Automatically Send Report Snapshots Externally

Is it possible to add the functionality to automatically send report snapshots externally on a recurrence?

For example, if I setup a report that I knew needed to be sent to an individual every Friday, it would send them an automated email that had the snapshot of the report.

Right now, Wrike users can use the subscribe feature to receive a recurring report, but this just sends a link to the full, live report, not the snapshot, and this cannot be setup to send to people who are not on your Wrike account (via email, for example).

Upvote 35
13 comentarios
Spot On Innovative Approach Stellar Advice
Avatar

I believe this is key to Wrike keeping up with the growing movement toward working in more open, transparent and collaborative ways.

2
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I agree with this! My team really needs this kind of functionality.

1
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Yup - I'd find this really useful.

1
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I would definitely find this helpful as well.

1
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Agreed, we need this as well. 

1
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar
Hugh

Hey everyone, apologies for the delays in response here.

The Product team currently have no plans to add this suggestion to the short-term roadmap, due to other priorities. If anything changes, I'll be sure to let you know.

0
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I need the same feature. I have several reports broken down by tag and I cannot automatically send them to external users. Please, develop this function.

1
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

This would be helpful for our team as well. Right now I am running into the following issues: 

  1. I cannot set up a reoccurring snapshot to be sent to an external user (our clients) 
  2. I have 30+ reports to create and would like each of our account managers to be able to send the snapshot, but since I am creating the report, they are not able to create a snapshot. 
  3. The reports are not updated in real-time like the calendars. If they were, you would be able to send 1 link to the client for them to save on their desktop to view the status of their projects at any given moment. The calendars are not a good alternative for the type of report we are creating.

Very frustrated over here.. 

1
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Me too. I'm searching an alternative to wrike.

0
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Really sorry to hear you're disappointed, Caitlin Beaty Giacomo Morelli

We'll let you know when we have any updates from 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

0
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Has anyone found a suitable substitute to manually sending snapshots out to various non-Wrike team members that gives them the same visibility/awareness?

 

0
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Need the ability to schedule report send outs, this is a pretty basic function, surprised it's not here from Day 1

0
Acciones de comentarios Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi Arthur Mathie, welcome to the Community 👋🏻

Thank you for the feedback, I've passed it on to our Product team. This Community article explains what happens after we receive Product feedback 🖊

Cansu Community Team at Wrike Wrike Product Manager Infórmate sobre las funciones y prácticas recomendadas de Wrike

Cansu Wrike Team member Infórmate sobre las funciones y prácticas recomendadas de Wrike

0
Acciones de comentarios Permalink

Folllowing List for Post: Automatically Send Report Snapshots Externally
[this list is visible for admins and agents only]

Arriba
Didn’t find what you were looking for? Write new post