To install the Excel add-on, you can find it here:

Once the add-on is installed, follow the instructions on the page to launch it:

Click on the "+" logo to create a new report:

Select the data source you would like to report:

Select your Hub and account for the data source:

Select the date range you would like to report:

Additional configuration settings will be selected in the next step.  If you selected certain data sources, the actual Account, Page, Instance, etc. will be selected in this step:

Select the fields you would like to report.  You can click the "+" icon to browse them all or type in the box to search for the fields:

Note:

Once you select field(s), incompatible fields will not display via search or browsing.  If you cannot find a field, try removing one or more fields selected to see if that field becomes available.

Familiarize yourself with the fields available for each connector.  Creating a Looker Studio report with our template is an excellent way to see the field names and what they report.  The following article provides instructions for how to create a report in Looker Studio using our template:

Set how the data should be ordered and select the row limit.  If you want to report as much data as possible, select the largest value in the "Limit" list:

Click "Create Report" to generate the report:

The report will run on the page:

There will be a new page created called "PMA Config".  This is the page that lists all reports created and their settings.  

Editing and Scheduling Report Updates

To edit a report, click the 3 dot menu to the right of the report:

Then proceed to make any edits and save the report:

Scheduling Updates

Please Note:  There is presently no way to schedule an automatic update to the report.  We will investigate a solution in the future.

Have Questions Or Getting Errors?  Click on the bug icon to 

Enter your question or error details and click "Submit".  We will respond promptly!