Reporting Tool - Excel

I used to perform a weekly excel status report to update everyone about the status of our construction projects.  Since we've gone to Wrike I direct everyone to the platform to see updates.  We have some people who still prefer the excel version so I've shared my Report with each person.  Unfortunately they can't export to excel to manipulate the data for their processes (ie. ordering materials).  I still have to export to excel and email to those users (which defeats the purpose of directing people to Wrike).

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Spot On Innovative Approach Stellar Advice

Hi Tiffany!

 

I do something similar on my job, in fact, I have to do a whole presentation and it takes me 6 hrs to do it but in your case... did you try doing a Macro for those people?

Andrea Rosales "Gracias por existir Ctrl+Z"

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Spot On Innovative Approach Stellar Advice

I do a macro for my own formatting/reporting , but I'd honestly like to avoid going back to emailing the report to people weekly as we did in the past.  I'd prefer to allow them to pull the information when/if they need it.  That would allow them to be self-sufficient and free me up for other tasks.  

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Spot On Innovative Approach Stellar Advice

Totally agree with that. Your suggestions is great; personalize a whole report. 

Andrea Rosales "Gracias por existir Ctrl+Z"

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Spot On Innovative Approach Stellar Advice
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Anastasia

Hi Tiffany and Andrea! This is a great discussion :) I wanted to let you know about a similar request in case you want to go ahead and add your votes/comments there: Reports Permissions. This will help keep conversations around similar requests going in the same place. :)

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Spot On Innovative Approach Stellar Advice

Thanks Anastasia!  I'll flip over to that conversation.  I appreciate how the Wrike Team works to incorporate our ideas and issues!  

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Spot On Innovative Approach Stellar Advice
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Anastasia

Thank you, Tiffany! Always great to hear your ideas and feedback :)

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