Stored Reports are a connection to a data source that updates on a set interval and stores those results in the Grow database. You can reuse them for multiple metrics and use it to help overcome problematic data sources. When you set up a Stored Report, we continually update the data so that you always have your data available for building metrics.
NOTE: This feature is currently only available to users who have the Save & Manage Stored Reports permission.
Here’s how to build a Stored Report in Grow.
First, log in to your Grow account and press Add Metric.
Select your data source from the list. (We’ll use Google Analytics for our example.) If you haven’t already, go ahead and authenticate to connect your account to Grow.
Once you’ve connected your account to Grow, select which report you want to use.
Once you’ve done that, check the Advanced settings checkbox.
You will see a list of options that come up. Go ahead and select your Data Settings and then hit the 'Get Data' button. Once the data appears you will see the 'Store this Report' button turn from grey to blue. After it has turned blue, click the 'Store this Report' button.
Please note that any transforms inside of Advanced settings (underneath the checkbox) will not be applied to the Stored Report. Additional transforms to the Stored Report can be applied after the Stored Report has been created.
After clicking the 'Store this Report' button, a section will expand where you can configure the settings on your Stored Report.
Go ahead and type in the name of your Stored Report in the Stored Report name field.
The options underneath the Stored Report name field allow you to tell Grow what kind of data is pulling in for each of the columns. If a column is incorrect, use the drop-down field to correct it.
The Include in primary key checkbox tells the system that the data in that column comes in as a specific ID. This lets the system check the data that comes in based on new IDs to append or update the rest of the metric.
Note: This checkbox will only appear if the data source is time-based. This means that when pulling in data, you select the time period the data should return. Some data sources, such as Box, Dropbox, Google Sheets and other data sources that are not based on time intervals will not show the Include in primary key checkbox.
Under Fetch New Data, you have three options: Refresh Interval, Initial Population Range, and Days to fetch at one time (chunks). If you have questions about any of these settings, please talk with your data consultant. They do not usually need to be changed from the default settings.
Once you've filled out the name and checked these settings, hit the 'Create Stored Report' button.
Note: One advantage of Stored Reports is that you can use the same Stored Report for multiple metrics. So if you’re just trying to build a different metric using the same data, it’s better to just use an existing Stored Report instead of creating a new one.
And that’s it! Your report within the Metric Builder will move from pulling directly from Google Analytics to pulling from the Stored Report and you're free to continue building!
Wondering where to find your Stored Reports after you build them? Log in to your account and press Add Metric. The data source titled Stored Reports allows you to create metrics from an existing Stored Report.
You can also view your existing Stored Reports by navigating to your Settings and selecting the Grow Storage menu option.
NOTE: The Stored Reports data source is available to more users on your organization’s account than just the admin. So while admins can create Stored Reports, others on the account can access them to create metrics.
Questions about Stored Reports? Email us at email@example.com or chat in on the site.