This article will help you find the template you need for your report and make a copy to work in Data Studio.

There are at least two ways to download a template.

First, go to our Gallery template and select the template that matches your needs.

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You can also scroll down and find your template by category.

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In both cases, you will find the option to open and copy the report template right away in Data Studio.

For every template, we'll also provide access to a setup guide.

Once you open the report, click on the three dots button in the top-right corner of the page to open more options and make a copy.

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Then, you'll be asked to connect your data.

For every original data source, you may select a new data source from the drop-down list.

You can select a data source you're already connected to or connect a new one.

Remember: You don't need to select all data source spots, but the ones that you leave blank will give you an error message once you copy the report.

You can look on the search bar for a data source you already connected to, or you can add a new data source.

Click Create data source if that is the case.

If you click on Create a new data source, you will visualize the Google Gallery. Type Porter, and select the data source you want to connect.

If it's the first time you're connecting an app source, below are some resources to guide you through each connector:

If you authorized the connector before, just select the account you want to connect on the drop-down list in Parameters.

Once you do that, click Connect on the right corner.

Google Data Studio will take you to this view again, where you can select other data sources or just create the report.

Click Copy report

If you lose access to one of the app sources you wanted to connect, you will have this pop-up, Click Authorize.

If you don't want to authorize that specific connector, just click X.

If you have any questions remember the below resource where you can go over a guide for connecting each data source:

If you see a problem when the connection is done, click See details, and look up the problem in this guide

Download a template from your Porter HUB

Here is another way to find your template.

When your sign in to our website, it will take you to the Porter Hub where you can also access the templates.

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You will find the button "Use a template" on the left side of the page.

How to get more help?

If none of these error messages help you solve your problems with your Data Studio reports, chat with our support team, email support@portermetrics.com

or schedule a call here.

If you want to talk via chat or email about a problem, first click on see details and send us a screenshot of your problem.

Please share your report with support@portermetrics.com with access to edit, the page where you have the problem, the link to the report, and the connector you are using.

Additional resources:

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