What's New

AI Chat History is now available. Holistics saves every conversation automatically, so you can pick up where you left off — whether you closed your browser, switched tabs, or came back the next day.

Previously, you lost AI conversations the moment you navigated away or refreshed the page. Now your full conversation history — questions, answers, and generated charts — persists across sessions.

Learn more: AI Chat History

Chart styling is now available in Reporting — configure styles for KPI Metric, Data Table, Pivot Table, and Metric Sheet directly from Dataset Explore and the Report creation flow, no need to switch to Development.

Previously, chart styling was only accessible in Development or the canvas dashboard editor. This added friction and blocked explorers entirely. Now you can do it right in Reporting.

Learn more: KPI Metric · Data Table · Pivot Table · Metric Sheet

We've redesigned the Explore settings panel with an improved visual hierarchy, making it easier to configure your visualizations.

Previously, the settings panel used older styling that made it harder to scan and find the options you needed. Now you get clearer spacing, better typography, and enhanced contrast - all aligned with the Holistics UI refresh from December 2025.

This is part of our ongoing Explore interface improvements. Soon, you can expect a whole new layout with a redesigned chart picker and collapsible configuration panel.

Learn more: Explore Interface Enhancement

Theme Builder Sandbox is now available as a standalone tool to design dashboard themes visually.

Previously, creating a theme required writing AML code by hand — a tedious process with no way to preview changes in real time. Now you can use the sandbox to design interactively, see your changes instantly, and export the generated AML code to use in Holistics.

How it works:

1. Open the Theme Builder Sandbox
2. Customize colors, fonts, and layout visually
3. Copy the AML code and paste it into your Holistics theme.aml file

Learn more: Dashboard Themes

Drill-through now respects "any value" filter states from the source dashboard when navigating to a target dashboard.

Previously, drill-through ignored filters set to "any value" (show all) — the target dashboard applied its own defaults, producing unexpectedly narrowed results. Now, "any value" selections carry through as intended, so your target dashboard shows the full dataset you expect.

Learn more: Drill-through

Dashboard themes configuration is now available in Reporting. Select and apply themes directly when building canvas dashboards — no need to switch to Development.

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

Learn more: Dashboard themes

We're announcing the official plan for deprecating the quick dashboard for existing 4.0 tenants (via Administration settings).

You can now choose between two paths:

• Continue running both dashboard types in parallel, or
• Disable the quick dashboard via the Administration settings.

What happens after deprecation​

If you choose to deprecate the quick dashboard:

• Your existing quick dashboards remain accessible — you can view, edit, and delete them
• You cannot create new quick dashboards

How to deprecate​

• Access the Administration settings > Settings > Legacy features
• Choose to disable the quick dashboard

Why you should deprecate the quick dashboard​

• For 4.0 accounts created before 10 Feb 2026, having two dashboard types could confuse your end-users.
• By deprecating the quick dashboard, your organization can go all-in on canvas dashboards with full capabilities and future improvements: version control, flexible layouts, modern visualizations, and more. Learn about canvas dashboard

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