Universal reporting

Available on Asana AdvancedEnterprise, and Enterprise+ tiers, as well as legacy tiers Premium, Business and Legacy Enterprise.

Visit our pricing page for more information.

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 virtual training in order to learn more about reporting effectively in Asana. Register now.

Getting started

Reporting

To access the Reporting feature, scroll down on your sidebar and click Reporting.

Dashboard view

From here, you will be brought to a dashboard hub where you can:

  1. View dashboards you have created
  2. View dashboards that have been shared with you (view-only)
  3. Click on the three dot icon to set a color and icon, share, delete, edit or favorite your dashboard
  4. Click Add Dashboard to create a new dashboard

Charts

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

 

Reporting on tasks

screen of report on tasks

Once you click on Add chart, select Report on tasks.

screen of include tasks from

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. 

Chart Customization 1

To customize your chart: 

  1. Go to Chart style and click on the drop-down menu
  2. Here, you can select the color of your chart
  3. You can also select a new chart type
  4. Click Save to save any changes you have made
X-axis

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 customers on Asana Enterprise, and Enterprise+ tiers, as well as legacy tiers Business and Legacy Enterprise. For time period, the clock starts when the time custom field is added to the task, and the clock stops when either the task is completed or the time custom field is removed from the task.

You can only group global custom fields, which are custom fields that are shared across projects. 

Y-axis

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 customers on Asana Enterprise and Enterprise+ tiers, as well as legacy tiers Business and Legacy Enterprise.

Filter

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

Donut charts

There are a couple of important points to note about donut charts:

Global-Operations-Asana.png

  • Donut charts cannot use averages as their measure, as the numbers need to be parts of a whole. Donut charts are designed to show proportions or percentages of a whole. Each data point in a donut chart represents a part of the total, and the chart is divided into segments to illustrate these parts. Since averages represent a central tendency or an arithmetic mean, they do not inherently represent parts of a whole.
  • If a task is multi-homed across multiple projects and a chart is then grouped by project, the task will be counted separately for each project it is associated with. This means that the task will be double-counted, as it will contribute to the count of each project it belongs to.
  • The task count shown in a donut chart (the number in the middle) will include these duplicate tasks as multi-homed tasks will be accounted for more than once in this number.

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.

Time Contributor

To report by time contributor:

  1. Firstly click on Time entry and then choose Actual time from the Y-axis drop-down menu.
  2. 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.

Add Chart

From chart customizations, you can click on:

  1. Cancel to exit the chart creation mode
  2. 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.

Reporting on projects

Creating charts on project metadata is available on Asana Enterprise and Enterprise+ tiers, as well as legacy tiers Business and Legacy Enterprise. 

Creating charts on projects will allow you to understand, track, and compare important data across projects, portfolios, and teams.

screen of report on project

To create charts on project metadata select Report on Projects.

screen of report on project owner

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
screen of measurement

You can measure either by project count or numeric custom field.

Group by project count when you want to compare numeric custom field values.

Reporting on goals

Creating charts on goal metadata is available on Asana Enterprise and Enterprise+ tiers, as well as legacy tiers Business and Legacy Enterprise. 

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.

goal chart 1

To create charts on goal metadata, select Report on Goals.

goal chart 2

From Goal type, you can select:

  • All goals
  • Company goals
  • Team goals
goal chart 3

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 reporting. Get started with a free 30 day Asana trial. Try for free

Reporting on portfolios

Users can now create charts based on portfolio metadata within universal reporting, meaning that you can report on portfolios, as well as tasks, projects and goals.

Available on Asana Advanced, Enterprise, and Enterprise+ tiers, as well as legacy tiers Business and Legacy Enterprise.

Creating a portfolio chart

Portfolio charts.png

When creating a portfolio chart, users firstly need to pick where portfolios should be included from and can choose from the following options:

  • Entire domain
  • Portfolio owner
  • Portfolios in
  • Specific portfolios

Customizing your portfolio chart

Once you have selected where portfolios should be included from, you can create or customize your chart. 

Portfolio X Axis.png

You can customize the X Axis groupings by:

  • Portfolio owner
  • Portfolio status
  • Portfolio 
  • Specific portfolio
  • Custom field 

Portfolio Y Axis.png

You can customize the Y Axis groupings by:

  • Portfolio count
  • Custom fields  (numeric fields only)

Portfolio filters.png

You can also use filters to customize your portfolio charts. You can filter by:

  • Portfolio status
  • Portfolio owners
  • Date
  • Custom fields

Dashboard interactions

Dashboard Interactions
  1. Hover over the chart and click the three dot icon to remove or duplicate it
  2. Click and drag the charts to reorder 

You can also click on any segment of the charts you have access to, to view relevant underlying data. 

Sharing dashboards

By default all dashboards are private to the owner of the dashboard. 

Share

To change the privacy setting on your dashboard:

  1. Click the share button on top of the dashboard page
  2. You can then select to share this dashboard with members of your team
  3. You can remove members from the dashboard or set a new dashboard owner 
Collaborator

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.