Universal Reporting 📊 is out! Here is my first take on it

:mega:Did you hear folks?!?!
A universal reporting tab :bar_chart: is out now with Asana. So you can product charts combining the joys from all your projects and portfolios in one go. Why? Because to progress with factual based decisions, you need clarity… and clarity can only come when you have a one stop shop for the health of your workload.

Let’s dive :diving_mask:into few things with this feature:

:one:Creating a dashboard is dead easy. Simply click on the tab and start playing with the charts.
Note: if you want to delete a dashboard, you need to edit it and then select the delete button. You are unable to delete it from the landing page. Something worth considering.

:two:Create all the charts you need and then start thinking of the layout. Why? because if you have only 3 charts, the layout will fill itself up row by row. You cannot keep the first row with one chart and move to the second row. At least I did not figure out how to.

:three:When you are planning your dashboard, allow for some time to think :thinking: of what info you want to share.
Start slow. At the moment, there is no option to duplicate a report after creating it. So do not let the excitement run wild with creating so many options that you will not refer to in the future. I personally would like the option to duplicate from these 3 dots.

Screenshot 2021-06-02 at 12.09.53

:books:So what scenarios would you need to have such dashboard ready:
⓵Overview of multiple projects for the same team and the breakdown of:

  • their task count
  • their task status
  • their progress - or any custom field you have designed in common for both projects

⓶Do you track time or financials? you can report on numbers of a project or a portfolio

⓷Showing the workload of the team and helping ease the pressures from the busiest - most assigned individuals - such reports bring on the visibility and opens the discussion

And remember, delivering a message is far more clearer when visuals are used. So let the simple visuals here aid you rather than just talking at your audience.

Have you start playing with universal reporting yet? what are your takes on it? and what are the first chart types you started using??

of course you can read all about it at the blog here:

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Excellent recap and tips, @Rashad_Issa! Thanks for sharing!

determined_climbers_320

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Universal Reporting is awesommmmeeeee

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Cool. I think it’s a nice start, but unfortunately falls short for us. Here’s why:

We need to estimate workload, per client (tracked by a custom number column in all projects) for each upcoming month. For example, Client X gets 100 hours per month of our teams time. We schedule projects and tasks with time estimates and need a way to see the estimated total for the upcoming month. Pretty straightforward, yes? Unfortunately, Universal Reporting can’t do it, because:

  1. UR can’t filter projects in/out (like you can in advance search) - This would allow us to sum up estimates per client.
  2. UR can’t filter by “next month”, whatever “next month” is. I.e. It’s currently June, so next month is July. It can only filter by relative time which basically means the calculation is useless for us for this use case.
  3. UR (or advanced search) can’t extrapolate numbers proportionate to task timelines. I.e. Task A is scheduled from May 29th - June 2nd (5 days) and is estimated to take 10 hours (custom number column). Simple math 10 hours / 5 days = 2 hours per day. So if the ability to filter by “Next Month” is ever added, I need Asana to be able to do this calculation so that the report would show 6 hours for May and 4 hours for June.

I don’t mean to rain on the parade and I am planning on digging deeper into this new feature to see if there are other parts of our business in which it could be useful, but the main thing I was hoping it could do, it can’t so I’m posting it here in hopes that the use case resonates and it could be added.

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Hi @Brian_Gotts
Thanks for sharing your thoughts.

You have mentioned some really valid user cases for the usability of this feature.
I think for me, I approach these new features in a slightly different mindset.

As it is the first release, does it give a level of visibility that I could not get before which made me create my own reports? If the answer is yes, then I am already on a winning journey.

Point 1 - I did not understand what you meant by projects in/out - if you can share a bit more, I can look at it and see if I have something similar I work with.

Point 2 and Point 3 are brilliant requirements and would be of such added value for the feature. I would suggest creating separate product feedback so we can start tracking voting and more user cases on it to provide to Asana.

And do not worry about my parade, it takes a lot for it to rain on it :wink: Thanks for providing your user cases :raised_hands:

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Is there a chart that will show number of subtasks for a certain timeframe?

Hey @Robin_Long
welcome to the community!

Great question, and the answer is yes!
Once you decide on the main factor of the chart, click next, scroll to the bottom and you can add a filter.
You can select subtasks as a filter. On the same page where you can select this filter you can decide on the date range you want to show: for example: incomplete for the next 6 weeks or so.

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Thanks so much for this! I am however, having a second issue. When I try to look at all of my complete tasks, they stop in July 2020. There is no recent data. Do you know why that would happen?

Hi Brian! I may be misunderstanding here, but wanted to give it a shot - have you used the Workload view in Portfolios? It sounds like the agency I work for has a similar use case to yours - We currently assign out projects a month in advance and do so by assigning hours per task/ per assignee and then hop over to the Workload view to see how each individual’s bandwidth appears (we have some cases where we view it based on select clients/ projects and another case where we view an overall “global” Portfolio that includes ALL work estimated so we can be sure that individuals that work on multiple clients aren’t accidentally scheduled to work more than 8 hours per day/ 40 hours per week).

I hope that makes sense :slight_smile:

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