Automated Report Snapshot Creation and Email

Would love to see the functionality of automatically creating a report snapshot and email to external partners on a normal cadence.  Currently, can subscribe to a report, but must be provisioned in Wrike to see it.  I'm currently creating manual snapshots and sending regularly to stakeholders that are not provisioned (and shouldn't be).  Would be great to have Wrike complete this automatically for me on a requested cadence (daily, monthly, quarterly, annually, etc.)

Upvote 12
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
5 comments

This is why I'm a huge fan of the Wrike Analyze add-on.  Because you can create these same Reports (tables) and so much more (charts and graphs) and it has a Public Link available to share with clients and executives.  They can always click-thru and see near real-time reporting information (updates every ~4 hours).

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Welcome to the Community Stephen Warner 👋 Thank you for sharing this feedback, I'm passing it on to the team now 👍

Thank you for mentioning Wrike Analyze here Meredith Selden 🤗

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

This is why I'm a huge fan of the Wrike Analyze add-on.  Because you can create these same Reports (tables) and so much more (charts and graphs) and it has a Public Link available to share with clients and executives.  They can always click-thru and see near real-time reporting information (updates every ~4 hours).

Meredith Selden I don't see an option to share or access a public link?  I have the option to share an Analyze report with other Wrike users in our account, but can't seem to figure out how to share an Analyze report externally.  

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Scott Sorensen its under the ellipses menu in the top right corner.  If you don't see an option for the Public Link you may need to open a help desk ticket to have your Analyze updated to the new data source (aka Snowflake):

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Meredith Selden Thank you!!  Putting in a ticket now!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Automated Report Snapshot Creation and Email
[this list is visible for admins and agents only]

Top
Didn’t find what you were looking for? Write new post