[Status: Not Planned] Report Filters - "Exclude"

Avatar
Christopher Connell

The Filters options within reports should include an option to "Exclude" custom fields that contain, or don't contain, a certain number / text. For example, we use a custom field that dictates the type of project that is being undertaken. If we want to run a report that excludes a particular type of project, we are unable to do so.

Votar a favor 77
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
31 comentários
Avatar
Rohan V

Hi everyone 👋

As of today, reports don't have an "Exclude" filter option.
 
But, you can use the New Dashboard Filters, which are now available through Wrike Labs, to filter and display specific numbers or text from Custom Fields.
 
For example:
In the first screenshot, you’ll see tasks with the custom field “Marketing Channel,” where the values are “Email” and “SMM” for different tasks.



In the second screenshot, while setting up a widget on dashboard (after enabling new filters for dashboards in Wrike Labs), select the custom field you want to filter by, in this case, “Marketing Channel.” Then, choose the "Contains" condition and enter your desired text or number.
 
For instance, if you enter “SMM,” it will only display tasks where “Marketing Channel” contains “SMM,” effectively excluding all other tasks.



I hope this helps! If there are any updates regarding an "Exclude" filter for Reports, I’ll be sure to let you know. Thanks!

Rohan V Community Team at Wrike Wrike Product Manager Torne-se um especialista em Wrike com o Wrike Discover

Rohan V Wrike Team member Torne-se um especialista em Wrike com o Wrike Discover

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

Folllowing List for Post: [Status: Not Planned] Report Filters - "Exclude"
[this list is visible for admins and agents only]

Topo

Próximas sessões ao vivo

Não encontrou o que estava procurando? Escreva um novo post