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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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Shareable Links Manager

A shareable link is a public link that allows everyone with the link to access the report or dashboard.

This page lists all reports and dashboards that have public links. You can access it via the dropdown menu in Holistics toolbar. You can quickly search, sort, and visit the reports and dashboards.

Columns

  • Shared With: users and groups access
  • Public Links: click to manage and edit public links.

Share With

Allows editing the access privilege of users within your organization.

Public Links

Allows managing all public links of the report and dashboard. You can edit the filters of each public link to customize the data displayed when someone visits the link.

Password Protection

Password protection can be configured in the Shareable Link form:

When a public user visit the a password-protected link, he/she will have to enter the password to proceed.