Automatic Snapshot/Excel Reports

Hi Product Team,

I really like your report function, although we found one big issue for us. It seems like there is no way to set up an automatic report which sendshots/or excel to an external E-Mail adress or Wrike Inbox.

The only feature is a report, that sends a link to the live data. Which is basically useless, because I can see that exact data when I click on reports.

What we need is a reccuring report, that sends a snapshot or excel with the data at that current timestamp. E.g. if i get a recurring report at friday 8:00 pm I see the status of my project a 8:00 pm, no matter if I am checking it on friday 8:05 pm or the next Monday.

The only workaround is to manually produce Snapshots at a certain timestamp which can get very time consuming depending on the number of reports you have. Furthermore it is very vulnerable to mistakes.

That feature would really really help us keeping track of our progress.

I am looking forward to your reply.

Thank a lot in advance and best regards,

Philip

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Комментариев: 8
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Hugh

Hey Philip Hinteregger, welcome to the Community! I really like this suggestion, it's been passed on to the Product team 😊

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Hi @...,

That`s great to hear! Thanks for the fast reply. Are you going to notify about their reply?

Thanks a lot and best regards,

Philip

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Hugh

Hey Philip Hinteregger, I will! As soon as I hear from them, I'll comment on this thread again. Best regards to you too!

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Hugh

Hi Philip Hinteregger, I have an update for you in regards to this suggestion. There are currently no plans to add this to the short-term roadmap. If anything changes, I'll keep you posted.

If you have any other questions, be sure to let me know!

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Hi Hugh,

I also want to state that we are very interested in this feature to let Wrike automatically create snapshots.

If there's a chance to give that as an input to your POs please let me know.

Thanks a lot and have a nice weekend!

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Cansu

Hello Sascha Thaessler, welcome to the Community, and thank you for sharing your feedback!

I've passed on your feedback to our Product team. Here's an article that explains what happens with Product Feedback that we receive here on the Community.

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Having reports automatically generated and sent each month would be great. It's something that is very easy to set up in Smartsheets.

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Thank you for bumping this thread Sarah Irving! We don't have updates at the moment, so please upvote the original post if you haven't yet 🙂

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

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