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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.
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.
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?
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