Managing Reports

Two Minute Reports provides a central hub to organize and manage all your created reports, queries, and spreadsheets. This makes it easy to reuse existing work and maintain a library of your reporting assets.

My Reports Section

The My Reports section is where you view and manage all your saved queries, spreadsheets, and reports:

Step 1: Access My Reports

Click Menu in the TMR sidebar and select My Reports.

Step 2: View Your Reports

You'll see:

• All spreadsheets you've created with TMR
• Associated queries within each spreadsheet
• Creation dates and last modified timestamps

Duplicating Queries and Reports

One of the most powerful features in TMR is the ability to duplicate queries quickly. This is ideal for:

• Creating reports for multiple clients with the same structure
• Building variations of existing reports
• Reusing report templates for different date ranges or campaigns

How to Duplicate:

1. In My Reports, find the spreadsheet containing the query you want to duplicate
2. Select the query and click the duplicate icon
3. Choose the destination spreadsheet (existing or create new)
4. Give the duplicated query a new name
5. Modify as needed (date range, metrics, filters, etc.)

The duplicated query retains all the original settings, so you only need to adjust the differences for your specific use case.

Creating Variations of Existing Reports

Once you've duplicated a query, you can quickly modify it:

• Change the date range - Update to different months or custom periods
• Update metrics - Add or remove metrics relevant to the new context
• Adjust filters - Narrow or expand your data criteria
• Change dimensions - Segment data differently

This workflow is much faster than creating queries from scratch and ensures consistency across similar reports.

Organizing Your Reports

Best Practices:

• Use consistent naming conventions - Name queries clearly (e.g., "Client Name - Month - Metric Type")
• Group by client or campaign - Create separate spreadsheets for each client or major campaign
• Archive old reports - Move finished reports to a separate folder or mark them as archived
• Document your setup - Add notes to spreadsheets explaining what queries pull and why

Managing Spreadsheets

You can organize your spreadsheets directly in Google Drive:

• Create folders - Group client or campaign spreadsheets in Drive folders
• Share appropriately - Use Drive sharing settings to control who can access which reports
• Archive completed reports - Move old reports to an "Archive" folder to keep your workspace clean

Connecting Data to Your Sheets

Each time you run a query, TMR creates or updates data in your spreadsheet:

Specify the Range:

When running a query, you can:

• Let TMR create a new sheet automatically
• Specify an existing range in your current sheet
• Update data in a previously used range

Specifying a consistent range makes it easy to reference query data in charts and formulas.

Building Dashboards

Once you have queries pulling data into your spreadsheet:

1. Create a new sheet for your dashboard
2. Add charts that reference your query data
3. Use conditional formatting to highlight key metrics
4. Add summary formulas (SUM, AVERAGE, etc.) for KPIs
5. Use Google Sheets' visualization tools to create professional dashboards

Sharing Reports

Google Sheets' native sharing features work seamlessly with TMR:

• Share with individuals - Grant view or edit access to specific people
• Share with teams - Use Google Groups for easy team access
• Public links - Create shareable links for read-only access
• Embed reports - Embed your sheets or specific charts on websites

The data in shared sheets updates according to your schedule, so viewers always see the latest information.

Backing Up Your Work

To protect your reports:

• Use Google Drive's version history - Recover previous versions of your sheets if needed
• Download backups - Periodically download your sheets as Excel or CSV files
• Duplicate for archives - Keep copies of important reports before making major changes

Performance Tips

For large or complex dashboards:

• Use separate sheets for data and dashboards - Keep query results on one sheet and visualizations on another
• Break large reports into smaller queries - Multiple focused queries often perform better than one massive query
• Limit the data range - Only pull the metrics and dimensions you actually use
• Use Smart Refresh - Enable for queries that handle large amounts of data

Troubleshooting

Can't find an old report:

• Check the My Reports section to see all your queries
• Search your Google Drive for related spreadsheets
• Check for spreadsheets shared with you

Data isn't updating:

• Verify your schedule is active and hasn't been paused
• Run the query manually to check it works
• Review your connected account permissions

Performance is slow:

• Reduce the amount of data in your query
• Use filters to narrow your results
• Enable Smart Refresh for large queries

Contact [email protected] for additional help.