Automate Delivery Of Analytics By Email, Slack And More

Don’t just serve data to your internal colleagues, get your clients and partners to rave about how great your company is by getting them the data they want effortlessly. Or level up by integrating with different 3rd-party systems seamlessly.

That’s why Holistics puts a strong focus on data delivery — we think it’s important to get the right insights to the right people at the right time.

Data delivery

 

Holistics allow you to schedule reports (or dashboards) to be automatically sent to to your employees, customers or partners. No need to open the platform, have the data delivered to them via email and Slack!

 

Automated Schedule Email Reports

Simply click on Schedules in the report or dashboard, and follow the instructions.

  • Report Variables: With each schedule, you can customize the different report variables, such as which date range to cover (yesterday, last 7 days, etc.), partner ID and so on.

  • Deliverable: If scheduled by email, the recipients will receive the data table + chart + the CSV, PDF or Excel file that they can download.

  • Frequency: You can setup the schedule to be sent daily, weekly, monthly, or even at 15 minutes to 12 hour intervals. Or you can toggle it such that it only sends an email when there are new results.

  • Custom Message: For emails, you can customize your email branding with your company logo and custom email message.

  • Delivery Failure: Holistics has an error-catching mechanism, so in case there’s an error in delivering the schedule (report has failed, email address not found etc.), you will be immediately notified about this failure and can take actions to resolve it.

Learn more about these features in detail, in our docs on automated data delivery.