Enable Custom Fields in folders to be displayed in Reports

I use both Folders and Projects. I can add Custom Fields to both. But when I build reports, I can only report on Custom Fields in Projects. This is very limiting, as there are many cases when the folder is the right container, and turning it into a project is unhelpful.

It seems odd to allow CFs to be assigned to folders, and not to be able to report on them.

Any chance of implementing this?

Many thanks.

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Has anyone found a fix / work around on this yet?

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Hey guys, thanks for posting here 🙂

Wrike Reports can be built for

  1. Projects
  2. Tasks
  3. Timelog entries

Currently, it's not possible to report on Folders. As a workaround, you can duplicate the Folder and then turn it into a Project - what do you think? I'll be happy to hear your feedback 🙌

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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The data is there to report on because you can use it to filter and group by.  I just want to see it as a column in my reports.

 

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Has this been taken into further consideration? I would like to be able to determine that all of my custom fields are filled in for all of my folders as well as projects, and it does not make sense for me to duplicate a folder into a project.

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It took me forever to find how to do this, so in case others still haven't. You need to go into the Custom Field Settings. So the Space they are in > Settings > Custom Fields tab > Click on the field, then in the pop up on the right, there should be an option at the very bottom that says Add to>... You still need to search the space and add it to the space even if you created the custom field from within the space... It's weird.. but after I did this I was now able to see them in the Report settings gear and add them as columns.

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Hi Lauren Ellison, welcome to the Community! Thank you for sharing your experience here, please let us know if you have any additional questions or need help with anything else.

Also, I'd like to mention that you can check our New to Community forum to discover all the resources you can find in our Community 🙂

Juan Community Team at Wrike Wrike Product Manager Learn about Wrike’s killer features and best practices with our Online Training Webinars

Juan Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars

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Hello, I do not see the option to add it to the space when I click the 'Add to' link. When I go to the report for that space, I do not see any of the custom fields in the table view. I did not see any option to add them. Please advise on how to add the custom fields to a report. 

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Hi Jessica Baumberger! To be able to use a field in multiple spaces, you can click on the edit button next to "Belongs to" and convert the field to the account-level one:

After that, you can show the field in a report by clicking on this icon and checking the necessary field:

I hope this helps! 

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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