Launch the application
After you have installed the add-on, click on the Add-ons -> Marketing Reports -> Launch Sidebar. The Google Sheets will open the sidebar on the right.
Authorize the source
To start using the add-on, you need to connect the source from which you want to get data. Click on the data source icon.
The browser will open a new tab asking you to proceed with the authentication and give add-on permission to read data. Authenticate with the account and click allow.
On success, the browser will close the tab, and a green checkmark will appear on the data source icon. The source is connected now. You need to authenticate once, and you do not have to do it again until you log out.
Query data
Click on the connected data source to open the query form.
Select one of the accounts to which you have access. Define the data range, what metrics and by what dimensions you want to get. Click the get report button.
The add-on will pull data from the source and insert to the table starting from the active cell.
Some of the data sources support sorting and filtering options. Some, for instance, Google Analytics supports even multi-dimensional sorting and filtering.
Sort
To sort the data, click on the sort button. Select the metrics and dimensions you want to sort and set an order.
Some of the sources support multiple sorting options whenever some of them support only one. You can add and remove sorts at the bottom of the modal window. Once done, close the popup. You can see the number of active sortings.
Filter
To filter the data, click on the filter button. Select the metrics and dimensions you want to sort, select the operator and enter the expression.
Different parameters might support different operators. Some of the sources support logic operators in filters.
You can add and remove filters at the bottom of the modal window. Once done, close the popup. You can see the number of active filters.
Logout
To see what account you are using with the source, click on the profile icon at the top.
The context menu will appear with the name or email of the connected account and log out button.
You can disconnect the source by clicking on the log out button.
The add-on will disconnect the account and navigate you back to the sources screen. The green checkmark will disappear.
Manage reports
To manage previous reports, click on the reports icon in the bottom navigation bar.
On the reports screen, you can see the refresh all button, create trigger button and list of previously queried reports.
If you haven’t got any report yet, you will see the button to create the first one.
Refresh all
You can pull data from all previous reports to the table by clicking the refresh all queries button.
Previous report
Each previous report has the following elements.
The data source icon, range in the sheet, date stamp of the last query or a scheduled label, list of metrics and dimensions and context menu button.
Report context menu
The context menu has the following actions available:
- Edit – it will open the query report form. To save changes click the get and save report button.
- Refresh – it will run the query and refresh the data in the sheet for that report.
- Email – it will run the query and send the result to the specified email address.
- Schedule/Unschedule – it will schedule/unschedule the current report. You need to have an active trigger to use it.
- Remove – it will remove the report.
Schedule reporting
To start scheduling your reports, you need to create a trigger.
Each document might have only one trigger.
Click on the create trigger button. Specify how often and at what time you want to run the schedule and click create.
Once you have the trigger created for the spreadsheet, you can select and schedule individual reports applying the trigger to them.
The trigger will run the query for each scheduled report at the specified time (plus or minus 15 minutes).
Leave feedback
Any feedback is much appreciated!
Click on the feedback icon button in the bottom navigation. There you can easily rate your experience, drop a line, or request a feature right in the app.
