Customer Project Status Reporting

What do Wrike customers use to prepare status reports for end-customers?  Is there a format people use?  It would be nice to generate automartically from Wrike but I am looking for ideas and of course can Google it too.  My plan is to automate this thru Wrike data but I just was curious what people do today.

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Spot On Innovative Approach Stellar Advice

It doesn't look like there is anything for this that will work out of the box. I'm working on something right now with the API. Googling only brought me to this question. :-)

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Spot On Innovative Approach Stellar Advice

This is a concern that should be addressed.

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Stephanie Westbrook

Hi Nick, I'm sorry for the delayed response. I want to submit some product feedback on your behalf, but want to make sure I understand what you're looking for first (@Vincent or @Kelly please feel free to jump in). Were you looking for automated (scheduled reports) that get sent to non-Wrike users every x days/weeks or for some other functionality in Reports?

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Spot On Innovative Approach Stellar Advice

So my original thought was to be able to create a customer status report which was a quick glance report to show status of a project that could be sent weekly.  I think products like sprintboards: https://asana.com/apps/sprintboards is a good example.

 

I can take some time to work on this but I would wand some of my custom project fields available to produce this.

 

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Stephanie Westbrook

Hi Vincent! Thanks for the details. I think there's two parts to what you're mentioning: 1) Scheduling reports so that they're sent on a regular basis 2) Getting a more at-a-glance visual representation of Projects (different from column Reports). The first one is on our near-term roadmap and the second is something that the team is thinking about (but have not decided to move forward yet).

I hope that helps explain a little bit, let me know if you want any more details. 

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