Create custom reports and send them automatically to clients with no access to Wrike
Hello,
We need to send on a weekly basis a report to our clients displaying, for a specific project:
- Hours spent on the previous week
- Total available Contract hours (custom field)
- Remaining hours (calculated field with the former ones)
I know we can use snapshots, but with that method, we face the following hiccups:
- We cannot show all of the three information above, with reports based on time entries
- Snapshot should be sent manually, while we'd like to schedule this notification for many clients
Hence, I kindly ask if there is a way to solve the following challenges:
- Create a custom report/dashboard with all of the information stated above, without being restricted by displaying either the time entries or the custom fields
- Schedule an email to be sent with the information contained in (1) even if the receiver doesn't have a Wrike account
Is that something that can be achieved with extra add-ons or API integrations?
Thank you