Reports (Analytics) in Google Sheets

1. Click Add report.
2. Enter a name for the report.
3. Click Add.

• Click Add indicator.

• Specify the name of the indicator and select the report in which it is created.

• Define the entity on which the report is based (leads, tasks, calls, etc.).

⚠ If uploading does not occur, check whether [email protected] has access to the table

• In the Google Sheets URL field, insert a link to the table.
• In access to the table, specify “Everyone can edit via the link.”
• For restricted access, add the email: [email protected]

• Specify the cell or range of cells where the data will be uploaded

• You can select "Every hour".

• Or set a specific time manually by clicking on +, select the time and click OK

• In the Data to insert field, select an indicator (for example, the amount of leads, the number of tasks, the duration of calls).

• Cell with date/time to fill only for the current date/time - this is a setting that records the indicator only for the current day; for this you need to specify a cell with date/time
• If a cell with a date simply contains a date, then you will only be unloaded if this date has arrived. You can also specify a date range, for example, monthly. Then a row or column will be filled in indicating the period that includes the current day and current time.

• Select the metrics you want to filter by.

• Specify filter values.

• You can also enter a table cell filter by selecting Insert key in the drop-down list

• After completing the setup, you need to save the report by clicking on Save

• Set up the filter directly in Kommo itself, copy it

• Go to the report and paste the link into the URL filter field

• The entity will automatically change and the filter settings will be filled in

• Add a new sheet in Google Sheet

• Copy the link to the sheet.

• Paste it into the Google Sheets URL field.
• Complete the remaining settings.

• Inside the report, click Copy.

• A copy will be created, marked "copy".

• Go to the report.
• Click Update.

Limits:

Optimization methods:
Reduce the update frequency (for example, once a day instead of every 30 minutes).
Use the fix for today option (data only for the current day).

• Maximum300 cellsper report.
• Maximum10000 cellsper day per account.

• In the widget statistics block you can track how many cells have already been unloaded today.

• Go to the Ready templates tab.

• Select the appropriate template → click Add.

• In the wizard that opens, fill in your information.

• If necessary, create new fields by clicking Create Field.
• Click Save.

1. Go to the generated report, select File → Share → Publish on the Internet.

1. Copy the link.

1. Go to Kommo on your desktop. Click on Customize.

1. In the free space, click on +, in the menu select Add your widget.

1. Paste the link, specify Width/Height and click Save.

1. Save the widget settings.