Performance Reporting

In order for HTL Exec to pull in GA data, API access must be granted using the following steps:

Steps

1. 1. Login to Google Analytics
2. 2. On the bottom left corner, click the Admin button
3. 3. Choose "Account access management"
4. 4. Click the blue "+" icon → “Add users”
5. 5. Set the email address to reporting1@htlexec3.iam.gserviceaccount.com
6. 6. Uncheck the "Notify new users by email button"
7. 7. Keep the role set to “Viewer”
8. 8. Click the blue "Add" button in the top-right corner
9. 9. The user will now appear in the list. Click the three dots and “View user’s account details”
10. 10. Open the drop-down next to the account name, and confirm that all necessary properties have been given sufficient access
11. 11. Let your HTL Account Manager know that access has been granted

UI access

The steps above ONLY provide access to the API. They do not provide access to the user interface. If you would like the HTL team to log in to the Google Analytics UI, please reach out to your Account Manager to coordinate.

The steps below outline how to add a Service Account user to your GAM account in order to get data from your GAM account into HTL Exec.

Email address you will be adding for reporting:

• reporting1@htlexec3.iam.gserviceaccount.com

Add the Service Account user to GAM

• Click Admin > Global Settings in the sidebar
• Ensure API Access is enabled
• Click Add a service account user
• Set the following values
• Name = reporting1@htlexec3.iam.gserviceaccount.com
• Email = reporting1@htlexec3.iam.gserviceaccount.com
• Confirm Email = reporting1@htlexec3.iam.gserviceaccount.com
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Role = Executive
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Executive is a read-only role. It can see everything, but it can't change anything, which is pretty much what we want for reporting purposes

• Click Save

With API access enabled and the Service Account added, HTLExec will be able to connect to your GAM account.

If you’re using Parsely for analytics, please reach out to your HTL Account Manager to get set up.