- The charts and tables can still be complex and confusing. Can your customers look at the screens from Google Analytics, AdWords, and Search Console and understand the importance of the data they are looking at? Probably some can, but many will struggle. You need to simplify the data to address just the issues that your client cares about.
- It is a lot of time-consuming grunt work to build reports through manual cut-and-paste. And even if you do it, you are going to have to do it again next month, and the month after, etc., etc. Wouldn’t it be better to simply set up the report once and have it generated automatically each month?
Step 0 – Download the Sample Report
As you learn to create a Megalytic report, it is important to know what you are shooting for. So, click to download this Megalytic Sample Report that shows how analytics can be presented to clients in a simple way that can be understood and appreciated.
You can refer back to that report as you go through these steps, and it will help you remember what you are shooting to produce for your own clients.
Step 1 – Creating a Megalytic Trial Account
Megalytic provides a free 14-day, full featured trial account. The account gives you access to all Megalytic features. If you need to extend your trial beyond 14 days, just let us know by submitting a help request.
It is easy to create a trial account. Just register here, and follow the prompts to create your first report.
You can also watch this video, that walks you through the steps of creating a trial account and producing your first report.
Step 2 – Editing the Sample Report
When you created your account, you also created a sample report, which was generated from one of Megalytic’s built-in templates.
The next step in learning to use Megalytic, is learning how to edit a report to produce exactly what your clients need to see. Editing in Megalytic is easy. And to get you started, this video shows exactly how to start editing the sample report in your Megalytic account.
Step 3 – Include your Client’s KPIs
Now that you know how to edit a Megalytic report to give your client exactly the data they need, its time to add some key performance indicators (KPIs) to your report. These KPIs are the critical numbers your client cares about, like Revenue, Unique Visits, Leads, etc.
Learn to use Megalytic’s KPI Widgets to display this information at the top of your report. Lead of with the KPIs and then follow up by drilling down on the details that show what trends are driving the top line KPIs.
Step 4 – Include Data about Goals that are Important to Your Client
The key to any simple, effective report is showing the client some data that relates specifically to the goals of their campaigns or website. Whether it be eCommerce sales, or lead generation forms, your client is always going to want to know exactly how they are doing.
In Megalytic, it is easy to report on Goals using the Goal Conversion widgets. This blog post shows how to create and customize goals conversion charts and tables.
Step 5 – Add Text to Your Report to Tell a Story
At this point, you’ve pulled together the data that needs to be in the report. Now, it is time to tie it all together with text that explains the data to your client.
Step 6 – Add Your Logo and a Covet Page
Your Megalytic report can and should reflect your brand identity. Megalytic gives you the tools that you need to brand your analytics report. You can add a company logo that appears on all reports. Or you have a different logo – maybe the client’s logo – on each report.
You can also create a cover page, where you can include both your branding and your client’s logo. The cover page is also a great place to include a summary paragraph describing the major insights contained in the report.
With Megalytic, you can simplify analytics for your clients. Create reports for them that show just the data that they care about. Focus in on the simple insights that will help them drive their business. It is not hard to get started with Megalytic. Just follow the steps outlined above, and if you need a reference, have a look at this Megalytic Sample Report.