Using Custom Item Types to Improve Reporting
Hey Everyone,
As our company has begun to dive deeper into reporting in Wrike, I've had some fits and starts getting the data I need, filtered and quickly served. Then I began playing with Custom Item Types and it's been a game changer. I initially didn't see a huge use case for us with CITs, but a lightbulb moment has been saving me some time reporting.
By identifying certain tasks as CITs, such as one I created for "Client Edits", I can quickly pull a report on these items and see how much time is spent, what the frequency of occurrence is (by client), etc. I'm finding this much easier to manage then sorting columns and identifying tasks by name or whatever. Hope this helps someone!
Hi Steve Mruskovic, good tip! We use loads of CITs for this exact reason - I can filter on the CIT and return the exact data that I'm looking for. I also enjoy picking an icon that represents the kind of process that each CIT corresponds to - little things please little minds! :-D