Regular Users on Business and Enterprise accounts can create Reports.
⏱ 5.5 min read
Wrike Reports are customizable reports which you can build to quickly gather the data you need from your tasks and Projects. Each time you open or refresh your report, it automatically updates to include the most up-to-date data which meets your report’s criteria.
For example, you can create a report to see all active tasks from your team’s Folder. Whenever you open or refresh the report it automatically updates so that you see only tasks which are currently active.
Please note, External Users and Collaborators are not able to create Wrike Reports, but they can view reports shared with them and Report snapshots.
Wrike Tip! Before creating a report, make sure that you added all the relevant custom fields to the tasks or projects you want to report on. Otherwise, the data from the custom fields won't be included in the report.
You will be taken to your new report and it will also be added to the top of the list of reports in the Reports section of your Workspace.
Please note, you can leave the Report Builder or click “Cancel” in the Report Builder’s upper right-hand corner at any point before saving to delete your report before it is created.
Wrike’s Report Builder is made up of four panels which walk you through the process of creating a report.
Enter a name for your report in the “New Report” field at the top of the Report Builder. Make sure to name it something descriptive so that later you can easily find your report on the Reports tab.
Use this panel to choose what you want to report on: Projects, tasks, or timelog entries. What you choose to report on dictates what data is included in your report.
Please note, reports on tasks automatically include data from subtasks as well.
Check the box to the left of each Folder or Project to include data from that Folder or Project in your report. Please note:
This step is optional, but adding filters allows you to decide what type of information you want to include in your report.
The type of filters you can add depends on whether you’re reporting on tasks or Projects.
|Tasks to do
|Last Modified Date
|+ Custom Fields
|+ Custom Fields
Add a Filter
Only tasks which meet the chosen filter criteria are included in your report.
Please note, you must click the “Add more filters” button on the Filters panel to see Custom Fields and be able to apply them as filters.
Use this tab to choose how you would like to format your report: as a column chart or as a table chart. Then specify which Groupings you would like to add to your report. Groupings dictate how data is organized on your report, but the exact way that Groupings affect a report depends on the format you choose.
The screenshot below shows a column chart report (left) and table chart report (right). Both reports have “Assignee” and “Status” Groupings applied:
Please note, Timelog Reports are only available in the Table View.
Add a Grouping
Please note, for column charts you can add up to two Groupings and for table charts you can add up to 10.
Open a saved Wrike Report from the Reports tab. Click a Report column header to sort by that segment.
Please note, immediately after a report is deleted, an “Undo” link is temporarily available at the bottom of the Workspace.
Regular Users can share Wrike Reports with any other member of their Wrike account. More details on our Share Reports page.
Table Report creators and all users (including Collaborators) who a table Report is shared with can export table Reports to Excel.
Please note, if you have added Groupings to your table, those Groupings are preserved when you export data to Excel.