You can access our Reportz template for Google Sheets here.

Important notice: This template should only be used if you wish to report on your activities and would like the data to be changed as you’re changing the date range of your dashboards.

If you wish to just present data from a Spreadsheet that doesn’t need to be changed with the date range, then we advise you to check out our How to Add Google Sheets Widget article.

There are two ways you can report the data from Google Sheets.

On a monthly or on a daily basis.

The best way to use our Google Sheets template is by creating a copy of it in your own Google Drive.

You can do that by clicking here:

make-a-copy-spreadsheet

Now, let’s go over the setup for this spreadsheet.

A column

In the first (A) column, you should have the dates and those dates have to be formatted as a Date, like in the screenshot below.

Be sure to apply this cell format to the entire A column (Date).

B column

The second (B) column is used by Reportz to read the data that has historical values.

Have in mind that this column must have unique values because if it doesn’t Reportz will only read the first instance of the value.

The way we’ve fixed this is by applying an ARRAYFORMULA to the B column that is just pulling the daily dates from the first column.

Rest of the columns

The rest of the columns only apply for the metrics you will have in Reportz.

Metric 1, 2, 3, should be renamed with the metrics you want to report. Their values should be always formatted as a Number, Percent or any other way you'd like to report on your metrics.

You can add as many columns as you wish to. The number of additional columns should match the number of metrics that you’re tracking.

Example with renamed metrics columns:

Creating a Widget from the Spreadsheet

This is how the set up for the Widget in Reportz will look like.

Just select if you wish to report on a daily or on a monthly basis in the Sheet box.

If we were to set up our Spreadsheet like this:

This is how the final widget in Reportz would look like.

If you wish to not use our table widget format, you can also go with a chart type.


That way the widget would look like this:

For any additional help that you might need, you can always reach out to our support team over the live chat.

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