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Holistics Documentation

Welcome to the Holistics Documentation page. You'll find comprehensive guides and documentation to help you start working with Holistics as quickly as possible, as well as support if you get stuck. Let's jump right in!

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Dashboards

What is Holistics's Dashboard?

In Holistics, Dashboard is a collection of reports/widgets that help you tell a story, or paint a big picture of your organization.

Create Dashboards

You can start creating dashboards by clicking add dashboard from different ways:

  • Top menu
  • Left-side bar menu
  • Create menu in the Reporting page

Then you can Add Widgets to your dashboard to make it more meaningful. After the widget is added, you can change its size, position and settings. Please refer to the Widgets page for more details on widget types and control options.

Dashboard Delivery

Share

You can give dashboard access to users in your organization, or share with an external party with a shareable link. For more details, please refer to the Permission System and Shareable Links pages.

Export

You can export your dashboard to a static snapshot in PNG or PDF format. Please refer to the Data Export for more details about this feature.

Data Schedules

In case you want a regular snapshot of your dashboard delivered to your hand, you can easily set up a schedule just like with reports.

For more details, please refer to the Data Schedules section.

Other features

Dashboard Filters

At the Dashboard level, you can create filters to be used in multiple widgets. All filters that you created in a widget will also be available to other widgets in the same dashboard as well.

By default, filter values at Dashboard level will override those at Report level. For more information, please refer to Filters page.

Copy & Move Dashboard

You can copy and move your dashboards to other folders or workspaces by clicking on More icon. If you're the owner of this dashboard, you can also lock it to prevent other people adjust your own dashboard.

The Copy feature is particularly useful when you want to experiment with your designs, or create different versions of your dashboards to suit different needs and audiences.

Updated 6 months ago


What's Next

Ready to dig deeper? Let's check out how Widget works:

Widgets

Dashboards


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