Utilizing the printing feature in Wrike can greatly assist in reviewing and distributing project details. As a dedicated Wrike user myself, I have found the printing function to be extremely beneficial. In this guide, I will walk you through how to print reports in Wrike and offer some of my own tips and observations.
Step 1: Accessing the Reports Section
To get started, log into your Wrike account and navigate to the “Reports” section. This can typically be found in the top navigation bar or in the sidebar menu. Once you’re in the Reports section, you’ll have access to various pre-built report templates and the option to create custom reports.
Step 2: Selecting a Report Template
Wrike offers a range of report templates to choose from, depending on the specific data you want to include in your report. Some popular report templates include Task Progress, Project Overview, and Time Tracking. Take a moment to explore the available options and select the most relevant template for your needs.
Step 3: Customizing the Report
After selecting a report template, you’ll have the option to customize it further. This customization usually involves selecting specific project folders, task statuses, or date ranges to include in the report. Feel free to experiment with different parameters to tailor the report to your requirements.
Personally, I prefer to include task progress, assignees, and due dates in my reports. This allows me to have a clear overview of project timelines and monitor each team member’s progress. However, the customization options in Wrike are flexible, so you can adapt them to best suit your own needs.
Step 4: Previewing the Report
Once you’ve finished customizing the report, it’s a good idea to preview it before printing. The preview gives you a chance to review the selected data and formatting to ensure everything looks as expected. If any adjustments are needed, you can make them directly in the preview mode.
Step 5: Printing the Report
Now comes the final step – printing the report. Simply click on the print icon or select the print option from your browser’s menu. Make sure you have your printer properly connected and configured. Wrike will generate a printer-friendly version of the report, optimizing it for paper output.
As someone who often prints reports in Wrike, I find it helpful to adjust the print settings to fit my needs. For example, I may choose to print in landscape orientation to accommodate wider tables or adjust the scale to fit more content on each page. These small tweaks can enhance the legibility and usefulness of the printed report.
Conclusion
Printing reports in Wrike is a straightforward process that can greatly facilitate project management and communication. By following the steps outlined above, you can easily generate and customize reports to meet your specific requirements. Whether you prefer to review project progress on paper or share printed reports with stakeholders, Wrike’s printing feature offers a convenient solution. So go ahead, give it a try and see how printing reports in Wrike can enhance your project management workflow!