If you’re not using Google Analytics automated email reports, you should be. If you are already using this exceptionally helpful feature to track visitors to your site, their session duration, their preferred pages, and conversion rates, it’s important to know how to tweak reports to get the right information, when you want it. In this quick guide, we’ll walk you through a simple method for editing their frequency.
It’s always important to try to “work smarter, not harder,” and the first step to doing that is putting in the effort to set your reports up correctly. You’ll want to make sure you’re getting the data you need, but without being overwhelmed by additional data that’s not important. You also need to ensure that you’re receiving reports regularly, and that the frequency of the automated email reports matches your needs.
The default frequency on email reports is weekly. This works perfectly for many people, but in some cases you might want your reports to reflect a longer time period; in other circumstances, you might want more frequent reports to remain flexible and agile. Whichever the case, it’s a simple process to manage your automated email reporting frequency.
Step One: Open the Admin Settings
Log in to your Google Analytics account. Beneath the “My Account” link (beside the “Sign Out” link) there’s an orange button labeled “Admin.” Give it a click.
Step Two: Go to the Appropriate Profile
Once you’ve done so, go through to the profile you’re looking to edit. Your profiles will be in a numbered list under the “Profile” tab to the far left.
Step Three: Click on “Scheduled Emails”
Now that you’re in the profile, you’ll notice there are a variety of tabs you can access: Assets, Users, Goals, Filters, and Profile Settings. Make sure that you’re on the assets tab, and then scroll down to the hotlink for “Scheduled Emails.” Click on that.
Step Four: Access the Report You Want to Edit
After you click on Scheduled Emails, you’ll see a numbered list of your scheduled automated email reports. Choose the report you’re going to edit, and click on it.
Step Five: Change Your Scheduling
Having accessed the report you’d like to alter, you’ll see a screen that shows the email address to which the report is mailed, the subject line, the attachment type, and finally, beneath the attachment type, you’ll see a line for “frequency.” First, there’s a drop-down box that lets you choose whether you’d like to receive reports daily, monthly, weekly, etc. To the right of this, there are “Day of the Week” toggles so that you can choose which day of the week you’d like to receive your reports.
Choose the desired frequency from the drop down list, and then click on the day (or days) of the week when you want the report to be sent.
Step Six: Save Your Changes
You’re almost done! With the appropriate frequency and day/days of the week selected, you just need to scroll to the bottom of the page and click “save.” That’s it!
Now that you know how to alter your automated report scheduling, you’ll be able to do it whenever you want to change things up. During different seasons and/or during shifts in marketing campaigns, it can be vitally important to make sure you’re getting your reports when and how you want them. Don’t forget that
Google Analytics is becoming more and more robust, and the automated email reports feature is an extremely convenient way to keep up on your data. As with any tool, however, it’s only as good as the user’s ability to make the most of it! For additional information on Google analytics, make sure you check this google analytics email reports guide. Reading it was a pleasure and we learned a bit more about how they work.
In addition to tweaking how often your reports come, and on which days, you can also change the expiration date of any set schedule. You’ll find the ability to do this just below the “Frequency” line. There will be a line that says “Expires on:” followed by a full date. To the right of this date you’ll find a hotlink labeled “Extend.” Just give it a click and you’ll be able to choose a new expiration date for the current schedule. Once again, make sure that you save your changes before you exit the profile!