Business Intelligence integration

Turn project activity into clear, actionable reports.

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Trusted by Industry-Leading Companies

CTO / CIO

Unify project analytics with enterprise-grade security and compliance-ready integrations.

Contact center agent reviewing support work

Marketing Director

Expose approval bottlenecks and track creative workflows, assets, and campaign timelines.

Call center agents working at computer displays

PMO Director

Maximize team capacity and use executive-ready reporting to demonstrate ROI.

Business leader reviewing performance information

Project Manager

Track completion rates, resource constraints, and project health with real-time dashboards.

Project manager reviewing operational information

The Wrike + HappyFox BI advantage.

Project data visibility
Instant

Connect Wrike data and begin building visualizations without complex data engineering.

Custom reports
Unlimited

Create reports and pages around your team’s project KPIs and business goals.

Workflow insights
Complete

See project timelines, team capacity, and approval bottlenecks across your organization.

Connected business data sources flowing into HappyFox Business Intelligence

Automatic synchronization bringing CSV and XLSX report data together

Business Intelligence visualizations turning support data into a clear story

Automated report delivery for scheduled stakeholder updates

Complete Visualization Toolkit for Project Data

Bar Charts

Compare task volumes, team performance, and other project categories.

Line & Area Charts

Track project progress, completion rates, and other metrics over time.

Multi-Line & Multi-Area Charts

Compare task volume, team capacity, deadlines, and other data series.

Doughnut Charts

See task distribution by project, status, or assignee.

Pivot Tables

Cross-tabulate Wrike data to uncover multi-dimensional patterns.

Data Tiles

Highlight total tasks, completion rates, overdue items, and other KPIs.

Text Tiles

Add explanatory notes and context to make reports self-documenting.

Tables

Sort, inspect, and download the detailed data behind visualizations.

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HappyFox Business Intelligence dashboard examples for customer support, education, IT service, and travel reporting

Frequently Asked Questions

How do I connect my Wrike account to HappyFox BI?

Getting started is simple. Log in to your HappyFox BI account, click the “Atom” icon on the top bar to open the integrations page, select “Wrike” from the left navigation bar, then click “Add Wrike Account.” You’ll be prompted to log in to Wrike and authorize access. That’s it—you’re connected!

Can I connect multiple Wrike accounts?

Yes! You can integrate multiple Wrike accounts with HappyFox BI, making it easy to consolidate project data from different teams or departments into unified reports.

Do I need special permissions to set up the integration?

You need relevant permissions to integrate third-party apps. Additionally, you must be on Wrike’s enterprise plan with the “Export Account data” and “Generate User Activity Reports” permissions enabled. Please check with your account administrator if you’re unsure about your access level.

What types of visualizations can I create with Wrike data?

HappyFox BI offers bar charts, line charts, area charts, multi-line and multi-area charts, doughnut charts, pivot tables, data tiles, text tiles, and tables—giving you complete flexibility to visualize your project data.

Can I automate report delivery to my team?

Yes! Set up report subscriptions to automatically deliver reports to stakeholders via email on a daily, weekly, or monthly schedule.

What if I need data from other tools besides Wrike?

HappyFox BI integrates with HappyFox Help Desk, Aircall, and Salesforce. You can also import your own custom datasets to create a unified view of all your project and support data.