More Ability on Project Reporting and Added Features in Dashboard
Hi! I am coming out of Salesforce and have had a much more robust reporting system in the past. A few functions that would help me from a manager's level in reporting are the following:ย
๐ Ability to filter within a dashboard - right now I have an "Open Projects" Dashboard that is sorted by Project Type in each widget. It is a very helpful high level view. But, if I had the ability to filter within that Dashboard and view things by assignee or completed vs open that would be huge. Right now I have about 8 of the "same" dashboard but each is just saved with separate filters applied (1 for each direct report, 1 for open projects, 1 for projects closed this month, 1 for projects closed last month).
๐ Ability to view a Dashboard in a report format - even just viewing a widget's information in a report. Similar to the above, the dashboard gives a great quick view of information, but I need to report out on what is in progress and what has been completed to my boss and my bosses boss. So, I have my dashboard that I use on the day to day but then I have a report view of the same information that I export and share with the team. If there was a way to view the widget or dashboard in a report it would greatly eliminate some of my extra "Tools".ย
๐ Ability to view a Dashboard in a more analytical view - for example projects by status in a pie chart (i.e. 30% are in design, 10% are in development). Right now, I have separate dashboards with each widget focused on each phase, but if there was a way to get these analytics in one view it would be very helpful. Another use case (similar to the view at the task level), # of total projects and then the breakdown of how many have been assigned to each user.ย
Thanks in advance!ย
Hi Bethany Spaeth, thank you for taking the time to share such detailed feedback with us, it's much appreciated. I'm passing it on to our team now๐๐ผ
Cansu Community Team at Wrike Wrike Product Manager Infรณrmate sobre las funciones y prรกcticas recomendadas de Wrike
Cansu Wrike Team member Infรณrmate sobre las funciones y prรกcticas recomendadas de Wrike