Exclude Certain Projects/Folders from Reports and Dashboards

The way we organize our projects is we have multiple brands underneath our umbrella company. Each brand has certain folders that we organize projects and tasks in. But some of these projects/tasks overlap into other folders. For example, we have a project for a campaign that we're running in December, but we have partner projects in our partner folder and some of those are tagged into the campaign folder as well. We want to keep all of the assets that correlate to the campaign all together, but it sometimes makes reporting a little messy. I need a way to exclude the partner stuff, but still be able to see the campaign deliverables. 

Another example, we have a parent folder for our Partners, and underneath that folder we have a folder for each partner. But under that same parent folder, we have some other folders that are partner-related, but are specific to one partner.

When setting up a Report or a Widget on Dashboards it has you select the folder or project you want to run a report in, but I wish there was a way to exclude certain things underneath that folder or project. 

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This is similar to a post I made about folder logic for actions. If the functionality was available reports, dashboards and actions, that would benefit our team even more so.

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Cansu

Hi Brittany Stringer, thank you so much for the feedback. I've passed it on to the team. Please upvote Andrew Goddard's post as well if you'd like to support the idea there 🙋🏻‍♀️

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I would like this functionality to exist as well. Our use case is under our top-level folder is Global Campaigns, and one subfolder is events. I'd like to exclude events but see all other campaigns. Adding all other subfolders one by one isn't an option as it wouldn't automatically include folders created after the calendar settings are set. 

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Cansu

Thank you for adding your support here Ashleigh Brummund 🙌🏼

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This feature would be really nice to have. 

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Hi Matthew Yingling, welcome to the Community 👋 

Thank you for supporting this suggestion! Our team is planning to work on enhancing filters this year; we'll keep you posted when we have any news. Be ure to follow our Weekly Release Notes forum to never miss an update 🙂

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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I would like to exclude my archive folders from my dashboard widgets. I have set the dashboard up so that it presents the information required for discussion at monthly meetings, but once discussed, some information can then be archived so it is not presented at future meetings.

As Brittany stated above, selecting individual folders is an option, but would require adjustment anytime a new folder is created, and this can be a cumbersome solution. 

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Thanks for reaching out Kristin Spaetzel! Our team is currently working on the archival feature in Wrike; and it will allow you to exclude items from different tools like dashboards and reports. We're still able to enroll you to beta test this feature, please check out more details in this post and let me know if you'd like to beta test it 🙂

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

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Thanks Lisa, I am aware of the Archive beta test which would solve my issue. My company has decided not to test it at this time, so we are continuing with manual zArchive folders at this stage. 

I have manually excluded this folder from my dashboard by only selecting the other parent folders in my space. While the space is well organized, this will work fine. If we add more parent folders later, I will need to reset the parameters of my dashboard widgets. Not a problem, but something to be aware of.

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Thank you for the follow-up Kristin Spaetzel. Please, don't hesitate to let us know if you have any additional questions 🙂

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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