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
Hi Alessandro Sorbello, welcome to the Community!
Thank you for posting, I can reach out to your Wrike Representative to further discuss your use case here and find a solution that meets your needs. Please let me know if there is anything else I can help you with 🙋🏻♀️
Wow. That answer was totally useless. Why is it even on here? This is supposed to be for the community so we can see if certain things are able to be done.
Hi Elena Boughey,
now you can do something similar using Public Link in Table View.
Hi Elena Boughey, may I kindly ask you to elaborate on your use case so we can provide you with an accurate reply?
As Pietro Poli points out (thanks Pietro!), you can use public links in Table view and New Dashboards to share important information with colleagues who don't have a Wrike account yet. Also, public links are updated automatically. Would these be suitable options for you?
Looking forward to your reply!
Hi there,
Currently, we are sending a report monthly to a group of people. Looking for a solution to send this report automatically to the distribution list. This will help eliminating unnecessary step of sending it out via email.
Thank You
Hi Rohini Nahal, welcome to Wrike Community 👋
Thanks a lot for reaching out! We have a similar thread in our Product Feedback forum, please upvote & add your support there as well.
At the moment, it's not possible to send reports automatically, but you could use public links in Table view and in Dashboards instead. Let me know if you'd like to discuss these options 🙂
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