Running a query in Two Minute Reports is straightforward, and visualizing your final output in Google Sheets takes only a few minutes. Let me explain the process of running queries in Google Sheets as follows:
| 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. |
Step 1: Click Menu at the top left of the sidebar to navigate to the Data Queries section. Next, click “Add” to create a new query.
Step 2: In TMR, you can organize your ad accounts in two ways: account-level and client-level. This efficient workflow allows you to easily group and map respective ad accounts for insightful data analysis and enhanced client reporting.
| If no accounts are visible, you can create a connection to link your preferred accounts within a few clicks. Check out “How to create a connection in Google Sheets” to learn about streamlining account management. |
In the upcoming steps, let’s understand how to connect accounts at the account level.
Step 3: Click the Accounts dropdown to view the list of accounts under the relevant connectors. You can extract deeper insights by blending relevant connectors and their accounts in an integrated dashboard.
This centralized workflow seamlessly unifies the “n” number of client accounts, giving you holistic performance insights at your fingertips.
Step 4: Next, let’s see mapping 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.
Mapping account(s) at the client level eliminates the strenuous 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.
Step 5: Once you click Manage clients, the following dialog box appears on your Google Sheets. Enter the client name and click the ‘+’ icon.
Next, map your client account to the respective connectors and accounts by clicking the ‘+’ icon below.
Only the enabled accounts are displayed, and you can instantly choose the relevant ones to get started. Once you’ve done this, click “Save & Close.”
You have now successfully mastered both approaches to connecting your Facebook Ads account. Next, you can run queries to find the actionable insights that reflect your campaign performance.
Step 6: Specify the metrics and dimensions you need to analyze to view your campaign performance holistically. You can blend relevant metrics from multiple connectors to achieve this with minimal effort. For more details on how to blend different connectors, check out our article: “How to use blended fields”.
| Metrics refer to the KPIs that assess your campaign performance. They tell you whether your campaigns have accomplished the desired goals. Dimensions refer to the categorical variables that provide context for your data. For example, if you select the metrics “Impressions” and dimensions “Month,” you can view the total number of impressions for that particular month. |
Step 7: 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 reordered or rearranged. Once you’ve done this, 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 contact our support team via support@twominutereports.com.