Customizing reports
Good morning, is there a way to filter overdue tasks by age? For example, to only show overdue tasks of today minus three days. As well: to have the report update automatically for the current date? So that when I run the report I am only seeing what is overdue from minus three days through today in addition to active and future tasks forward into the date range of the report. Thanks for your help! Christopher
Hi Christopher Mattox, on regular reports, it's possible to show overdue tasks of today - 3 days but it won't automatically change for the current date. You'd need to create a Custom Report and then add a custom time frame.
Please let me know if this helps for now 🙋🏻♀️
This can be accomplished using Wrike Analytics.
1. Click the plus sign in the top right to Add Widget
2. Select "Task List" from the list of widgets
3. Click the plus to add filters
4. Add filter for "Task Status Group" and only select "Active"
5. Click the plus again to add an additional filter for "Task Due Date"
6. When the filter menu pops up, select "Time Frame", "Days" then "Last 7 Days"
7. Once the selections from step 6 are made, click "Advanced". Update "count":7; to "count": 3; to show only the tasks whose due date was 0-3 days ago.