Transfer Looker Reports

Looker Q&A Looker Studio
1

Does anyone know the easiest way to transfer Looker reports? When someone leaves the organization, we would like to transfer ownership. I’m currently an admin in Looker.

2

There is a link here to documentation about how to deal with removing a user from your Workspace organisation, and it indicates you would need to use the Data Transfer API to pass ownership of Studio assets to a new person. Of course another option is to simply request that people leaving the org take steps to pass on their content before they leave. I asked Gemini to detail the steps for doing this, and I’ve added them below:

1. Share the Report with the New Owner

  • Sign in to Looker Studio.

  • Open the report you want to transfer.

  • In the top right corner, click Share.

  • In the “Share with others” dialog box, enter the email address of the new owner.

  • Choose “Can edit” from the permission drop-down menu.

  • Click Send.

2. Transfer Ownership of the Data Source

  • Edit the report.

  • Click “Resource” in the menu bar.

  • Select “Manage added data sources.”

  • Locate the data source associated with the report.

  • Click the “Share” icon next to the data source.

  • In the “Share with others” dialog box, enter the email address of the new owner.

  • Select “Make owner” from the permission drop-down menu.

  • Click “Share.”

3. The New Owner Reconnects the Data Source

  • The new owner needs to open the report.

  • They will see a message indicating that the data source ownership has changed.

  • They should click on the “FIX IT” button in the message bar.

  • This will open the data source configuration page.

  • The new owner should click “EDIT CONNECTION” in the top left corner.

  • They may need to re-enter the credentials for the data source.

  • Finally, they should click “RECONNECT” in the upper right corner.

Important Notes:

  • Data source ownership is key: Transferring ownership of the report itself is straightforward, but ensuring the new owner has control over the data source is crucial.

  • Access to the underlying data: The new owner will need the necessary permissions to access the data source (e.g., access to the Google Sheet, BigQuery table, etc.).

  • Communication is important: Make sure to communicate with the new owner throughout this process so they know what to expect and can complete the necessary steps.

3

I’m in a similar situation, though I’m the account owner and the admin of a bunch of reports has already left. It seems like there is no UI facility for this and that the Data Transfer API?