Is there a way to combine multiple reports?

Hi 

I have 4 reports for different areas of a project that i would like to produce a combined view of. Each is filtered differently. Is there a way do use these individual reports in one overall report that can be shared? I'd rather not export them to excel and combine manually.

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Hi Richard Williams, welcome to the Community, and thanks for posting 👋 

I'm afraid it's not possible to merge reports in Wrike. It's however possible to create a new one and filter it out so that it shows all the necessary information. 

I'll be happy to help if you have any other questions! I'd also recommend checking out our New to the Community forum to get the ins and outs of how the Community works 😊

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  Would there be a way to use filters to have one report that shows all completed tasks in the last month (grouped together), another section of that same report that shows "active" tasks, and another section of the report that would show future planned tasks?

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Hello Ashley Fischer, thank you for sharing your question with us. You can easily achieve this using Dashboards, where you can create a widget per category:

Would this be a solution for you? Looking forward to your reply!

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

Juan Wrike Team member Become a Wrike expert with Wrike Discover

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Juan this would not be a viable solution as it does not show all of the fields nor can a snap shot be created of the data. We are looking to build out an executive review that groups all completed items from the previous month together, all active items together, then all future pending items for the project. Having a report of all tasks grouped by status group would not work because it would then pull in ALL completed items and the future tasks would be grouped with the active as technically the status for the pending ones is Scheduled.

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Hi Ashley Fischer, thank you for your reply. I understand your point. Possibly, this could be achievable with Wrike Analyze. If you're interested in this feature, I could open a ticket with our Support Team so that one of our Analyze experts can look into your case and assist you with it. Would you be interested in knowing more about this option?

Thank you!

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

Juan Wrike Team member Become a Wrike expert with Wrike Discover

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Hi Juan at my previous company, we had Wrike Analyze and loved the features. We are not currently in the position to upgrade to the highest-tiered license which we would need in order to get Analyze. It is a potential option in the future, but not at this time. Thank you.

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Ashley Fischer, thank you for your reply! In case you change your plans, please don't hesitate to let us know 👍

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

Juan Wrike Team member Become a Wrike expert with Wrike Discover

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