How to Generate Quarterly Reports Using KASU NewsTracker Version 3: Step-by-Step Guide

Learn how to generate quarterly reports with the new KASU NewsTracker version 3. This comprehensive guide covers logging in, exporting data from Asana, handling CSV files, managing macros, and exporting your final report as PDF or Word.

August 29, 2025 By KASU News

In this guide, we'll learn how to generate quarterly reports using KASU NewsTracker version 3. The process involves exporting data from Asana, converting files in Excel, and saving them to the KASU Shared drive. We will also cover how to handle security prompts, refresh data, and generate the final report, including adding a cover page from Canva if needed.

Let's get started

Hello, everyone. I will show you how to generate quarterly reports using the new KASU NewsTracker version 3. Alright. Before we get started, you need to log in to KASU News using Google Chrome. If you already have Asana open in your browser, you can use that as well. The main point is to access Asana in your browser. Alright.

Download the Aired News Archive from Asana

So let's go to... If you are in the KASU News Chrome, you will see a red background with a pink "K." Then, go to the Asana folder.

Step #1: Click on "Asana" — Click on "Asana"

Click on Airit News Archive. You will be taken to the Airit News Archive automatically.

Step #2: Click on "Aired News Archive" — Click on "Aired News Archive"

Alright. The next step from here is... Click the small arrow labeled "Actions" when it appears. Click the arrow, go to Sync/Export, then select Project Task as CSV.

Step #3: Click on the dropdown arrow. — Click on the dropdown arrow.

Step #4: Click on "tasks as CSV" — Click on "tasks as CSV"

Click on that, and a small pop-up window will appear. Leave it set to "Only custom fields in this project," as recommended. Then click on Export CSV.

Step #5: Click on "Export CSV" — Click on "Export CSV"

A small tab will open, displaying the message: "Your CSV is being generated." You will receive an email when it is finished. All right. When you receive that message, you can close the tab. Then, check your email for it.

Okay. It will appear like this in your email.

Step #7: Click on "Your project export" — Click on "Your project export"

It's gonna say... It's from Asana. No reply. The subject will be: "Your Asana export of Airit News Archive project is ready!" This can take about 15 minutes, or up to an hour.

I prefer to do this the day before I plan to submit it. Not the day before the deadline, but during the period just before it, when you need to submit it. This gives it enough time to generate the spreadsheet. All right. This is the current file from Asana.

When you receive this in your email, go to Download File, click on it, and save it.

Step #8: Click on "Download file" — Click on "Download file"

I already have it downloaded, but I'll save it again. Just press Save.

Step #9: Click on "Save" — Click on "Save"

You can save it anywhere on your computer, such as your desktop or Downloads folder. It doesn't matter. Alright. Now, we will go to that file. I will open my Downloads folder.

Overwrite the File in the Server

There it is. I'm going to go to that file. I'm going to open it.

Step #10: Double-click on "Aired_News_Archive" — Double-click on "Aired_News_Archive"

Double-click on it. It will open it. Alright. If you see a pop-up in Microsoft Excel with confusing information, just click "Don't Convert."

Step #11: Click on "Don't Convert" — Click on "Don't Convert"

It is asking if you want all the numbers in this file to be converted to scientific notation. This file contains dates, times, and related information. You don't want that, so just press "Don't Convert." Alright. Open the file. Go to File, then select Save As. Under the file name, choose the location where you want to save it, such as Downloads.

Step #12: Click on "File" — Click on "File"

Step #13: Click on "Save As" — Click on "Save As"

Click the drop-down list labeled "CSV UTF-8, comma delimited." Just click the drop-down menu.

Click on Excel workbook.

Okay. Alright. Next, click on Browse. Then, go to KASU Shared.

Step #16: Click on "Browse" — Click on "Browse"

If you don't have access to this on your computer, you may need to talk to Bradsher about getting set up.

Step #17: Click on "KASU Shared⭑" — Click on "KASU Shared⭑"

We're going to KASU Shared, then to KASU News - Morning Edition Assets.

Step #18: Double-click on "KASU News - Morning Edition Assets" — Double-click on "KASU News - Morning Edition Assets"

Double-click the folder. We want to go to Quarterly Reports. Double-click on it.

Step #19: Double-click on "Quarterly Reports" — Double-click on "Quarterly Reports"

Scroll down to find the file named "Airit News Archive." Click on it, and you'll see that the parenthesis disappears.

Step #20: Click on "Aired_News_Archive" — Click on "Aired_News_Archive"

Make sure the filename matches this. Click on the file, then select Save.

Step #21: Click on "Save" — Click on "Save"

A pop-up window will appear that says "Confirm Save As?" Yes. Okay.

Step #22: Click on "Yes" — Click on "Yes"

The file you just downloaded has been converted into an Excel file, replacing the previous file saved on the KASU Shared drive. Alright. You can close this now.

Open the Database

Okay. Now, go to the drive.

I already have it open here. Same place. It's in the Shared drive. It is located below the Quarterly Reports section. Alright.

Double-click on NewsTracker Database V3 to open it.

Step #24: Double-click on "News Tacker Database v3" — Double-click on "News Tacker Database v3"

Okay. A dialog box will appear saying, "Aact - the active content in this file is blocked." Just click OK.

That's fine. You will see a yellow banner appear at the top. I want to say something. The first time you open this, the banner will appear red. Okay.

It will display a message and provide a link that looks similar to this. All right. Basically, this database runs macros. Macros are safe. I wrote them. Macros are safe. They are simply an extra security measure provided by Microsoft.

You will only do this the first time. Okay? You will see a link in the red banner above. Click on the link. It will open...

Macro Warning(s)

It will take you to a webpage that says, "A potentially dangerous macro has been blocked." Scroll down to the section labeled, "Unblock all files from a specific network or share website." Then, follow the instructions provided.

Okay? When you reach step four, you will need to... Go to the folder where your file is located. Right-click on the file, select "Copy as Path," and then paste it where needed.

This dialog box looks exactly the same. Paste it into the dialog box where it says "Add." Also, make sure to uncheck "Required Server Verification for all sites in the zone." Click Add, then click Close. Click OK as instructed, and you’ll be all set.

The next time you open this, you will see a security warning, just like I am seeing now. If you see a yellow banner, click Enable Content.

Step #27: Click on "Enable Content" — Click on "Enable Content"

Okay? All right, we're here now. First, refresh the data. Click Refresh Data.

Step #28: Click on "Refresh Data" — Click on "Refresh Data"

Alright. A pop-up window will appear saying, "Data refreshed from Excel." This means there are some import errors.

Some rows did not import correctly, which could be due to various reasons. The date mismatch was incorrect or something similar. And it's mainly from the air. News archive downloaded from Asana. If you see this dialog box showing where the import errors are logged, you need to preview the report to ensure there are no missing current dates or other issues.

Okay? That's all that means. Generally, you can just skip it and ignore it, since you will preview it anyway. Right. If you see this dialog box, press OK. Next, click on Generate Quarterly Issues Report.

Click on that, then select your start and end points.

Generate Issues Report

Step #30: Click on "Generate Quarterly Issues Report" — Click on "Generate Quarterly Issues Report"

Start and end date. You can use the date picker.

I'm doing this in the middle of the quarter, so I won't get the entire quarter.

We're going to start there, and then we'll continue.

Choose the end date, which is the 29th.

Step #36: Click on the last day of the quarter. — Click on the last day of the quarter.

For this example, I'm showing you data up to the end of August. When you do this, it will cover July through September, ending at the end of September.

Cover Path (Cover Page)

Alright. This cover path is set up so you can download a cover page you created in Canva. It will automatically attach to the report preview. You don't have to do this. If you want to create your own report cover using a program other than Canva, you can do so.

If you decide to do it, click on this link to go to Canva.

Step #38: Click on "https://www.canva.com/design/DAGB2mXIXwU/aGoNksxs9mSRXrGaan 1" — Click on "https://www.canva.com/design/DAGB2mXIXwU/aGoNksxs9mSRXrGaan 1"

Make sure you are logged in to the KASU News Canva account. All right? You need to log in with the KASU News Gmail account to access this file. Okay? You can go in and change the quarter.

I got Q2. You can select Q3 or any other option, and change the year as needed.

Then you can download it. Click Share, then Download. Choose the page you want.

Step #39: Click on "↑ Share" — Click on "↑ Share"

Step #42: Click on "✓ Select all" — Click on "✓ Select all"

Select page one, click "Done," then "Download." The file will download automatically.

Step #45: Click on "Download" — Click on "Download"

You can save it anywhere on your computer, wherever you want to find it. I will press Save, then go back and click on Choose Cover.

Step #46: Click on "Save" — Click on "Save"

It will open this dialog box.

Step #47: Click on "Choose cover" — Click on "Choose cover"

Step #48: Click on "Downloads ⭑" — Click on "Downloads ⭑"

I'm going to Downloads. That's my cover there.

Step #49: Click on "Black Red Simple Annual Report Report Cover P" — Click on "Black Red Simple Annual Report Report Cover P"

Press OK, and there it is.

Preview Report

Now I'll press Preview.

Okay? All righty. Here it is. All right, we can move that down and...

You may hear some dings as I check the different pages. If that happens, simply press the exit button here.

Just press the exit button, then click on the tab again to view it.

Step #53: Click on "Preview Quarterly Report" — Click on "Preview Quarterly Report"

Let me move my head over there. Then, go to the bottom and click the small triangle.

You can flip through it and preview how it looks to you.

Okay? If everything looks good, you can export it however you want from here.

You can select PDF, email it, or choose another option. You can do it directly from here. Another option, after you finish the preview, is...

Step #58: Click on "Preview" — Click on "Preview"

Export as File

I'll go back to Generate Report.

Step #59: Click on "Generate Quarterly Issues Report" — Click on "Generate Quarterly Issues Report"

I'll get the same dates again by doing that.

This time, I won't do it using the cover path. Click Save Report to File. When you do, you'll see the Output To options, which are the same as those in the print preview.

Step #60: Click on "Save Report to File" — Click on "Save Report to File"

You can choose PDF.

Step #61: Click on "PDF Format ( * .pdf )" — Click on "PDF Format ( * .pdf )"

I usually do it as a PDF. If you want it as a Word file, you need to save it in rich text format. Click PDF, then OK. Choose where you want to save the file.

I'm going to make this 1-2. Save it. Save it as any file you want.

Press OK. It will output the file, and then you can view it. That is how you complete the report. If you have any questions, just contact me. All right. Thank you.