Skip to main content

2. Adding sources to a report

Connect your real marketing data to a report; from the Sources drawer, from the sample data banner, or directly within the report editor.

Once your report is ready, the next step is connecting it to real data. Here's how to add sources and get your actual numbers showing.


Adding a source from the Sources drawer

Step 1. Open your report. In the left sidebar, click on the Sources drawer.

where to find report sources list in the report

Tip: If you see a pop-up at the bottom of the report saying your report is using sample data, you can also click "Change" there; it takes you straight to the same section.

Step 2. Click "Manage all sources", then select "Connect new source" and find the channel you want to connect (e.g. Google Ads, Meta Ads)

getting redirected to data sources to connect a new source after clicking on manage all sources in the report

Step 3. Once the account is added, select which sources you want to connect and click "Connect your data".

where to click to connect a source in the "Connect new source" window

Step 4. Go back to the Sources drawer in your report. Click "Change" next to the sample data source, select your newly connected source and click "Save selection"

how to change from sample data to an integration source within the report

Note: If the new source doesn't support a metric that was set up for the sample data, those widgets may revert to default settings. Check your widgets after switching.


Connecting a source directly within the report

You can also connect a new source without leaving the report. In the Sources drawer, click the "+ Connect Sources" button next to the channel you want and follow the same authentication steps. The source is connected and immediately available for use in the report.

clicking on change within the report sources list, and then connecting a new source for a chosen integration

Troubleshooting Source Assignment Issues

If a connected source doesn't appear in the sources list within the report, the most likely cause is a Space mismatch. Sources in Whatagraph are assigned to Spaces, and a source assigned to a different Space won't show up for a report in another.

Step 1: Check which Space your report lives in (visible at the top of the report or in the Reports list).

where you can find in which space you are currently in when viewing a report
where you can find the space column in the report list

Step 2. Go to Data Sources and check which Space the source is assigned to.

where you can find the assigned spaces section for connected sources in the Data Sources

Step 3. Either move the report to the matching Space, or reassign the source to the correct Space, whichever makes more sense for your setup.

Did this answer your question?