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We’re big fans of report shortcuts.
Shortcuts remember your settings so you don't have to create a report each time you open it. Any setting you apply to a report, like adding a segment or a new metric, stays applied in a shortcut until you manually change the settings. All report customizations and settings are saved in a shortcut except the date range. Check the dates each time you use a shortcut to make sure the time period you need is applied.
Each shortcut is only visible to the user who created it, but can be shared using the Emailing and Exporting Reports function.
5 steps to create a shortcut:
Find your report (either in the Reporting or Customization tab)
Configure the report (e.g., apply an advanced segment, change the dimensions and metrics, etc.).
From the menu bar above the report, click Shortcut.
Enter a name for the shortcut.
Click OK to save. Saving a shortcut automatically takes you to the Shortcuts section in the left pane.
3 steps to edit a shortcut:
Click Shortcuts in the left pane.
Make your changes (e.g., add or remove an advanced segment, etc.).
Click Save from the menu bar to update the shortcut's configuration.
You shouldn't have to reinvent the wheel with each report. Once you start using shortcuts, you will find that the time you spend creating reports will substantially decrease. Try them out, and let us know what you think in the comments below.
Allison currently works on a variety of different accounts where she installs, optimizes and reports with Google Analytics and other similar tools. She also provides recommendations and insights to clients, performs quality assurance tests and produces weekly and monthly dashboards. Prior to Vertical Nerve, Allison worked at Weber Shandwick, a global Public Relations firm, where she was an Account Supervisor of the Analytics & Insights practice.
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