- How do I connect report to my own data source? // Video
- What layout format do the Data Studio reports provided by Adalysis use?
- 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 monthly scheduling of the reports?
- Can I create a PDF out of the reports or print them?
- Can I share a pre-configured link with my report filtering settings?
- Can I see data in the reports that is not in Adwords?
- Is there a way to quickly navigate through the report pages?
- The Bing Ads Report Templates Show Errors?
- I have some questions or need further help
How do I connect a report to my own data source?
N.B. you will first need to set up your data 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 Data 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 Adwords data source where the data will be retrieved. Adalysis cannot configure the data source for you because Data 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 naming convention to simplify tracking these reports in the future.
The Data Studio help portal has very helpful tutorials on how to make changes to a report.
What layout format do the Data Studio reports provided by Adalysis use?
How do I send the report to a client or colleague?
Reports are shared in the same way Google Drive shares documents (see below).
When sharing a report, you can also choose whether or not the recipient is able to edit the report. If you’re sharing the report with a client, you most likely do not want them to edit it. However, if you’re sharing it with a work colleague, you might want to allow them this ability.
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 reports 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 monthly scheduling of the reports?
Data Studio reports update automatically daily and the date range picker/filter will allow you to see the performance data up to today.
Hence, there is no need to schedule the reports. Once a report is created, the same single copy can be used for all future purposes.
Can I create a PDF out of the reports or print them?
Absolutely! All you have to is go to a report you would like to print and hit 'Download' button.
Currently, downloading as PDF saves the default report configuration. Any changes made by the report viewer to filter controls, date range controls, and table sorting and pagination are reverted to their default values. To download a customized report, consider making a copy and configuring filter and date properties in edit mode.
Can I share a pre-configured link with my report filtering settings?
Yes, you can configure a report to include the viewer's filter settings in the URL of the report. This lets your viewers bookmark the current settings for future use.
To do so, got to File → Report Settings and check the box to enable such option.
Can I see data in the reports that is not in Adwords?
Data Studio directly supports retrieving data from many sources including AdWords, Google Analytics, Google Sheets, Youtube, Search Console or even a file upload or MySQL.
Data 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.
Is there a way to quickly navigate through the report pages?
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.
I have some questions or need further help
Feel free to contact us anytime at firstname.lastname@example.org with any requests you might have.