[Status: Not planned] Exclude Certain Projects/Folders from Reports and Dashboards

This is similar to a post I made about folder logic for actions. If the functionality was available reports, dashboards and actions, that would benefit our team even more so.

Hi Brittany Stringer, thank you so much for the feedback. I've passed it on to the team. Please upvote Andrew Goddard's post as well if you'd like to support the idea there 🙋🏻‍♀️

I would like this functionality to exist as well. Our use case is under our top-level folder is Global Campaigns, and one subfolder is events. I'd like to exclude events but see all other campaigns. Adding all other subfolders one by one isn't an option as it wouldn't automatically include folders created after the calendar settings are set. 

Thank you for adding your support here Ashleigh Brummund 🙌🏼

This feature would be really nice to have. 

Hi Matthew Yingling, welcome to the Community 👋 

Thank you for supporting this suggestion! Our team is planning to work on enhancing filters this year; we'll keep you posted when we have any news. Be ure to follow our Weekly Release Notes forum to never miss an update 🙂

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

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

I would like to exclude my archive folders from my dashboard widgets. I have set the dashboard up so that it presents the information required for discussion at monthly meetings, but once discussed, some information can then be archived so it is not presented at future meetings.

As Brittany stated above, selecting individual folders is an option, but would require adjustment anytime a new folder is created, and this can be a cumbersome solution. 

Thanks for reaching out Kristin Spaetzel! Our team is currently working on the archival feature in Wrike; and it will allow you to exclude items from different tools like dashboards and reports. We're still able to enroll you to beta test this feature, please check out more details in this post and let me know if you'd like to beta test it 🙂

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

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

Thanks Lisa, I am aware of the Archive beta test which would solve my issue. My company has decided not to test it at this time, so we are continuing with manual zArchive folders at this stage. 

I have manually excluded this folder from my dashboard by only selecting the other parent folders in my space. While the space is well organized, this will work fine. If we add more parent folders later, I will need to reset the parameters of my dashboard widgets. Not a problem, but something to be aware of.

Thank you for the follow-up Kristin Spaetzel. Please, don't hesitate to let us know if you have any additional questions 🙂

We do not want an archivial feature. We want to EXCLUDE folders.

I would really like this Exclusion capability to exist as well -- particularly when it comes to Calendars. I have an Email Calendar setup to pull in any tasks in our "Upcoming Emails" parent folder and any subfolders -- and the calendar is set to only display Milestone type tasks (which helps us distinguish between email executable/send requests vs email-related requests living in the same solders).  However for emails where we engage with other teams and it results in a subtask of the email task, those other teams' tasks are getting pulled into the Email Calendar because they are also Milestones (because they use that format for their intake/deliverable process).   Would like to be able to explicitly exclude tasks/subtasks from that other team's folder (even if the subtask is also double-homed into Upcoming Emails because of its parent).

Hi Kelly Piggott, welcome to Wrike Community 👋

Thank you for reaching out and supporting this idea!  I'll now share your feedback with the responsible Product team.

We don't have updates at the moment, but we'll let you know if we have any news here in the future. Be sure to upvote the main post at the top of the page if you haven't yet. 

Let me know if you need help with anything 🙋

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

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

Hello! I just upvoted here and Andrew's post as well. Just sharing again the need to exclude one or tow folders from the entire space from some dashboards and reports. It doesn't make sense to manually add all of the other folders for each widget this would apply to. Hoping we can see this in the filter upgrades coming soon. Thank you! 

The feature to exclude data sources/folders in Dashboards, Reports,... would enable so many new and useful use cases. Please add that feature

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

Upvoted! This is so crucial and necessary! 

For us, we often want to scour the Entire account or an entire space in a widget, but want to exclude certain folders. Instead, we'd need to include everything else and with the amount of folders we have, it would be much easier to select Entire account [minus] the select folders we don't want to see. I believe there is a limit to how many data sources you can target, so this would be SO helpful! 

Upvoted, I can't believe excluding folders is still not a possibility. We are in 2025 and this was suggested 4 years ago!

Rohan V we're well over the 60 upvotes - can this be updated with status as you mentioned? https://help.wrike.com/hc/en-us/community/posts/4412259065751/comments/26071944584087

Would also be helpful if the progress indicator could exclude certain custom items. For example, in our blueprint, we have the following setup:

Project (layer 1) (Custom Project item A)

    Sub-project (layer 2) (custom Project item B)

       item (layer 3) (custom item C)

          subitem 1a (Custom item D)

          subitem 1b (Custom item E)

          subitem 1c (Custom item F)

     item (layer 3) (custom item C)

          subitem 1a (Custom item D)

          subitem 1b (Custom item E)

          subitem 1c (Custom item F)

 Sub-project (layer 2) (custom Project item B)

       item (layer 3) (custom item C)

          subitem 1a (Custom item D)

          subitem 1b (Custom item E)

          subitem 1c (Custom item F)

     item (layer 3) (custom item C)

          subitem 1a (Custom item D)

          subitem 1b (Custom item E)

          subitem 1c (Custom item F)

The reason for these various different different custom items is that they represent different activities represented by different departments.

• "Item (layer 3) (custom item C)" always needs to be performed. Hence it must be part of the progress % calculation of "Project (layer 1) (Custom Project item A)".
• "subitem 1b (Custom item E)" + "subitem 1c (Custom item F)" sometimes need to be performed. It depends entirely on the context of the project. Therefore, it should be excluded from the progress % calculation of "Project (layer 1) (Custom Project item A)".

The current issue we face is that, currently, the progress % calculation of "Project (layer 1) (Custom Project item A)" includes all subitems. Yet, not all subitems will move from their starting active status ("New") to a completed status ("Completed"). Therefore, the progress % calculation is outputting the wrong percentage.

It would be great if I could exclude certain subitems from this metric, just as a useful functionality :)

One workaround I thought I would share: start custom items E and F as either a cancelled status (deferred may also work). Then, only when they are needed, change them to an active status (e.g. "in-progress). Items marked as deferred are counted as part of the progress %

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

Thanks as always Rohan V

• Suppose I have a list of electronics (tasks) such as Headphones, Laptops, Phones, and Tablets. I’ve added a text-type Custom Field to indicate the shipping location (e.g., India, US).

• After enabling the new filters for Dashboards in Wrike Labs, you can filter widgets by custom fields. In this case, using our "Shipping Location" custom field, you can select “Contains” and enter the relevant value, so only tasks with that value in the custom field are displayed.

I understand that this may not be the exact solution you and some of our other users are looking for, but I hope it helps in the meantime. We are continuously forwarding feedback to the responsible team. If there are any updates in the future, I’ll be sure to post an update here. Thank you!

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