Reporting
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- Reporting overview
- Charts
- Dashboard interactions
- Sharing dashboards
- Admin settings to disable
Universal Reporting is available to all Asana Premium, Business, and Enterprise customers.
Universal Reporting allows you to consume and translate data in a visual, easily digestible format. Individuals across every level of your organization can combine charts in dashboard views to get a quick overview of the metrics they care about most. With Universal Reporting, getting an accurate picture of what is happening in your team is easy, helping you align your team around clear objectives and prioritizing work.
Join our Gaining insights with Reporting webinar in order to learn more about reporting effectively in Asana. Register now
Reporting overview
To access the Reporting feature, scroll down on your sidebar and click Reporting.
From here, you will be brought to a dashboard hub where you can:
- View dashboards you have created
- View dashboards that have been shared with you (view-only)
- Click on the three dot icon to set a color and icon, share, delete, edit or favorite your dashboard
- Click Add Dashboard to create a new dashboard
Charts
To add a chart to a new or existing dashboard click on Add chart
- You can choose a preset chart option from the template library or choose to make your own by clicking on Add custom chart
- Here, you can select the work you'd like to report on
Creating a chart on tasks
Once you click on Add chart, select Report on tasks.
You can include tasks from:
- An organization
- Teams
- Portfolios
- Projects owned by a specific person(s)
- An Ad-hoc selection of projects
Customizing your chart
Once you have selected the project you want to report on, you can create or customize your chart.
To customize your chart:
- Go to Chart style and click on the drop-down menu
- Here, you can select the color of your chart
- You can also select a new chart type
- Click Save to save any changes you have made
You can customize the X Axis Groupings by:
- Assignee
- Creator
- Time added by*
- Custom field
- Task type
- Task status
- Project
- Time period
The ability to group by time period is only available for tasks and to all Asana Business and Enterprise customers.
You can only group global custom fields, which are custom fields that are shared across projects.
You can customize the Y Axis Groupings by:
- Task count
- Time. This will allow you to measure how long it takes for a task to be completed after creation.
- Time entry*. This allows you to choose between Actual time and Estimated time.
- The sum or the average of any global numeric custom field. For example, a global field to track hours.
Please note that Time added by and Time entry will only become available when you have added the time tracking fields to your project through the customize menu.
The ability to group by time to complete is only available for tasks and to all Asana Business and Enterprise customers.
Donut Charts cannot use average as their measure, as the numbers need to be parts of a whole.
You can also use filters to customize your charts. You can filter by:
- Assignee
- Creator
- Time added by*
- Custom field
- Subtask: choose if you want to exclude or only see subtasks in your chart
- Date: this can be creation, completion, or due date
- Exclude tasks from portfolios, projects owned by, or specific projects
- Task completion status
- Task status
Reporting on actual time by assignee and by time contributor
Users can now create charts and dashboards for actual time, grouped by task assignee or grouped by the person who added actual time. This allows us to see how much total time a specific user recorded across tasks (as the assignee, or as a contributor).
Reporting by time contributor
Users can now use the time contributor filter called Time added by when Actual Time is selected from the Y-axis drop-down menu. This change will be available in all dashboards including project, portfolio, and universal reporting.
To report by time contributor:
- Firstly click on Time entry and then choose Actual time from the Y-axis drop-down menu.
- Choose Time added by from the X-axis drop-down menu (this will appear as an option once you have selected Actual time from the Y-axis drop-down menu.
You can also use this as a filter. Filter by time contributor by selecting Time added by from the filter drop-down menu.
From chart customizations, you can click on:
- Cancel to exit the chart creation mode
- Create to save this chart to your dashboard
Read our Project dashboards article to learn more about the types of charts and potential use cases for each.
Creating a chart on projects
Creating charts on project metadata is available to all Asana Business and Enterprise customers.
Creating charts on projects will allow you to understand, track, and compare important data across projects, portfolios, and teams.
To create charts on project metadata select Report on Projects.
Click Add chart and select the project you would like to report on. You can include projects from:
- An organization
- Teams
- Portfolios
- Project owners
- Specific projects
You can measure either by project count or numeric custom field.
Group by project count when you want to compare numeric custom field values.
Creating a chart on goals
Creating charts on goal metadata is available to all Asana Business and Enterprise customers.
Creating charts on goals will help you track the performance of your goals across your organization and provide you with insights to better understand their health.
To create charts on goal metadata, select Report on Goals.
From Goal type, you can select:
- All goals
- Company goals
- Team goals
For the X-axis, you can choose between:
- Status
- Owner
- Team
- Goal time period
If you select Goal time period, you can view per quarters, halves, years, and all.
You can also use filters to customize your charts. You can filter by:
- Goal owners
- Team
- Sub-goals
- Goal status
- Time period
Get an accurate picture of what's happening in your team with Universal Reportting. Get started with a free 30 day Asana trial. Try for free
Dashboard interactions
- Hover over the chart and click the three dot icon to remove or duplicate it
- Click and drag the charts to reorder
You can also click on any segment of the charts you have access to, to view any underlying data.
Sharing dashboards
By default all dashboards are private to the owner of the dashboard.
To change the privacy setting on your dashboard:
- Click the share button on top of the dashboard page
- You can then select to share this dashboard with members of your team
- You can remove members from the dashboard or set a new dashboard owner
When collaborators view a shared dashboard, they have Read Only access. Charts will appear the same to anyone who views the dashboards and reflect the permissions of the dashboard creator.
When clicking into a chart segment, any collaborators will only see the underlying data that they have access to.
Admin settings to disable
Admins can turn off Universal Reporting at the domain level in the admin console. If Universal Reporting is turned off, users will not see the Reporting tab.
If you do not see the Reporting tab and think this is a mistake, contact your admin to talk about enabling it.
