Analyse Dashboards and Reports in Folder Tree

We're looking at ways to provide clients quick access to reports/dashboards for project status updates however currently there's no easy way to do this as reports all live in their own module and have to be individually shared. What would make this far easier to manage would be if we could create and save a dashboard, report or analyse report into the folder tree so when we share a project with a colaborator we could also share those reports (perhaps share the client folder) with the client and they only be presented with information they have visibility over (instead of having to create individual reports and analyse dashboards for each client).

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Spot On Innovative Approach Stellar Advice

Thank you for this feedback Dan Cliff

Have you considered creating report snapshots for those who need access to reports? Please let me know what you think!  

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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Spot On Innovative Approach Stellar Advice

Lisa, I have - however this requires someone to physically go in to each project and send the snapshot to the client - what I'd like to be able to do is configure a client dashboard within the platform and share the dashboard with the client so they can, at will, login and review the project status without having to dissect an entire project plan.

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Spot On Innovative Approach Stellar Advice

Got you, thank you for clarifying Dan Cliff

I'm now passing your feedback to the team 👍

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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