Workflow SOPs

  • Basic Analytics Dashboard Navigation

    Step 1. Select Hostname(s)听

    After accessing the basic analytics dashboard that represents all 快活app website data by default, you might want to select some specific website(s)/page(s) and see the data only for that selection.听听

    1. Go to the drop-down menu under 鈥淗ostname鈥 and start typing your website鈥檚 domain/hostname.听听

    1. Checkmark all needed website(s)/page(s) and press 鈥淓nter鈥 (see Figure 1).听

    GA4 dashboard hostname selection

    Figure 1. Select specific website(s)/page(s).听

    听听

    Step 2. Select Dates听

    The dashboard is set to represent data for the current week in comparison with the past week, which allows you to monitor the website performance with weekly updates. You can also select a desired time range to get data from previous weeks/months:听

    1. Go to the date drop-down menu and select the desired time frame (see Figure 2).听

    GA4 Dashboard timeframe

    Figure 2. Select the timeframe.听

    听听

    Step 3. Select Campaigns听

    If you have campaigns (UTMs) set up, you can also view data for specific ones on the dashboard:听

    1. Go to the drop-down menu under 鈥淪ession Campaigns.鈥澨

    1. Start typing the source/medium/name of your campaign.听

    1. Check听the ones you want to see (see Figure 3).听

    GA4 dashboard campaign selection

    Figure 3. Select campaigns.听

    Step 4. Select Specific Webpage听

    If you want to check web traffic for the individual webpage(s), you can also view data for them on the dashboard:听

    1. Go to the drop-down menu under 鈥淔ull page URL.鈥澨

    1. Start typing the URL of your webpage.听

    1. Check听the ones you want to see (see Figure 4).听

    GA4 Webpage selection

    Figure 4. Select the webpage.听

  • GA4 Navigation

    Located on the left side, the main navigation offers access to essential features. Here, you'll find the Home, Reports, Explore and Advertising tabs (see Figure 1).听听听

    GA4 Navbar

    Figure 1. Main GA4 navbar.听

    听听

    To get faster access to your website data, go to the Explore tab to craft your custom mini-data GA4 reports, including selected data metrics, dimensions and visualizations (see Figure 2).听

    GA4 Explore Tab

    Figure 2. Explore tab.听

    听听

    Next, choose from different templates in the gallery, such as funnel analysis, path analysis, segment overlap, cohort analysis, etc. (see Figure 3).听

    GA4 Explorations templates

    Figure 3. Explorations.听

    听听

    The most efficient way to get the data you want is to start from scratch and build your own report using various charts and tables within a 鈥淏lank鈥 or 鈥淔ree form鈥 template (see Figure 4).听

    GA4 blank templates

    Figure 4. Blank template in Explorations.听

    听听

    Here, you can apply filters, segments and comparisons to drill down into the details and uncover insights for specific webpages (see Figure 5).听

    GA4 variable selection

    Figure 5. Choose variables in the 鈥淏lank鈥 template.听

    听听

    Note: Explorations can help you fetch and see your data to understand:听

    • How users interact with your website/app;听

    • What actions they take; and听

    • What outcomes they achieve.听

  • Step-by-Step Guide for Creating Your Report

    Step 1. Choose an analysis technique (template), for example, 鈥淔ree form鈥 (see Figure 1).

    GA4 analysis technique selection

    Figure 1. Choose a technique.听

    听听

    Step 2. Configure your report settings.

    Next, name your report, set a time period and add dimensions with metrics. Don鈥檛 forget to apply filters (like 鈥淗ostname鈥 to see only web performance for your particular website and pages) (see Figure 2). After selecting 鈥淗ostname鈥 in the 鈥淔ilters鈥 section, choose 鈥淐ontains鈥 and enter your hostname (e.g., ) (see Figure 3).听

    GA4 Report Settings

    Figure 2. Report settings.听

    GA4 filter settings

    Figure 3. Filter settings.听

    听听

    Step 3. Select components.

    After having selected dimensions and metrics, simply drag each component to the corresponding blocks (see Figure 4).听

    GA4 component selection

    Figure 4. Dragging the components.听

    Step 4. Customize your report layout and available visualization options.听听

    The GA4 interface allows you to simplify your reports with visualization tools (see Figure 5).听听

    GA4 report visualization example

    Figure 5. Report visualization.听

    Step 5. You鈥檙e done! There's no save button.听听

    You can locate your report on the Explorations page to use it again in the future or make any changes (see Figure 6).听听

    saved GA4 reports

    Figure 6. Saved reports in Explorations.听