We realize that our templates will not meet all of our customers’ needs. Luckily, Google Data Studio is very versatile when it comes to adjusting the visual and data-specific aspects of reports.
If you’d like to customize data in a report or adjust the visual elements, we’ve provided directions and links to more information below.
If you’d like to customize data in a report or adjust the visual elements, we’ve provided directions and links to more information below. For a full overview of how Data Studio’s report editor works and how to adjust visual aspects of the reports, you can find a comprehensive overview of the editor here. We highly recommend reading the Build, Stylize, and Add Data to Reports section.
For the purposes of this article, we’re going to focus on editing default report settings.
Editing Report Settings
There are 5 report-wide settings that can be edited via the “Report Settings” menu. To navigate to “Report Settings” first find “File” in the top navigation, then select “Report Settings.” “Report Settings” editor will appear on the right side of the screen.
Depending on the report template you select, one Data Warehouse view will be set as the default Data Source.
However, you can set a different data source for every new element/report you create (we’ll outline this in the "Editing Shape Template Report - Data" article). Therefore, you may choose not to have a default data source as it may not be necessary.
You can also add multiple data sources to a single report (ex: Shape _Daily_Campaigns data source& Google Analytics).
If you want to remove or switch a report's default data source, you can do so from this screen.
NOTE: Removing the data source will cause all reports pulling data from this data source to stop working.
Default Date Range
The default date range for the Shape template report is set to the current month.
Furthermore, the date picker, which can be found in the upper right-hand corner of the report applies to all pages of the report. Editing the date on one page will update data for all data in the report unless a date range for a graph/chart is otherwise noted (ex: Clicks vs. Conversions - This Week).
If you’d like to change this default setting, select the “custom” default date range. You can implement either a fixed date range or choose from a variety of time periods.
Filters are helpful if you wish to include or exclude certain data sets across your entire report. To implement a filter, select “Create a Filter.”
Name your filter, and then select the parameters for the filter. You can include or exclude data from all available data points using both OR and AND conditions.
Save your Filter. You can create and save multiple filters and apply or remove them as needed.
Google Analytics Tracking ID
Data Studio allows you to see if and how your customers are using your Data Studio reports via Google Analytics.
To get a full overview of setting up Google Analytics tracking on your Data Studio reports, check out this helpful article.
Custom Bookmark Links
Custom Bookmark Links let viewers save their view settings by adding them to the report URL. Enable this field if you want to allow your customers to configure reports to their specifications and then save the links as bookmarks.