How to set up the Precis starter report | Learning Center

To set up the Precis starter report, follow these steps:

Go to the left-hand navigation menu.
Select Data & reporting → Reporting solutions
Click on the 'Create new report' button.

You can watch the complete setup process in the video or refer to the step-by-step guide provided below.

Step 1. Select the report

Select the report type: Precis starter report.

Step 2. Select the data sources and choose custom groupings

Keep the following points in mind when setting up the Precis starter report:

Data sources: You have the flexibility to select any combination of data sources. There are no mandatory data sources required for the report.
Custom grouping: Custom grouping is important in the Precis starter report. The report is aggregated based on Date and Custom groupings, including market and channel grouping levels. This allows for accurate data integration from different platforms and relevant datasets. For instance, you can join Google Analytics data with budget data to address specific cases.

Here is a detailed explanation for each data source:

Google Analytics 4

1. Select the Google Analytics 4 accounts connected to Alvie, as explained here. You can choose multiple accounts.

2. To customize the channel grouping and market grouping, adjust the ready-made custom groupings according to your specific needs, as explained here.

When selecting Google Analytics accounts to be used for the Precis starter report, it is mandatory to set up custom grouping specifically for this data source.

Google Analytics UA

1. Select the Google Analytics UA accounts connected to Alvie, as explained here. You can choose multiple accounts.

It's important to note that Google will deprecate Google Analytics UA after July 1, 2024. Therefore, you can use this data source in reporting solutions if it is set up before this date.

2. To customize the channel grouping and market grouping, adjust the ready-made custom groupings according to your specific needs, as explained here.

Google Ads

1. Select the Google Ads accounts connected to Alvie, as explained here. You can choose multiple accounts.

2. To customize the channel grouping and market grouping, adjust the ready-made custom groupings according to your specific needs, as explained here.

Microsoft Ads

1. Select the Microsoft Ads accounts connected to Alvie, as explained here. You can choose multiple accounts.

2. To customize the channel grouping and market grouping, adjust the ready-made custom groupings according to your specific needs, as explained here.

Facebook Ads

1. Select the Facebook Ads accounts connected to Alvie, as explained here. You can choose multiple accounts.

2. To customize the channel grouping and market grouping, adjust the ready-made custom groupings according to your specific needs, as explained here.

DV360

1. Select the DV360 accounts connected to Alvie, as explained here. You can choose multiple accounts.

2. To customize the channel grouping and market grouping, adjust the ready-made custom groupings according to your specific needs, as explained here.

1. Select the Linkedin accounts connected to Alvie, as explained here. You can choose multiple accounts.

2. To customize the channel grouping and market grouping, adjust the ready-made custom groupings according to your specific needs, as explained here.

Tiktok

1. Select the TikTok accounts connected to Alvie, as explained here. You can choose multiple accounts.

2. To customize the channel grouping and market grouping, adjust the ready-made custom groupings according to your specific needs, as explained here.

Snapchat

1. Select the Snapchat accounts connected to Alvie, as explained here. You can choose multiple accounts.

2. To customize the channel grouping and market grouping, adjust the ready-made custom groupings according to your specific needs, as explained here.

Google sheets

Select the Google sheets files connected to Alvie, as explained here. For now, you may select only one file.

You have the option to add an additional layer of data to the Precis starter report. Budgets and targets is one example which can be incorporated by using Google sheets.

Step 3. Define data target properties

In this step, you will find the basic settings, which require you to define the Google Cloud project and BigQuery output dataset. For detailed instructions on how to correctly fill in this data, please refer to the documentation provided here.

Additionally, this step includes advanced settings that are optional to use. Here, you have the ability to define the schedule for creating the Precis starter report. By default, the schedule is set to daily, but you can choose other options that are suitable for your needs:

You can learn more about how the schedule is set up here.

Step 4. Other settings

This step includes two important settings: the GA4 migration date and the Target currency. Both of these settings are explained in detail here.

Step 5. Activate the report

If you have finished configuring the settings, you can activate the report. However, if you still need to make adjustments to the settings, you can choose to save without activating.

For more detailed information on report activation and setting up the Looker studio dashboard, please refer to the documentation provided here.