I have a dashboard that I’ve built for our team to support a manager’s 1:1 that lets them filter by the individual they want to meet with.
Instead of having the manager go into the dashboard for each individual, would love to publish a folder of PDFs so they can have the reports pre-developed
Hi Ankit, I want to make sure I understand your use case first. You’re looking to automatically generate a batch of PDFs (one per team member) on a schedule, so the manager can review all reports at once without having to adjust filters multiple times. Does that sound right?
Currently, Holistics’ scheduled export works on a 1-1 basis (one schedule = one set of filter values), so it doesn’t currently match what you’re expecting. However, here are a few workarounds you could consider:
Option 1: Multiple Scheduled Exports
If your team has around 5 people, you can create separate scheduled exports for each member, each with a preset filter value. All exports can be delivered to the same email or Slack channel at the same time.
Option 2: Using Export API
If your team is larger and you have engineering resources, you could build a script that loops through your team member list and calls our Export API with different filter parameters for each person, then collects the resulting PDFs.
Option 3: Export to Google Sheets
Finally, you can schedule the full dataset to export to Google Sheets. The manager can then use Sheets’ native filtering to review each team member’s data.
How do these approaches sound to you? Could you give one of them a try and let us know if it works for your use case?