Manage your spreadsheets

My Reports lists every spreadsheet that uses the Two Minute Reports add-on in your team. Use it to find a spreadsheet, check its queries and schedules, and copy it.

Open My Reports

In the Two Minute Reports sidebar, select Menu, then select My Reports. You can also open Extensions › Two Minute Reports › My Reports in the Google Sheets menu bar.

Each spreadsheet shows:

• Its name
• Queries: how many of its queries succeeded on their last run
• Schedules: how many of its schedules succeeded on their last run
• The date that it was created, and when it last changed

Use the search, the connector filter, and the run status filter to find a spreadsheet. To start a new spreadsheet in Google Sheets, select New Report.

Spreadsheet actions

Select the menu on a spreadsheet to:

• Open: open the spreadsheet in a new tab
• Refresh name: get the current name of the spreadsheet from Google Sheets
• Copy: copy the spreadsheet with its queries. See Copy a spreadsheet.
• Delete: remove all the queries and schedules of the spreadsheet from Two Minute Reports. The spreadsheet stays in your Google Drive.

Copy a spreadsheet

Copy a spreadsheet when you need the same report for another client. The copy gets the same sheets and queries, and you choose the accounts that it uses.

1. In My Reports, open the menu on the spreadsheet and select Copy. To copy the spreadsheet that you have open, you can also open Extensions › Two Minute Reports › Duplicate this report.
2. Under Account Mapping, select the accounts that the copy uses, for each connector. If you have no connection for a connector, select Connect to create one.
3. Type a name for the new spreadsheet.
4. Select Submit.

The add-on creates a new spreadsheet with the copied sheets and queries. Then change what is different for this client, such as the date range, metrics, or filters.

Change a copied query

After you copy a spreadsheet, you can change each query:

• Date range: use a different month or a custom period
• Metrics: add or remove metrics
• Filters: narrow or widen the data
• Dimensions: split the data in a different way

This is faster than creating queries from the start, and keeps similar reports consistent.

Organize your spreadsheets

• Use the same naming pattern. For example, "Client name - Month - Metric type".
• Use one spreadsheet for each client or main campaign.
• Use Google Drive folders. Group the spreadsheets for a client or campaign in one folder.
• Archive old spreadsheets. Move finished reports to an "Archive" folder.
• Add notes. Say in the spreadsheet what each query gets, and why.

Choose where the data goes

Each query writes its data to the sheet and cell that you set in Save on Sheet in the query form. Keep each query in the same place, so that your charts and formulas can refer to its data.

Build a summary sheet

When your queries put data into your spreadsheet:

1. Add a new sheet for the summary.
2. Add charts that use the query data.
3. Use conditional formatting to show the important numbers.
4. Add formulas, such as SUM or AVERAGE, for your main numbers.

Share a spreadsheet

Use the Google Sheets sharing settings:

• Share with people: give view or edit access to specific people
• Share with groups: use Google Groups to give access to a team
• Share a link: give read-only access with a link
• Embed: show a sheet or a chart on a website

The data in a shared spreadsheet changes when your schedule runs.

Back up your work

• Use version history in Google Sheets to go back to an earlier version.
• Download copies as Excel or CSV files from time to time.
• Make a copy of an important spreadsheet before a large change.

Performance tips

• Keep data and charts on different sheets.
• Split large queries into smaller ones. Several focused queries often run better than one large query.
• Get only the metrics and dimensions that you use.
• Use Smart Refresh for queries with long date ranges. See Smart Refresh.

Troubleshooting

You can't find an old spreadsheet

• Search in My Reports.
• Search your Google Drive.
• Check the spreadsheets that other people shared with you.

The data does not update

• Check that the spreadsheet has a schedule, and that its last run succeeded.
• Run the query by hand.
• Check that your connections still have access to their accounts.

The spreadsheet is slow

• Get less data in your queries.
• Use filters to narrow the results.
• Turn on Smart Refresh for large queries.

For more help, email [email protected].