How to create a report in Asana
Build a report in Asana by adding a template chart to a Reporting dashboard, choosing a data source, and picking the project you want to chart.
Quick answer
Open Strategy, choose Reporting, and open a dashboard such as My organization. Select Add widget, choose Template chart, and pick a template like Tasks completed by month. Set the data source to From projects, choose a project, and select Add chart to place the report on the dashboard.
Steps at a glance
- Open Strategy in the left bar.
- Select Reporting.
- Open a dashboard such as My organization.
- Select Add widget, then Template chart.
- Pick a chart template.
- Set the data source to From projects and pick a project.
- Select Add chart.
Interactive demo
Summary
Reporting in Asana lives under Strategy and holds dashboards made of chart widgets. A template chart gives you a ready-made report on tasks, projects, or goals, so you can see progress without building a chart from scratch.
Step-by-step guide
Step 1
Open Reporting
From Home, click **Strategy** in the left bar. The Strategy menu opens with **Goals**, **Reporting**, and **Resourcing** options.
Step 2
Select Reporting
Click **Reporting** to open the page that lists your dashboards. You will see cards such as **My impact** and **My organization**, plus a **Create dashboard** card.
Step 3
Open a dashboard
Click the **My organization** card to open that dashboard. It already holds chart widgets, such as incomplete tasks by project, and you will add your report alongside them.
Step 4
Add a widget
Click **Add widget** near the top of the dashboard. A short menu opens with **Template chart**, **Custom chart**, and **Text**.
Step 5
Choose a template chart
Click **Template chart** to browse ready-made reports. They are grouped under headings such as **Recommended**, **Work health**, and **Progress**.
Step 6
Pick a chart template
Click a template that matches the question you want answered, for example **Tasks completed by month**. The **Add chart** dialog opens with a preview and the chart setup on the right.
Step 7
Set the data source
Under **Data source**, the **Source** field is required. Click it and choose **From projects**, which lets you point the chart at specific projects.
Step 8
Pick a project
Click the empty project field below **Source** and choose a project from the list, such as **Work requests**. The project appears as a chip in the field.
Step 9
Add the chart
Check the preview, then click **Add chart** at the bottom of the dialog to place the report on the dashboard. Use **Cancel** instead if you want to leave without adding it.
Why this matters
You need to show how many tasks your team finished each month, and a list view will not do it. A template chart on a Reporting dashboard turns your project data into a chart you can check at a glance and share.
Frequently asked questions
What is the difference between a template chart and a custom chart?
Add widget offers Template chart, Custom chart, and Text. A template chart starts from a ready-made report, while a custom chart is built from your own setup.
Can I change what the chart counts?
Yes. The Add chart dialog shows Chart setup options such as Chart style, X-axis, and Y-axis, plus Filters, so you can adjust the chart before adding it.
Related guides
Continue with more step-by-step guides for getting work done.
How to add a dashboard in AsanaLearn how to open the Dashboard tab in an Asana project and add a chart widget, so you can track task counts and progress without leaving the project.
How to add a project in AsanaLearn how to add a project in Asana: start a blank project from the sidebar, name it, keep the default views, and create it in six clicks.
How to add a collaborator to a task in AsanaAdd a collaborator to an Asana task: open the task details, use the collaborators button, and enter a teammate's email address in the Members field.
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