Mastering Custom Reports in Google Analytics: Step-by-Step Guide
- ClickInsights
- Oct 2, 2024
- 3 min read
Introduction
The tool, however remains pretty potent to measure a website's performance and user activity, but standard reports may not provide the information you need to analyze your business. That is where custom reports from Google Analytics are important. Custom reports enable you to customize data that you see to your business. In this way, through custom reports, you can extract more deep and intimate insights, making it easier to fine-tune your strategies and make better decisions.
Step 1: Getting to Custom Reports
To begin using custom reports in Google Analytics, go to the left and click on "Customization." Here you will find "Custom Reports." For different data analysis needs, Google Analytics offers a number of various kinds of custom reports, including:
Explorer: A hierarchical view that allows drilling down into data.
Flat Table: A basic, unchanging table perfect for exporting data.
Map Overlay: A geographical visualization of your data.
Step 2: Creating a New Custom Report
Click on the button + New Custom Report and then start building your report. Several fields will require your input.
Report Content: Give your report a name and choose what you want to display for metrics.
Choose Explorer, Flat Table, or Map Overlay.
Filters: Optional filters that you can set in order to limit the amount of data displayed based on your specific criteria, like traffic from a particular source.
Step 3: Metrics and Dimensions Setup
In Google Analytics, custom reports are powered by metrics and dimensions. Metrics are quantitative information number of sessions or users while dimensions define qualitative aspects, such as the source of traffic or device. For instance, you may want to figure out which traffic sources are giving you the most sessions. You want to go with "Sessions" as your metric and "Source/Medium" as your dimension. Together, that enables you to make a report that shows which channels are really delivering for you.
Step 4: Adding Filters for More Refined Data
By applying filters, you can refine your data and highlight only the key details. For instance, when you want data only from US users, you will apply a Geographic’s filter. Applying filters thus means focusing your customized report in Google Analytics on the most important information; in this way, more precise analysis shall be established.
Step 5: Report View Customization
Depends upon your need, the view you have chosen for your report can greatly influence how you interpret the data.
Explorer: Useful for viewing over time.
Flat Table: Excellent for exporting to send to your team.
Map Overlay: This will provide a visual view of where your data lies by location, which is useful if the business flavor has a distinct geographic feel.
Selecting the right view ensures that your custom reports in Google Analytics renders data in the most appropriate format for your analysis.
Step 6: Saving, Exporting, and Scheduling Reports
Now that your report is done, you can save it for future use. Google Analytics provides the ability to export custom reports in PDF or Excel format, so you can share it with others. You also have the option to arrange for reports to be sent to your inbox periodically.
Conclusion
With Google Analytics custom reports, you can focus on tracking and analyzing key metrics that are specifically important to your business. Maybe you need to monitor sources of traffic, user behavior, or e-commerce performance-custom reports give you the agility to dig into all the dimensions and metrics that matter most for your business. Do some experimenting with different metrics and dimensions to find new insights and guide better decision-making.
Call-to-Action
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