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Available on Asana Starter, Advanced, Enterprise, and Enterprise+ tiers, and 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 format. People in 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 to learn more about reporting effectively in Asana. Register now.
Creating dashboards
Dashboards serve as a central place to view charts. You can create and include charts that report on various data points such as tasks, projects, portfolios, and goals.
From here, you can:
- Click Reporting on your sidebar
- Click + Create and click Dashboard to create a new dashboard
- View your starred dashboards
- View recent dashboards you've created and shared with you (view-only)
- Click the three dot icon to take action on your dashboard
Reporting on work
When creating a chart, you can choose to report on tasks, projects, portfolios, and goals. Reporting on portfolios and goals requires one of the following plans: Advanced, Enterprise, Enterprise+, or one of the legacy plans Business or Legacy Enterprise.Reporting on tasks
You can include tasks from:
- An organization
- Teams
- Portfolios
- Projects owned by a specific person(s)
- Specific projects
You can customize the X-Axis groupings by:
- Assignee
- Creator
- Custom field
- Task type
- Completion status
- Project
- Time period
For time period, the clock starts when the time custom field is added to the task and stops when either the task is completed or the time custom field is removed from the task.
Note
You can only group global custom fields.
You can customize the Y-Axis groupings by:
- Task count
- Time
- Time entry: You can 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.
Time added by and Time entry will only become available when you've added time tracking fields to your project.
The ability to group by "time to complete" is only available for tasks and customers on Asana Enterprise and Enterprise+ tiers, and legacy tiers Business and Legacy Enterprise.
You can use filters to customize your charts. You can filter by:
- Assignee
- Creator
- Custom field
- Subtasks: 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 teams, portfolios, projects owned by, or specific projects
- Task completion status
- Task status
- Task type
Reporting on projects
Creating charts on project metadata is available on Asana Advanced, Enterprise and Enterprise+ tiers, and 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.
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.
Reporting on goals
Creating charts on goal metadata is available on Asana Advanced, Enterprise and Enterprise+ tiers, as well as legacy tiers Business and Legacy Enterprise.
Creating charts on goals will help you track their performance across your organization and provide insights into 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:
- Goal status
- Goal 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 Asana trial. Try for free
Reporting on portfolios
Within universal reporting, you can create charts based on portfolio metadata, meaning you can report on portfolios, 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
When creating a portfolio chart, you need to pick where portfolios should be included and can choose from the following options:
- Entire domain
- Portfolio owner
- Portfolios in
- Specific portfolios
Customizing your portfolio chart
You can customize the X-Axis groupings by:
- Portfolio owner
- Portfolio status
- Portfolio
- Specific portfolio
- Custom field
You can customize the Y-Axis groupings by:
- Portfolio count
- Custom fields (numeric fields only)
You can filter by:
- Portfolio status
- Portfolio owners
- Date
- Custom fields
Sharing dashboards
By default, all dashboards are private to the owner of the dashboard.
To change the privacy setting on your dashboard:
- Click Share
- Invite individuals or teams by typing their name, email, or name of the team
- Change the access settings to private or visible to the org
- Choose if members are dashboard admins or viewers. If you set another user as admin, you'll then lose edit access, as there can only be one admin.
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, 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.