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Course Module: 1. AAU Agency/Module 6 - Client Mgmt . Outsourcing 8
Lesson: 2. Setting Up Client Reporting
Duration: 08:33
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[00:00 -> 00:03] Alright, so this is the sample client reporting spreadsheet.
[00:03 -> 00:08] So what you're going to do is you're going to click on this Google Looker Studio template
[00:08 -> 00:12] link and it's going to open up a sample report.
[00:12 -> 00:16] Now what we want to do is we want to set this up for our client.
[00:16 -> 00:19] So the first thing that you're going to do is you're going to go up here to the three
[00:19 -> 00:22] dots and you're going to click make a copy.
[00:22 -> 00:26] Now here it's going to ask you what you want to copy, what you want to pull for the information
[00:26 -> 00:28] for this report.
[00:28 -> 00:33] So what you have to do is you need to go into here and you need to click down here to create
[00:33 -> 00:35] data source.
[00:35 -> 00:37] It's going to pull up a number of things.
[00:37 -> 00:41] If you don't see it just type in Google Ads.
[00:41 -> 00:42] Click that one.
[00:42 -> 00:45] If there's multiple ones just click the first one.
[00:45 -> 00:48] So now we want to find the client that we're working with.
[00:48 -> 00:52] You can see we have a number of accounts you'll probably just have one.
[00:52 -> 00:56] If you don't have anything showing up here it will ask you to connect an account and it'll
[00:56 -> 00:58] walk you through the authentication process.
[00:58 -> 01:00] Then your accounts will show up here.
[01:00 -> 01:05] So you can go down and select your account and obviously I can't show you all of these.
[01:05 -> 01:07] These are all my clients but I'm going to select one here.
[01:07 -> 01:12] If you don't see it right away you can search for it and we're going to select Twin Cities
[01:12 -> 01:13] Refinish.
[01:13 -> 01:17] This might be the client that we're working with and you select overall account fields and
[01:17 -> 01:19] select connect.
[01:19 -> 01:22] Next go up here to the top left and name it your client.
[01:22 -> 01:24] Now keep the Google Ads part.
[01:24 -> 01:26] Click at the beginning.
[01:26 -> 01:30] We're going to say Twin Cities Refinish.
[01:30 -> 01:31] Google Ads.
[01:31 -> 01:35] Select Add to Report.
[01:35 -> 01:39] Now you're going to see this disappear and you're not going to see what we just created.
[01:39 -> 01:42] It's going to take a minute to populate.
[01:42 -> 01:43] So we're just going to skip this part.
[01:43 -> 01:45] We're going to go to the next one.
[01:45 -> 01:47] So go down to the second part.
[01:47 -> 01:49] Go to Create Data Source.
[01:49 -> 01:51] Now we've had issues with this in the past.
[01:51 -> 01:54] So go up to the search bar and select Call Rail.
[01:54 -> 01:56] Start typing in Call Rail.
[01:56 -> 01:59] And because it looks like there are multiple versions and I think this is where we've been
[01:59 -> 02:02] running into issues in the past.
[02:02 -> 02:03] Select the first one.
[02:03 -> 02:07] Now if you're not connected it will have you authenticate with Call Rail and then this
[02:07 -> 02:09] will show up.
[02:09 -> 02:13] So under Account we're going to select this is our Call Rail account Mancy and he Digital.
[02:13 -> 02:16] Yours will obviously be named after you.
[02:16 -> 02:18] Select Next.
[02:18 -> 02:19] Now Group Buy.
[02:19 -> 02:21] We want to go buy Source.
[02:21 -> 02:22] We're going to do this twice.
[02:22 -> 02:24] So Source, Company.
[02:24 -> 02:27] We want to select the company that we're working with.
[02:27 -> 02:29] So Twin Cities Refinish and click Next.
[02:29 -> 02:30] Number Name.
[02:30 -> 02:32] I want to select both of these.
[02:32 -> 02:35] Google Add Extension and Keyword Pool.
[02:35 -> 02:37] Device All.
[02:37 -> 02:38] Leave the minimum and maximum alone.
[02:38 -> 02:39] Call Direction.
[02:39 -> 02:40] Select All.
[02:40 -> 02:41] Answer Status.
[02:41 -> 02:43] Select All.
[02:43 -> 02:46] You want it to show up even if they're not answering the phone calls.
[02:46 -> 02:47] You're still getting them leads.
[02:47 -> 02:50] They need to answer their call.
[02:50 -> 02:54] We'll include both first time and repeat and then you're going to select Connect to continue
[02:54 -> 02:55] up in the top right.
[02:55 -> 03:04] Now once here go up to the title again and we're going to name this TC Refinish after our client's
[03:04 -> 03:09] name and you're going to see Call Summary and you're going to select Add to Report.
[03:09 -> 03:11] Now once again this is going to go blank.
[03:11 -> 03:13] We have to do this one more time.
[03:13 -> 03:15] Click on this one.
[03:15 -> 03:17] Select Create Data Source.
[03:17 -> 03:20] If you can call rail again, select the first one.
[03:20 -> 03:25] And we're going to go through this process again with one slight change.
[03:25 -> 03:27] Select your company, Next.
[03:27 -> 03:28] Group by.
[03:28 -> 03:31] This one we're going to do Keywords.
[03:31 -> 03:32] Company.
[03:32 -> 03:35] Select the company name.
[03:35 -> 03:36] Next.
[03:36 -> 03:37] Number Name.
[03:37 -> 03:39] We're going to select both of them again.
[03:39 -> 03:42] Device All.
[03:42 -> 03:43] Call Direction All.
[03:43 -> 03:46] Answer Status All.
[03:46 -> 03:49] Then we're going to select Connect again.
[03:49 -> 03:55] Up here in the top right, Name the client.
[03:55 -> 04:00] And then instead of Call Summary we're going to say Keywords.
[04:00 -> 04:02] Then select Add to Report.
[04:02 -> 04:04] Now you can see all three of these are blank.
[04:04 -> 04:07] You can just click Cancel.
[04:07 -> 04:12] We're going to refresh the screen.
[04:12 -> 04:17] We're going to go up here again to make a copy because it didn't make a copy last time.
[04:17 -> 04:19] We're just getting everything set up.
[04:19 -> 04:20] So make a copy.
[04:20 -> 04:25] Now we want to make sure that we have the three things that we have created here.
[04:25 -> 04:27] Now the third one is not populated yet.
[04:27 -> 04:29] So we're not going to do it yet.
[04:29 -> 04:34] We're just going to cancel and we're going to refresh.
[04:34 -> 04:36] You might just want to wait five minutes or so.
[04:36 -> 04:38] It doesn't take too terribly long.
[04:38 -> 04:39] But then we can try it again.
[04:39 -> 04:42] Make a copy.
[04:42 -> 04:43] Still hasn't populated.
[04:43 -> 04:47] So we're just going to wait a couple of minutes and get it to populate.
[04:47 -> 04:49] So we're going to refresh it again.
[04:49 -> 04:50] Make a copy.
[04:50 -> 04:52] And we see all three are here.
[04:52 -> 04:55] So the first one we want to select is the Google Ads.
[04:55 -> 04:58] The second one you want to select is the Call Summary.
[04:58 -> 05:00] You want to make sure that these are in the right order.
[05:00 -> 05:02] Otherwise this will not work.
[05:02 -> 05:06] And the third one you want to select is the Call Keywords.
[05:06 -> 05:07] Copy Report.
[05:07 -> 05:10] Now this is what your report will look like.
[05:10 -> 05:17] Now occasionally you might see one of these where it says in Configuration Incomplete.
[05:17 -> 05:19] This is actually not true.
[05:19 -> 05:24] What's for some reason on this particular account it is just not pulling.
[05:24 -> 05:25] This is actually the cost.
[05:25 -> 05:29] How much the campaign is spent in this time period.
[05:29 -> 05:32] However, this is not correct.
[05:32 -> 05:36] It will pull up all of the campaigns that are in that account which is why you see so
[05:36 -> 05:37] many here.
[05:37 -> 05:41] And you can scroll down or just click the arrow to find the campaign that you're working
[05:41 -> 05:42] with.
[05:42 -> 05:47] It does is because we wanted to show all of the campaigns if there are multiple campaigns.
[05:47 -> 05:53] And if you click through the pages you can select Next Page you will see sometimes that
[05:53 -> 05:55] icon is still there.
[05:55 -> 05:59] For some reason in this account at this particular time it's just not showing the cost.
[05:59 -> 06:04] It is hooked up correctly but it's just not showing that one number.
[06:04 -> 06:05] Here it is again.
[06:05 -> 06:10] And you can go through and once again there's that missing number but it's just not pulling
[06:10 -> 06:12] at this particular point in time.
[06:12 -> 06:14] It will probably update later.
[06:14 -> 06:19] Now what you want to do is you want to make sure that we name this for our client.
[06:19 -> 06:21] So you can click on Edit.
[06:21 -> 06:32] Go up here and select Copy of Sample Client Master Report and just name it so TC Refinish
[06:32 -> 06:39] Report and then down here under Client Name click that and put the client name.
[06:39 -> 06:47] And what will happen is in this report as you go through it will show their name.
[06:47 -> 06:48] Okay.
[06:48 -> 06:50] So there are seven pages.
[06:50 -> 06:54] One thing you want to make sure that you tell your clients about and this is in the email
[06:54 -> 06:59] template that you will send them is there are seven pages make sure that they can know
[06:59 -> 07:02] that they can click on page one through seven.
[07:02 -> 07:05] Also make sure that they have the dates correct.
[07:05 -> 07:09] Sometimes the client will say my report is not showing any information make sure they
[07:09 -> 07:14] have the correct date because if it's like October one through the thirty first and you
[07:14 -> 07:21] turn your campaign on in November of course it's not going to show any stats for November.
[07:21 -> 07:24] So they can go up here they can select the right date time.
[07:24 -> 07:30] So if it was November they could say like November one through November 10th or whatever
[07:30 -> 07:34] now that's not going to work because it's obviously later right now.
[07:34 -> 07:40] So yeah then you can just select View and you want to share this with your client.
[07:40 -> 07:46] Then you want to go up to Share, Get Report link, View Sharing Settings and you want this
[07:46 -> 07:47] as unlisted.
[07:47 -> 07:48] Okay.
[07:48 -> 07:53] So anyone on the internet with the link can view you can copy the link and you can click
[07:53 -> 07:59] Done and then you can put that link in your email to them and if they click on that they
[07:59 -> 08:02] can go and they will see the information.
[08:02 -> 08:06] They can't change anything but they can change the pages that they're looking at and they
[08:06 -> 08:09] can change the date.
[08:09 -> 08:13] And if you do see these wrench icons there's a chance that later on it will pull from here.
[08:13 -> 08:18] We've seen it where we set these up and then a day or two later it starts to pull so it's
[08:18 -> 08:21] just a communication issue we believe.
[08:21 -> 08:25] If not we'll come back and update this video but if you see a couple of these it's just
[08:25 -> 08:26] the same thing.
[08:26 -> 08:30] It's all set up correctly it's just not pulling all the information right away.
[08:30 -> 08:32] Alright, hope that helps.
[08:32 -> 08:33] See you in the next video.

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--- FULL TRANSCRIPT ---
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Alright, so this is the sample client reporting spreadsheet. So what you're going to do is you're going to click on this Google Looker Studio template link and it's going to open up a sample report. Now what we want to do is we want to set this up for our client. So the first thing that you're going to do is you're going to go up here to the three dots and you're going to click make a copy. Now here it's going to ask you what you want to copy, what you want to pull for the information for this report. So what you have to do is you need to go into here and you need to click down here to create data source. It's going to pull up a number of things. If you don't see it just type in Google Ads. Click that one. If there's multiple ones just click the first one. So now we want to find the client that we're working with. You can see we have a number of accounts you'll probably just have one. If you don't have anything showing up here it will ask you to connect an account and it'll walk you through the authentication process. Then your accounts will show up here. So you can go down and select your account and obviously I can't show you all of these. These are all my clients but I'm going to select one here. If you don't see it right away you can search for it and we're going to select Twin Cities Refinish. This might be the client that we're working with and you select overall account fields and select connect. Next go up here to the top left and name it your client. Now keep the Google Ads part. Click at the beginning. We're going to say Twin Cities Refinish. Google Ads. Select Add to Report. Now you're going to see this disappear and you're not going to see what we just created. It's going to take a minute to populate. So we're just going to skip this part. We're going to go to the next one. So go down to the second part. Go to Create Data Source. Now we've had issues with this in the past. So go up to the search bar and select Call Rail. Start typing in Call Rail. And because it looks like there are multiple versions and I think this is where we've been running into issues in the past. Select the first one. Now if you're not connected it will have you authenticate with Call Rail and then this will show up. So under Account we're going to select this is our Call Rail account Mancy and he Digital. Yours will obviously be named after you. Select Next. Now Group Buy. We want to go buy Source. We're going to do this twice. So Source, Company. We want to select the company that we're working with. So Twin Cities Refinish and click Next. Number Name. I want to select both of these. Google Add Extension and Keyword Pool. Device All. Leave the minimum and maximum alone. Call Direction. Select All. Answer Status. Select All. You want it to show up even if they're not answering the phone calls. You're still getting them leads. They need to answer their call. We'll include both first time and repeat and then you're going to select Connect to continue up in the top right. Now once here go up to the title again and we're going to name this TC Refinish after our client's name and you're going to see Call Summary and you're going to select Add to Report. Now once again this is going to go blank. We have to do this one more time. Click on this one. Select Create Data Source. If you can call rail again, select the first one. And we're going to go through this process again with one slight change. Select your company, Next. Group by. This one we're going to do Keywords. Company. Select the company name. Next. Number Name. We're going to select both of them again. Device All. Call Direction All. Answer Status All. Then we're going to select Connect again. Up here in the top right, Name the client. And then instead of Call Summary we're going to say Keywords. Then select Add to Report. Now you can see all three of these are blank. You can just click Cancel. We're going to refresh the screen. We're going to go up here again to make a copy because it didn't make a copy last time. We're just getting everything set up. So make a copy. Now we want to make sure that we have the three things that we have created here. Now the third one is not populated yet. So we're not going to do it yet. We're just going to cancel and we're going to refresh. You might just want to wait five minutes or so. It doesn't take too terribly long. But then we can try it again. Make a copy. Still hasn't populated. So we're just going to wait a couple of minutes and get it to populate. So we're going to refresh it again. Make a copy. And we see all three are here. So the first one we want to select is the Google Ads. The second one you want to select is the Call Summary. You want to make sure that these are in the right order. Otherwise this will not work. And the third one you want to select is the Call Keywords. Copy Report. Now this is what your report will look like. Now occasionally you might see one of these where it says in Configuration Incomplete. This is actually not true. What's for some reason on this particular account it is just not pulling. This is actually the cost. How much the campaign is spent in this time period. However, this is not correct. It will pull up all of the campaigns that are in that account which is why you see so many here. And you can scroll down or just click the arrow to find the campaign that you're working with. It does is because we wanted to show all of the campaigns if there are multiple campaigns. And if you click through the pages you can select Next Page you will see sometimes that icon is still there. For some reason in this account at this particular time it's just not showing the cost. It is hooked up correctly but it's just not showing that one number. Here it is again. And you can go through and once again there's that missing number but it's just not pulling at this particular point in time. It will probably update later. Now what you want to do is you want to make sure that we name this for our client. So you can click on Edit. Go up here and select Copy of Sample Client Master Report and just name it so TC Refinish Report and then down here under Client Name click that and put the client name. And what will happen is in this report as you go through it will show their name. Okay. So there are seven pages. One thing you want to make sure that you tell your clients about and this is in the email template that you will send them is there are seven pages make sure that they can know that they can click on page one through seven. Also make sure that they have the dates correct. Sometimes the client will say my report is not showing any information make sure they have the correct date because if it's like October one through the thirty first and you turn your campaign on in November of course it's not going to show any stats for November. So they can go up here they can select the right date time. So if it was November they could say like November one through November 10th or whatever now that's not going to work because it's obviously later right now. So yeah then you can just select View and you want to share this with your client. Then you want to go up to Share, Get Report link, View Sharing Settings and you want this as unlisted. Okay. So anyone on the internet with the link can view you can copy the link and you can click Done and then you can put that link in your email to them and if they click on that they can go and they will see the information. They can't change anything but they can change the pages that they're looking at and they can change the date. And if you do see these wrench icons there's a chance that later on it will pull from here. We've seen it where we set these up and then a day or two later it starts to pull so it's just a communication issue we believe. If not we'll come back and update this video but if you see a couple of these it's just the same thing. It's all set up correctly it's just not pulling all the information right away. Alright, hope that helps. See you in the next video.

