How do you export portfolio dashboard?

All,
I am new to Asana, still learning this wonderful tool

The question around portfolio – dashboard reporting
Created portfolio (using 3 projects) and the dashboard looks great in asana, if I need to export the same look and feel to .ppt slide or convert to .pdf …etc
I did try the export option to google sheets, then how can I use the data for better reporting, apply more use cases …etc
Basically using the data export slice and dice different reporting template/format
Is skyvia is the only option? Can someone please advice
I understand there could be a better option available in asana itself, please guide

TIA,
ss

Hi @Shankar_Shanmugaswam, welcome to the Asana Community Forum :wave:t2:

I’ve gone ahead and moved your post to the #usecases category and updated the title slighty to make it more discoverable for other Community members, I hope you don’t mind! :slight_smile:

Thanks Rebecca, as long as I get feedback from community members, no worries :slight_smile:

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Hi Rebecca, I did not see any reply in the community even though multiple views of the request, is there something I am not explaining the need properly slight_smile: ?
wanted to make sure if I need to re post it , please let me know

Thanks
S

@Shankar_Shanmugaswam,

Have you reviewed the instructions at

which explains how to create these custom reports in tabs?

I think this works with Excel too, FWIW.

Larry

1 Like