Exclude Certain Projects/Folders from Reports and Dashboards
The way we organize our projects is we have multiple brands underneath our umbrella company. Each brand has certain folders that we organize projects and tasks in. But some of these projects/tasks overlap into other folders. For example, we have a project for a campaign that we're running in December, but we have partner projects in our partner folder and some of those are tagged into the campaign folder as well. We want to keep all of the assets that correlate to the campaign all together, but it sometimes makes reporting a little messy. I need a way to exclude the partner stuff, but still be able to see the campaign deliverables.
Another example, we have a parent folder for our Partners, and underneath that folder we have a folder for each partner. But under that same parent folder, we have some other folders that are partner-related, but are specific to one partner.
When setting up a Report or a Widget on Dashboards it has you select the folder or project you want to run a report in, but I wish there was a way to exclude certain things underneath that folder or project.
This is similar to a post I made about folder logic for actions. If the functionality was available reports, dashboards and actions, that would benefit our team even more so.
Hi Brittany Stringer, thank you so much for the feedback. I've passed it on to the team. Please upvote Andrew Goddard's post as well if you'd like to support the idea there 🙋🏻♀️
Cansu Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices
Cansu Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices
I would like this functionality to exist as well. Our use case is under our top-level folder is Global Campaigns, and one subfolder is events. I'd like to exclude events but see all other campaigns. Adding all other subfolders one by one isn't an option as it wouldn't automatically include folders created after the calendar settings are set.
Thank you for adding your support here Ashleigh Brummund 🙌🏼
Cansu Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices
Cansu Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices