Automatically Send Report Snapshots Externally

Is it possible to add the functionality to automatically send report snapshots externally on a recurrence?

For example, if I setup a report that I knew needed to be sent to an individual every Friday, it would send them an automated email that had the snapshot of the report.

Right now, Wrike users can use the subscribe feature to receive a recurring report, but this just sends a link to the full, live report, not the snapshot, and this cannot be setup to send to people who are not on your Wrike account (via email, for example).

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Status: On hold

Comments

Luke Flegg

I believe this is key to Wrike keeping up with the growing movement toward working in more open, transparent and collaborative ways.

Maggie Leoffler

I agree with this! My team really needs this kind of functionality.

Tony Bullock

Yup - I'd find this really useful.

David Benjamin

I would definitely find this helpful as well.

Steven Johnson

Agreed, we need this as well.

Permanently deleted user

Hey everyone, apologies for the delays in response here.

The Product team currently have no plans to add this suggestion to the short-term roadmap, due to other priorities. If anything changes, I'll be sure to let you know.

Giacomo Morelli

I need the same feature. I have several reports broken down by tag and I cannot automatically send them to external users. Please, develop this function.

Caitlin Beaty

This would be helpful for our team as well. Right now I am running into the following issues:

I cannot set up a reoccurring snapshot to be sent to an external user (our clients)
I have 30+ reports to create and would like each of our account managers to be able to send the snapshot, but since I am creating the report, they are not able to create a snapshot.
The reports are not updated in real-time like the calendars. If they were, you would be able to send 1 link to the client for them to save on their desktop to view the status of their projects at any given moment. The calendars are not a good alternative for the type of report we are creating.

Very frustrated over here..

Giacomo Morelli

Me too. I'm searching an alternative to wrike.

Elizaveta Bogdanova

Really sorry to hear you're disappointed, @Caitlin WFH 12.29 - 1.2 @Giacomo Morelli!

We'll let you know when we have any updates from the team.

Ian Galbraith

Has anyone found a suitable substitute to manually sending snapshots out to various non-Wrike team members that gives them the same visibility/awareness?

Arthur Mathie

Need the ability to schedule report send outs, this is a pretty basic function, surprised it's not here from Day 1

Cansu Yetisgin

Hi @Arthur Mathie, welcome to the Community 👋🏻

Thank you for the feedback, I've passed it on to our Product team. This Community article explains what happens after we receive Product feedback 🖊

Kayla Taras

This would help my team out immensely, removing a manual step in their workflow. It would also help me to monitor my team's Wrike usage as I continue to work toward getting everyone 100% in the tool (by getting an automated snapshot on a given day, I can see if they've updated their project schedules by the deadline I set each week, without relying on my availability to create the snapshot at a very specific point in time).

Tony Bullock

This has request been open well over three years. It sounds like a lot of people would find it useful. Any news on it being added?

Cansu Yetisgin

Hi @Kayla Taras, @Tony Bullock, thank you both for posting and checking in.

Please allow me to share a little detail on how we process Product Feedback. We receive many great ideas on Community, and we pass on all feedback to our Product team. If you'd like to find out more, this article explains what happens after we receive Product feedback.

We check with our team and assign a status after a thread receives more than 60 upvotes according to our Product Feedback Guidelines & Statuses. This suggestion at the moment needs more support. In the meantime, if there are any updates in relation to this suggestion, we'll be sure to update you here. Please let me know if you have any questions.

Laura Boylan

Hoping to gain some traction on this much-needed request... please add your upvote if you think it's a good idea.

Tony Bullock

Well, we have reached well over 60 upvotes now, so hopefully that'll be the traction we need @Laura Boylan. Is that right @Elizaveta Bogdanova? I can't seem to tag @Cansu who replied above on 13th April 2022.

Elizaveta Bogdanova

Hi folks, thank you for expanding the popularity of this idea! 🙌

I've now asked our Product team to provide a status here. I'll get back here once I have it 👍

Brian Foster

Can't wait for this functionality. Essential tool, included in virtually all PM platforms, and for those of us using Wrike it'll save a ton.

BTW, it'll also build exposure to Wrike from non-users...as many of us avoid sharing snapshots unless required by our customers (because it's so manual). Making it more useful, and easier to use, will have thousands of users generating snapshots to their non-Wrike clients. That's captive marketing, Wrike's value proposition to get this developed ASAP is real.

Juan Muttoni

Hi @Brian Foster, welcome to the Community! I've passed your feedback on to our Product Team. May I ask if sharing a public link of your New Table view could be a helpful workaround for you? Unlike snapshots, public links are not static and are updated automatically, so you wouldn't need to send multiple links to your colleagues.

Laura Lysaght

Personally, I would like to send snapshots instead of a live link so stakeholders can see project progress over time.

Basudha Sakshyarika

That makes sense, Laura. Thanks for sharing!

Amanda Platt

Hello @Basudha Sakshyarika! Is there any update on this request? Is it on the Wrike roadmap for 2025 or 2026?

Rohan V

Hi @Amanda Platt, jumping in for Basudha. We don’t have an update on this suggestion at this time, but we’re tracking it and will communicate any news from the Product Team.

nicola mariucci

guys,
lot of e-mail of what AI is enabling, incredibles function lunch us in the moon…..eccc..

come on guys!
it's just a button to send a table to the users of the report !!!!!!!!!!!!!!!!!!!!