Seven methods to create a new report in Google Data Studio

Note: Google Data Studio is now known as Looker Studio.

Following are the various methods you can use to create a new report in Looker Studio:

1. Creating a new report via the ‘Create’ menu

The first method to create a report is by using the ‘Create’ menu option in Looker Studio.

Follow the below steps:

Step-1: Navigate to https://datastudio.google.com/

Step-2: Click on the ‘Create’ menu option available in the upper left corner of the window.

create report button

Step-3: Click on ‘Report’.

create report

Step-4: An overlay will appear like the one below which will ask you to select your connector:

google sheet

In our case, we are going to use the Google Sheets data source. So we selected the ‘Google Sheets’ connector.

Step-5: Now the overlay will change like the one below:

create menu 3

Select your data source from the available list. In our case, let’s select ‘Sample Sales Data – OptimizeSmart.com’.

Step-6: Click on the ‘Add’ button.

create menu 4

You should now see the reporting editor like the one below:

untitled report

So that’s how you can create a report using ‘Create Menu’.

Now if you want to edit the data source schema, you can click on the pencil icon next to the data source schema name.

edit data

You will see the data source schema editor like the one below:

create menu 7

You can resize the editor window by clicking on the four dots …. and then dragging your mouse upwards:

create menu 8

If you want to change the data type of a field just click on ‘Type’ drop-down menu in front of the field:

change data type field

You can also change the aggregation method of number fields, as shown below:

change the aggregation method of number fields

Once you have done all your changes simply click on the ‘Done’ button and you are good to go with report visualization:

create menu 11

2. Creating a new report from an existing data source schema

The next way to create a new Looker Studio report is by using an existing data source schema:

Follow the steps below:

Step-1: Navigate to https://datastudio.google.com/

Step-2: Click on ‘Create’ drop-down menu located in the upper left corner of your screen:

create report button 1

Step-3: Click on ‘Report’:

create report 1

Step-4: An overlay will appear like the one below. Now since we are going to use an existing data source schema click on ‘My Data Sources’ tab:

existing data source 1

Step-5: Click on the name of the data source schema you want to use for your report:

existing data source 2

Step-6: Click on the ‘Add’ button:

existing data source 3

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3. Creating a new report via the File menu 

Another method to create a new Looker Studio report is by using the ‘File’ menu.

From within the report editor click on the ‘File’ menu >> ‘New report

new report

4. Creating a new report by making a copy of an existing report

You can create a new Looker Studio report by making a copy of an existing report and then editing it.

Follow the steps below:

Step-1: Edit the report you want to copy.

Step-2: Click on ‘Make a Copy’ option from the ‘File’ drop-down menu:

Make a copy

A pop up will appear which will ask you to select a data source schema:

make a copy 1

Step-3: You can either continue to use the existing data source schema (listed under the ‘Original Data Source‘) or you can select a new data source schema from the ‘New Data Source‘ drop-down menu.

Step-4: Click on the name of the data source you want to use:

make a copy 2

At this point, you also get the option to add a new data source (by clicking on the link ‘CREATE NEW DATA SOURCE’):

make a copy 3

Step-5: Click on the ‘Copy Report’ button:

make a copy 4

This will create a new copy of the existing report.

Step-6: Edit the copied report.

When you copy a report, the copy inherits the following components from the original report:

  1. Chart components (like ‘Table’, ‘Scorecard’, ‘Pie chart’, ‘Bar chart’, etc).
  2. Interactive components (like ‘dimensions filters’, ‘date range controls’, ‘data control’,’Google Analytics Segments’ etc)
  3. Design components (like ‘images’, ‘text boxes’, ‘rectangles’, ‘lines’, ‘circles’, etc)
  4. Embedded external components (like ‘videos’, ‘Images’, ‘Google Docs’, etc)
  5. Pages

Note(1): Copying a report does not create copies of its data source schema. 

Note(2): If you want to use any existing report as a template then just make a copy of it.

Note(3): If you see an ‘(Unknown)’ data source while copying a report then it means that data source schema has not been shared with you and you must select a different data source schema from the ‘New Data Source’ drop-down menu:

1 26

5. Creating a new report from the data source schema editor

You can also create a new report from within the data source schema editor.

Follow the below steps:

Step-1: Navigate to https://datastudio.google.com/

Step-2: Click on the ‘Create’ drop-down menu:

create button

Step-3: Click on ‘Data Source’:

Create data source 1

Step-4: Select the connector that you want to use. Let’s select ‘Google sheets’:

google sheet

Step-5: Select your data source from the list of available data sources.

data source editor 1

Step-6: Click on the ‘Connect button’ in the upper right corner.

data source editor 2

Step-7: Change the available fields configuration if you want or you can proceed to create a report. To create a new report, click on the ‘Create report’ button on the top right-hand side of your screen:

create report in data

This is actually my preferred method of creating a new Looker Studio report. I first create a data source schema, edit the fields configuration settings if required and then create a new report.

6. Creating a new report via the ‘Blank Report’ button

Another method to create a new report is via the ‘Blank report’ button available on the home page of Looker Studio.

Follow the steps below:

Step-1: Navigate to the home page of Looker Studio (https://datastudio.google.com/)

Step-2: Click on the ‘Reports’ tab:

reports tab

Step-3: Click on ‘Blank report’ button:

blank report

Step-4: Select your connector.

google sheet

Step-5: Click on the name of the data source you want to use:

create menu 3 1

Step-6: Click on the ‘Add’ button:

create menu 4 1

You should now see the report editor where you can rename your report, add chart components etc:

untitled report 1

So that’s how you can create a new Looker Studio report from the ‘Blank report’ button.

The final method to create a new Looker Studio report is from the Template Gallery.

Follow the steps below:

Step-1: Navigate to the home page of Looker Studio (https://datastudio.google.com/).

Step-2: Click on the ‘Template Gallery’ link:

template galary

 Step-3: Click on the report template you want to use. If you don’t like the template you can scroll down for more templates or you can click on the dropdown to select a particular category tool and then select the template.

category

Once you click on the dropdown, a new list of tool categories will open up where you will see a bigger list of report templates available for different tools:

category list

As an example, we will select Google Analytics and you can see from the image below that all report template for Google Analytics is displayed.

GA templates

Step-4: Let’s click on the ‘Google Analytics Audience Overview’ report template.

A new window will open up which shows the full-size version of your report template:

template sample

Step-5: Click on the ‘Use my own data’ button in the upper right-hand corner of your screen:

use my own dataa

A pop up will appear which will ask you to select a data source schema:

select data source

In our case, let’s continue with ‘GA4Google Merchandise Store’ data source schema.

Step-6: Click on the ‘Add’ button. You will now be redirected to the report editor.

At this point you can change the name of the report by double-clicking on the report name:

new report 1

You can also personalize the report as per your needs by accessing the different components of the report and changing its style.

You can also share the report with other users via the ‘Share’ button:

share report
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