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Export Reports to Slack

Enabling Slack integration to deliver reports data to your Slack team. This helps your team keeps in touch with latest data change as well as starts discussing data questions instantly from Slack

Setup

Start using this feature by clicking on the Schedule to Slack button at any report page.

You will be redirected to Slack authorization page and asked for a Slack team you want to send to. This authorization process is required for any user since Holistics can only post to Slack channels which user has access to.

Selecting Team

The first authorization with Slack requires an admin role. This authorization determines the Slack team connecting to the Holistics tenant. A Holistics tenant can connect to only 1 Slack team at a time.

To change your Slack team or disable Slack integration please visit: Integration Settings

Scheduling Report To Post To Slack

This feature allows scheduling reports and sending the result to Slack channel.

From the Slack schedule form, you can choose public channels you want to send to. For private channels, please manually type the channel name: e.g. #top_secret

Slack Schedule for Dashboard

You can now schedule a whole Dashboard to send to your Slack channel. From the Dashboard you want to set Slack Schedule, select Schedules > Add Slack Schedules

After selecting Channel, Schedule time, Filters and Message, click Submit to save your Slack Schedules.

Formatting Message

Please refer to the following Slack documentation: https://api.slack.com/messaging/composing/formatting

Note

Slack Schedule always uses updated data from the user's database (does not fetch data from our cache).

Report Expiration

Note

The reports sent to Slack Channel gets expired after a week.

Right now, by default, the images posted to Slack are stored in our storage. But the image may contain your sensitive data, so for security reasons, we don't store it infinitely but will automatically expire the link after 1 week.

Upcoming resolution: We'll also support uploading the image directly to your Slack workspace, and the images will always be available (please note that there is a File Storage Limit in Slack).

If you would love to upload the image directly to Slack, please contact [email protected] and we can enable it for you.

Note that you may need to re-authorize the Slack in Holistics in order to grant the image uploading permission. Open the page Integration at https://secure.holistics.io/manage/integrations, in the Slack Integration section, you will be prompted to authorize Slack again if the current token is outdated. Otherwise, if there is no prompt, that means the Slack token has enough permission and no further action is needed.


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