Workflow examples

Start with a report you can verify.

These are implementation patterns—not one-click downloadable templates. Build them after your source import passes the verification steps in the documentation.

Cross-channel performance review

Compare campaign delivery across certified ad sources without mixing unsupported provider metrics.

  • Date, platform, account, campaign
  • Spend, impressions, clicks, conversions
  • Source freshness and selected window

Data freshness checklist

Give an operator a repeatable way to verify a refresh before sharing the report.

  • Last completed sync
  • Earliest and latest metric dates
  • Expected account and platform labels

Client reporting handoff

Keep each client workspace and credential boundary clear while delivering a familiar report surface.

  • One client workspace
  • One verified source window
  • Sheets or Looker Studio destination

Build from known-good data.

Connect one certified source, run a bounded import, verify its rows, then choose the destination that fits your team.