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Is it possible to add the functionality to automatically send the report snapshot externally on a recurrence?
help.wrike.com/hc/en-us/articles/210323665-Report-Snapshots?flash_digest=c0eec65cbb54bf5969c1c7ba4220c5690399688e
Folllowing List for Post: Automatic Report Snapshots
[this list is visible for admins and agents only]
Lisa Community Team at Wrike Wrike Product Manager Diventa un esperto di Wrike con Wrike Discover
Lisa Wrike Team member Diventa un esperto di Wrike con Wrike Discover
Thanks Lisa, we are currently using tasks to remind us to send the reports; we were just looking for additional ways in which we could automate the reporting functionality. I'll add this to the product feedback section.
is there a way to create automated snapshots? I only see the ability to take manual snapshots on a report.
Hey @Thomas! Currently, you can only create a Report snapshot manually. Please let me know if you have any other questions!
Lisa Community Team at Wrike Wrike Product Manager Diventa un esperto di Wrike con Wrike Discover
Lisa Wrike Team member Diventa un esperto di Wrike con Wrike Discover
Thanks Lisa. Is this something that is on the roadmap? This would be a great feature to have. Thanks
Thomas Maddox I'll check with the Product team and get back to you. You can also create a Product Feedback post for this 👍
Lisa Community Team at Wrike Wrike Product Manager Diventa un esperto di Wrike con Wrike Discover
Lisa Wrike Team member Diventa un esperto di Wrike con Wrike Discover
Hey Thomas Maddox! I've checked with the team - automated snapshots are not on the roadmap currently.
Lisa Community Team at Wrike Wrike Product Manager Diventa un esperto di Wrike con Wrike Discover
Lisa Wrike Team member Diventa un esperto di Wrike con Wrike Discover
Thanks Lisa. How do we request this?
Is there anyway to add a message when emailing a snapshot ? At the moment we only get to add the user emails, but no context as to why we are sharing or what actions to take.
Hi Alison O'Donnell, welcome to the forums 👋 It's not possible at the moment, so I'd suggest posting this as separate feedback in our Product Feedback forum 👍
Lisa Community Team at Wrike Wrike Product Manager Diventa un esperto di Wrike con Wrike Discover
Lisa Wrike Team member Diventa un esperto di Wrike con Wrike Discover
We would love to see auto creation of snapshot and send via email.
Thank you for the feedback, TyAnn Kramer! Please feel free to post this on our Product Feedback forum! 👍🏽
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Diventa un esperto di Wrike con Wrike Discover
Basudha Sakshyarika Wrike Team member Diventa un esperto di Wrike con Wrike Discover