Reporting

How to Share Custom Reports, Dashboards, and Template Links in Google Analytics with Others

学习如何轻松地共享自定义报告,dashboards, and template links in Google Analytics with your organization and clients.

djordje cvijovicdjordje cvijovicon November 18, 2021 (last modified on November 15, 2021) • 9 minute read

自从Google Analytics首次启动以来,与其他用户共享报告的功能已经存在。我甚至会说这个功能是由于其易用和可用功能的多样性,因此使用Google Analytics在其他工具中使用的最重要的好处之一。在翻盖方面,提取您所需要的每个客户端的数据都可以很麻烦,并分享它,特别是如果您的客户通常在数字分析中没有强大的背景。

So, how do you share your Analytics data with your team? Who can access your reports? I’ll cover how to share standard reports, custom Google Analytics reports, and templates links with other users.

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Why Share Access to Your Google Analytics Reports and Account?

分享对您的访问权限Google Analytics reportsand account is important for a number of reasons. For example, if you’re working in a team, sharing access to your reports is crucial so you can all see how your site is performing. When your team has one place to track their performance, they’ll know what works well and which areas require further improvement or change of strategy with ease.

也可以授予对整个Google Analytics帐户的访问权限。在授予访问权限时,您还可以指定其他用户拥有的权限,例如查看报告或编辑数据的功能。

现在让我们在几点点中总结分享对您的GA帐户或报告的获益:

Sharing provides more flexibility

You no longer have to worry about whether or not your Google Analytics account will be blocked or suspended due to overuse. You can share your account with whomever you want, and if the person knows what they’re doing, they can manage your Google Analytics account and reports for you.

Sharing fosters collaboration

您可以与您的同事,团队成员甚至客户或客户共享一个帐户。拥有另一个人管理您的帐户让您更多的时间专注于您的分析目标和战略。

Sharing reduces time waste

Keeping track of numerous logins and passwords is great for managing your own account, but it becomes a hassle when you have to share an account with multiple users. If each of your users is logging in and setting up their own Analytics accounts, then you’ll have to track each individual user’s logins and passwords.

如何与他人分享Google Analytics报告

One of the great things about Google Analytics is how easy it is to share reports. You can share your reports with anyone you want, whether they’re on your team or a peer from another agency. When you share a Google Analytics report, you grant that user permission to view the report, and they automatically receive an email invitation.

The ability to share reports is particularly useful for agencies that want to share reports with partners and clients. In that situation, you can grant them access so that they can view the report, but then revoke that access if they leave etc.

Method 1: Share Access to Your Google Analytics Account

分享对您的访问权限Google Analytics account is a simple way to give others the opportunity to use your data reports without giving them access to your login information. But it’s also important to remember that by sharing access to your data reports, you are giving those people some control over who gets access to your account.

分享你的谷歌Analytics帐户,follow these steps:

1.登录您的Google Analytics帐户,然后选择所需的网站。

How to Share Access to Your Google Analytics Account - step 1

2. Choose theAdmin选项。

How to Share Access to Your Google Analytics Account - step 2

3.User Management, you can control who has read-only or full view access. In this example, we selected User Management in the Account column.

How to Share Access to Your Google Analytics Account - step 3

4. Enter theemail addressof the user you want to grant access to. You can manage 4 different options of access: Manage Users, Edit, Collaborate and Read & Analyze. After you set up everything, clickAdd

How to Share Access to Your Google Analytics Account - step 4
Source: https://www.monsterinsights.com/

You’re done – Access is given to the user!

Method 2: Share a Custom Google Analytics Report

This method provides you to create自定义报告to help you track the information you care about and share it with your clients. Consider, for example, a content marketer who is using Google Analytics to analyze traffic. The marketer might create a Custom Report showing which pages of content are getting the most traffic, traffic by referral source, or traffic by specific keyword.

The marketer can share the report with the client, so the client can see which parts of their site are performing well. You can create custom reports for each client by choosing up to 5 dimensions for each report and sharing it with them.

Let’s see how.

1. After you’ve selected the website in your Analytics account navigate to自定义»自定义报告。在下面Actionsdropdown menu click分享

如何分享自定义Google Analytics报告 - 第1步

If you want to share atemplate link, 点击分享template link, and click Share.

How to Share a Template Link in Google Analytics Report - step 1
Source: https://www.monsterinsights.com/

您可以与客户共享生成的链接,以便它们可以使用自定义报告以满足您的需求。

How to Share generated links in Google Analytics Report - step 1
Source: https://www.monsterinsights.com/

此外,您可以与另一个用户共享自定义报告。通过进入自定义来选择自定义报告»自定义报告。将自定义报告导出到所需格式,如CSV,TSV,TSV for Excel,XLSX,Google表格或PDF,或者您可以将报告通过电子邮件发送给用户。

how to share a custom GA report with another user
Source: https://www.monsterinsights.com/

方法3:共享Google Analytics仪表板

If you’re sharing a report or dashboard with a colleague, it’s important to know what your goals are. Do you want to hand over responsibility for managing the information to that person? Or do you want to be able to make changes without checking in with that person?

知道有两个重要的选择:

How to Share a Google Analytics Dashboard
资料来源:Online-metrics.com.

1.分享Object- 如果选择此选项,其他人将在其帐户中看到仪表板,但无法删除它。

2.分享template link– This option allows you to give others the same dashboard in their own account. You can’t edit it, and they don’t have the option to rename it or change the permissions on the views.

分享an object, and you can control who sees it and what they do with it. Sharing a template link allows others to make use of your data without sharing control. Also, you can share both methods.

How to Use Google Analytics Solution Gallery for Sharing Reports

如果你不能击败他们,请加入他们!

解决方案库是由谷歌创建和维护的开源项目,以及免费提供的真实宝库Google Analytics dashboards, reports, and segments.

It’s free, and it allows you to share your own work and the work of others in the community. Lastly, you can quickly upload and download dashboards, custom reports, and more to basically form a public database with numerous ways to look at your Google Analytics data.

The Solutions Gallery is a valuable resource for novice users looking for some inspiration or advanced users who are looking for specific reports or segments.

Let’s see how you can use it for sharing reports.

分享Assets from Your Reporting View

Sharing assets from your reporting view is a way to create, edit, share or delete assets. You need to have edit permission at the view level in order to create, edit or delete assets. Do not share assets with your team members, only individuals who need the assets, for example, your business partner.

To share assets, follow these steps.

1. Log in to your Google Analytics account.

2.导航到报告视图。

3. Open the Google Analytics admin platform and click on the’Share Asset’ link under the ’View' 柱子:

如何从报告视图中分享资产 - 第3步
Source: Optimizesmart.com

4. Select desired assets you want to share, and click on the ’share’ button.

如何从报告视图中分享资产 - 第4步
Source: Optimizesmart.com

5. Choose the sharing method. You can either share an asset with people in your organization (’Share a template link’) or you can share it with the general public (’Share in Solutions Gallery’)。点击一下分享’ button.

如何从报告视图中分享资产 - 第5步

6. If you decided to share a template link you will be asked to copy the template URL and share it with the people in your organization:

How to Share Assets from Your Reporting View - step  6

7.如果您决定分享在解决方案库中,您将被要求提供其他信息:

  • Username
  • Title
  • Category (you can choose one or more)
  • 描述
共享解决方案模板 - 其他信息
Source: https://www.optimizesmart.com/

8.单击“共享”按钮后,您将看到此消息:

share a solution template - example
Source: https://www.optimizesmart.com/

9. If you click on the ’这里’ link you would be able to see your shared asset in theGoogle Analytics Solution Gallery:

how to see your shared asset in the Google Analytics Solution Gallery
Source: Optimizesmart.com

10. You can also delete your asset with ’删除' 选项:

如何在GA中删除您的资产
Source: https://www.optimizesmart.com/

注意:如果执行此操作,则共享模板链接和使用Google Analytics Solutions Gallery的共享资产将不会被删除。

从Google Analytics解决方案库导入资产到您的报告视图

现在让我们看看如何从GA解决方案库进口到Reporting视图。

1. Log in to your Google Analytics account.

2.导航到报告视图。

3. Open the Google Analytics admin platform and click on’Share Asset’ link under the ’View' 柱子:

4. Click on the’Import from Gallery’按钮。

从Google Analytics Solution Gallery导入资产到Reporting View  - 第1步

5. Choose the asset you want to import from the browsing bar in the upper-left corner. Click on the ’Import’ button.

从Google Analytics解决方案库导入资产到您的报告视图 - 第2步
Source: Optimizesmart.com

Note: You can sort it by its popularity, ranking, or category.

6. Now, you will be asked to select the reporting view where you want to import the asset. Also, you will get the option to select the assets you want to import:

从Google Analytics解决方案库导入资产到您的报告视图 - 第3步

7. Click on the ’创造’ button.

Well done – You finished theimporting process!

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Enhance Google Analytics Reporting with Databox

If you’re part of an organization that has special reporting needs, the native functions in Google Analytics may not suffice. For example, you may need to report more than 10 metrics or include commentary about your data. Or, you may want to include branding (e.g., your logo) and a cover page. Also, you may wish to include data from the other sources in your reports.

停在这里 - 有一个完美的解决方案!

Databox helps agencies and marketers create quick, professional-looking reports and dashboards. With Databox, analysts can also create their own templates and easily share them with clients and executives with a better and user-friendly interface.

你可以注册免费试用now and join 120,000+ satisfied Databox users who are already leveraging their Google Analytics Reporting experience.

About the author
djordje cvijovic
djordje cvijovic作为撰写者长大。进入内容创建者。在介于两者之间,我爱上了可以描绘世界以及言语或图片的数字。一个天真的思想家,他认为创造性经济是世界上最强大的力量!
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