Choose the reporting boundary
Start with one project when the report is operational. Use a portfolio when you need the same view across several projects. Decide whether completed tasks belong in the report before you select columns.
Preserve useful field types
- Keep task ID and permalink for traceability.
- Export assignee, completion state, section, start date, and due date as separate columns.
- Include custom-field names and values rather than flattening them into notes.
- Write dates as spreadsheet dates so filtering and formulas work.
Refresh without breaking analysis
Put the raw task export on its own tab. Build pivots, charts, and formulas elsewhere, referencing stable headers. Run a manual refresh first; only schedule it after the row count and permissions match what you see in Asana.
Make the export repeatable
Asana Exporter saves project and portfolio exports in Google Sheets and can refresh them on a schedule.
See Asana Exporter