Google Analytics Solutions Gallery – How To Create Your Own Custom Report

How would you like for your reporting to use customised advanced segments, or custom reports or dashboards?

Rather than trying to find a needle (information that can be a metric or a dimension) in a haystack (where haystack is the abundance of data you are receiving on Google Analytics), why not bring the needle in you?

How would you like to share these custom reports or dashboards with the people that share the same problems with you when it comes to reporting? Wouldn’t you like your custom report or dashboard, or advanced segment to be one of the most highly shareable item within the Google Analytics community (probably vanity is talking)?

How would you like to create on-the-fly a customised solution for your reporting either for your site or for your client?

If I had to speak personally, there were enough cases where clients (e.g. marketing directors, campaign managers etc.) wanted to display customised reports to their superiors. These kind of custom reports were related to specific data that they wanted to report to their superiors but they didn’t know to do that (that’s where I come in this picture). My role in this case between client (who can be a marketing manager or a campaign manager who reports to the CEO) and my agency is to find a solution by creating a reports for specific data –e.g. conversions per hours of day or unique visitors from a specific external site etc. –

All these customised solutions can be offered via the Google Analytics Solutions Gallery.

These custom reports or dashboards can be either created by you or you can just the Google Analytics Solutions Gallery, based on the level of familiarity you have.

The Google Analytics Solutions Gallery or GASG is here to help you.

Before creating our first ‘dummy’ advanced segment, custom report and dashboard, let’s have quick look on what this column on the left does:

With this red button (Create) you can create your own customised report but it’s something that we will explain later…

Google Analytics Solutions Gallery screenshot-create

The ‘All Solutions’ allows you simply to see all solutions, without any filters and the one that is more shareable is in the top. Based on the filter, Sort By ( Most Popular, Latest, Highest Rating) you can sort out the results the way you want to.

These are the filters you can use so that you get more targeted results.

Google Analytics Solutions Gallery - Filters

If you want to further filter out by type what you are looking for e.g. by dashboard, custom report, advanced segment etc., the ideal option is to tick only one box, so that you get a more targeted solution.

Google Analytics Solutions Gallery-Filters

But, because quality matters you can further expand the filter process by choosing to see the ones that have got only 4 and 5 stars.

Google Analytics Solutions Gallery-Filter by Ranking

In case you are looking for a certain type of report or custom segment or dashboard, depending on your business needs and what kind of data you want to review on your reporting (data related to conversions, e-commerce, traffic etc.), then the ideal tool is to filter everything out by the category.

Google Analytics Solutions Gallery-Filter by Category

How to create a custom report?

Creating a custom report is quite easy. Most likely in the beginning it will take you some time until you realise what kind of metrics and dimensions you need exactly that will best describe your data influx but once this part is over and you work more and more often on custom reporting, you will see it how easy it is…

So, let’s start!

 

Understand the reason of creating a custom report

First of all you need to need to know the reason for which you are creating a custom report? What is the rationale behind this??

You want to monitor just the traffic that comes from a specific type of medium or you want to track only a site? Track the traffic from a specific social network?? Do you want to track certain keywords from an AdWords Campaign from a certain ad group? Do you want to monitor your content consumption?

Once you have figured out the reason, then it will be a lot easier on the dimensions and metrics that can be used.

Let’s start:

Assuming that our goal is to get a custom report based on Facebook traffic (either coming from smartphones, desktop or tablets).

1. Go to Customisation and Create a New Custom Report

Customisation-New Custom Report

2. Populate the respective fields with metrics that matter the most to your business and include the right dimensions based on which your need to get metrics.

The case in point with Dimensions Drilldowns, you will need to start from something more generic and go the more specific. While placing more widgets once your report is available each time you click on something from the Source/Medium it will be clickable and it will take you to the Landing Page.

Edit Custom Report

Type: Choose amongst the Explorer, Flat Table and Map Overlay

Metric Group: You can give any name you want. You can include any metrics that best fit with your needs.

Dimension Drilldowns: As previously mentioned, based on the goal that you are going to set for the creation of this report, you will need to include the right Dimension.

For our case, the social network comes from the Source/Medium and if we need to know where these social networks are pointing to (in other words, in which landing page they are pointing to), then we will need to choose the right Landing Page.

You can add as many dimensions as you want, as long as they are relevant to your goal but don’t use too many!

Filters: Eventhough they are optional, they are quite important as they can help you filter more accurately the data that you are looking for.

You can either Include/Exclude based on the Dimension that you want to use. The ‘RegEx’ or the ‘Exact’ can help you even more to include the information that you need within the field.

In our case, it’s better to use RegEx. Should you decide to use RegEx, there’s a certain way of using syntax. So, unless you are absolutely sure what you are doing, make sure that you use the right syntax. For our example, it should be: facebook\.com|m\.facebook\.com|l\.facebook\.com

If you find it incomprehensible, there’s a great e-book available from Luna Metrics for RegEx that will help you understand how RegEx works. Especially for Google Analytics (and in the use of filters, by including or excluding certain data, it can really help you get more targeted data).

Facebook Traffic Custom Report

Based on the result that you see above, we have managed to get the data that we were looking for.

The next step it’s to share the custom report on Google Analytics Solutions Gallery and then create it on GASG.

Custom Report List

Select Share choosing the 1st radio button:

Google Analytics Solutions Gallery - Template Link

The template link will be pasted in the URL and you will also need to populate the rest of the fields (Title, Type, Categories, Description).

Template Example on Google Analytics Solutions Gallery

Once it’s ready, you will be able to see how shareable it is from users.

Happy reporting!

Google Analytics Solutions Gallery – How To Create Your Own Custom Report

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