Step 2. Select the required data sources | Learning Center

Settings at this step depend on the selected report type. To get detailed information about the specific report type, we encourage you to refer to the documentation in the specific report section.

Although this step is common for every type of report, there will be specific details based on the selected report type in Step 1.

How to work with data sources at this step

All required data source need to be connected to Alvie prior to setting up a report. To do so, please, follow the guide here.

First, you will see the available data sources for the selected report type. Some data sources are optional, while others are mandatory. Simply select the required account for the desired data source from the dropdown list:

Secondly, you will notice that there are additional settings that need to be provided for certain data sources in specific reports:

Specific settings for some particular reports

Below is a list of specific settings and their explanations. If you need more details on how to set up Step 2 for a specific report, please refer to the 'How to set up report' section for that particular report.

Setting 1. Custom channel grouping

Used in the reports:

Custom channel grouping is utilized to effectively merge data from different platforms with other pertinent datasets. For instance, it enables the combination of Google Analytics data with information from Facebook Ads. This integration enhances the accuracy and comprehensiveness of the analysis.

To gain further insights into custom groupings, you can find more information by following this link.

When configuring the Custom channel grouping, you may encounter it in two distinct ways within the interface.

1. The custom channel grouping should be defined from scratch

In certain reports, you may need to create a Custom channel grouping from scratch during the report setup process. To begin this process, simply click on the 'Create custom channel grouping' button.

A popup will appear, allowing you to initiate the creation process by clicking the 'Add new channel' button.

Once you click on the 'Add new channel' button, you will notice that a channel is created, and you will be prompted to define the conditions for this channel.

Once you have defined the conditions for a channel, click the 'Save channel' button and proceed to define the remaining channels. After completing the definition of all channels, simply click the 'Save' button at the bottom of the popup. Your custom channel grouping is now set up.

You can also watch a video that demonstrates the entire process of creating a custom channel grouping:

2. The custom channel grouping has a pre-defined template that can be adjusted according to business needs

For some reports, the custom channel grouping already has a pre-defined template. To access the template, simply click on the 'Edit custom channel grouping' button.

Once you click on the 'Edit custom channel grouping' button, a popup will appear displaying all the channels for the custom channel grouping. You can either use the pre-configured settings or adjust them according to your business needs.

To view the conditions for a specific channel, simply click on the channel card, and all the conditions will be displayed.

From here you can either inspect the conditions for a specific channel or edit them as per business needs.

You can also watch the video below to see the entire process:

Setting 2. Custom market grouping

Used in the reports:

Custom market grouping is utilized to effectively merge data from different platforms from a perspective of market. For instance, it enables the combination of Google Analytics data with information from Facebook Ads fro the perspective of markets. This integration enhances the accuracy and comprehensiveness of the analysis.

To gain further insights into custom groupings, you can find more information by following this link.

When configuring the Custom market grouping, you may encounter it in two distinct ways within the interface.

1. The custom market grouping should be defined from scratch

In certain reports, you may need to create a Custom market grouping from scratch during the report setup process. To begin this process, simply click on the 'Create custom market grouping' button.

A popup will appear, allowing you to initiate the creation process by clicking the 'Add new channel' button.

Once you click on the 'Add new channel' button, you will notice that a channel is created, and you will be prompted to define the conditions for this channel.

You can also watch a video that demonstrates the entire process of creating a custom market grouping:

2. The custom market grouping has a pre-defined template that can be adjusted according to business needs

For some reports, the Custom market grouping already has a pre-defined template. To access the template, simply click on the 'Edit custom market grouping' button.

Once you click on the 'Edit custom market grouping' button, a popup will appear displaying all the channels for the custom market grouping. You can either use the pre-configured settings or adjust them according to your business needs.

To view the conditions for a specific channel, simply click on the channel card, and all the conditions will be displayed.

From here you can either inspect the conditions for a specific channel or edit them as per business needs.

You can also watch the video below to see the entire process:

3. How the market is defined can vary across different data sources

Google Ads

You can define the market in two ways:

On the level of Account ID: This method is suitable when the entire account represents a single market.
On the level of Campaign: This method is suitable when there is a consistent campaign naming convention for a multi-market account. For example, if 'SE' is included in the names of all campaigns targeting Sweden, you can use the 'Campaign contains SE' filter to indicate that the data from these campaigns is related to the Swedish market.

Google search console

You can define the market in two ways:

1. On the level of Account ID: In this case, the Account ID is a modified version of the Google search console property name.

If you have set up all the Google search console properties for the different markets you want to include, it is recommended to use them.

For example, if you have properties like dr-organic.se, dr-organic.no, dk.dr-organic.com, etc., you can specify these domains exactly as they are for each market (Account ID). However, when specifying these domains, make sure to remove any instances of 'https', dots, hyphens, underlines, and slashes.

For instance, if you have a URL like 'https://www.dr-organic.se/hello-there', it should be rewritten as 'wwwdrorganicsehellothere'.

2. On the level of Country: The country name should be used exactly as it is written in Google search console. Please refer to the instructions below on how to find it.

Now, let's consider a scenario where you have a master domain and cannot use URL patterns to include all markets. For example, the English version may exist on the pure .com domain, while other markets exist on .com/se, .com/no, and so on. In this case, you can handle it by using one property from Google search console and defining the market based on the country as defined in Google search console.

If you want to define markets based on Countries, you can only use one Google search console account/property. If not, you will get duplication-issues with your data.

To identify the country in Google search console, follow these steps:

Go to Google search console → Performance → Search results
Select a Country filter:

Use the Country name you’re looking for exactly as it is specified there.

Setting 3. Campaign name filter

Used in the reports: Search synergies report

To include all campaigns in the report, leave the Campaign name filter field empty. However, if you only want specific campaigns to be included in the report, please fill in the Campaign name filter field with the desired value. All campaigns, including this value, will be captured.

Setting 4. Conversion name filter

Used in reports: Creative insight report

This feature helps you focus your report on specific types of conversions by filtering based on keywords or phrases related to conversion actions. Here's how it works:

Input keywords: You can enter keywords that represent the conversions you are interested in, such as purchase, landing_page_view, or video_view.
Pipe (|) character: The pipe character (|) is used to separate multiple conversion names. It acts as an 'OR' operator, meaning the report will include any campaigns that have conversion actions matching any of the terms you list. For example, if you enter purchase|landing_page_view|video_view, the report will include campaigns that have conversion actions with names containing either purchase, landing_page_view, or video_view.
Case-insensitive matching: The filter works regardless of whether the conversion names are written in upper or lowercase, so it will match terms like Purchase, purchase, or PURCHASE equally.