Set up reports in GA4

You have installed GA4 and fired the first revenue events, yet the standard reports still feel like a crowded airport departures board. I remember scrolling through cards for engaged sessions and user stickiness, wondering which number should drive Monday’s budget call.

This chapter shows how to build four practical views that pull revenue signals out of the noise. You will create a custom funnel, add intent-based segments, compare performance by channel, and schedule automatic updates that reach the team without another screen-share. Follow the steps in order, verify each result in real time, and by the end you will open GA4 to answers, not mysteries.

Open Explore and choose the Funnel exploration template. Rename the tab Primary conversion flow. Drag page_view, form_submitted, meeting_booked, and service_payment into the Steps box in that order. Set the lookback window to 90 days so you capture a meaningful sample without old campaigns skewing insight.

Turn on Show completion rate. GA4 now displays the percentage of visitors who move from first visit to payment. Add the Median time metric. Long median values point to friction; short ones tell you the offer lands fast. Save the funnel to the Library so anyone with access can reload it in two clicks.

Before leaving, add a filter for Event count greater than zero on service_payment. This keeps the funnel honest by excluding demo sites or internal tests that never transact. You now have a single chart that flags leaks hours after a change goes live. Next you will dissect those leaks by traffic source and intent.

Stay in Explore and duplicate the funnel. Rename the copy Source-intent breakdown. In the Tab settings panel, open Breakdown and select Default channel grouping. GA4 redraws each step with a coloured bar for every channel. Paid search might push many users into form_submitted yet few into meeting_booked, hinting at targeting drift.

Add a second breakdown by Landing page. This pairing shows which entry pages combine with which channels to generate serious pipeline. Toggle the table view under Visualisation to see exact counts, then export a CSV for quick pivot analysis in Sheets.

Apply an include filter where page_type equals pricing or features. The view now excludes low-intent traffic such as blog readers. Save the exploration again. With channels dissected, you will refine insight further by segmenting audiences based on their behaviour, covered in the following section.

Create a new Audience in Admin. Name it High intent visitors. Set conditions to include sessions with pricing_page_view or meeting_booked but exclude sessions with bounce in under ten seconds. Publish the audience.

Return to Reports, Acquisition, Traffic acquisition. Click Add comparison, choose Audience, and select High intent visitors. Watch conversion rate, revenue per user, and average session value recalculate. The side-by-side layout tells you which campaigns attract serious buyers and which fill the funnel with window shoppers.

Save the comparison as a default so it loads automatically for everyone who opens the report. Repeat the process to create a Low intent visitors segment for contrast. The two views reveal immediate opportunities to reallocate spend. With insights flowing you need to keep stakeholders in the loop without manual screenshots, which is the focus of the final section.

Open Library, find the Primary conversion flow, and click Share. Choose Schedule email and set delivery to every Monday at 08:00 with a PDF attachment. Add the growth channel in Slack or the team mailing list. The report arrives before the stand-up and removes the ritual of logging in to fetch numbers.

Create an Insight card in Configure. Select Metric change and pick meeting_booked. Set the condition to Alert me when week-over-week change exceeds plus or minus five per cent. Route the alert to the pipeline owner’s email. Early warnings beat month-end surprises.

Pin the URL of the Source-intent breakdown in your project management tool. One click takes colleagues straight to the live view, avoiding stale screenshots that fuel old debates. With automation in place the tracking stack now works while you focus on experiments.

You built a revenue-first funnel, sliced it by channel and intent, saved high-impact audience segments, and automated delivery of both reports and alerts. These four steps transform GA4 from a passive dashboard into an active decision engine.

Your next optimisation sprint will begin with clear evidence of where visitors stall, which channels pull weight, and when performance shifts. Armed with that insight you can adjust bids, refine copy, or launch tests confident that the impact will surface within hours, not quarters.

The final chapter of this guide locks data integrity by filtering internal traffic, ensuring the numbers you now trust remain free from office wifi noise and QA clicks.