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Data import overview
IQM maintains an IQM Reports connector to offer comprehensive reporting solutions. You can use this tool to transform your campaign data from the IQM platform into customized, visual reports in Google Looker Studio.
To create these reports and visualizations, you’ll need to use the IQM Reports connector to import a campaign into Looker Studio. You can review and customize the reports and share them with your clients.
Import data
Set up the IQM Reports connector
IQM Reports notice: You must maintain both a Google account and an IQM account to take advantage of the IQM Reports connector. |
You’ll need to link your Google account to the IQM Reports connector before you can add your campaign data to Looker Studio.
Follow these steps to connect your account to IQM Reports:
Log in to your Google account as you normally would.
Select IQM Reports from the Connect to Data page (external link) in Looker Studio. This will open an account setup pop-up window.
Add your location and company details to the Country and Company fields.
Review the Google Looker terms and conditions, and select the Terms of service checkbox if you accept them.
Click Continue.
Return to the Connect to Data page (external link) in Looker Studio and select IQM Reports.
Review any terms and select Authorize.
Click the email alias that’s associated with your IQM account and enter your IQM account password.
Select Continue.
Review any terms, policies, and other details, select Allow to grant us access to share your IQM campaign data with your Looker Studio account. This selection will automatically close the pop-up window.
Sign in and create a report
Return to the Connect to Data page (external link) in Looker Studio and select IQM Reports.
Use the Credentials section to enter your IQM platform username and password.
Click Submit.
In the Parameters section, choose the time zone that will be used for each date included in the report.
Keep the Use report template for new reports checkbox selected to start your visual report from an editable, default template.
Deselect the checkbox to build your visual report from scratch.
Click Connect.
Add parameters to a report
Once you connect to the IQM Reports data source, you’ll arrive at the IQM Reports page in Looker Studio, where you can add fields and parameters to a report. Follow the steps outlined in the official Looker Studio Help Center (external link) for steps to manually create a report.
If you selected the Use report template for new reports checkbox before you connected to the data source, you’ll arrive at a fully generated report instead of the report-builder screen. You can still add or remove report parameters by following the steps outlined in Edit a data visualization's properties.
Manage a report
The report template provides an editable, default dashboard that displays your IQM ad-serving data and accompanying data visualizations. You can manage these reports in the following ways:
Edit a data visualization’s properties, which dictate how the data is grouped and the metrics that the report includes.
Review a report
The default report’s data is spread across several pages. Select the forward and backward arrows located below the report’s title to review the report.
Edit a date range
Updating the date range shown on page 2 of the report changes the reporting data that’s loaded into the report.
Follow these steps to update a report’s date range:
Locate and select the Date Range drop-down menu.
Choose your preferred dates from the calendar module.
Select Apply to update the report.
Edit a data visualization’s (chart) properties and parameters
Edit a chart’s properties and parameters
Follow these steps to edit a specific chart or data visualization:
Click on the chart or data visualization. This will open the Chart and Data properties panels.
In the Setup tab of the Chart panel, select any dimension or metric to open an edit menu dedicated to that particular field.
Dimensions determine how the data is categorized, while metrics contain aggregated data that measures those dimensions.
In the Data panel, modify any dimensions that the data is grouped by (e.g., campaigns, creatives, and congressional districts) or any metrics that are displayed in the chart (e.g., impressions, clicks, and win rate).
Note that these changes will impact which data is included in a specific data visualization and how that data is grouped. They will not limit which data is included in the entire report. Select Edit at the top of the report to apply changes to the report template instead.
Add or change a data visualization (chart)
Add a new chart
Follow these steps to add a new chart to a report:
Open the Page menu from the report’s header.
Select New page.
Select Add a chart from the report’s toolbar.
Browse and select your preferred chart type.
Refer to the Looker Studio Help Center (external link) for descriptions of each chart type.
Follow the steps outlined in Edit a chart’s properties and parameters to choose which dimensions and metrics the chart should visualize.
Change chart types
You can switch between different charts without having to add a new chart to the report. Click on an existing chart, select Chart in the Properties panel, and choose the new chart type.
Looker Studio may adjust the dimensions and metrics based on which ones best suit each individual chart type. Follow the steps outlined in Edit a chart’s properties and parameters to change which dimensions and metrics the chart should visualize.
Delete a data visualization (chart)
Right-click on a chart and select Delete to remove it from your report.
Style the report
Preset themes let you apply color and style themes to your entire report. You can customize these presets to reflect your brand identity.
Choose a preset theme
Follow these steps to apply a preset style theme to the report:
Click Edit at the top of the report.
Select Theme and layout from the report’s toolbar.
Browse and select the theme you want to apply from the Theme tab.
Customize a preset theme
Follow these steps to customize a preset style theme:
Click Edit at the top of the report.
Select Theme and layout from the report’s toolbar.
Click Customize in the Theme and layout panel.
Enter and apply your preferred style customizations.
Share a report
Data source notice: Consider creating a new data source for each report that you plan to share. This precaution helps ensure that only the intended audience can access the insights. |
You can share the IQM reports that you create in Looker Studio. Review each report beforehand to ensure only relevant information is available in them. This includes confirming that you exclude any data from clients other than the one you plan to share the report with.
IQM platform credentials
By default, the report’s recipients will be asked to input their IQM platform credentials to view the report. You can change this requirement by applying Owner’s credentials settings. Follow the steps outlined in the Looker Studio Help Center (external link) to complete this process.
Google credentials
Public link sharing notice: Link sharing may expose your data to a wider audience than you intended. Take caution when managing access to your reports, and check each link-sharing option before sending a shareable link to a client or other personnel. |
By default, the report’s recipients will be asked to input their Google credentials to view the report. You can change this requirement by applying Public link sharing settings. Follow the steps outlined in the Looker Studio Help Center (external link) to complete this process.
Locate additional reporting resources