Automating Report Delivery with Looker Studio

Sebastian Delamothe, Associate - Analytics

Are you weary of the manual process of dispatching reports to your valued stakeholders? Merkle and Looker Studio offer an ideal solution - automatic report delivery. Here at Merkle we are excited to showcase how this feature can streamline your reporting process and benefit you and your team. Automatic report delivery enables the scheduling of the distribution of Looker Studio reports in PDF format, not only to yourself but also to stakeholders. Let's explore this feature and delve into the significant advantages Merkle’s knowhow can bring to your reporting.

Efficiency Benefits

To begin with, the automatic report delivery feature offers flexibility to send reports via email on a schedule that suits your company’s needs—whether it's a daily, weekly, or monthly basis. Merkle can set this up to guarantee that stakeholders consistently receive the most up-to-date insights without the need for repetitive manual dispatching.

When the report is delivered, it includes a preview of the first few pages, a pdf of the report and a link to view the complete report in Looker Studio. This gives stakeholders a quick overview of the report's content and allows them to access the full report if needed.

Fully Customisable

Merkle can help with customising the report’s default filter control settings and date range, whilst also tailoring the reports filters to different stakeholders without influencing the report's overarching default settings.

Looker Studio Pro

For those using Looker Studio Pro, with a bit of support from Merkle, users can adjust the settings so that it sends reports to individual users and Chat Spaces. This expands the options for delivering reports and ensures that the right people receive the information they need.

Looker Studio Pro also allows you to add multiple schedules to a report. Personally, I have found this additional functionality really help me cater to different stakeholders' preferences and ensure that everyone receives the report in their preferred format and at their preferred time.

Quality Assurance

Lastly, Merkle is here to assist and ensure that the report can be manually downloaded successfully before scheduling its automatic delivery. If there are any errors in the downloaded report, it will not be sent to the recipients. So, it's crucial to double-check the report's accuracy and functionality before relying on the automatic delivery feature.

Overall, Looker Studio's automatic report delivery feature simplifies the process of sharing important information with stakeholders. By scheduling the delivery of reports as PDFs via email or Google Chat, you can save time and ensure that everyone receives the latest insights.

With firsthand experience using this function with multiple clients, this blogger can confidently attest to the time-saving and efficiency benefits of this tool. So, if you would like some assistance on setting it up or would like to discuss it on your next call with us, please don’t hesitate! We are here to help. Get in touch with us today to streamline your reporting process.

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