Share and schedule reports with Slack

Preview

This product or feature is subject to the "Pre-GA Offerings Terms" in the General Service Terms section of the Service Specific Terms. Pre-GA products and features are available "as is" and might have limited support. For more information, see the launch stage descriptions.

You can send Looker Studio reports to Slack channels and Slack users on your Slack workspaces.

Prerequisites

• You must be a user under a Looker Studio Pro subscription.
• Your Google Workspace admin must have enabled Slack delivery for your organization. The Slack delivery channel is allowed by default in Google Workspace. If you want to change this setting, a Google Workspace admin can change it for you by follow these steps in the Google Admin console:
  1. In the Admin console, go to Menu > Apps > Additional Google services > Looker Studio.
  2. Click Content distribution settings.
  3. In the Pro Features section, modify the Allow Slack delivery setting.

Connect Slack to your Looker Studio organization

Once Slack delivery has been enabled by your Google Workspace admin, a Looker Studio Pro admin can connect one or more Slack workspaces to your Looker Studio organization by following these steps:

1. Click the Settings icon in Looker Studio and select Enterprise admin.
2. In the Slack Integration section, click Add Slack Workspace.
3. Sign in to Slack as prompted.

Remove connected Slack workspaces

An admin can remove Slack workspaces by following these steps:

1. Click the Settings icon in Looker Studio and select Enterprise admin.
2. In the Slack Integration section, next to the Slack workspace that you want to remove, click Delete.

Create a Slack delivery schedule (Pro feature)

If you have Looker Studio Pro, you can send reports to Slack users and Slack channels by following these steps:

1. View the report that you want to schedule.
2. In the upper right, select Share, and then select Schedule delivery.
3. (Looker Studio Pro users) In the Destination field, select Slack.
4. If your admin has connected multiple Slack workspaces to Looker Studio, select a workspace.
5. If prompted, click Sign in with Slack.
6. In the Send to field, select either Channels, Users, or Manual ID.
7. Enter the list of channels or users to send the report to.
   • You can add multiple channels or multiple users to a single schedule, but not a mix of channels and users.
8. (Optional) Enter a custom message to accompany the report.
   • You can't set a custom message for any reports in the Owned by me folder. To remove this limitation, you can upgrade a report to Looker Studio Pro.
9. (Optional) Select the report pages that you want to include.
10. Set the date and time that you want to begin sending the report.
11. Set the delivery frequency.
12. (Optional) Click Send now to send the Slack delivery immediately.
13. Click Save to save the schedule.

You can apply filters to a Slack schedule, just as you can for an email schedule.

How scheduled Slack delivery works

Scheduled Slack delivery posts a message to the recipient users or channels. The message is posted from the Slack account of the schedule's sender. The message includes the following elements:

• A PDF attachment of the report
• A View in Looker Studio link

Manage your Slack access

To re-authenticate or revoke your access to connected Slack workspaces, follow these steps:

1. Click the Settings icon in Looker Studio and select Share settings.
2. The Slack Integration section displays a list of available Slack workspaces along with some options for each workspace:
   • If you have never connected to a workspace, click the Sign-in to Slack next to the workspace name.
   • If you have lost access to a workspace, click Reconnect next to the workspace name.
   • If you want to remove access to a workspace, click Revoke next the workspace name.
   • If you want to remove access to a workspace, click Revoke next to the workspace name.

Limits of scheduled Slack delivery

Scheduled Slack delivery has the following limits:

• You must be a Looker Studio Pro user to schedule delivery using Slack.
• You must be an owner or editor of the report that you want to schedule.
• You can schedule a report only to Slack channels that you are a member of.
• For a single report, you can schedule delivery using Slack to a maximum of 5 Slack channels or 10 Slack users. To send to more recipients, create additional schedules.
• You can't filter by recipient email address when delivering a report with Slack. All recipients of the scheduled delivery will receive the same version of the report.
• You can add multiple Slack channels or multiple Slack users to a single schedule, but not a mix of channels and users.

Troubleshooting Slack delivery

If you are not receiving a Slack delivery, follow these troubleshooting steps:

1. Check that the workspace is connected to Looker Studio.
2. Check that your Looker Studio user has access to the Slack workspace.
3. Check that your Slack user is a member of the Slack channel that you're trying to send to.

See the Why didn't my report get delivered? section of the main scheduling page for more troubleshooting tips.