These instructions show you how to setup Connexity's GA4 Report Builder, a tool to easily extract and automate GA4 performance reports directly inside Google Sheets.
Links to Important Parts of this Article:
- Step 1: Installation & Setup
- Step 2: Create Configuration Pages
- Step 3: Authorizing & Running Reports
Please complete all three sections to successfully create your automated report. A successful completion requires that both the SOT report & Topline report are created, configured and authorized & scheduled.
Step 1: Installation & Setup
You will be creating two separate Google sheets. Repeat the all three steps for both reports for a successful completion.
1. Open a Google Sheet and name the report. Name the two separate Google sheets as follows:
- OID Report - [Merchant MID] - Connexity SOT report
-
Topline Report - [Merchant Name MID] - Connexity Topline Report
2. Go to Extensions > Add-ons > Get add-ons.
2. Search for Connexity GA4 Report.
3. Click Install to add the extension to your Google Sheets.
4. Click Continue at the bottom of the “Get Ready to Install” page.
5. Click Allow to in order to enable the extension for your Google account.
6. Once you see the message “Connexity GA4 Report has been installed”, you have completed the installation.
🎉 Congratulations! You are ready to proceed with configuration.
Note: You will be creating two separate Google sheets and will need to repeat Step 1 for both reports.
Step 2: Create Configuration Pages
1. Once installed, go to: Extensions > Connexity GA4 Report Builder > Create configuration pages.
2. This will add two new tabs to your spreadsheet:
- Intro: A simple setup wizard for entering basic reporting details like region, merchant name, and report type. This is the fastest way to configure your report.
- Config: Contains advanced settings that connect directly to the GA4 API.
💡 Tip: Most users can configure everything via the wizard on the Intro tab. This populates the Config tab automatically. Guidance is available in the Help column. Once the Set-Up Wizard is complete, the report will be ready to activate.
Configuring Reports
There are two main Report configurations available:
- Order ID report: A detailed sales report providing granular data for each individual transaction attributed to Connexity.
- Topline Report: A high-level summary report showing aggregated campaign performance.
To understand which reports are required for your campaign, please discuss with your point of contact.
⚠️ Warning: To create an Order Report and a Topline report, you will need to use two separate Google sheet documents.
Configuring the Report
1. Navigate to the Intro tab to find the Set-up Wizard.
2. Select the region where your campaign is running using the Region drop-down menu in the “Value” column.
3. For the Merchant Name, Merchant ID, Click ID param, and Source param , enter the “Value” as provided by your point of contact.
4. For Property ID, add your GA4 property ID.
i. Visit https://analytics.google.com/
ii. Navigate to the relevant property
iii. Admin, then Property details.
iv. Copy the Property ID, and paste into the Set-Up Wizard.
4. For Report type, select “Order Report” or “Topline (aggregate) as relevant.
5. For Customer Flag (Order Reports only), select “Yes” to share this data with us, or “No” to remove it.
ℹ️ Information: The Customer Flag tells Connexity if a purchase was made by a New or Returning customer, as defined by GA4. It’s only relevant for Order Reports and is automatically ignored for Topline reports.
6. For additional email recipients, we’ve added our dedicated TAM team by default. Please add the email of your daily Connexity contact and any other email addresses using commas (,) without spaces as separators.
⚠️Reminder: To create an Order Report and a Topline report, you will need to use two separate Google sheet documents.
Step 3: Authorizing & Running Reports
1. Go to Extensions > Connexity GA4 Report Builder > Authorize Permissions.
2. Follow the standard Google authorization flow, clicking Allow.
3. Once authorized, go to:
i. Extensions > Connexity GA4 Report Builder > Create/Remove Scheduled GA4 Reports This activates the report schedule and begins sending performance data to your inbox.
4. Once you see the notification window showing “Schedule report has been created successfully!”, the report has been scheduled.
💡 Tip: This is a good time to make sure you star your Google sheet so you can find it in the future
Completion
You have successfully completed our GA4 sales report setup by doing the following:
- Created a Google sheet for the SOT Report, configured the report, and authorized & scheduled the report.
- Created a Google sheet for the Topline Report, configured the report, and authorized & scheduled the report.
- Notified your Account Manager that both sheets have been completed.
🎉 Congratulations! You've successfully set up and scheduled your Connexity GA4 sales reports.
Once you let us know once this is completed we can verify that emails are being received as expected.
Important Note 🔔
To avoid disruptions in your Connexity campaigns, please complete the above steps promptly. If you have any questions or need assistance, don’t hesitate to reach out. We’re here to support you!