About Reporting Suite
What is Reporting Suite?
Reporting Suite is a Web-based Software as a Service that helps online marketers saving time when preparing custom reports with information coming from Google AdWords, Google Analytics and Google Webmaster Tools. It is important to note that Reporting Suite is a reporting tool that works with your Google AdWords / Analytics / Webmaster Tools data and is not a stand-alone web reporting solution.
What are the system requirements to use Reporting Suite?
Report across multiple websites or AdWords accounts
Can I report across multiple websites or AdWords accounts simultaneously?
In you are interested in reporting across multiple websites or AdWords accounts simultaneously, Reporting Suite offers you different approaches. Depending on the exact format you need you may pick the option which works best for you (the following examples refer to websites or Google Analytics profiles, but you can do exacly the same with AdWords accounts, and even a mix of profiles and AdWords accounts):
- Option 1: Single table with a row for each web site or trend graph with a line for each web site or AdWords account.
- Option 2: Aggregated report having individual reports including several components and figures from different web sites / AdWords accounts at the same time (please see this Sample report).
- Option 3: Aggregated report having the same report template included several times but for different profiles / AdWords accounts (please see this Sample aggregated report).
Let us know about your requirements and we will recommend the best approach to cover your needs.
Advantages over Excel add-ons
What are the advantages of Reporting over Excel add-ons?
Many of our customers are Internet or online marketing agencies, and some of them have worked or tried Excel add-ons before engaging us. They all agree our product has many advantages over these Excel add-ons as we follow a “software as a service” approach:
- You just need an Internet browser and an Internet connection. So you can forget about product installations, product updates, incompatibility problems, just working from the laptop or desktop where the product is installed, etc.
- We take care of product maintenance adding new features and adapting to changes in Google APIs, without service disruption from your side. We are constantly improving the product based on our customers’ feedback.
- Collaboration between colleagues is much simpler since multiple users can simultaneously work on different components or reports, and then build the final report. The latest version of the reports is always in our platform and not dispersed between your collaborators computers.
- You can set different access level to your collaborators based on the AdWords accounts / profiles they need to access.
- All the reports reside in our platform so you can access them at any moment from any location. Your laptops may stop working or be stolen, but you reports will there for you.
- Your reports can be scheduled for its execution and you will have them in your inbox (or in your customers inbox) when you need it, including your own brand or your customer brand.
- If you send your reports in PDF you can save the manual deliverable generation.
Cost data uploadCost data refers to dimensions and metrics for paid campaigns and includes information such as: campaign name, source, medium, clicks, impressions, cost, etc.
The Cost Data Upload feature allows you to upload cost data for non-Google paid campaigns. After uploading cost data, relevant reports will include cost-related metrics for both Google and non-Google paid campaigns.
Custom Data SourcesA custom data source can represent a single or multiple external data source(s) in Google Analytics, such as paid search, affiliate marketing, etc. Custom data sources are important because all of the metadata for uploaded data is associated with a custom data source, such as which profiles have access to uploaded data.
Under the Google Analytics data model, a custom data source entity is a child entity of a property. One property can have multiple custom data sources.
Before cost data can be uploaded to Google Analytics using Reporting Suite, a custom data source needs to be created. Currently, custom data sources can only be created through the Google Analytics web interface, under the admin section at the property level:
- Navigate to the admin settings within the Google Analytics web interface.
- Select a web property for which you would like to create a custom data source.
- Select the Custom Definitions tab.
- Click the New Custom Data Source button.
- Name the data source and provide a description.
- Link one or more profiles to enable cost data in reports.
- Click Create.
Daily uploadIn addition to the custom data source, there is another related resource, a daily upload, that represents the actual data uploaded to Google Analytics for a particular date. Once the custom data source has been created, you can use Reporting Suite to upload the cost data.
In order for cost data to be uploaded to Google Analytics, you must provide a properly formatted CSV file, containing values for the required dimensions and metrics, and meet certain file constraints. You can find in this link the CSV Format and Constraints imposed by Google Analytics.
ReportingOnce cost data has been uploaded to Google Analytics it can take up to 12 hours for it to be processed, after which it will be become available in reports for profiles that are linked to the custom data source. Reports can be queried using Reporting Suite or through the Google Anlaytics web interface using custom reports or the standard Cost Analysis Report, available under the Traffic Source section.
Do users accessing Reporting Suite need a Google account?
In Reporting Suite, a user name is a valid email addresses at any domain (it doesn't have to be at Google or Gmail email), and a user can have access to more than one Reporting Suite account.
What type of users can be created?
The access to Reporting Suite accounts is based on user roles, and there are three types of users:
- Superadministrator user. He is the account owner and creator. Reporting Suite will only be able to access Google AdWords accounts / Google Analytics profiles for which the superadministrator have access to, as he is responsible for granting access to Reporting Suite to his Google AdWords / Google Analytics data. He can use all account functionalities as well as create other users (administrator and business users), upgrade/downgrade the account plan and cancel the account. The superadministrator can turn an administrator user into a business user and viceversa.
- Administrator user. Can access all the profile configuration options, data exportation as well as all data consumption functionalities. An administrator can create, modify and delete business users.
- Business user. Only have access to data consumption functionalities.
How do I grant profiles access to users?
Reporting Suite accounts can be configured in two ways regarding profile access. You can allow all account users to access all the Google AdWords accounts / Google Analytics profiles associated to the account, or you can individually set which elements can access each user. This option is just available for superadministrator.
If you are the superadministrator and decided to grant access individually, you can set for each user (administrator or business user) which profiles he can access in the Reporting Suite account.
If you are an administrator user and the superadministrator decided to grant access individually, you can set for each business user which profiles he can access but just from the list of profile you have been granted access by the superadministrator.
What is a view?
In Reporting Suite, a view is defined as a set of reports for a given calendar or periods of analysis. Additionally, at view level you can define a set of attributes related to the visualization, such as the date format, the starting week day and the currency used to show metrics that represent amounts of money.
When a business user accesses an AdWords account / profile to consume reports, he will always to do it using one of the views he has been granted access. This way, the reports that users can see are the reports configured in the view that is being used. Users will always have the chance to modify the periods of analysis predefined in the view, or switch the view.
How does my trial work?
When you sign up you will enjoy the Demo plan for 15 days for free. If you decide that you want to subscribe to Reporting Suite you can upgrade your Demo plan at any moment to any of our commercial plans.
Is there a contract involved?
No, Reporting Suite is a pay-as-you-go service with no contracts. Pay month-to-month, and if you decide to cancel, you'll be billed for the current month, but you won't be billed again.
Can I upgrade or downgrade later?
Yes. You can easily upgrade or downgrade your account at any time.
Upgrades take place immediately. Downgrades and cancellations take place at the end of the billing cycle.
How can I pay for Reporting Suite?
Pay for Reporting Suite on our secure server with PayPal - sorry, no credit cards will be accepted at this moment. A recurring payment profile will be created in your PayPal account, and every month you will be charged the monthly fee until you decide to cancel the subscription. We will send you by email your monthly invoice.
How does the upgrade process work?
To upgrade your account to a higher plan, we will cancel the PayPal recurring payment profile associated to your current plan, and once the current billing cycle is over a new PayPal recurring payment profile will be created for the new plan.
This is why we need your authorization to created a new recurring payment profile in PayPal. In any case we will be happy to offer you access to the new plan for the rest of the current billing cycle without any additional cost.
How does the subscription work?
Once the recurring payment profile is created in PayPal, your Reporting Suite account will be in status "Active subscription" and you will be able to enjoy your Reporting Suite plan. The initial status of the recurring payment profile will be "Pending confirmation from PayPal".
After Reporting Suite receives from PayPal the initial payment confirmation, the status of the recurring payment profile will transition to "Active". From that time on, if you wished to request the cancellation of your subscription you could do it either from Reporting Suite or from PayPal.
If you request the cancellation of your subscription, the status of your Reporting Suite account will transition to "Subscription to be cancelled", and the status of the recurring payment profile will transition to "Cancelled". From that time on you will not receive any monthly fee, but you will be able to use your account until the end of the current period as you paid for it.
Once the current period is over, your account will transition to status "Cancelled subscription" and you will no longer be able to enjoy your Reporting Suite plan. In that moment, if you wished you could subscribe again to one of the Reporting Suite plans.
Is Reporting Suite secure?
Reporting Suite relies on the industry standard OAuth2 to request access tokens and connect to Google AdWords / Google Analytics / Google Webmaster Tools data. OAuth2 is open protocol for secure authorization based on APIs, that is supported by Google and other well known Internet service providers.
When you issue OAuth2 tokens to Reporting Suite, we store them on your Reporting Suite account. Next time you log in to Reporting Suite we then automatically use the tokens to connect to your Google data. This means that you can use Reporting Suite to analyze AdWords/ Analytics / Webmaster Tools data without remembering and without entering your Google credentials.
At any time you can sign in to your Google account and revoke OAuth2 tokens issued to Reporting Suite. You will then no longer be able to access your Google AdWords / Google Analytics / Google Webmaster Tools data from Reporting Suite.