Free Sheets, scripts and checklists for Data Studio reporting
Every workbook, Apps Script and checklist I’ve built alongside the guides on this site, in one place. Each one is a Google Sheet you copy into your own Drive, free with your email address.
- Google Sheets you own
- Built from Google’s docs, dated
- Linked to the guide that explains it
AI commentary prompt and checklist
- What it is
- A commentary prompt that fills itself from your numbers and events log, banned moves, a number-check tab, a second-pass prompt, disclosure lines and a pre-send checklist.
- Who it's for
- Agencies writing monthly report commentary with an AI assistant.
- Helps you
- Draft client commentary fast without the assistant inventing causes, benchmarks or wrong percentages.
Introduced in Writing client report commentary with AI, without making things up
AI data-handling checklist and policy register
- What it is
- A dated register of how ChatGPT, Claude and Gemini plans train on and retain data, an export-by-export personal-data guide, a connections tab, a data-sent log and a disclosure paragraph.
- Who it's for
- Agencies sending client data to AI assistants (EU/GDPR-aware). Not legal advice.
- Helps you
- Check the plan, contract, data and connection before client data goes into an assistant — and be able to answer 'what did you send?'
Introduced in Sending client data to ChatGPT, Claude or Gemini: what agencies check first
AI in Data Studio: feature availability tracker
- What it is
- A dated tracker of every AI feature in Data Studio (tier, status, what it needs), a route picker, prompt starters, a BigQuery cost check and a client-data checklist.
- Who it's for
- Marketers who want AI on their Data Studio data and need to know what's free, what's Pro and what to use instead.
- Helps you
- Pick the right AI route for your data in five minutes, and keep track as Google's features change.
Introduced in AI in Data Studio: what Gemini does, what's free, and what to use instead (2026)
Data Studio prompt library
- What it is
- 33 prompts across nine build stages, a context header built from your field list and Data Studio's 85 functions, a lookalike-function table and a check log.
- Who it's for
- Anyone using ChatGPT, Claude or Gemini to plan, write formulas for or critique a Data Studio report.
- Helps you
- Get formulas and layouts that actually work in Data Studio, instead of Excel or Looker syntax that errors.
Introduced in Using ChatGPT, Claude or Gemini to build a Data Studio report: what works
GA4 data agent kit: glossary, instructions and verified queries
- What it is
- Everything you paste into a BigQuery data agent for GA4: instructions, a 25-term marketing glossary, eight verified queries, flat-view SQL, cost guardrails and a check log.
- Who it's for
- Teams with the GA4 BigQuery export who want Conversational Analytics in Data Studio.
- Helps you
- Build a data agent that understands your marketing terms and doesn't run up a surprise BigQuery bill.
Introduced in Conversational Analytics in Data Studio: build a BigQuery data agent for your GA4 data
MCP server selection Sheet
- What it is
- A comparison matrix of marketing-data MCP servers, a bill calculator at your size, a governance checklist and a parity log.
- Who it's for
- Anyone choosing a connector MCP (Windsor.ai, Porter, Catchr, Coupler.io, Supermetrics and others).
- Helps you
- Compare what each server reaches, can change and costs at 3, 10 or 30 clients — then pick one and govern it.
Introduced in Marketing data MCP servers compared: Windsor.ai, Porter, Catchr, Coupler.io, Supermetrics, Funnel and Google's own
MCP setup and parity sheet: GA4, Google Ads, Search Console and Meta Ads
- What it is
- One workbook for connecting GA4, Google Ads, Search Console or Meta Ads to Claude or ChatGPT: route pickers, setup checklists, config snippets, parity worksheets and prompts.
- Who it's for
- Marketers connecting an AI assistant to their ad and analytics data through MCP.
- Helps you
- Set up the connection and check every number the assistant gives you against your Data Studio report.
Introduced in Connect Google Analytics to Claude or ChatGPT (GA4 MCP), and check it against your Data Studio report · also used in Google Ads and Search Console MCP servers: connect them to Claude or ChatGPT, and check against your Data Studio report · also used in Meta Ads MCP: connect Facebook and Instagram ads data to Claude or ChatGPT, and check it against your Data Studio report
Client access mapping Sheet
- What it is
- The access table behind filter by email: who may see which client, with live checks for the mistakes that make the filter show nothing, a who-sees-what audit and BigQuery SQL.
- Who it's for
- Agencies serving several clients from one report.
- Helps you
- Give each client only their own rows — and your team every client — without the capitalisation and stray-space errors that break filter by email.
Introduced in Row-level security in Data Studio with filter by email: one report, each client sees only their data
Client reporting automation workbook
- What it is
- A planning workbook for automated client reporting: client roster, email-quota planner, free-vs-Pro checklist and a schedule register, plus an optional stale-data script.
- Who it's for
- Agencies and freelancers sending the same Data Studio report to several clients.
- Helps you
- Work out whether free Data Studio's one schedule and email quota cover your client list, or when Pro (or a second sender) is needed — before you build the second copy.
Introduced in Automated Client Reporting in Data Studio: Free vs Pro, and the Pipeline That Scales
Data Studio Embed Builder
- What it is
- A Sheet that writes one embed URL and iframe per client (with URL parameters), a frame-size calculator, a privacy checklist and a troubleshooting table.
- Who it's for
- Anyone embedding Data Studio reports in a website, client portal or intranet.
- Helps you
- Embed reports that fit, show each client their own view, and don't leak data on a public page.
Introduced in How to Embed a Data Studio Report on a Website or Client Portal
Data Studio Pro cost & fit worksheet
- What it is
- A worksheet that prices Data Studio Pro for your team and clients, with a delivery checklist and an email-quota tab.
- Who it's for
- Agencies and teams deciding whether Data Studio Pro is worth $9 per user per project.
- Helps you
- See what Pro would cost for your setup and whether you actually need it — before anyone buys licences.
Introduced in Data Studio free vs Pro: what agencies and teams actually get for $9
Data Studio alert kit
- What it is
- An alert rules Sheet with an Apps Script that emails or posts to Slack when a metric crosses a threshold, plus the nine alert routes compared and the Pro-alert switch-off triggers.
- Who it's for
- Teams on free Data Studio who need alerts without Pro, or Pro users who want a backup.
- Helps you
- Get told when traffic, spend or conversions break a threshold — once a day per rule, with quiet hours — from the Sheet behind your report.
Introduced in Data Studio alerts: what Pro alerts do, and the free workarounds
Data Studio handover & offboarding checklist
- What it is
- An inventory of the four owners behind every report, a transfer-route lookup, a seven-step client offboarding list, a leaver tab with the 20-day clock and a version log.
- Who it's for
- Agencies handing reports to clients and teams where someone is leaving.
- Helps you
- Hand over or offboard without broken reports: know who owns each report, data source, credential and schedule, and do the transfer before the 20 days run out.
Introduced in Data Studio report ownership: transfers, leavers, client handovers and version history
Data health page kit
- What it is
- The formulas for a six-check data health page, a per-client source register with thresholds, a Monday checklist and a triage table.
- Who it's for
- Agencies and teams running many automated client reports.
- Helps you
- Spot a stopped source, a missing day or a broken connector before the client does — with free Data Studio features only.
Introduced in Add a data health page to every client report in Data Studio
Extract troubleshooting checklist
- What it is
- A seven-step fix-it checklist, a register of every extract (flags for row limit, owner and staleness) and a GA4 quota log with Google's remedies.
- Who it's for
- Anyone using Extract Data to speed up reports or stop GA4 quota errors.
- Helps you
- Fix failing extracts fast and catch the silent 750,000-row cut-off before a client does.
Introduced in Extract Data in Data Studio: Speed Up Slow Reports and Fix Failing Extracts
Linking API URL builder
- What it is
- A Sheet that writes one Linking API URL per client from your master report's ID, its data source aliases and each client's GA4, Search Console, Sheets or BigQuery IDs.
- Who it's for
- Agencies that copy one master report for many clients.
- Helps you
- Generate correct per-client copy links in minutes, with checks for the mistakes that break them (unsupported connectors, missing parameters, sc-domain: properties).
Introduced in The Data Studio API, explained for marketers: what it can and can't do
Schedule register
- What it is
- A register of every scheduled delivery, a sending-quota calculator, pre-flight and failure checklists, an offboarding tab and a 'did it arrive?' Gmail check script.
- Who it's for
- Anyone sending scheduled Data Studio reports to clients or stakeholders.
- Helps you
- Stop scheduled emails from silently failing: track who sends what, see when you'll hit the quota, and get alerted when an expected report doesn't land.
Introduced in Why your scheduled Data Studio report didn't arrive (and the limits on free)
Sheet automation starter
- What it is
- A template Sheet with a bound Apps Script that fetches a CSV or JSON URL on a schedule, appends only new rows, logs every run and feeds a 'last updated' scorecard.
- Who it's for
- Anyone whose Data Studio report runs on a Google Sheet that someone updates by hand.
- Helps you
- Keep the Sheet behind your report filled automatically, without overwriting history or breaking the data source.
Introduced in Automate the Google Sheet behind your Data Studio report
Stale data kit
- What it is
- A freshness cheat sheet for every connector, a diagnostic checklist, a 'when is yesterday complete?' calculator and a 'data last changed' Apps Script stamp.
- Who it's for
- Anyone whose report shows yesterday's numbers and needs to know which layer is behind.
- Helps you
- Find out in two minutes whether the delay is GA4, the connector, Data Studio's cache or the refresh button — and explain it to the client.
Introduced in Why your Data Studio report shows yesterday's numbers: data freshness, caching and refresh
Marketing metrics workbook
- What it is
- 311 marketing metrics across 18 areas, from SEO and paid search to CRM, affiliates, app and B2B pipeline: each one's definition and formula, input or output, leading or lagging, the output it moves, who reports it and the chart that shows it, plus an input-to-output map and an executive shortlist.
- Who it's for
- Anyone deciding what goes into a marketing report, and for whom.
- Helps you
- Pick metrics a reader can act on, connect each input to the output it moves, and keep the executive page to the few numbers that matter.
Introduced in Leading vs Lagging KPIs: Metrics That Tell a Story
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