Getting Started with Holistics
It should only take a few minutes to get started with Holistics. If at anytime you get stuck, send us an email at
1. Connect to your Database
Admin -> Data Sources -> New Data Source, and enter your database connections information
- We recommend you create a readonly database user that uses specifically for Holistics.
- If your database is behind a firewall, remember to white-list our Holistics IP address
(Check with our support team for the IP address)
- If your database is inside a private network, behind a firewall, or you simply want a more secure connection,
consider using our reverse SSH tunnel connection method.
2. Start creating reports/dashboards
Once you're connected to your database, feel free to start creating reports and dashboards. Head over to "Reports" tab
and try creating your first report.
3. Add your first filters
Filters are important components of Holistics, bringing interactivity to your reports. Learn more about filters