How to Create and Share Reports in Wrike: Your Step-by-Step Guide

Have you ever wondered how you can effectively track your team’s progress and productivity while managing projects? Wrike, a robust project management software, provides an excellent solution with its comprehensive reporting features that allow you to monitor various aspects of your projects, including team performance and milestone achievements. Creating and sharing reports in Wrike project management isn’t just about a project management app keeping tabs on what’s been done; it’s about gaining insights and driving project success.

Tailoring reports to meet your needs is straightforward in Wrike. Whether you’re using one of the pre-built templates or crafting a custom report from scratch, you have the power to filter, sort, and display the data that matters most to you and your stakeholders. On top of that, sharing these reports becomes a breeze, ensuring everyone involved is on the same page.

Imagine being able to visualize work progress in real-time, identify bottlenecks early, and celebrate milestones as they are reached—all this contributes to a cohesive and productive atmosphere. With Wrike, this level of control and visibility includes unlimited projects is not only possible but also accessible. Let’s dive into how you can make the most of reporting in Wrike, lift your project management game, and why understanding these reporting tools is essential for anyone looking to get ahead in project management.

Getting Started with Wrike Reports

Before you can harness the full power of Wrike, a robust project management tool, it’s crucial to get to grips with Wrike Reports. By understanding the basics and learning to create a report, you’ll be better equipped to track your team’s performance, track projects, and project progress effectively.

Understanding the Basics

Have you ever felt overwhelmed with data and tasks? Wrike Reports are here to make sense of it all. They distill your project information into digestible formats, allowing you to glean insights and make informed decisions. You’ll find a variety of Templates within Wrike that cater to common reporting needs, such as project status updates or team performance benchmarks.

Reports are easily accessible from the Reports tab on your home page or through the Launchpad. Wrike’s reporting function allows you to:

• Select from existing templates suited for common business needs.

• Utilize custom fields within reports to track data that’s unique to your workflow.

Creating a Report

Creating a new report in Wrike is a breeze. Here’s how you can get started:

1. From your home page or via the Launchpad, go to the Reports tab.

2. Select a template that matches the type of report you need, or choose to create a custom report.

3. If opting for a custom report, the Report Builder will guide you through setting parameters that align with what you need to track.

4. Once your criteria are set, click Create to generate your report.

The beauty of custom reports is that they let you cut through the noise and focus on what’s essential. Whether you’re looking to prioritize tasks, monitor deadlines or keep a close eye on resource allocation, the customization options are there to fit your unique project management needs.

Remember, these reports aren’t static; they can be updated and redefined as your business plan or project evolves, ensuring you always have the latest insights at your fingertips.

Crafting Your Report

Creating detailed and insightful reports in Wrike, the project management software, can streamline your project tracking, task management and team performance analysis. This section will guide you through selecting appropriate data sources and tailoring the content to align with your project management solution’s specific needs.

Selecting Data Sources

Have you ever wondered where to start when looking at the plethora of data at your disposal? In Wrike, you begin by navigating to your desired folders or projects as your primary data sources. Think of folders as your broad categories and projects as the specific initiatives within them.

• Navigate to the Reports section from your home page or via the Launchpad.

• Choose either individual or multiple folders and projects to include in your report.

Remember, the data you select should be relevant to the aim of your report. Do you want an overview of an entire project, or are you focusing on the nuanced details of a particular element or new project itself?

Customizing Report Content

Once you’ve pinpointed your sources, it’s time to define what’s going to be inside your report. Wrike allows you to filteryour report content by various criteria, such as by task status—to show only completed tasks, for instance. Here’s how you can customize your report:

1. Select a template or click on Custom report to start from scratch.

2. Use filters to display only the details relevant to your report’s purpose. Filters can range from task status, assignment, due dates, to specific keywords.

3. Set detail levels—decide whether you want a high-level summary or an in-depth breakdown. You can display every single detail on tasks, or keep it high level to only include task names and statuses.

By customizing the content of your report, you’re setting up a clear view that underscores the exact slices of data you need. Remember, your decisions on data inclusion will dictate the clarity and usefulness of the report, so choose mindfully. The customization steps ensure that your report reflects the unique aspects of your project, aiding in more accurate and beneficial analysis.

Visualizing Data

When you’re managing your multiple projects in Wrike, having a clear visualization of your data is key. It allows you to quickly grasp complex information and make informed decisions.

Chart Options

Wrike’s project management software offers a variety of chart options that enable you to create a visual representation of your project data. From bar charts to line graphs, you can choose the format that best conveys the story behind your data. With Wrike project management software, you can:

• Leverage real-time reporting to see your project’s status at a glance.

• Create pie charts for a proportional representation of task categories.

• Use histograms to get an overview of task durations or resource allocation.

These charts provide a bird’s-eye view that is more digestible than raw data. Furthermore, Wrike’s charting capabilities include a drill-down feature, allowing you to click into specific segments of your chart to view detailed information about a particular set of data.

Interpreting Reports

Once you have your charts, the next step in Wrike is interpreting reports. Understanding the insights your reports provide requires a look into the patterns and trends visualized.

• Identify performance trends over time with a line graph.

• Compare project phases or team workloads using bar charts.

• Recognize resource allocation at a single glance with pie charts.

Interpreting reports in Wrike allows you to make proactive decisions. For instance, if you notice a consistent uptick in tasks as you drill-down into your line graph, you might need to allocate more resources to that project phase. Remember, these visualizations help you not just to report on data, but to act on it.

Sharing and Collaboration

Engaging with your team effectively and keeping everyone informed becomes a breeze when you know how to share and collaborate on reports within Wrike, the cutting-edge project management software. Let’s explore how you can enhance team coordination and keep project managers and all members in line with the latest project insights.

Sharing Reports within Wrike

Have you ever needed to keep your team on the same page? It’s simple within Wrike. After crafting a report:

• Navigate to the Reports section.

• Choose the report you wish to share.

• Click Share located in the top-right corner.

Now, you can select the teammates you’d like to loop in. Wrike allows you to handpick:

• Individual users or

• User groups

Assign the access role from a dropdown list to control what level of permissions each team member has. The options usually range from just viewing to editing capabilities. Want to make sure a particular team member stays updated? You can subscribe them to the report, ensuring they receive regular updates via e-mail.

External Sharing

What if you need to share insights with stakeholders or clients who are not part of your Wrike workspace? No problem!

• Export the report into a convenient format such as Excel or PDF.

• Send it via e-mail or share through other external channels.

This way, external parties receive all the necessary data without having direct access to your Wrike workspace, maintaining visibility and confidentiality. Remember, while Wrike encourages comprehensive team collaboration, it also provides robust tools to manage permissions and safeguard your data.

Advanced Reporting Features

In the landscape of project management software, Wrike stands out with its advanced reporting features designed to streamline your project analysis, work management platform and communication. Let’s explore how to leverage these tools to visualize project progress, get precise real-time insights and foster efficient cross-platform use.

Automating Reports

Have you ever found yourself repeatedly generating the same report? Wrike’s scheduled reports function can save you time. You can schedule your reports to be automatically created at regular intervals—daily, weekly, monthly, you name it. This way, you always have the latest data without having to manually pull the information each time. Here’s how to automate your reporting:

• Go to the Reports section and select or create a report.

• Click on the ‘Schedule’ button and set the frequency, time, and day you want the report to be generated.

• Configure your notification settings so you’ll receive an alert when a new report is ready. This ensures that you never miss out on the freshest insights.

When automation is set up properly, you won’t just get your updates on time; you’ll be harnessing the power of continually updated data to create tasks that feed into your decision-making.

Integrating with Other Tools

What if your best project management software doesn’t live in Wrike alone? You might be using other tools for various aspects of your business processes. This is where Wrike Integrate comes into play. With Wrike Integrate, you can connect Wrike to hundreds of other apps for enhanced functionality. Imagine having data from your CRM, your email marketing tool, and your time tracking software all working together within your Wrike workspace. To integrate Wrike with other tools:

1. Access Wrike Integrate from your workspace.

2. Select from the list of apps you wish to connect with Wrike.

3. Define the workflows that will allow data synchronization and automation across platforms.

Remember, cross-platform use doesn’t have to be a challenge. Wrike’s flexible integration means more cohesion among your tools, which translates to a smoother workflow and richer, more comprehensive reports. Leverage this feature to ensure that your Wrike reports reflect all facets of your project planning and management endeavors.

Frequently Asked Questions

When you’re managing several small teams on a project in Wrike, having access to custom reports can make your life a lot easier. Here are some of the most common questions on creating and sharing reports for client projects in Wrike, so you can keep your project management on point and ensure your team stays informed.

What steps are involved in creating a custom report in Wrike?

To create a custom report in Wrike, start by navigating to the Reports section. From here, you can either select a template or start from scratch by clicking on Custom report. You’ll then define your parameters in the Report Builder before finalizing your report with the Create button. Managing your project data effectively is just a few clicks away.

How can you share a Wrike report with team members?

Once you’ve created a report, sharing it with your team is simple. In the access settings of your report, you can specify which team members or groups are allowed to view it. You also have the option to share a snapshot of your report via email, ensuring that even those outside your Wrike workspace are kept up-to-date.

In Wrike, how do you generate a report using a predefined template?

For a quicker way to generate reports, Wrike offers predefined templates tailored to common project management needs. Choose a template from the Reports section and then customize it as necessary. This lets you harness the power of Wrike’s traditional project management tools and software without starting from zero each time.

What options are available for customizing Wrike dashboards for reporting purposes?

Wrike’s dashboards are highly customizable, enabling you to create a variety of widgets that display tasks, projects, and more. You can set up a Manager Dashboard to view and manage tasks by status, or a Team Dashboard with widgets for unassigned tasks. Drag-and-drop functionality makes it simple to allocate work right from the dashboard.

How can you set up Wrike Analyze for more advanced reporting needs?

For an advanced analysis of your projects, Wrike Analyze provides an enhanced reporting layer. Begin by enabling Wrike Analyze in your workspace settings. Next, delve into building custom reports with dynamic charts and graphs that represent your data in a more granular and insightful manner.

Is it possible to give external collaborators access to certain reports in Wrike?

Yes, Wrike facilitates collaboration by allowing you to give access to certain reports to external users. This ensures that stakeholders who are not part of your regular team can stay informed. However, it’s essential to manage these permissions carefully to maintain the security and integrity of your project data.