What Actually is a Custom Report?

A custom report refers to the report, which you create as per your specific requirements. You are the one who decides which metrics and content should be in the report. Nobody doesn’t like to struggle all the time to compile the data in hand.

This time we will be using Google Analytics to create a custom report. If you haven’t succeeded while creating a custom report in Google Analytics then this document is for you. Keep reading it and you will find the answer.

By the end of the document, you will come to know that this procedure is quite simple and you could analyze the data easily and even save the reports for future concern.

Let’s begin this venture.

1.  Source or Medium Report

First and foremost, we are going to shed light on what source/medium report is. This kind of report depicts the source of traffic. 

In order to acquire source/medium reports through Google Analytics, use UTM (urchin tracking module). Google Analytics might not show complete traffic sources, so incorporating UTM add on will be fruitful.      

After adding UTM tags, you will be able to observe novel and different results, including the source of traffic, bounce rate and conversion, etc. After getting to know these results, if you wish to know which medium is creating leads, then you will have to customize the source or medium report.

2.  Dig out Lead Generating Traffic Sources

We cannot deny the importance of knowing website traffic sources and the same goes for leads generating sources as well. If you overlook which traffic sources are sending the leads, then you might be working aimlessly. If you want to know how many leads you are getting from different traffic sources, you have to navigate to the conversion menu.

Select your lead goal and then you could see the report wherein it will be easy to identify which sources are generating the leads.

3.  Identify Lead Generating Campaigns

What to do if you want to know about traffic and lead sources of a specific campaign? What you need to do is to just add a secondary dimension in Google Analytics. 

Now, click on the secondary dimension button to look for the desired campaign. After doing so, a campaign column will be added besides source/medium column.

Since, it is your choice to see the lead generating campaigns along with sources and mediums. In the campaign column, you could observe which campaigns are taking place.

4.  Use Filter(s) for Specific Campaign Lead Data 

After adding the campaign column, what if you want to see the outcomes of a specific campaign. You will have to use the filter option in order to see the specific campaign data.

A drop-down menu will appear from which you can select the campaign.

Later on, you will not only see the traffic sources, but also the leads and the sources which remained successful in drawing leads.

5.  Save Custom Report for Analysis 

After going through this procedure, you have the leverage of saving your custom report in your Google Analytics account. 

Give your campaign a descriptive name and click OK.

What will happen if you do this? There will be no condition of repeating the process all over and you can view your customized report anytime from the ‘Saved Reports’ list in the ‘Customization Section’.

With a single click, you will be able to see the traffic sources, leads, and its sources etc.

Wrapping up:

Isn’t it great to have customized reports of your website performance? Adopt this procedure to save your time and effort and analyze the campaigns’ outcomes within no time.