Sharing of Reports
How can I create and share a link to a report that was created by another user?
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How can I create and share a link to a report that was created by another user?
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Hi Debra Voz, happy to see you on the Community! 🙂
Currently, you can only share a report created by you. But you can export a report shared with you:
Please let me know if that helped!
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
Not really...I need to be able to forward a report that has been created by someone else with the rest of my team.
Hi Rubin Howdle, thanks for reaching out!
Have you considered using Report Snapshots? They capture what your Report looks like at the moment the snapshot is taken. When you create a Snapshot, a link is generated and saved in Wrike, and you can share that link with your colleagues, even if they don't have a Wrike account. Hope this helps!
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
Thanks Lisa,
Unfortunately that doesn't help for what I want.
A report has been shared with me...and I want to be able to forward on this report so others can use it whenever they need to also, but it doesn't allow for forwarding on reports created by someone else?
That's correct, Rubin Howdle, only report creators can share them with other team members. And how about if the report creator shares the report with more team members from the beginning? It's possible to share a report with a pre-created user group too.
Please let me know if this can help or if you have any questions, I'll be happy to help! 🙂
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