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The Holistics Documentation

Welcome to the Holistics Documentation. 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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Slack Schedules

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:
Integrations Settings

Scheduling Report To Post To Slack

This feature allows scheduling reports and sending 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






A preview of Slack message looks like this



Slack Schedules