Estimated Reading Time: 3.9 mins

1. Give Your Report a Clear, Simple Title

The title of your report should clearly describe what the report is about. A good title helps the reader quickly understand what the report covers. Instead of something generic like “Weekly Report,” use a more specific title like “Weekly Traffic Overview” or “User Engagement Report.”

Tip: Keep it short but informative, so readers know exactly what to expect.

2. Focus on Key Metrics and Data

When setting up your automated reports, be selective with the metrics you include. You don’t need to show every piece of data GA4 collects. Instead, choose the numbers that matter most to your audience. For example, if you’re creating a report for the marketing team, include metrics like user acquisition, conversion rates, and traffic sources.

Tip: Stick to key metrics that align with your business goals, so the data is easier to act on.

3. Use Filters to Narrow Down the Data

Filters are a great way to make your reports more focused and useful. With filters, you can break down data by region, device type, or traffic source. This helps you zoom in on what matters most, whether that’s understanding how a specific campaign performed or seeing how users in different locations behave.

Tip: Apply filters to show only the data that is important to specific teams, like sales or marketing.

4. Add Notes to Explain Key Changes

Annotations (or notes) in GA4 allow you to highlight important trends or unusual changes in the data. For example, if traffic suddenly spikes due to a new product launch, add a note so everyone understands why that change happened. This extra context is especially helpful for people who aren’t familiar with reading analytics data.

Tip: Use annotations to explain any major events or trends so the data makes sense to all readers.

5. Make Sure the Right People Get the Reports

Even the best reports aren’t useful if they don’t reach the right people. Identify who in your organization needs access to these reports—whether it’s the marketing team, product managers, or senior leadership. Schedule automated reports to be sent regularly, ensuring everyone stays informed.

Tip: Set up a delivery schedule for automated reports (weekly, monthly, etc.), so stakeholders always have up-to-date data.

Final Thoughts

Automated reports in GA4 can be a powerful tool for keeping track of your site’s performance. By giving your reports clear titles, focusing on important data, using filters, adding helpful notes, and sharing them with the right people, you’ll create reports that deliver real value.

These tips will help you make the most of GA4’s reporting features, allowing you and your team to make data-driven decisions more easily.