Reporting-add Quarter to Completed Date choices

Avatar
Marcy Stanger

It would be really helpful to add add "This quarter" to the list so I don't have to set a time frame every time I want to pull this quarter's stats. 

Thanks!

Upvote 8
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
8件のコメント
Avatar
Robin Goody

Quarters and fixed previous year reports would be very helpful so that there is no need to go back and manually modify date range as often

 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Hugh

Hey everyone, apologies for the delay in response here.

Thank you for sharing this suggestion and your feedback! They've been passed on to the Product team. I don't have an update for you at the moment, but if anything changes, I'll be sure to let you know.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Hanna Berglund

@Hugh I would like to add that having a year-to-date feature would be nice. I pull weekly data and want the report to reflect YTD so we can see aggregate data, without having to edit the report each time. 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Juan

Hi Hanna Berglund, welcome to the Community! Thank you very much for sharing your feedback with us. I have passed it on to our Product Development Team 👍
Please feel free to upvote the original post at the top, so our Team can see its popularity. You can check how we process feedback in this article.
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 🙂
1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Jeffrey Bond

Is there a way we can use automation or a calculation in the table view to accomplish this?

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Rohan V

Hi Jeffrey Bond 👋
Currently, Wrike does not have a direct automation feature that allows you to automatically set the time frame to "This Quarter" in the Table view. If there are any future updates that enable automation or calculations in the table view, we will be sure to let you know 👍

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

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Daisy Hibbard

+1 for adding more options to the "Completed date" filter. Not just for Reports, but across the entire platform. 

Specifically I would love to see options for:

  • Next month
  • This quarter
  • Next quarter
  • Last quarter
  • Year-to-date
  • Last year
0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Basudha Sakshyarika

Thank you for sharing your suggestions, Daisy Hibbard! 🤝

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

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Reporting-add Quarter to Completed Date choices
[this list is visible for admins and agents only]

トップ
Didn’t find what you were looking for? Write new post