Weekly email report for Portfolios should NOT show completed or archived projects

Dear,

We are getting the “Weekly portfolio report” from Asana shared via email. What I saw that it the weekly report shows projects which have been completed for a long time. I cannot find the settings / configuration to limit the “Weekly portfolio report” only showing the running projects.

Anyone who can help with this?

Thanks in advance.

I’ve not used this report, but maybe archiving these projects has the desired effect?

1 Like

@Niels_Oomen , I believe @Jan-Rienk is right. The weekly status report emails will list all project within the portfolios that you have access to.

2 Likes

@Richard_Sather @Jan-Rienk. Thanks for the feedback,

The report shows indeed the project I have access to, but the report shows also completed and archived projects. And I would expect that the “weekly portfolio report” does not share information about projects that are completed or even archived. But, it remains unclear where I can configure what is part of that weekly portfolio report.

Hi @Niels_Oomen , indeed there isn’t any setting to customize the weekly email. However, if you set a filter to your portfolio’s List view, to exclude archived projects, as @Jan-Rienk suggested, perhaps that will affect the contents of the weekly email.

Can you try it out and let us know next week? :wink:

1 Like

I will give you an update, but I already know that filtering does not work. Because this is what I have done before. I had 44 project (including some archived + completed). I have removed the archived projects form the portfolio, so that reduces the list to 26 project. However, we have 14 running projects so, I expect that they other 12 also will be on the list.

1 Like

That makes sense, @Niels_Oomen . Thanks!

It shows all the projects, part of the portfolio. It is not excluding Archived or Completed.

Thanks for getting back to us, @Niels_Oomen , much appreciated!

I have gone ahead and moved this thread into the Product Feedback category so that you and others can now vote on it. I did!

I’ve also rephrased the thread title for better searchability, hope you don’t mind!

3 Likes

I can’t seem to search under product feedback board. Where is this posted so we can vote for it?

Hi @Marie_Doloc , welcome to the forum :wave:

If you scroll to the top of this thread you will find a purple vote button in the top left area.

:bulb: An easier way is to click on the title of this thread which will take you to the top, faster.