Customized Field Doesn't Show for Reports and Dashboard

Hi folks,

We have a customized field created by our Senior individual, but it is not showing for Reports and Dashboard. Is there anyway we can include it as a part of our Reports or Dashboard. 

Thanks a lot

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
13 comentários

Hi Kamran Amini, the Wrike team have to add Custom Fields to your Reports/Dashboards manually. If you create a support ticket they usually action it within 24 hours. 

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

Hi Kamran Amini,
can you elaborate a little bit more your request?
You want to add custom field in Analyze Report or in a Standard Report. If you need to add to Analyze Report follow Jess Cuddy answer, if you need to a Standar report reply to next question.

Custom field is calculated field?
Is about task or project?
What type of custom field you have created (text, number, select, other)?
For what concern dashboard can you specify what type of widget you want to add?

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

How is the custom field setup? Look at these settings to ensure it has what is needed to be included in other areas.

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

Shelly, How did you get to this screen? Would you list the steps? Thanks

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

Hi Kamran, you can view that by going to the Space (or account settings) and view the Custom Fields area, then click on the custom field you'd like to edit. It should appear on the right side of the screen.

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

Yeah, this option for accessing this space is limited and I'll just wait until the main administrator is back next week.

Thanks for your time. You can close this ticket. 

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

Hey Kamran Amini, happy to see our members helped you in a true community spirit 🙂 

Thanks everyone 💚

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

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

I'm noticing my custom CALCULATED field does not show up in Reports (but does show up in the new Table view). How can I have it show/be available in Reports? 

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

Hi Bo Samreth, thank you for your comment. May I please ask if you are trying to add an existing calculated field to your report or if you're trying to create a new one? Please, feel free to share more details on your case so we can provide you with an accurate reply 🙂

Thank you!

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

Hi Juan - appreciate you pitching in! I already created the custom field, calculating the project's date and it's working, calculating the result as expected in the Table view. However, when I try to bring that field into a Report, it's not available.   

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

Hi Bo, is this an Analytics report? If so, please note a Wrike team member will need to add it for you.

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

Hi Eric, no, it's for the standard tabular report. And yea, I wondered that too and asked support if a similar request is required to use calculated custom field in report -- will update this thread once I get the answer.  

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

Update, as of Nov 2023, Wrike Support confirmed custom calculated field is not available in the standard Reports (for completeness, it can be made available in Analytics by submitting a request to Wrike). 

To get around this, there is a Calculated Fields in Reports functionality currently available for activation in Wrike Labs: Early Previews & Experiments (wrike.com/labs). Once activated, you can then perform various calculations in any Report, which effectively creates a new calculated field that is then available to all Reports. 

Wrike Labs screenshot: 

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

Folllowing List for Post: Customized Field Doesn't Show for Reports and Dashboard
[this list is visible for admins and agents only]

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