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Sharing reports with other colleagues

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Visitor ✭ ✭ ✭
# 1
Visitor ✭ ✭ ✭

Just wanted to share my report with other colleagues who have access to the same account... there's no share button that I can find and I read somewhere else that saved reports are auto-shared... any tips please?

1 Expert replyverified_user

Sharing reports with other colleagues

Top Contributor
# 2
Top Contributor

Hi Ben,

 

Please check this to "Email, schedule, and save your report"

https://support.google.com/adwords/answer/2404176?hl=en

 

Thanks

Neha

Neha Gupta, AdWordsTop Contributor Follow Me: My Blog | Twitter | Google+ | LinkedIn
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Re: Sharing reports with other colleagues

Explorer ✭ ✭ ☆
# 3
Explorer ✭ ✭ ☆

You can schedule, and save your report
and have it sent to your email as well as add others who have access to the account, click email and schedule report then salect the recipients for the report, You can also set an automated distribution how frequently you'd like to generate the report.

 

 

IMG_4406.PNG

 

 

 

 

-See the Email and schedule report section

-Select "Save this report" to store it in the Reports tab. (If you’re sending this report to others, the box will be selected automatically.) 

-Julia

 

 

 

 

 

 

 

Sharing reports with other colleagues

Visitor ✭ ✭ ✭
# 4
Visitor ✭ ✭ ✭

Hi Neha,


Thanks for the quick reply!

 

Actually I meant I want them to see on the same screen as me (Reports tab), with all the filters, dimensions and values that I've done so. Then they can click around and sort according to the metrics they want to focus on.

 

All these... via Reports Editor, as opposed to sending a CSV (or other formats) to their emails. Any possibility of this? I think something like a function in GA where we can share the same report/dashboard components..

 

Marked as Best Answer.
Solution
Accepted by MosheTLV (Top Contributor)
January 2017

Sharing reports with other colleagues

Explorer ✭ ✭ ☆
# 5
Explorer ✭ ✭ ☆

To shate Dashboard with the current view, 

-View the Dashboard you want to share.
-Click Share > Share Object
Share dashboard menu with 3 options: share object, share template, share in Solutions Gallery.

 

A copy of the current Dashboard will now be available to all other users in that view, located in the Shared Dashboards section of the reports panel.

 

https://support.google.com/analytics/answer/1069386?hl=en

 

Hope this helps! 

-Julia

Sharing reports with other colleagues

Visitor ✭ ✭ ✭
# 6
Visitor ✭ ✭ ✭

Hi Julia,

I meant AdWords current view, not GA dashboard.. just couldn't find the button for the AdWords one.

Sharing reports with other colleagues

Explorer ✭ ✭ ☆
# 7
Explorer ✭ ✭ ☆

I would recommend using the report editor tool. Another option is having the MCC account admin manually set the custom views by each user. 

 

Below is more information for each option: 

 

https://support.google.com/adwords/answer/6162977?hl=en&ref_topic=3119142

 

https://support.google.com/adwords/answer/2484521?hl=en&ref_topic=6031980

 

-Julia