Group of Users like a Filter

Hi folks!
I'm using Wrike Analyze to create some dashboard useful for having a look on workload for our employees.

We have different user groups like Devs, Project Managers, Content Creators, Graphics, etc.

I would like to create a filter, in Analyze, that allow me by selecting a group to filter all dashboard for all employees in that group.
Is there any way to achieve this?

thanks

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Comments

Aly Olson-Turek

Somewhat similar is if it was possible to filter by job role?

Operations Manager

No @Aly Olson-Turek, is not possible to filter by job role 😞

Barry Horne

Job role and financial fields are not currently recognized. A work around is the create a separate job role field for the particular user. This can be unwieldy and would have to be maintained for each user. you could ensure that when manually selecting the associated field with a user, the user has at the end of his or her name in brackets an acronym that matches with the job role. This, as noted, may be a clunky solution

Libby Austin

Maybe somebody at Wrike could comment if there are plans to make Job Role available in Analyze as this is something we need? It's frustrating and limiting that it's not there, there are workarounds but they are clunky as per other comments.

Cansu Yetisgin

Hi everyone, thank you so much for starting this discussion here and for sharing your feedback and tips. The product team is indeed aware of the feedback on job roles in Wrike Analyze and we'll be sure to let you know if there are any updates in relation to this suggestion 🙋🏻‍♀️

Operations Manager

Thanks @[Deleted User].
Thanks also @Barry Horne, your solution is not ideal for me

Operations Manager

Hi @Elizaveta Bogdanova are there some updates here?

Elizaveta Bogdanova

Hi @Operations Manager, we checked and there are no updates at the moment.

Cian McIntyre

Hi, just commenting here to say that this would also be very valuable for our team. We would like to be able to filter our reports by department (Creative, Client Service, Strategy etc). At the moment, we have to maintain a separate report for each department, with a filter that is the list of users in the department. This is not ideal as we have to add/remove users to the list as new team members leave/join.

Pietro Poli

Hi @Cian McIntyre you can filter by User Role.

Cian McIntyre

Thanks for the reply @Pietro Poli, how do I filter by User Role? I can't see it as a parameter

Pietro Poli

If you don't have the field I've to ask to help support to add it.

Here the complete list of fields available in Analyze: https://help.wrike.com/hc/en-us/articles/360038191973-Advanced-Reporting-Available-Data

Stephanie Bannister

Any update on this? It would help immensely with our reporting.

I need to report how many hours are spent by employees each year on each project (for tax purposes). We have both employees and contractors working on these projects, but need to separate out the employee hours.

I see that job roles are available in Analyze, but we use job roles for backlog management and resource allocation/assignment. Changing job roles to denote employee vs contractor would make our backlog management more difficult.

I've tried several ways of resolving this (including timelog view, charts, and reaching out to support) and the best solution is to add each employee as a filter one-by-one. It will be difficult to manage this for large projects. Having the user group available in Analyze would solve my problem.

Herine Kniazian

Hi @Stephanie Bannister!

I'm afraid user groups are still not available in Wrike Analyze. However, there are a few workarounds. If you're reporting on projects in Wrike, I assume your report is based on the Wrike Core data model. In that case, you can use some custom field (like "Department") on the project or task level to mark them by teams. Later you can use that custom field in the report as a filter.

Alternatively, it would indeed be necessary to add users manually.

Thank you for understanding!