- How do I connect the report to my own data source?
- How do I send a report to my friend or colleague?
- We want to use the reports for each one of our client accounts. What is the best way to structure the reports?
- Some of the pages in the report might not apply to some clients. How do we remove these pages?
- How do I arrange the monthly scheduling of the reports?
- Can I create a PDF out of the reports or print them?
- Can I see data in the reports that are not in Google Ads?
- Why are there errors in the Microsoft Ads template?
How do I connect a report to my own data source?
N.B. you will first need to set up your Looker Studio account before you're able to proceed with the below.
Once you open a report shared by Adalysis, it will automatically appear in your Looker Studio account.
Reports shared by Adalysis retrieve their data from a dummy source. You will first need to create a copy of the report (see steps below) before you're able to edit it.
When copying a report, you will need to choose the Google Ads data source where the data will be retrieved. Adalysis cannot configure the data source for you because Looker Studio does not allow us to do so.
You can create one copy of a report for each data source you want to use with that report.
Once copied, the new report will open in the "Edit" mode (allowing you to make changes) and will have a default name "Copy of ...".
When naming your report, follow easy to use a naming convention to simplify tracking these reports in the future.
The Looker Studio help portal has very helpful tutorials on how to make changes to a report.
How do I send the report to a client or colleague?
Reports are shared in multiple ways ranging from creating a shareable link, scheduling email delivery or downloading a pdf version.
We want to use the reports for each one of our client accounts. What is the best way to structure the reports?
You will need to create one copy of the report for each data source (client) you have.
Since the report's data is refreshed automatically, you need to create the report only once. Your client will then always see real-time data in the report i.e. you don’t need to keep sending the report every month.
To make it easy to manage the reports list, you can use a report naming convention that uniquely identifies the client report: e.g.
MyClientName or AccountName – ReportType – etc.
Some of the pages in the report might not apply to some clients. How do we remove these pages?
Once you create a copy of the report for a client, you can easily remove any unwanted pages by going to the 'Edit' mode and using the Page > Delete page menu option.
How do I arrange the monthly scheduling of the reports?
Looker Studio reports update automatically daily and the date range picker/filter will allow you to see the performance data up to today.
However, should you for any reason want to regularly send the report to a client, it is possible to schedule this by clicking on the “clock” icon as shown below.
Can I see data in the reports that are not in Google Ads?
Looker Studio directly supports retrieving data from many sources including AdWords, Google Analytics, Google Sheets, Youtube, Search Console, or even a file upload or MySQL.
Looker Studio also supports a large number of third party connectors to allow access to other sources like Bing Ads, Facebook, Twitter, etc. You can see a list of all third party data sources as shown below.
The Bing Ads Report Templates Show Errors?
The Bing Ads connector (developed by Suppermetrics) will show "System error" if there is no data to show. As soon as you connect the report to your data source with data, the below errors will disappear.