Compiling Client Reports

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agency solution

You can automate report creation for your clients. Each client will have a separate account with its own dashboard showing key metrics and important details.

You can combine data from multiple client accounts on different platforms into one report.

Use Case: Create dashboards for two clients

Let's say you manage five GA4 accounts and need to share dashboards with clients. Your approach will depend on how you plan to handle data sharing.

If your goal is to grant all users or team members access to all five GA4 accounts, there's no need to use Workspaces. Instead, you can connect all GA4 accounts within your main "master" workspace.

However, if separate access is required, we suggest the following steps:

  1. Create Workspace #1: Link GA4 #1 and invite users of website #1 to this workspace.
  2. Create Workspace #2: Link GA4 #2 and invite users of website #2 to this workspace.
  3. Continue this pattern up to Workspace #5, each linked with its respective GA4 account and users of the corresponding website.

Important Note: When connecting a GA4 account, don't do it within your master account. Instead, sign in as the client and connect GA4 within their workspace.

09 Jul 2024 07:01 PM