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Developing in Reporting

If your changes are minor and only affect a single dashboard, editing directly in production can be the quickest way to get them live.

You can enable this option by navigating to "Development" tab, go to "Settings" and enable "Allow direct Dashboard Editing in Reporting"

Note about Git

Holistics will push the new changes directly to the master branch, please ensure the Git account that are connected in Holistics has such permissions

Create Canvas Dashboard

  • Step 1: Click the (+) button when hovering on the folder title to Add Canvas Dashboard

  • Step 2: Specify the dashboard name and description and click Create.

Edit Canvas Dashboard

To edit a Canvas Dashboard:

  • Step 1: Click the Edit button on the Dashboard's header
  • Step 2: Edit your dashboard
  • Step 3: Click the Save button to publish your changes

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