Switching Supermetrics reports to a new user – some tips and tricks

Recently I was faced with the need to switch a bunch of Supermetrics reports (in Google Sheets) to another user. How this is done is perhaps not the most obvious thing, but not at all hard after you figure it out.

This is how you do it:

  1. Open the report and navigate to the sheet called SupermetricsQueries. (If you can’t see this sheet you can make it visible either via the All sheets -button at the lower left hand corner of your Google Sheets or via the add-on menu Supermetrics / Manage queries). On this sheet you’ll find a page with some instructions and a table with  information about the queries in this report.
  2. Delete the content in the column QueryID :
    supermetrics_QueryID
  3. Replace the content in the column Refresh with user account with the correct credentials. E.g. if we talk about Google Analytics this is the email of the account you want to use, if it is Facebok it is a long numerical id.
    supermetrics_RefreshWithUserAccount
  4. Navigate to the Supermetrics add-on menu and choose Refresh all.
  5. Be sure to check the results in the column Last status to ensure that all queries were updates as planned.
    supermetrics_LastStatus
  6. Then, check the data in the reports themselves.
  7. When you’re done I suggest you hide the sheet SupermetricsQueries sheet so that you (or someone you shared the report with) doesn’t alter the specs by mistake.
  8. Don’t forget to transfer the ownership of the file itself if needed!

 

This is pretty straight forward. Updating a bunch of reports I, however, made the following notes-to-self that I’d like to share with you:

  • Make sure that the account you are using Supermetrics with has credentials to all the data you want to query!
  • Before you start transferring your reports take some time to get acquainted with the content of the reports. Perhaps even make a safety copy of it so that you can be sure that the new credentials and queries are producing the data you expected.
  • When updating the report you probably will want to make some changes to some of the queries. I noticed that when updating many queries it might be easier to update them making changes to the specifications in the table on the SupermetricsQueries sheet instead of using the add-on. Just be careful while doing this!
  • NB! If the original report was scheduled to auto refresh or auto email with certain intervals, you will need to re-do the scheduling. So make sure you know who the recipients of the original report were before you switch the ownership!
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