Request forms data export

It'd be useful to be able to export fields created within a request form. Currently task description is exported via xls in one cell which makes it difficult to view, track and analyze gathered data. Task descriptions should be exported in columns corresponding to fields created in request form.

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Status: Not planned

Comments

Permanently deleted user

Hi Elena! That sounds interesting, it would be great to learn a bit more about the Requests you would use this with. As I understand, your processes require a certain amount of data to be exported in bulk and condensed in a spreadsheet?

Jesse Aujla

This is a huge flaw in the utility of requests. This feature is needed ASAP.

Philippe Fara

This is a great idea! We have a form that requires a lot of information and it would be great if we could create a new row in a spreadsheet every time the form is submitted. As Elena said, the export function doesn't provide all of the details supplied which can be a bit frustrating.

Bailey Burke

I agree this is a great idea. As a work around we had to create a custom field in a task to be able to report in more detail. However, when it comes in from a request the person has to update the custom field which is as much duplicate work as it would be to make the update in the exported details. Being able to take items in the request forms and update a custom field would be helpful.

Michael Grant

I agree. I want an initial form to drive the creation of the project and then at points during the project we need to use this data to export to vendors to get quotes. I don't want to keep creating data, Basically ask the requester for the information in the beginning as to what is needed as the final project goal, then export this data to provide to vendors to get quotes and then add their information provided back into the project.

Permanently deleted user

Hi Michael, thanks for your feedback here. It's not something currently on the Product Team's roadmap but learning how people are using this feature is very helpful during future discussions about exporting and Request form data.

If I have an update, I'll be sure to post back here.

Tim Perkins

Agree great feature, but would like to export to Word as well so we can actually smooth and create documents for specifications.

Yolanda Caissie

Hi There Everyone,

I too am looking for similar enhancement, but aside from just a data dump, the ability to use the report creator to create a report from a specific request form. Currently I believe I can do a work around where I create the custom fields within the task to reflect the form responses, that then would have to be updated with each request, and from there generate a report based on these tasks and include the custom fields in the report.

As you can imagine, this is quite a workaround, and it would be amazing if we could generate reports based on the forms themselves.

Would love to hear back on this.

Cheers!

Alex Page

Hi! I was just talking with my team about how this would be a useful feature!

We use the form for publication/custom design requests to our in-house printing press, they in turn bill back postage and labor hours to specific departments and we use tasks to execute/track the project. However, it would be amazingly helpful to export the request submissions for easier billing and ignore all the back and forth reviews and chatting that happens at the project/task level.

Hope this feature gets on the product roadmap!

Alex

Buddy Gregory NLWC

I concur with this request for exporting / reports based on Request form data.

We are contemplating using Wrike as a ticketing system that would drive specific tasks along with the resources to complete those tasks.

During the request process, specific data will be entered which if reportable / exportable would allow detailed assessment / analysis.

Angela Green

I agree - this is something that I need asap as well.

Elizaveta Bogdanova

Hi @Everyone, thanks for sharing your feedback here! For now I don't have any updates to share, but all your feedback is passed to our product team.

Liza Wallman

Hello! I would also really like this functionality. I hope to see it soon!

Elizaveta Bogdanova

@Liza Hey, thanks for posting here and welcome to Wrike Community 🙂

Ben Laycock

We are looking for this feature as well. We use Wrike for Change Management and this is needed for auditing purposes.

Joshua Devine

Agree. This feature is important for reporting. Very hard to generate metrics from the current form export tools.

Christian Neumann

Agree. Important feature for reporting and data transfer to other tools.

Hope to get it asap!!!

Venugopalan Narayanan

Agree. This is an important feature and should be implemented ASAP. It is very weird that all the data captured via the request form are listed in the tasks as continuous texts and not as separate form fields with value as submitted by the requester.

Kevin Varoz

Agree. Much needed feature for exporting this data transfer to other systems.

Hope we see this soon.

Sara Smith

I also agree that this is a very important feature. Our organization is trying to get everyone to buy in to Wrike, but when it is lacking features that are available in Google Forms, it can be a hard sell. Yes, it's great having the ability to create request forms in Wrike and to create a project in a specific folder for completed requests. But it is also imperative that we can not just complete individual requests, but also report on all of those requests as a whole (ex., of the people who submitted a request to create a new report, how many needed the output in excel format, or how many different departments made requests, or how many requested a scheduled and/or bursted report, etc. With a simple Google form you can get that information easily. And, yes, if the aggregate data from request forms was available in a spreadsheet, or csv file we might actually be able to import it into our administrative system and run a batch process to actually fulfill the submitted requests.

Thanks for listening!

Paul LeoGrande

I cannot agree more than everyone above. This is very important for us as well. We have customers fill out info forms on a daily basis and have a team of people assigned to mining the data manually to place it into Excel. As this was originally posted in 2017, should we assume that this feature is not on the roadmap? What is the likelihood of implementation? If Wrike will not do it, it may be best for us to find a form solution in another application.

Liza Wallman

Posting again to reiterate how great it would be to be able to export form results to excel.

Elizaveta Bogdanova

Hi everyone! Thanks a lot for your feedback here! I don't have any updates at the moment; please make sure to upvote the original suggestion if you haven't yet. As soon as the idea gets 60 upvotes, our Product team will add a status here. Here's more info on product statuses: /hc/en-us/community/posts/360014354593--Read-Me-Product-Feedback-forum-Guidelines-and-Statuses

Thank you!

Helene Juliusson

Agree that this is very important for our reporting purposes as we want to make our reporting as automatic as possible and to be able to make reports based on the fields on the request forms is absolutely necessary.

Leslie Bartels

Hi all!

Has this become a thing yet? Would love this to become a reality. Looks like years in the making though.

Permanently deleted user

Hey @Leslie Bartels!

This thread has yet to reach 60 upvotes, but as soon as it does, our Product team will be able to provide more information and a status here. Feedback from the Community is regularly referenced by the team while planning the product roadmap, so we appreciate you sharing your interest in this suggestion. If there are any changes, I'll be sure to keep you posted.

Let me know if you have any more questions / feedback 😊

Ryan Espinosa

This is a great feature request and cant believe this hasn't been implemented yet. It's been 2 years since OP created this. Fully agree with what everyone here has been saying.

Its funny that the requirement is 60 upvotes to be considered, seems like an arbitrary number. 🤷

Permanently deleted user

Thank you for sharing your interest in this suggestion here @Ryan Espinosa, and welcome to the Community!

We receive a lot of feedback through different channels, and the Product team assesses its popularity by looking at the number of votes. While a post requires 60 upvotes to receive a status update, this does not mean that these requests aren't shared with the team. All of the feedback from the Community is collected in Wrike and is used while the Product team plans out the product roadmap. You can read more about the Product Feedback process here. If there are any changes or updates in relation to this suggestion, I'll be sure to keep you posted.

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

Dina Paglia

Any update on this? Inability to cleanly export text from a task is a huge reason I cannot use Wrike exclusively to manage projects. It is so messy I end up having to keep track of info in an Excel doc.!

Liza Wallman

Hi fellow posters! I too really want this functionality. I sent this post to my colleagues who also use Wrike and want this functionality and asked them to up vote it. It would be great if others could do the same as getting 60 upvotes (the little plus sign underneath the original post) seems to be key to getting something on the Wrike development roadmap! We are so close at 40. Hopefully we get to 60 soon!