There are multiple 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

It is also possible to create a scheduled export from a Data Explorer View.

2. From the 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 one of the "+ New Export" buttons.

Credentials and Destination

When creating a new Google Sheet export you will be presented with this screen, where you can start by pressing the "Sign in with Google" button to give Funnel access to upload data with your selected account.

New spreadsheet

You can name your new spreadsheet to be able to find it more easily later.

Existing spreadsheet

If you want data uploaded to an existing spreadsheet, select "Existing spreadsheet" and fill in the URL of the existing spreadsheet into the "Spreadsheet URL" textbox.

Sheet title - selecting a specific sheet

To target a specific sheet (tab) within a spreadsheet, change "Sheet title" to the title of an existing sheet or to a new one.

Advanced destination settings

If a specific working range within the sheet is needed, you can specify this by clicking "[+] Show advanced settings" and then adjusting column and row coordinates.

Data

Choose Fields

By default, Funnel will select a set of commonly used dimensions and metrics.

You can modify this selection by pressing the "Choose fields..." button to add or remove fields.

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.

Metadata output

Toggling the metadata 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.

  • Fixed date range: lets you select a static date range, end date will default to today if nothing is selected.

  • Rolling window: lets you select last days, weeks, months, quarters, years.

    • Exclude current [period]: allows you to exclude the last period since it might contain incomplete data.

Schedule

Last, you can select when you want the export to run. You can either select up to three specific times of the day or an interval such as Every 6 hours with an optional offset such as starting at 2 am to get it to run at 2am, 8am etc.

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