What's New

Starting February 10, 2026, newly created Holistics 4.0 accounts will no longer have access to quick dashboards by default.

This change applies to new 4.0 accounts only. Existing accounts that are already using quick dashboards are not impacted.

Why we are making this change​

Previously, Holistics 4.0 offered a dual-track system of Canvas dashboard and Quick dashboard, which often created an unnecessary hurdle for new users. Sometimes, it even led them toward legacy dashboard version by mistake.

By deprecating the old dashboard, we’re ensuring that everyone experiences the full potential of our modern dashboarding capabilities such as version control, flexible layout and customization, etc. from day one.

For existing 4.0 users​

• There is currently no finalized deprecation date for quick dashboards in existing accounts. The earliest potential timeframe is the end of 2026, and we will provide at least a six-month advance notice before any deprecation takes effect.
• However, we strongly recommend you consider using canvas for any new dashboard work to take advantage of our latest capabilities.

Your embed users can now subscribe to dashboards and receive scheduled reports straight to their inbox — no login required.

Key benefits​

• Flexible formats — PNG, PDF, Excel, and CSV attachments
• Personalized schedules — apply dashboard filter overrides per user (e.g., a regional manager only sees their region)
• Admin governance — monitor, pause, or delete user schedules from a management UI

How it works​

1. Add user identity and allow_data_subscribe: true to your embed payload
2. Users subscribe to dashboards from the embedded interface
3. Users receive reports on their chosen schedule with filters applied

Learn more: Email Subscriptions for Embed Users

Mobile view configuration is now available in Reporting. Set up responsive mobile layouts directly when building canvas dashboards — no need to switch to Development.

Previously, configuring mobile display required switching to Development, which added friction and blocked explorers entirely. Now you can do it right in Reporting.

Learn more: Mobile responsiveness

You can now convert quick dashboards to canvas dashboards directly in Reporting — no more being redirected to Development.

Previously, this conversion always navigated you to Development, disrupting your workflow and completely blocking explorers. Generated dashboards also always landed in the public root folder with no choice of destination.

What's new​

• Generate in Reporting — when “Allow direct Dashboard Editing in Reporting” is enabled, conversion happens right in Reporting. Personal workspace dashboards always generate in Reporting.
• Choose where to save — save to Public workspace for team sharing, or Personal workspace for private use.

Learn more: How to generate a canvas dashboard from a quick dashboard

Holistics MCP Server is now available, letting you connect AI agents to your Holistics workspace via the Model Context Protocol (MCP).

With this release, AI agents can:

• Explore data - ask business questions and get answers from your Holistics datasets without leaving your AI tool
• Generate visualizations - create charts and graphs directly in conversation
• Search your workspace - find datasets and dashboards by name or description

The MCP server works with Claude Desktop, Claude Code, Cursor, VS Code, OpenAI-compatible clients, and custom bots (Slack, Telegram, Discord). Setup takes about a minute - add a JSON config with your API key and regional endpoint.

You can also build your own AI-powered bots and embed them in your product or internal tools - giving your end users a way to ask data questions without needing a Holistics account.

Learn more: Holistics MCP Server

Your Holistics semantic layer is now open. You can query Holistics datasets (dimensions + metrics) outside of Holistics via API and get results back as JSON.

That means the same governed metrics your dashboards use can power notebooks, internal tools, automations, and more - without rebuilding logic in every tool.

Key benefits​

• No vendor lock-in. Your metric definitions are accessible via API, not trapped inside a proprietary tool. Invest in your semantic layer knowing it stays portable.

• Single source of truth. Teams often rebuild the same business logic in multiple places. That creates drift ("why is revenue different here?"). Now you define once in Holistics and query everywhere.

• Works with any tool. Jupyter/Python, terminal (curl), internal services, automation workflows. If it can make HTTP requests, it can query your Holistics dataset.

We are happy to announce a small but meaningful update to your exploration experience: Simplified Field Description.

☔ The Problem​

Data exploration can feel overwhelming when you just want to know what a field is, not how it was built.Previously, hovering over a field displayed everything at once:

• Field Name & Description
• Field ID & Data Type
• Complex SQL Logic

For many users, this created a "wall of technical text" that obscured the actual business definition they were looking for.

⭐ What’s changed​

We have redesigned how field details are displayed to prioritize clarity

• Clean by default: Now, when you hover over a field, we only show you the essentials—the Label, and the Description. This helps you get the context you need immediately, without the noise.
• Technical details on demand: Don't worry, we haven't removed the technical details! For Analysts and Editors who need to debug logic or check source paths, you can simply click "Show Definition" (or the expand icon) to reveal the full Model Name, Field ID, and Formula/SQL.

We're excited to announce a major upgrade to operational governance. Admins now have direct access and full control over any user's personal workspace content, eliminating the need for mandatory impersonation.

🌟 Key Benefits​

• Eliminate impersonation friction: No more slow, inconvenient switching to manage or modify content across multiple users’ personal workspaces (especially for dependency cleanup).
• Full Admin coverage: Admins will be able to manage or clean up content within other Admin accounts. This resolves the current limitation where Admins cannot impersonate one another.

For full detail, you can check our public doc here: Manage users' personal content.

Hi team,

We’ve shipped a small UX improvement that makes it quicker to access settings while editing Canvas dashboards.

🌟 What's Changed​

Previously, to open a context menu, you had to hunt for the little … button on the component, creating friction while editing on Canvas dashboards.

Now, you can right-click to quickly open the context menu for a page/canvas, tab, or group of blocks.

Our search capability has expanded beyond dashboards, allowing you to find visualization blocks by name or description.

🌟 What's new​

• Deeper access: Jump straight to the exact visualization you’re looking for, even in large or complex dashboards.
• Less scrolling, more focus: Find relevant blocks instantly without needing to remember which dashboard they live in.

Visit our documentation to explore all of the search capabilities here.