Running a query in TMR is straightforward, and it takes less than 2 minutes to visualize your final output in Google Sheets. Let me walk you through step-by-step instructions explaining how to create and run queries directly in Google Sheets.
| A query is a request for information from any data source. You can ask specific questions about your data, get answers, calculate metrics, extract key insights and filter results within a few clicks. |
Before you begin, ensure you’ve installed TMR and connected your necessary data sources. If not, connect your data source quickly with the two simple steps outlined below:
Step 1: Click Menu at the top left of the sidebar to navigate to the Data Sources section. Next, click Add, name your data source, and select the relevant data source type from the list of categories.
Refer to the screenshot below for easy understanding.
Step 2: Authenticate the login by syncing your account with TMR after connecting your preferred data source. Once done, you’ll get a successful authentication message, as shown below. Click Yes to enable the login.
Now, you’re all set to move on to the next step: “Run queries and extract actionable data in Google Sheets within minutes.”
How to run a query in Google Sheets (step-by-step tutorial)
Step 1: Click Menu at the top left of the sidebar to navigate to the Data Queries section.
Step 2: Click to add a New query.
Step 3: Name your data query for easy identification and retrieval. Now, the most important step: connecting your preferred accounts to run the query.
Step 4: In TMR, you can organize your ad accounts in two ways – Account level and Client level. This streamlined workflow allows you to easily group and map respective ad accounts for effective data analysis and simplified client reporting.
In the upcoming steps, let’s understand how to connect ad accounts at the Account level.
Step 5: Click the Accounts dropdown to view the list of ad accounts under relevant data sources. Alternatively, use the Search bar to find your relevant ad account name.
Step 6: Once you’ve selected the respective ad accounts, you can view the number of selected accounts along with the icons of the selected data sources. Refer to the screenshot below for easy understanding.
Step 7: Likewise, you can use the same method to connect multiple ad accounts instantly. If you own a marketing agency and struggle to manage multiple accounts, organizing at the account level is a game-changer. This centralized workflow unifies the “n” number of client accounts under one dashboard, giving you holistic performance insights.
Check out “How to Create Queries Using Accounts?” for a more detailed guide.
Note: Feel free to skip Step 8 if all your required ad accounts are connected in the above method.
Step 8: Next, let’s see how to map ad accounts at the Client Level.
Navigate to the Clients tab. Use the Search bar to find your client accounts directly. Or you can click Manage Clients to map one (or) more client ad accounts. Refer to the screenshot below for reference.
Step 9: Once you click Manage Clients, the following dialog box appears on your Google Sheets. Enter your client account name and click the ‘+’ icon.
Step 10: Once done, map your client account to the ad account, as shown in the screenshots below.
Step 11: After clicking “Add new”, you must connect your required data source by entering your login credentials and authenticating them. Once it is successfully done, your client ad account will be mapped instantly. You can follow the same procedure to connect multiple client accounts.
Note: Mapping accounts at the client level eliminates the strenuous manual juggling of multiple tools to monitor your client’s workflow. With TMR, you can connect multiple client accounts within a few clicks, leading to seamless, enhanced client collaboration and scaling operations.
Check out “How to Create Queries Using Clients?” for a more detailed guide.
You have now successfully mastered both approaches to connecting your ad account. Next, you can run queries to find the actionable insights that reflect your campaign performance.
Step 12: Specify the metrics and dimensions that you need to analyze.
Note: If you know these terms, feel free to skip this table.
| Metrics | Dimensions |
| Metrics refer to the KPIs that assess your campaign performance. They tell you whether your campaigns have accomplished the desired goals and have yielded the expected profits. | Dimensions refer to the categorical variables that provide context for your data. For example, if you select the metrics as “Impressions” and dimensions as “Month”, you can view the total amount of impressions for that particular month. |
Step 13: You can choose from 100+ metrics and dimensions to assess your campaign’s performance. Instead of logging into every platform and retrieving the details, you can specify the metrics and dimensions and get streamlined insights in less than 2 minutes.
To begin with, add the metrics, dimensions, and date range based on your requirements, as shown below;
Step 14: Once you’ve chosen relevant metrics and dimensions, click Run query to visualize the final output.
Now, you can use different Google Sheet features, such as pivot table and VLOOKUP(), to extract critical insights and build charts to make informed decisions.
Pro TMR Tip: Run all your queries directly from the Extensions menu on your Google Sheets. Go to Extensions > Two Minute Reports > choose your desired quick action.
Customize your reports
With TMR, you can customize your client reports by selecting the relevant fields and choosing whether to sort them in ascending or descending order. Likewise, you can apply custom filters to display only the necessary information.
Specify the relevant fields that need to be re-ordered or re-arranged. Once done, you can run the query to view the customized output and send the neatly structured reports to your clients.
(Optional) Get automatic updates via Schedule Refresh
Once you create a report in Google Sheets, you can schedule automatic updates to get updated data. This feature is convenient for sending emails or refreshing your spreadsheets with live data and using them as a dashboard.
Under the email section, you can enter the recipient(s)’s email ID and save the new schedule.
You can also choose to specify the reporting format. You can insert the sheet content in the email body, attach the selected sheet as a PDF or Excel, or attach the spreadsheet as an Excel file.
Two Minute Reports’ schedule refresh or data refresh feature has other capabilities. For more information, please read our guide, “How to Refresh Data Automatically in Google Sheets.”
We hope you found this guide helpful. If you have any questions, please get in touch with our support team via chat or support@twominutereports.com.