I’ve received feedback from a number of customers who really enjoy how easy it is to generate charts and reporting from Asana Project Dashboards, as well as Universal Reporting.
However, they mentioned that there is a lack of direct PDF export capabilities in our Dashboard/ Reporting views. For many of my customers, this is quite crucial as they need to submit regular reports to their management.
I am aware that users can “print” the webpage into PDF, but the formatting for that is frequently wonky and not ideal.
I am also aware that you can simply invite the management team into Asana - however, this may be difficult to justify as management team may not need to collaborate/ use any of the features in Asana, except to view reports.
Appreciate if further advice/ recommendations could be shared here regarding how you’ve worked around exporting reports into PDF.
All said, I would really really love to see a “Export to PDF” button for Dashboards and Reporting soon
Thanks @Andrea_Mayer for mentioning Screenful! Indeed, it can be used to quickly create reports with any Asana data to then export them as PDFs. The reports can also be scheduled for delivery via Email or Slack. Overall, Screenful can help when someone needs to share project insights with their management or clients without inviting them to Asana.
Hi! The IT team let me know that Amazon does not allow us to download screenful and it is not available for me to download anyway to Asana. It would be helpful if there was a way I can export the reporting dashboard to a PDF or excel.
In every Reports Dashboard when you create a new chart, it lets you download the chart’s details. I wish Reports would have more features integrated too just like project workflow.
Downloading the whole reports dashboard would also be great, right now i have to screenshot the whole thing making the whole dashboard smaller with smaller font size.
I have merged your post into an existing feedback request thread.
I completely agree this would be very useful to have. There are a couple of tools which offer downloading reports, have a look here.
Going to be honest. We love Asana and how much it has helped us manage our workflows daily. However, the more we use it and integrate it into our daily routines, the more I see the limitations that Asana has, most of which are basic features that we would have expected to see. I’ve personally advocated for Asana for multiple companies since 2018 and I’ve yet to see these features implemented. Reporting is one of those features.
Asana is great for live reporting and data tracking but there is virtually zero historical reporting or data retention. I’m not above handling that myself but 3rd party solutions are not solutions, as great as they may be, because large companies like ours are extremely protective of data and while Asana is approved, no 3rd party software has been or will be. The ability to print dashboards to PDF is such standard functionality these days that I’m beyond shocked that Asana does not have that for dashboards and what functionality it does have on Lists and Boards is so limited in formatting that it’s more of a hinderance.
We really need to implement this feature. Truly, it’s way past due.
