Holistics Docs - End-to-End Business Intelligence Platform

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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Commenting on Reports and Dashboards

Ask questions, provide more information or discuss the insights right on Holistics.

Comment on Reports/Dashboards to ask questions, provide more information or discuss the insights right on Holistics.

Anyone with access to a Report/Dashboard can see its comments

👍 Like a Report or Dashboard

Liking a report/dashboard shows your gratitude to the creator (1)

Add a comment

Click on Comments button to open the comments panel (1), add a comment by typing into the text box at the bottom of the panel (2)

To reply to a comment, click Reply.

Edit and delete a comment

To edit or delete a comment

  • Hover over the comment, click "..." on the right
  • Select Edit or Delete (3)

Resolve a comment

Resolving comments allows you to hide the comment which is no longer active for the discussion

  • Hover over the comment
  • Select Resolve
  • To see Resolved comments, you can show them by using (4)

@ Mentions

Your teammates will receive notifications when you mention them in the comments. To do that, type "@" in the comments (5), Holistics will list down all the users in your team by names and emails, select the teammates you want to mention.

If you accidentally mention someone which doesn't have access to the reports/dashboards, we will suggest you invite and share the insights

😎 Add emoji

You can easily add emoji by copying the emojis from here to your comment