How to Create a Custom Report in Wrike

Jason Carroll Updated by Jason Carroll

Overview

Wrike reports help you track and monitor your projects and tasks assigned to you. Reports are highly customizable. You can even build a report from scratch.

Create a report

  1. Navigate to the Reports section from your Home page or via the Launchpad.
  1. Under the Create a Report dropdown, Click Custom Report
  2. Create Report dialog box. Set all the parameters for the custom report
    1. Leave Location set to Personal.
      A report remains private (until you share it) when it lives in your Personal space.
    2. In Layout section, choose Table.
    3. Choose a Data Source. This is a crucial field because it dictates which results will appear in the final report. The report pulls data from whichever data source is chosen.
      1. Example 1: You want a report that displays all tasks assigned to you from all active LSG projects tracked in Wrike. In this scenario, search for 'A2 - In Development'.
      2. Example 2: You are creating a report to display ONLY Product Maintenance tasks. In this case, search for 'Product Maintenance Requests'
    4. Apply Filters
      1. Commonly used filters
        1. Status: Check the 'All Active' box to generate a report that shows only active tasks. Alternatively, choose 'All Completed' to display only finished tasks in 'Done' status.
        2. Assignee: In most scenarios, as an ID/IDA, you are probably choosing yourself as the assignee. It is also possible to choose other people.
        3. Tasks to do: If desired, check the Overdue box if you want to create a report displaying only overdue tasks.
        4. Due Date
  3. Click Save
  4. Your selected data will now appear as a table report. You can edit the report by choosing Edit in the upper right corner of the Wrike workspace. You can also also share the report in the same manner, choose Share in the upper right corner.

How did we do?

Using Search in Wrike

@ Mentioning Roles in Wrike

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