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Google Analytics email reports are an important part of your marketing efforts. Not only are they a great way to stay on top of what is happening in real-time, but you can also use them as helpful reports for clients or other people who need access to various data.
And the best thing about these reports is that you can automate them. Instead of having to manually create the reports every month, you can simply schedule them to be sent out as soon as they are generated!
Wondering how? In this article, we will provide a step-by-step guide on how to create scheduled emails in Google Analytics. This will allow you to send out monthly reports and other email reports automatically without having to sit at your computer or log into your GA account every time.
Let’s dig in.
Google has a feature called “Scheduled Emails” which allows users to schedule email campaigns in advance without needing access to their Google Analytics account.
This means that if someone else wants an analytics report sent directly from your Google Analytics account (without giving them login access) then they can simply subscribe themselves as a user with specific permissions and allow those scheduled emails through Gmail or another email service provider like MailChimp.
Google Analytics email reports enable you to automate the process of sending your Google Analytics report data. You can send an email with a snapshot of your custom-selected account (profile) or site (view).
A common use case example where this feature comes into play involves an agency working on client projects and reporting progress by sharing specific Google Analytics reports with the client. Additionally, you can incorporate scheduled reports in Salesforce into this process.
This is possible because scheduled emails are enabled for each account (profile) within your web property, which means that users do not have to log into the analytics dashboard every single day or week in order to check on progress and send an update email. Instead, you can set up a schedule at the beginning of this process so that data will be automatically sent out exactly when you want it without any additional work necessary from either party involved in sending these reports.
Here are just a few of the benefits that you can look forward to when setting up scheduled Google Analytics email reports:
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You can easily set it up in just a few clicks – no coding required.
To set up a dashboard, follow these 3 simple steps:
Step 1: Choose a fitting template
Step 2: Connect your data
Step 3: Watch your dashboard populate in seconds
To set up email reports, log into your Google Analytics account and navigate to the Admin tab. From there, select the property and view (profile) that you would like to schedule reports for.
*Note that depending on whether you want a single snapshot per month, week, day, or hour, these automated email reports may take some time before they’re fully processed by Google.
After you’ve saved your report preferences, you can share a link to a specific report that will be sent out on the scheduled date and time.
To do this, navigate back to your Google Analytics dashboard and select “Email Settings” from the top navigation bar. Then click on “Share Current View.”
This is where you’ll see all of the reports currently available for sharing according to the email preferences previously set up within your profile(s). You can either generate a copyable link by selecting Copy Link at the bottom of this page or save these settings as a template so they’re automatically included with each future report you send out via automated emails by clicking Save Template instead.
To do so, select “Profile” from the pull-down menu and then click on Save Email Preferences.
Finally, choose which reports should be included with these scheduled emails and whether or not they will include data from today’s date onwards in order to track progress over time. If applicable, also enter any necessary notification text that would best explain why these particular analytics results are being sent out via Gmail at this given time interval. Clicking OK finishes creating new email alerts! Now all you have left to do is sit back and wait for each one of them to be sent to the email address you’ve designated as a recipient for this automated process.
If alerts aren’t being delivered, it may be because of a formatting issue with your Gmail settings or your Google Analytics account credentials not being properly linked together. To fix this problem and have access restored, simply visit “Admin” within the top toolbar again and select “User Management.” Then click on Edit next to the intended user’s name in order to find their associated permissions under each tab – just make sure that they’re consistent across both accounts! Once everything is set up correctly, all reports will begin processing automatically from now on even if no one is logged into either account during these scheduled times.
To edit email report preferences within an existing Google Analytics account, go back to the “Admin” tab and then use the pull-down menu next to “Email Reports.”
For example, if you want to change a weekly email report’s frequency or turn it off entirely (by deselecting all reports), click on Edit Scheduled Emails.
Choose which type of data will be included with these automated emails under Email Frequency and whether or not they’ll include information from today onward via Date Range Options.
In order to finish creating new email alerts, click on Save Email Preferences. In some cases, you may have to wait a few minutes before they’re fully processed by Google as well just like the standard reports do.
You can also edit email report preferences for multiple Google Analytics accounts at once by selecting “Edit Email Preferences” from the pull-down menu next to your current account name.
If you want to delete email reports from your Google Analytics account completely, go back to the “Admin” tab and then use the pull-down menu next to “Email Reports.”
Next, select Delete for each type of automated email you want to stop receiving immediately. Keep in mind that this will also remove any data included with these alerts from their corresponding reports!
By deleting reports, it will also change your email report preferences for this Google Analytics account.
Losing your mind over setting up your Google Analytics account? Don’t have time to set these email reports yourself? Not a big fan of Google Analytics UI? Something else? No problem. You can skip all these tedious steps to setting up automated reports on Google Analytics by opting for Databox instead.
Automate Google Analytics email reports with Databox today and see for yourself why we are one of the best reporting software on the market.
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Grew up as a Copywriter. Evolved into the Content creator. Somewhere in between, I fell in love with numbers that can portray the world as well as words or pictures. A naive thinker who believes that the creative economy is the most powerful force in the world!
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