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July 24, 2020 | Google Sheets Integration.

July 24, 2020 | Google Sheets Integration. New Features and Updates

Google Sheets Integration | Reach Reporting

*Now connect google sheets data to use within Reach Reporting.

NOT CURRENTLY USING REACH REPORTING?

Now you can connect a google sheet directly in Reach Reporting.

A 2-minute overview of the Google Sheets integration.

Follow these steps:

Simply go to the "Sheets" icon located in the lower left after opening a company.

 

 

Step 1: Authenticate a Google account to allow Reach access to view a Google Sheet.

 

 

Step 2. You can use the template or ensure the Google sheet has the correct data name and month formatting. If you use the template, it is view only, so you need to make a copy of it.

 

Formatting Rules

  1. Cell A1 Should display "Id," and below, all the IDs of the row should be displayed. There must not be duplicates. A unique Id can be anything if there isn't one currently being used.
  2. Cell B1 Should display "Name," and below, all the Names of the IDs should be displayed.
  3. Any other columns can be labeled as dates (Jan 2020) where the month and the year are displayed. There must not be duplicates.

Step 3: Once you connect the Google Sheet, you can use this data throughout the Reach Reporting software.

Step 4: If you make changes to the sheet, make sure to simply click the sync button next to the sheet that has changed.

Who can access it?

Once you authorize a google account, it is tied to your Reach Reporting login so that way it is authorized to use by any company you have access to and is specific to you.

  1. Other Team Members can't use your Google Account to connect a google sheet.
  2. Team Members can sync any existing Google Sheet that is connected to the company.
  3. Team Members can authorize their own Google Account to connect additional sheets.
  4. A Google Sheet can be used in multiple companies.

 

ARE YOU NOT CURRENTLY USING REACH REPORTING?

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