# Export & Sharing Data

> Learn how to export and share data of Holistics dashboards with ease

Holistics offers multiple ways to export and share dashboard data to both internal and external users. 

## Export Data

### Export to a Local File

You can export data from a dashboard in two ways: exporting the entire dashboard, or exporting a single widget.

**Dashboard export**

Use the **Export** button at the top right of the dashboard to save the entire dashboard as a **PDF, PNG, or Excel** file. Dashboard-level interactions (dashboard filters, date drill-down controls) are reflected in the export.

**Widget export**

Click a widget's context menu and select **Export** to export that individual chart. Available formats:
- **Data export:** PDF, Excel, CSV (Raw data), CSV (Formatted data)
- **Image export:** PNG, JPEG, SVG

Widget exports reflect any ad-hoc interactions you have applied to that widget:
- **Block-level filters** (include/exclude values, Top N/Bottom N) - export shows only the filtered values
- **Date drill-down** - export captures the zoomed-in time period, not the full default date range
- **Breakdown changes** - export reflects the modified grouping dimension

What you see on screen is what you get in the export. No extra steps needed.

:::info Note
Ad-hoc widget interactions are reflected in **widget exports** only, not in dashboard-level exports.
:::

### Export to Email / Slack / Google Sheets / SFTP / Telegram
Deliver dashboards to colleagues or clients through various channels, either **on-demand** or **on a recurring schedule**:

- [Send to Email](/docs/delivery/email-schedules)
- [Send to Slack](/docs/delivery/slack-schedules)
- [Send to Google Sheets](/docs/delivery/google-sheets)
- [Send to SFTP](/docs/delivery/sftp-schedules)
- [Send to Telegram](/docs/delivery/telegram-schedules)

<VideoPlayer src="https://cdn.holistics.io/docs/data-delivery/export-email.mp4" />

:::info Note
You can schedule an export only if you have a default role of **Admin** or **Analyst**. For more information about default roles, see [Permission System](/docs/admin/permission-system).
:::

### Data Freshness
- **On-demand exports**: Use **cached** dashboard data when available for faster performance.
- **Scheduled deliveries**: Use **fresh data** from your database, bypassing cache to ensure the most up-to-date information.

### Disable Data Download
For enhanced data security, you can restrict users from downloading data. This feature is available in our **Security Compliance Suite (SCS)** and **Enterprise** plans.

Contact us at [support@holistics.io](mailto:support@holistics.io) to learn more.

### Host Exports on Your Own Amazon S3
By default, Holistics generates exported files (Excel/CSV) on our own AWS S3 storage, encrypts them, and removes them automatically after 24 hours. With this Enterprise feature, exported files are stored in **your own S3 bucket** instead. This is useful when your organization requires that all exported data remain in infrastructure you control.

:::info Enterprise feature
Available on the **Enterprise** plan. Ask your account admin to submit a support ticket in-app to enable.
:::

### Row Limits on Export Operations
See [Row limits](/docs/admin/row-limits) for the maximum number of rows you can view or export.

## Share Dashboard Access
Beyond exporting data, you can share dashboards directly with users via:

### User Access
Grant specific users or groups access to view or edit dashboards within Holistics. This allows them to directly interact with live data without the need to export.

Learn more: [Dashboard-level Permissions](/docs/admin/permission-system#dashboard-level-permission)

### Shareable Links
Generate links that allow recipients to view dashboards without logging into Holistics.

Learn more: [Shareable Links](/docs/delivery/shareable-links)

### Public Embedding (iFrame Embedding)
Embed dashboards into public-facing websites or applications for external audiences.

Learn more: [Public Embedding](/docs/delivery/public-embedding)

### Embedded Analytics
Integrate Holistics dashboards into your own applications for a white-labeled experience.

Learn more: [Embedded Analytics](/embedded)

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At times, you may come across important information that you would like to share with others or present at a meeting. Holistics offers various options to help you export and send scheduled reports and dashboards seamlessly:
* Download as a local file
* Export to Email / Slack / Google Sheet / SFTP on-demand or on a recurring schedule

  
    
      
      Delivery options
      Destination options
      Supported file formats
    
  
  
    
      Exploration
      Export
      Local
      Excel, CSV
    
    
      Report widget
      Export
      Local, Email, Slack, Google Sheet, SFTP
      PDF, PNG, Excel, CSV
    
    
      Report widget (scheduled)
      Scheduled delivery
      Email, Slack, Google Sheet, SFTP
      PDF, PNG, Excel, CSV
    
    
      Dashboard
      Export
      Local, Email, Slack
      PDF, PNG, Excel, CSV
    
    
      Dashboard (scheduled)
      Scheduled delivery
      Email, Slack, Google Sheet, SFTP
      PDF, PNG, Excel, CSV
    
  

## Data Freshness
When exporting, Holistics will use **cached** dashboard data when available.

While scheduled delivery uses **updated data** from the user's database and bypasses cached data to ensure the most up-to-date data.

## How-to

### Export to a Local File

You can save your dashboard as a **PDF, PNG, or Excel** file

### (Scheduled) Export to Email / Slack / Google Sheets / SFTP
In addition to downloading dashboards locally, you can deliver them to colleagues or clients through the following channels, either **on-demand** or **on a recurring schedule**:
- [Send to Email](/docs/delivery/email-schedules)
- [Send to Slack](/docs/delivery/slack-schedules)
- [Send to Google Sheets](/docs/delivery/google-sheets)
- [Send to SFTP](/docs/delivery/sftp-schedules)
- [Send to Telegram](/docs/delivery/telegram-schedules)

<VideoPlayer src="https://cdn.holistics.io/docs/data-delivery/export-email.mp4" />

:::info Note
You can schedule an export only if you have a default role of **Admin** or **Analyst**. For more information about default roles, see [Permission System](/docs/admin/permission-system).
:::

## Disable Data Download

We understand that data security is always a top-priority concern, especially for large organizations.

Since the Disable Data Download feature is available in our **Security Compliance Suite (SCS)** and **Enterprise** plans, please contact us at [support@holistics.io](mailto:support@holistics.io) to implement this.

## Row limits on export operations

Check out [Row Limits](/docs/admin/default-configurations#row-limits) to know the maximum number of rows you can export.

-->