To set up the Channel grouping performance report v2, 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: Channel grouping performance report v2.
Step 2. Select the data sources and choose custom groupings
Keep the following points in mind when setting up the Channel grouping performance report v2:
Data sources: Setting up Google Analytics data source is a mandatory requirement for this type of report, while the rest of the data sources can be chosen flexibly.
Custom grouping: Custom grouping is important in the Channel grouping performance report v2. 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 Facebook Ads data to address specific cases.
Here is a detailed explanation for each data source:
Google Analytics 4
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 Channel grouping performance report v2, it is mandatory to set up custom grouping specifically for this data source.
Google Analytics UA
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.
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 Channel grouping performance report v2. 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.