Follow

How do I create a custom report template?

The platform includes a number of standard reports and section reports, but you can also create custom report templates which allow you to choose exactly what modules you want to export and in whatever order you like. You can then download these custom reports on an ad hoc basis or schedule them to be emailed to you and other users each day, week, month or quarter.

1. Go to the Report section (Settings/Reports):

ReportsLink.png

 

2. This will take you to the Reports section. So, next, click on the New Custom Report Template link:

NewCustomReportTemplateLink.png

3. Add a Title for the report (blue arrow), a Cover Page image (red arrow) and a Header Image (green arrow), which will appear on all subsequent pages, including the Executive Summary page (page 2 of PDF reports):

NewTemplate.png

4. Edit your Cover Page placeholders:

ExampleCoverPageHeaderImagePlaceholders.png

You'll notice that I've changed the colour of the placeholders (red star), so the orange text stands out on the blue background and I've also changed the font styles too. In practice, you may want to experiment with white text on a dark background, as this produces nice results for most brands. Also, the cover page I've uploaded stretches (purple star) to fit the page (A4 for non-US users; US letter for US users).

The header image (orange stars) also becomes the {site_logo} as a placeholder for the cover page. In practice, you might not need this on your cover page, depending upon the branding of the cover page image you upload, as your cover page may already include your logo.

If you accidentally delete a placeholder, you can use the Insert Placeholders option to add them back in (blue star) and you can also quickly download a preview of the coverpage (green star) to see how your work looks, before moving on.

5. Add an Executive Summary:

ExecutiveSummary.png

This works in a similar way to the Cover Page. Simply, click on Create Placeholders to insert placeholders into the white box, to which you can then add your own free text. You can also down a preview of the Executive Summary to check how it looks, before moving on.

The Metrics you can select **for use in the Executive Summary are the same ones shown on the Single Site dashboard**:

PlaceholderMetrics.png

Once you have selected a metric, you can select a date period for analysis:

PlaceholderDatePeriod.png

select a period with which you want this data automatically compared:

PlaceholderCompareDatePeriodTo.png

..before finally selecting Insert Placeholder.

In the example below, I've simply asked it to produce a sentence which looks at Organic Visits over a 30 day period, compared to the previous period:

ExecutiveSummaryExample.png

Obviously, you can change the wording around these placeholders and as much free text as you like. If you download an example, you'll notice that the header image or {site_logo} you uploaded also appears on this page:

ExecSummaryTop.PNG

6. Finally, add your modules for the Report Content:

ReportContent.png

Simply expand the lists on the left hand side and drag and drop each module you want to include to the middle section. You can easily remove selected modules and re-order them too.

7. Finally, select the sites for which this Custom Report Template should be available:

SelectSitesforCustomReports.png

You'll notice there is a also a filter option at the top of this box. This allows you to search for specific sites or filter them by the ones which have Google Analytics access already configured:

SelectSitesFilter.PNG

This allows you to ensure that when you are creating a report which uses modules dependent upon access to analytics data, you are only applying those reports to site which have this data available in the platform.

PLEASE NOTE: THIS DOES NOT GENERATE A REPORT FOR YOU! YOU ARE JUST CREATING A CUSTOM TEMPLATE HERE!

In order to export your custom report, you can either use the report scheduling function (Reports/Scheduled Reports/Schedule a new report for a site).

In the export dialog for ad hoc reports, your custom report templates will then appear as an export option for the selected sites in any report dialog box (in the section of the dropdown entitled "---Custom Report Templates---":

CustomReportExport.png

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk