Creating Folders to Organize Reports
After using Wrike reports fairly intensively, we've noticed a gap in what would be an awesome feature.
Other than sorting the reports, there are no options to categorise or place into folders to easily organise them.
Hello Nathan Lane, welcome to the Community!
Thank you for sharing your feedback, we have a similar thread here with "Launched" status after introducing our Bookmarks. May I ask if you've considered using Bookmarks to organize your reports?
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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
Hi Cansu!
Thanks for getting back to me - the thread that you shared has concluded that this IS a feature that would benefit users significantly.
The bookmarking feature is great when working within a space, however, when using the 'Reports' section this doesn't wield much power.
the UX within the 'Reports' section sadly underpins the fundamentals of Wrike - Being super organised.
Having folders would allow much greater flexibility and remove a significant amount of noise from the main view where all reports can be seen.
It would be great to see this feature included on a roadmap.
Thanks.
Thank you for sharing more detail on your use case here Nathan Lane! We've passed your feedback to our Product team now 👍
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
THIS! I have over 40 reports and that number will grow fast, now we have Analyze. It'e becoming a real drag to search through them. I even made an excel sheet to list the reports and what's in them....not great!
Thank you for adding your support here Stephanie Kirk👍🏼
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
Hi team, I wanted to check in to see if there have been any discussions or plans to review a potential feature that could assist in better categorizing and organizing our reports. It would be great to explore possibilities for improving the overall report management process. Looking forward to any updates or insights from the product team on this matter. Thanks
I agree with Nathan Lane. Parsing through reports is about as bad as parsing through long lists of custom fields. Both need some sort of folder/tagging options for grouping.
Yes, still growing my repository of reports and getting used to adding * or emojis at the start of titles for the most important ones so they appear up top. Agree with Michael Kelley too about custom fields, and the same for automation. Example, we have a rule that says 'when anything in X folder is completed, move it to Y folder'. I have 11 Xs and Ys so a way to group those under 'Archive Rules' would be wonderful.
Hello Nathan Lane Michael Kelley Stevie Kirk, thank you for your comments. At the moment, we don't have updates to share about this suggestion, but please rest assured that your feedback has been passed on to our Product Team.
Even though it is not possible to group reports, since they are sorted alphanumerically, you can add numbers or letters to better organize them. Also, you could add the name of the folder they 'belong' to:
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