    One of the filters you can enable for custom fields is "Is not blank", meaning that any data has to be in that custom field to be shown on the report. This way, all tasks with a zero or with a number will appear, so long as this data is in the "Set" custom field.

    Let me know if this helps! If you need anything else, I'd be happy to help.

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

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

    Hi Hugh,

    I must not have phrased my question correctly - sorry!

    Right now unfortunately that field was only filled in for projects that had more than one deliverable

    So it seems that I can either set filter to display all projects made in a year (with no clarity on which ones were sets with x number of deliverables) 

    .....or I can add the filter to display "is not blank" and I will get the few dozen or so that are sets.  But even then, I can't figure out how to get that field to display on the report itself.  I'd still need to drill into the dozens of projects to get the value so I can get the annual metrics.

     

    Okay, right now I have a few hundred projects for this year and almost a thousand for last year.  I would have to open up each one of those that currently have nothing in the set number field and place a value of "1" to get all projects in a single year to display in one report, correct?

    And even then, it would not show me on the report itself how many additional values I should add to the total to get the total number of deliverables, right?  Is there a way to get that to display?  That would be really helpful! 

    I truly appreciate your expertise in helping figure this out! I'm guessing there is a way to display the filters on the report itself but I can't figure out how to do it! 

    Thanks,

    Anne

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

    Hey Anne Biggins, thank you for clarifying this further!

    When you open your report, click on the cog icon in the top left-hand corner of the report. This should show all the custom fields that are a part of these projects. You can select the checkbox for the fields you would like to display in the report, including the "Set" field you mentioned.

    If you want to see tasks with the same "Set" value grouped together, select "Group by" in the left-hand corner, and "Set" should be one of the possible options.

    I don't believe there is a way to show how many additional values you would need to add, but I hope that this helped! If you need anything else, let me know.

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

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

    Hugh, 

    Thank you so much for your help!  Totally didn't see the cog! 

    Yes, that was perfect to get the set field to display on the report...and then I was in a quandary of how to show both the blank and the values on one report but then I tried "between" and left the first field blank and the latter a ridiculous number of 100 and voila!  it worked!

    And then your tip on how to group was fabulous!! That was very helpful so I wouldn't have to hunt and peck!

    Many, many thanks!

    Anne

     

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

    More than happy to help, Anne Biggins! If you need anything else, feel free to reach out at any time ๐Ÿ˜Š

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

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