How to Set Up and Report AvidTrak Data into Google Sheets

 

1. In this tutorial you will learn how to integrate and report your AvidTrak account data with Google Sheets.

avidtrak logo

2. After logging into your AvidTrak account, navigate to the top menu bar and find the My Account link.

AvidTrak account

3. Next, Click the “My Account Setting”

My Account Setting

4. Next, Click the “Advanced Settings [-]”

Advanced Settings

5. Next, Click the “Google Sheets Integration”

Google Sheets Integration

6. Find the Google Sheets Integration tile and click the “setup” button.

setup button

7. Click the “Yes” button

Yes button

8. After you get navigated to Google Sheets’ sign in page, click the email field and enter your Google Sheets email address.

Google Sheets sign in page

9. Click the “Next” button

next button

10. Enter your password in the password field.

password field

11. Click the “Next” button

next button

12. Click the “Continue” button

Continue button

13. Click the “Continue” button

Continue button

14. Next, navigate to the ‘Report type’ and select the type of report that you wish to add to Google Sheets.

Report type

15. If you wish to export your transcription logs into Google Sheets, select “Transcription Logs” from the menu options.

Transcription Logs

16. To select the report interval, click the report interval menu and select your reporting interval.

report interval

17. Click “Weekly” if you wish to report your data at a weekly interval.

Weekly

18. Next, Click the “Update Setting” button to save your work.

Update Setting

19. Once your work gets saved successfully you will see your setup as indicated in the screen shot below.

successfully

20. This completes the tutorial for how to set up and report your AvidTrak account data into Google Sheets. If you face any difficulty in implementing these instructions or have questions related to this feature, please do not hesitate in emailing support@avidtrak.com