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Google Analytics Reporting Template

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Determine the report's KPIs or metrics

What are the main Key Performance Indicators (KPIs) or metrics that will be used in the report? These are the key measurements that will determine the success or failure of the report. Consider factors such as website traffic, conversions, bounce rate, goal completions, and engagement.

Select the time period for the report

What time period will the report cover? This could be a specific month, quarter, or year. Consider if you need to compare data from different time periods (e.g., month-over-month or year-over-year comparisons).
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    Last Month
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    Last Quarter
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    Last Year
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    Custom Dates

Create a new Google Analytics view for the report

Create a new view in Google Analytics to ensure you have a dedicated space to collect and analyze data for this specific report. This will help keep the data organized and prevent any overlap with other reports or views.

Setup custom segments for data filtering if necessary

Do you need to set up custom segments to filter the data in Google Analytics? Custom segments allow you to focus on specific subsets of data based on certain criteria (e.g., new users, organic traffic). This can help provide more targeted insights for the report.
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    New Users
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    Returning Users
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    Organic Traffic
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    Paid Traffic
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    Social Media Traffic

Gather data for selected KPIs or metrics

Collect the necessary data from Google Analytics for the selected KPIs or metrics. This may involve exporting data, running reports, or using specific filters within Google Analytics.

Approval: Data Accuracy

Will be submitted for approval:
  • Gather data for selected KPIs or metrics
    Will be submitted

Format and organize the data in the Google Analytics interface

Format and organize the collected data within Google Analytics to ensure it is easy to analyze and understand. This may involve creating custom reports, using data visualization tools, or applying filters to focus on specific data points.

Create visuals (graphs, charts) to represent the data

Create visual representations (graphs, charts, etc.) of the data to make it easier to interpret and share with others. This will help provide a clear picture of the insights and trends revealed by the data.
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    Line Chart
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    Bar Chart
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    Pie Chart
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    Area Chart
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    Scatter Plot

Draft preliminary conclusions based on data gathered

Based on the data collected and analyzed, draft preliminary conclusions about the performance and trends identified. What initial insights can be gleaned from the data? This will serve as a starting point for further analysis and exploration.

Review and refine the draft conclusions

Review and refine the preliminary conclusions based on feedback and additional analysis. Are there any inconsistencies or gaps in the initial findings? This step ensures that the conclusions are accurate and supported by the data.

Approval: Draft Conclusions

Will be submitted for approval:
  • Draft preliminary conclusions based on data gathered
    Will be submitted

Prepare a summary of the report

Write a concise summary of the report, highlighting the main findings, insights, and trends. This summary will provide an overview for stakeholders who may not have time to review the full report.

Draft recommendations based on report findings

Based on the insights and trends identified in the report, propose recommendations for improving performance or addressing any challenges. These recommendations should be actionable and aligned with the goals and objectives of the report.

Approval: Recommendations

Will be submitted for approval:
  • Draft recommendations based on report findings
    Will be submitted

Finalize the Google Analytics report

Review and finalize the report, ensuring that all sections are complete, accurate, and well-presented. Make any necessary edits or additions to improve clarity and coherence.

Export the report in the desired format

Export the report from Google Analytics in the desired format (e.g., PDF, Excel, Google Sheets). Ensure that the exported report is compatible with the tools or platforms where it will be shared or presented.
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    PDF
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    Excel
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    Google Sheets
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    CSV
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    PowerPoint

Distribute the report to the relevant parties

Share the finalized report with the relevant stakeholders or parties who need access to the insights and recommendations. Consider who needs to review the report for decision-making or other purposes.

Request feedback on the report and its findings

Request feedback from the recipients of the report regarding its content, format, and usefulness. This feedback will help improve future reports and ensure that the insights and recommendations provided are valuable and actionable.

Archive the report and data for future reference

Store the finalized report and all associated data in a secure location for future reference. This ensures that the insights and findings are preserved and can be accessed if needed for future analysis, comparisons, or audits.

The post Google Analytics Reporting Template first appeared on Process Street.


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