Report permalinks for external users

It would be great if there could be functionality that allowed sharing of a live permalink for a report to external users. We have a significant number of people who need to receive information only, no use case for collaboration and therefore doesn't merit the creation of collaborator accounts. It is cumbersome and time consuming to share snapshots of large volumes of different reports every week, so a live permalink of reports for external users would be fantastic. 

Upvote 20
9 comentários
Spot On Innovative Approach Stellar Advice

Thank you for submitting your feedback here Alexandra Baker-Reggio

Report snapshots are there for a use-case like yours - to share a static view of a report with users without a Wrike account. A live permalink of reports might not be as secure as a static snapshot, but I'll pass on your feedback to our Product team anyway 👍

Welcome to the Community! 🙂

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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Spot On Innovative Approach Stellar Advice

Maybe instead of a link there could be a view only user type? We are trying to give our clients a real-time status update of their projects in a drop-in/drop-out manner. They don't need to interact with the project inside of Wrike and won't be assigned tasks. They just need to be able to see where its at, whenever they want to. 

The report snapshots a) don't deliver on the real time and b) create more work and digital clutter for both us and our clients. 

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Spot On Innovative Approach Stellar Advice

Thank you for weighing in Rory Burke! 🤗

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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Spot On Innovative Approach Stellar Advice

I agree! Our team uses a number of external request forms. In order for these people to see the status of their requests, they need visibility into the reports we have built. Today, there is not a way for them to see the status unless they are some type of user with access to each individual project/task (which is extremely difficult to maintain at this scale). 

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Spot On Innovative Approach Stellar Advice

Thank you for your support here Laura Walz

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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Spot On Innovative Approach Stellar Advice

Same thing here: would love to be able to share reports without having to add a collaborator or logging in. We're an agency and our typical use case is that we interact with a project manager (PM) or marketing exec to get multiple projects coordinated ( as a collaborator so we can control internal views/comments of the task ) and the PM wants to provide an updated view of the report to their VP/supervisor, we don't really have access to that VP info nor does the VP want to be bothered to become part of another system with login/etc-so it seems sharing an external link showing the live view of the report would be quite useful.

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Spot On Innovative Approach Stellar Advice

Hi Steph ., thanks for taking the time to share your insight and feedback here, we've passed this on to the team 👍

Please be sure to upvote the original post. The amount of votes a suggestion has helps our Product team assess the popularity of an idea. Once a suggestion has 60+ votes, a status will be added. You can also read more about how we work with Product feedback in this post.

Also, if you're new to the Community, please be sure to check out our New to Community! forum and let us know if you have any questions 🙂

Elaine Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

Elaine Wrike Team member Aprenda sobre as funcionalidades e melhores práticas em Wrike com o nosso Treinamento Webinar Online

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Spot On Innovative Approach Stellar Advice

Upvoted this request. I would 100% agree there is a need to be able to provide a permalink to reports for read-only purposes, but where the shared view is updated in real-time.

There is a use case for snapshots, but IMO it is a miss to not support the need for real time updates. 

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Spot On Innovative Approach Stellar Advice

Thank you for upvoting here Kevin Mayfield! Currently, the team doesn't have this in their plans as this might not be secure. At the same time, we continue passing on the feedback and the vote count to our Product team. 

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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