Pro tip: Batching client reports saved me 8 hours this week

I used to run individual reports for each client Monday morning, but last week I tried pulling all my data at once from Google Analytics and just slicing it per client. Has anyone else found a faster workflow for monthly reporting?

3 comments

3 Comments

ellioth371mo ago

Did you try combining the data pull with a template? I started using Data Studio for exactly this reason. It lets me keep one dashboard with client filters, and I just change the filter per client for the full report. I cut my monthly reporting time from about 6 hours to maybe 1.5. The key was setting up the filters right at the start so I don't have to redo calculations each time.

torres.thea1mo ago

Setting up the filters right at the start" is the real key. Saved me hours once I got that down too.

kim.jake1mo ago

Feel you on that. Once you get those filters dialed in, it's like the whole thing just runs itself.