Adding Google Sheets data is simple & takes only a few minutes. Create comprehensive metrics, KPIs, and reports combing your financial and non-financial data directly from Google Sheets.
* 4-minute video overview
To connect Google Sheets data to use within Reach Reporting follow these steps:
Step 1. Simply go to the "Sheets" icon located in the lower-left after opening a company. In the pop-up display select Google Sheets tab.
Step 2. Connect and authenticate a Google account to allow Reach access to view a Google Sheet. (You must be the owner of the google sheet in order to connect it to Reach Reporting)
Step 3. You can download and use the Reach reporting template. You can also use your own Google Sheet, just make sure to follow the formatting rules below. If you use the template, remember it is view only, so you need to make a copy of it.
Formatting Rules
- Cell A1 should be an "Id" column. “Id” is a unique identifier corresponding to each row in a Google Sheet. A unique Id can be anything if there is not one currently being used. In short, no duplicates and every row needs a corresponding “Id”.
- Cell B1 Should be a "Name” column displaying names of the data you put in each row under “Date” columns.
- “Date” columns should be labeled as dates (Jan 2020) where the month and the year are displayed. There must not be duplicates.
- The dates must also be formatted as "Date" within the Google Sheet.
- Optionally, you can add additional “non-date” columns describing your data (such as departments, starting and ending dates, URLs etc.)
Step 4. Once you've connected your Google Sheet, you'll have access to its data throughout the Reach Reporting software. To include the data in your report or dashboard, simply click on the "Add Data/Rows" button in the metric builder. A pop-up display will appear, where you can select the desired data to be visually presented in your report or dashboard. After making your selections, click "Save". Similarly, you can also add additional "non-date" columns to provide more descriptive information about your data. Click on the "Add Columns/Dates" button and choose the Google Sheet (non-date columns) option from the drop-down menu. Then, select the Google Sheet and the specific column from which you want to pull data.
Step 5. If you make changes to your Google Sheet, make sure to update your reports and dashboards. Simply click the “Sync” button next to the Google Sheet that has been changed.
Who can access it?
Once you authorize a google account, it is tied to your Reach Reporting login. That way it is authorized to use by any company you have access to and is specific to you.
- Other Team Members can't use your Google Account to connect a google sheet.
- Team Members can sync any existing Google Sheet that is connected to the company.
- Team Members can authorize their own Google Account to connect additional sheets.
- A Google Sheet can be used in multiple companies.
If you are having trouble connecting a google sheet.
Try this: Remove any connected accounts
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