Generating Source Reports: Google Analytics

Generating Source Reports: Google Analytics

To generate a source report from Google Analytics, first ensure that you have already connected your Google Analytics account. We recommend creating some test reports on your Google Analytics account directly to learn which dimensions and metrics are compatible, and to discover your desired combination for reporting. Follow these steps to generate a report from your Google Analytics data:

  1. Click on “Source Data” within the “Reports” section of the left sidebar panel

  2. On the “Source Data” page, click on “Analytics” in the top left navigation section 

  3. Click on the “Actions” button to the right of the search box near the top

  4. In the drop down that appears, select “New Analytics Report”
  5. A pop-up should appear with the title of “New Platform Report.” Input the following to specify the platform report:

    1. Organization - By default
    2. Backfill Date - The starting date for this data report. If “One time report” is selected, you will also need to indicate the ending date for this data report via selecting the dates on the calendar widget that appears.
    3. One time report - Check this box if this is a one-time report. For example, you would like the data for a certain time period in the past, so there’s no need for the report to update. 
    4. Identity - Select the login email associated with your Google Analytics account from the drop-down
    5. Account - Select the account you’d like to use from the drop-down menu
    6. Property - Select the property you’d like to use from the drop-down menu
    7. View - Select the view you’d like to use from the drop-down menu
    8. Report Name - We’d suggest including the following information:
      1. Platform source name (ex: Google Analytics)
      2. Report type (ex: Engagement Metrics by User ID)
      3. Time period (ex: Jan 1 2021 to Date)
    9. Dimensions - Enter the dimensions or select them from the drop-down menu
    10. Metrics - Enter the metrics or select them from the drop-down menu
  6. Click the purple “Save” button to save and generate the Google Analytics report.
  7. In the “Source Data” section and the “Analytics” tab, enter the report name in the search box and click Enter. You should see your report in the table below. If the report has a value of “Completed” in green under the “Status” column, that means that the report finished generating. Click the report name to open it.
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