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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.

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)

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

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"

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.


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).

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

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.

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