Reporting features

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1

I have several projects created and would like to use Asana’s reporting features to guide providing updates to the team leaders for whom I have created projects.

The team leaders are not actively using Asana and I have been “building the plane while flying” so I do not feel terribly confident in everything I have done.

I am open to suggested Asana trainings, etc.

2

Hey Kimberly, I feel you on building the plane while flying. Reporting can totally help bring clarity fast, even if things aren’t perfect yet. Here’s how I usually get quick wins:

Start with clean inputs

  1. Make sure key tasks have an assignee, due date, and a simple status field. If you can, mark major deliverables as milestones so they show up clearly in reports.

Quick wins in Reporting

  1. Create one Reporting dashboard filtered to your few most important projects.

  2. Add a handful of high signal charts:

  3. Overdue tasks by project

  4. Tasks due this week

  5. Completed tasks last 7 or 30 days

  6. Milestones due this month

  7. Tasks by status or priority (custom field)

  8. Save the dashboard so you can reuse it for updates. If leaders aren’t in Asana, you can export data via CSV from advanced search or share a Portfolio summary instead.

Portfolios for leadership updates

  1. Put the relevant projects into a Portfolio and surface progress, status, and key custom fields. This gives leaders a one‑page view without them digging into each project.

  2. Use project Status Updates and drop in a couple charts for context.

A few good next steps

  1. Keep the first version lightweight, then iterate based on what the leaders actually care about.

  2. Standardize one or two custom fields across those projects so charts stay consistent

Trainings I would reccommend - Gaining insights with reporting, Resource management in Asana.