Define the goal of the report
Clearly define the objective of the report, including what insights or information you hope to gain. Shed light on how this task impacts the overall process and what it will enable you to do. Are there any potential challenges or obstacles that may need to be overcome?
Select the appropriate Google Analytics account
Explain the importance of selecting the right Google Analytics account for accurate data analysis. Highlight any considerations or criteria that should be taken into account when making the selection.
Choose the relevant data set
Explain the criteria or factors to consider when selecting the relevant data set for analysis. Provide guidance on how to choose the appropriate data set to ensure accuracy and relevancy of the report.
-
1Data set 1
-
2Data set 2
-
3Data set 3
-
4Data set 4
-
5Data set 5
Decide on the time frame for data analysis
Outline the factors or considerations to take into account when deciding on the time frame for data analysis. Provide guidance on how to determine the appropriate time frame to gather meaningful insights from the report.
-
1Last month
-
2Last quarter
-
3Last year
-
4Custom
Customize the report layout to match report goal
Explain the importance of customizing the report layout to align with the report goal. Provide guidance on how to modify the layout to present the data effectively and in a way that supports the report objective.
Add dimensions and metrics that align with report goal
Explain the role of dimensions and metrics in the report and how they contribute to achieving the report goal. Provide guidance on selecting the appropriate dimensions and metrics based on the desired insights or information.
-
1Dimension 1
-
2Dimension 2
-
3Dimension 3
-
4Dimension 4
-
5Dimension 5
-
1Metric 1
-
2Metric 2
-
3Metric 3
-
4Metric 4
-
5Metric 5
Save report template with appropriate name
Explain the importance of saving the report template with an appropriate name for easy reference and future use. Provide guidance on naming conventions and considerations for the report template.
Run the report
Guide the user through the steps of running the report, including any necessary configurations, settings, or actions required. Provide any additional information or tips that are important for a successful report run.
Review the generated report
Explain the importance of reviewing the generated report to ensure accuracy and quality. Highlight key areas to focus on during the review process and any potential challenges that may arise.
Approval: Data Quality
Will be submitted for approval:
-
Run the reportWill be submitted
Identify any patterns or trends from the report data
Guide the user on how to analyze the report data to identify patterns or trends. Provide tips and techniques for recognizing and interpreting patterns or trends in the data.
Compare the report data with previous periods
Explain the importance of comparing the report data with previous periods for benchmarking and performance evaluation. Guide the user on how to conduct the comparison and what factors to consider.
Interpret the performance based on the data
Guide the user on how to interpret the report data to derive meaningful insights and conclusions. Provide tips and techniques for analyzing and interpreting the performance based on the data.
Draft a detailed report summary
Outline the steps to follow when drafting a detailed report summary. Provide guidance on how to structure the summary and what information to include.
Incorporate any additional insights or recommendations
Explain the importance of including additional insights or recommendations in the report. Provide guidance on how to identify and incorporate these insights or recommendations based on the report data.
Prepare the report for presentation
Guide the user on how to prepare the report for presentation, including formatting, visualizations, and organization. Provide tips and techniques for creating a visually appealing and engaging report.
Approval: Manager Report Review
Finalize the report
Explain the importance of finalizing the report before distribution. Highlight any final checks or revisions that need to be done to ensure the report's accuracy and completeness.
Distribute the report to relevant stakeholders
Explain the process of distributing the report to relevant stakeholders. Provide guidance on how to share the report effectively and securely.
Obtain feedback and make necessary improvements for future reports
Guide the user on how to gather feedback on the report and incorporate it for future improvements. Provide tips and techniques for soliciting feedback and implementing changes.
The post Google Analytics Report Template first appeared on Process Street.