Reporting Automation – Medara Moses

FP&A SaaS Platform Consolidating Three Systems Into One Source of Truth With Airtable and Migrating 100,000+ Records

Client: (Client name changed for privacy.) Role: Operations and Reporting Specialist Industry: Financial Technology (FinTech) Located: Florida, USA / Toronto, Canada Year: 2022 Team Size: 50-100 Tools: Airtable, ClickUp, Google Sheets, Jira Before I came on-board project 100k, the leadership team had decided to clear up their incomplete operational data as they realized it was […]

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How to Use Wrike Dashboards for Leadership and Your Team

Teams use dashboards to manage their own work. Fewer teams use them to communicate with leadership, and that is a missed opportunity. Building a custom dashboard for the executive team means putting everything they need in one place, updated without requiring anyone to prepare a report or send a separate update. Add widgets for task

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Burndown Charts and Agile Reporting in Wrike

Teams running any form of agile methodology in Wrike have probably run into the burndown chart question. Can Wrike show you a burndown? The answer is not natively, in the traditional sense. The feature that most directly addressed the burndown request is Baselines in the Gantt Chart. A baseline lets you compare your project’s current

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How Wrike Teams Use Time Tracking

Wrike’s time tracking is used in very different ways across teams. Some integrate time data directly with billing software. Some export to spreadsheets. Some use time tracking purely for internal resource monitoring with no financial purpose at all. Others have not enabled it yet. Some good practices on time tracking surface what works across a

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How to Measure Process Efficiency in Wrike

Do you measure how well your processes are performing, and if so, how? Having the data is the first step. The metric that comes up most is time in status. How long does work stay in each stage before moving forward? Use time in status dashboard widgets to show the average time your team spends

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Understanding Hierarchy in Wrike Analyze

One of the most common frustrations with Wrike Analyze is trying to build a report that shows tasks alongside their parent folder or grandparent project, and getting no data or the wrong data. The reason is specific and fixable once you understand how Analyze stores information. Wrike Analyze has its own data model, separate from

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