Google Analytics: Custom Reports, Shortcuts, Dashboards

Google Analytics: Custom Reports, Shortcuts, Dashboards

March 1, 2017 4:07 pm

Ecommerce retailers want simply accessible knowledge to make fast selections and drive extra gross sales. But the info utilized by retailers differs based mostly on their specific circumstance. They want knowledge that's custom-made to their state of affairs.

In this text, I’ll clarify methods to assemble Google Analytics’ customized stories, shortcuts, and dashboards. I’ll additionally handle Google Data Studio for enhanced dashboard reporting.

Custom Reports

Google Analytics’ default stories in the primary reporting interface have a variety of useful knowledge. But that knowledge might be overwhelming. Essential metrics could be scattered all through a number of studies or tabs.

You can, nevertheless, construct a customized report back to assemble the info simply the best way you need it. To do that, use the “Customize” button in most reviews. For this instance, I will go to the “Acquisition > All Traffic > Source/Medium” report.

Viewing the "Customize" button in a report.

Viewing the “Customize” button in a report.

Note the “Customize” button within the prime-left of the report web page. Click on it to point out how the report was constructed. You can take away metrics by clicking on the “x” symbols subsequent to them, or add metrics if area permits. Rename the title to no matter suites you.

Rename the custom report and add or remove desired metrics.

Rename the customized report and add or take away desired metrics. Click picture to enlarge.

Modify the size as you want. Add extra dimensions to permit for a deeper drill-down, resembling “Campaign” and “Keyword” for the “Source/Medium” report.

Modify the Dimensions to allow for a deeper drill-down, as necessary.

Modify the size to permit for a deeper drill-down, as needed.

If you don't want to drill down to every of those Dimensions, change the report sort from “Explorer” to “Flat Table,” however beware because the rows of knowledge might be a lot bigger.

Change the report type to "Flat Table" to avoid drilling down into each dimension.

Change the report sort to “Flat Table” to keep away from drilling down into every dimension.

Finally, if you wish to report solely sure visitors, enter a filtering rule. In the instance under, I report solely “cpc” visitors as a medium.

Create a filter for the custom report and select the views that have access.

Create a filter for the customized report and choose the views which have entry. Click picture to enlarge.

If you might have a number of views that you want to this report back to be obtainable in, choose them within the “Views” part. Finally, save the report.

To modify the customized report, click on the “Edit” hyperlink within the prime-left above the report.

Click the "edit" link above a custom report to modify it.

Click the “Edit” hyperlink above a customized report to switch it.

Accessing Custom Reports

Custom reviews may be discovered within the “Customization” part on the left aspect of Google Analytics.

Access custom reports in the "Customization" section.

Access customized stories within the “Customization” part.

Shortcuts

Shortcuts take customized studies to the subsequent degree. You can create shortcuts that embrace normal reviews or customized stories. You also can embrace superior segments and different modifications to the studies and the shortcut will load simply the best way you saved it.

I will use the “All Traffic” report instance I used within the customized stories part to point out what you are able to do with shortcuts. To report solely cellular visitors on this shortcut, I clicked on the “All Users” field on the prime of the report. This opens the superior segments choices. I went to the “System” tab and chosen “Mobile Traffic” (and unchecked “All Users”) and clicked “Apply.”

Applying the "Mobile Traffic" advanced segment to the custom report.

Applying the “Mobile Traffic” superior phase to the customized report.

Now, I seen the report and observed an previous supply of visitors (“msn/cpc”) that I didn’t need. To eliminate it, I clicked on the “superior” hyperlink subsequent to the report filter.

Click the "advanced" link next to the report filter to eliminate reporting on specific traffic sources.

Click the “superior” hyperlink subsequent to the report filter to get rid of reporting on particular visitors sources. Click picture to enlarge.

And I chosen “Exclude” because the filter rule and entered “msn” within the filter type, then clicked “Apply.”

Select "Exclude" as a filter and enter what you would like to eliminate.

Select “Exclude” as a filter and enter what you want to remove.

I might even type the output by one of many metrics, reminiscent of “Ecommerce Conversion Rate.”

Sorting by "Ecommerce Conversion Rate."

Sorting by “Ecommerce Conversion Rate.” Click picture to enlarge.

This report is strictly the best way I need it and I need to entry it shortly regularly. Saving it as a shortcut will do this.

Save the report as a shortcut to access it quickly on a regular basis.

Save the report as a shortcut to entry it shortly regularly.

Click on “Shortcut” on the prime of the report. Give it a descriptive identify and click on “OK.”

You can entry all shortcuts within the “Customization > Shortcuts” reporting space.

Find all shortcuts by clicking the "Shortcuts" link.

Find all shortcuts by clicking the “Shortcuts” hyperlink.

Dashboards

If you need a number of stories in a single web page, a dashboard is an effective answer. To create a dashboard that accommodates the shortcut I simply created, I would click on on the “Add to Dashboard” hyperlink on the prime of the shortcut. To create a brand new dashboard, choose “New Dashboard,” give it a descriptive identify and click on on the widgets you want to embrace. Finally, click on on “Add to Dashboard.”

Click on the “Add to Dashboard” link at the top of the shortcut.

Click on the “Add to Dashboard” hyperlink on the prime of the shortcut.

Note the widget(s) utilized to the dashboard. You can click on on the hyperlinked title of any widget to go to the complete report.

Dashboard view in Google Analytics.

Dashboard view in Google Analytics.

Access your dashboards within the “Customization > Dashboards” reporting on the left aspect of Google Analytics.

You can find Dashboards in "Customization > Dashboards."

You can discover Dashboards in “Customization > Dashboards.”

Google Data Studio

To take dashboards and knowledge visualization to the subsequent degree and incorporate knowledge from outdoors of Google Analytics, Google Data Studio is a wonderful platform. It’s free.

Once you will have entry to Data Studio, attempt one of many templates.

I selected the “ACME” template for this instance. Click on the template you want and click on on “File > Make a replica… .”

Click on a template you like can click "File > Make a copy..."

Click on a template you want can click on “File > Make a replica… .”

Apply your Google Analytics knowledge to the report by clicking on “Create New Data Source” on the proper aspect.

Apply your data by clicking "Create New Data Source."

Apply your knowledge by clicking “Create New Data Source.”

Select “Google Analytics” on the info supply selector web page, then discover your Google Analytics account, property, and look at and choose “Connect.”

Select "Google Analytics" and find your account, property, and view.

Select “Google Analytics” and discover your account, property, and consider. Click picture to enlarge.

On the subsequent web page, you will notice many dimensions and metrics. These can be found for the report. Click the “Add to Report” button.

If the Dimensions and Metrics appear correctly, click "Add to Report."

If the size and metrics seem appropriately, click on “Add to Report.” Click picture to enlarge.

Then, on the subsequent web page, click on the “Create Report” button.

Click the "Create Report" button.

Click the “Create Report” button.

The Data Studio report will populate together with your knowledge. You are off and operating. There are many tutorials and menu guides in Data Studio to assist customise your personal report.


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