Almost every company that uses project management software eventually needs dashboards and reporting to track projects, to share progress with stakeholders, or to find ways to make their teams more productive. The following is a guide to reporting for Asana, including both Asana’s built-in reporting, as well as reporting integrations for Asana (including Velocity).
Asana’s Built-in Reporting
Asana has gradually added more and more reporting into their product. They describe this in their Reporting on work in Asana course, as well as in their Asana Guide. As a quick summary, here are the features that you can use in Asana for reporting:
Asana Reporting Integrations
Asana’s built-in reporting works for some specific cases, but not all cases. If you find that their solutions don’t fit your needs, you should evaluate Asana reporting integrations. The Asana App Directory has a list of Asana reporting integrations that they’ve officially approved.
Only a small number of reporting integrations are built specifically for Asana. The ones that we’ve seen to be most successful are Velocity and Asana2Go.
Other reporting tools are built to integrate with multiple platforms, and these often have less Asana-specific functionality. Some examples include Screenful, Klipfolio, and Bridge24.
In addition to reporting integrations that are built for Asana, you may also consider setting up an integration between Asana and Google Sheets. Once your Asana data is in Google Sheets, you can use Google Sheets’ flexible formulas and charts to create custom solutions with a bit of additional effort.
Asana has official methods for sending Asana data to Google Sheets, like the Portfolio integration, but they’re often one-time exports. If you want to create an ongoing sync of Asana data into a Google Sheet, you can do this using a Velocity Data Link.
When evaluating reporting solutions, you should consider what your most important requirements are. To develop these requirements, you should ask yourself questions like:
- Which reports and dashboards do I need?
- How do I want to share these reports and dashboards?
- Do I need reporting on custom fields or other specific Asana data types?
After developing your requirements, you can evaluate each solution using them.
We spend a great deal of time thinking about and building Asana reporting here at Velocity, so if you have any questions about how to best build out your Asana reporting, feel free to reach out to us!