There are two ways of setting up a scheduled Google Sheets export in Funnel.

1. From Data Explorer

If you're already looking at your data inside Data Explorer, you can easily make a one-off export which can later be scheduled.

See this article for step-by-step instructions: https://help.funnel.io/en/articles/1074118-how-to-export-data-to-google-sheets-from-data-explorer

2. From Google Sheets page

You can also create a scheduled export configuration from the Google Sheets page, explained below.

To create a scheduled Google Sheets export, go to the "Google Sheets" page and then click the "New Export" button.

When creating a new Google Sheet export you will be presented with this screen.

Sheet name

On the top of the page, change "My Sheets Export" to your desired sheet name. The sheet is the tab in the spreadsheet that will be created by the export.


Credentials

Next, press the "Sign in with Google" button to give Funnel access to upload data with your selected account.

Create a new or use an existing Spreadsheet

Create a new spreadsheet and name it or if you want Funnel to upload data to an existing spreadsheet, you can paste its URL into the "Spreadheet URL" textbox.

Choose Fields

By default, Funnel will select a couple of common dimensions and metrics. You can select more or fewer by pressing the "Choose fields..." button.

Filters

By default, all data is exported but you can reduce the amount of data by adding filters.

  • Dimension filters will filter data on dimensions, such as data from a specific Datasource.

  • Metric filters will filter data on metrics, such as "only include rows with clicks above 200"

Currency

If you want currency conversion, select "Choose currency" and then select a currency you want all monetary metrics to be exported as.

Meta data output

Toggling the meta data headers will result in rows before the headers and rows with details about the last export, see example below. This is not recommended if you import the data into Data Studio from the Google Sheet.

Date range

There are two date range options.

  • Preset date range will use a rolling range such as "Last 30 days" or "Last 7 days". If you don't want to include the current day, you can also select the "Full" option such as "Last full 7 days".

  • Fixed date range lets you select a static date range.

Schedule

Last, you can select when you want the export to run. Either choose a specific time of the day or a interval such as "Every 6 hours"

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