How to share Dashboards, Custom Reports, Segments, Attribution Model in Google Analytics?

Through ‘Share Assets’ setting under the ‘View’ column in your Google Admin area:

you can do following things:

#1 Share an asset from your reporting view with the people in your organization.

#2 Share an asset from your reporting view with the general public in the Google Analytics solution gallery.

#3 Browse and import assets (created by other people/companies) from the solution gallery in your Google Analytics view.

Introduction to Asset (or Personal Asset)

In the context of Google Analytics, asset is a tool which you create in order to customize your analytics data.

Following tools are considered as an asset in GA:

  1. Custom Segments
  2. Custom Reports
  3. Custom Channel Groupings
  4. Custom Attribution Models
  5. Goals
  6. Unsampled reports
  7. Remarketing audience
  8. Dashboards

Assets are created, managed and shared at the reporting view level.

Introduction to Google Analytics Solution Gallery

The Google Analytics solution Gallery is a public database of hundreds and thousands of assets created and shared by the general public:

It is free to use. It allow users to download or upload assets to their reporting view.

You can navigate to the solution gallery from within your GA reporting view or via the following URL: https://analytics.google.com/analytics/gallery/

How to share assets from your reporting view?

You would need collaborate permission at the view level, in order to create, edit, share or delete an asset.

When you share an asset, only the configuration information is copied and shared.

You are sharing only the template of your asset. You are not sharing your analytics data with others.

You can share one or more assets at the same time.

Follow the steps below to share your asset:

Step-1: Login to your GA account and then navigate to the reporting view from which you want to share your asset.

Step-2: Navigate to the GA admin area and then click on the ‘Share Asset’ link under the ‘View’ column:

Step-3: Select the assets you want to share and then click on the ‘share’ button:

Note: You can share all assets by clicking the checkbox in the top of the table.

Step-4: Select a method for sharing your asset. If you want to share your asset with other people in your organization then click on ‘Share a template link’. If you want to share your asset with the general public in the solution gallery then click on ‘Share in Solutions Gallery’:

Step-5: Click on the ‘Share’ button.

Now if you clicked on the ‘Share’ button after selecting the ‘Share a template link’ option then you will be asked to copy the template URL and then share the URL with the people you want to share:

On the other hand, if you clicked on the ‘Share’ button after selecting the ‘Share in Solutions Gallery’ option then you will be asked to provide the following information about your shared asset:

  1. Username (name of the contributor)
  2. Title
  3. Category (you can select one or more categories)
  4. Description

Step-6: Click on the checkbox next to ‘Google Analytics Solutions Gallery Terms of Service’ and then click on the ‘Share’ button.

Once you clicked on the ‘Share’ button, you would see the following message:

Step-7: Click on the ‘here’ link. You should now be able to see your contribution (aka shared asset) in the Google Analytics Solution Gallery:

If you want to delete an asset then select the asset(s) you want to delete and then click on the ‘Delete’ button:

Note: When you delete an asset, it does not delete the shared template link. It also does not delete the asset you shared with GA solutions Gallery.

How to import asset(s) from Google Analytics Solution Gallery in your reporting view?

Step-1: Login to your GA account and then navigate to the reporting view from which you want to share your asset.

Step-2: Navigate to the GA admin area and then click on the ‘Share Asset’ link under the ‘View’ column.

Step-3: Click on the ‘Import from Gallery’ button:

Step-4: Browse the asset you want to import and then click on the ‘Import’ button below it:

Note: You can browse assets based on its popularity, ranking or category. You can also browse all assets shared by a particular user. For example if you want to browse all the assets shared by the Google Analytics Team then click on the ‘More by the Google Analytics Team’ link:

Step-5: When you click on the ‘Import’ button, you are asked to select the reporting view where you want to import the asset. You also get the option to select the assets you want to import:

Step-6: Click on the ‘Create’ button to complete the ‘Import’ process.

Sharing Dashboards in Google Analytics through the ‘Share’ menu

If you navigate to an existing dashboard, you should see the ‘Share’ menu at the top:

>> Click on the ‘Share Object‘ menu item, if you want to share your dashboard (along with its data) among all users, added to your reporting view. Once you do that, your dashboard type will change from ‘Private‘ to ‘Shared‘:

>> Click on the ‘Share Template Link‘ menu item, if you want to share your dashboard template URL. When you do that, you are only sharing the dashboard configuration. You are not sharing your traffic data.

>> Click on the ‘Share in Solutions Gallery‘ menu item, if you want to share your dashboard with the general public in the Google Analytics Solutions Gallery. When you do that, you are only sharing the dashboard configuration. You are not sharing your traffic data.

Sharing almost any report in Google Analytics through the ‘Share’ button

If you navigate to a GA report, you are most likely (not always) see the ‘Share’ button at the top right hand side:

Through this ‘Share’ button you can email your custom report to any person. You can email the report as ‘PDF’, Excel’ or ‘CSV’:

Through the ‘Frequency’ menu, you can tell Google Analytics to automatically email reports after certain time interval (like daily, weekly, monthly, quarterly):

Note: Not all GA reports have got the ‘Share’ button at the top right hand side.

Next Article: Introduction to Discover report in Google Analytics

 

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