Reporting - Shows projects completed last month

It would be really great to have a reporting feature for projects like there is for tasks. When you create a report for tasks you can filter by "completed date." However this is not available for projects.

It would be great to be able to create a report that shows all project completed within the last month (week, year, etc). This is one of the elements I have to pull from regularly and the work arounds create a ton of extra work.

Upvote 12
16 comentarios
Spot On Innovative Approach Stellar Advice

Hi Aimee Reistad, thanks for sharing your feedback on the Reports. I've passed it on to our Product team 🙌🏼 

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

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Spot On Innovative Approach Stellar Advice

This request would be beneficial for our organization as well.  

1
Spot On Innovative Approach Stellar Advice

Hi Drew Krouse, welcome to the Community! 👋

Thank you for supporting this request 👍

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

Please implement something that will allow projects to be sorted by last modified! This is a basic reporting function that is missing from Wrike — I can't believe it's not possible! I can't easily pull a list of completed projects from a specified date range?! Please make this happen soon! It's taking me 1/2 a day to pull reports... 😫

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Spot On Innovative Approach Stellar Advice

Thank you for supporting this suggestion too and I'm sorry this isn't currently very convenient for you! This feedback is passed on to the Product 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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Spot On Innovative Approach Stellar Advice

This is definitely a must-have! Task completion is great, but an ability to see projects completed by a selected date range would provide the kind of high-level transparency the C-Suite wants. Any progress on this capability?

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Spot On Innovative Approach Stellar Advice

Hi Marcus Armani, welcome to the Community! 
Thanks a lot for supporting this idea! I'm passing your feedback to our Product team 👍 Please make sure to upvote the original post above if you haven't yet - the number of votes helps the team understand how popular the suggestion is. Here's more detail on that, but please let me know if you have any questions! If you'd like to know what this Community has to offer, please check out our New to Community forum.

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

Did this get implemented?  I have the same reporting need.

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Spot On Innovative Approach Stellar Advice

Hi Nikki Howell, welcome to the Community, and thank you for checking in here. There are no updates in relation to this request for the moment, we'll be sure to let you know if there are any in the future👍🏼

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

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Spot On Innovative Approach Stellar Advice

This would be a great addition! PLEASE add soon.

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Spot On Innovative Approach Stellar Advice

Hi Leslie Jones, thank you for adding your support here! Please be sure to upvote the original post if you haven't yet🙌🏼

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

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Spot On Innovative Approach Stellar Advice

Agree! This is definitely something our organization needs as well. It is a feature that seems inconsistent that you can have this data for tasks but not projects. And we need as much automation as possible as "workarounds" only add more work and then we are working "harder" but not "smarter."

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Spot On Innovative Approach Stellar Advice

Hello again! I have found a work around for now that I wanted to share for any one who may need it. I created a report for Tasks and entered my "Completed Date" as "this month." Once the report is populated, add "Group by," "Project or Folder." My team has a "Completed Projects" folder that we move all completed projects to, so this also helps with pulling accurate Project completion data as completed Projects do not co-mingle in a folder with active Projects. 

Hope this helps someone out!

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Spot On Innovative Approach Stellar Advice

The work around I ended up implementing was create two custom fields, as I wanted to capture more than the "completed" but also, when do the projects actually begin vs, when the initial requested start date was.

 

So I have two custom fields that get entered at the beginning of the project and end of the project.

1. Start Date (actual)

2. Completed Date (finish)

To triple check my work I added another custom field that is a check box that says "project is done", and haven an automation build in to the workflow that says, anytime a project is marked competled it goes into a folder for me to review, and I can confirm that the start date and completed date were indeed filled out.

 

I can pull reports from any of those custom fields, various reports I've created so far:

1. Completed (this is accurate now, I can do it by month, per year, per department)

2. Comparison Report that shows duration of start date/finish date vs actual start date/complete date - so we can see how long the "goal" was for the project to take, vs. how long it actually took. It's great to be able to display to leadership that they requested something get done in 30-days and instead it took 6-months (for example).

1
Spot On Innovative Approach Stellar Advice

I'd like to throw my support behind this feature as well. I would love to be able to create reports based on the actual completed date of a project versus the planned end date. In reality those don't often equal each other.

0
Spot On Innovative Approach Stellar Advice

Hi Jimmy Moore, thank you for adding your support here👍🏼

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

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