Export & Sharing Data

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
• Scheduled delivery

	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
	Scheduled delivery	Email, Slack, Google Sheet, SFTP	PDF, PNG, Excel, CSV
Dashboard	Export	Local, Email, Slack	PDF, PNG, Excel, CSV
	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 always uses updated data from the user's database. It does not fetch data from our cache.

Export to a Local File

You can save your dashboard as a PDF or PNG file

Export to Email / Slack / Google Sheets / SFTP

Besides downloading the dashboard as a local file, you can also have them delivered to your colleagues or clients via Email, Slack, Google Sheets, or SFTP.

After configuring the required fields, click Send to export data to your preferred channels.

For more information, check out sharing destinations:

• Send to Email
• Send to Slack
• Send to Google Sheets
• Send to SFTP

Scheduled Delivery

Scheduled deliveries can also be set up to automatically send reports or dashboards to specified recipients via Email, Slack, Google Sheets, or SFTP.

Edit/Delete/Pause/Run your Schedule

You can open an existing scheduled report for editing or deleting by following these steps:

1. Open Schedules modal: Export → Manage Schedules
2. Click the more_horiz icon to the right of the schedule you would like to make changes to and select one of four options:
   • Run Schedule: send a scheduled report immediately.
   • Pause: disable a scheduled report.
   • Edit
   • Delete

3. Make your desired changes and click Save.

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 [email protected] to implement this.

Row limits on export operations

Please refer to the Data Exploration & Export doc to know the maximum number of rows you can export.