HolonIQ data and/or content can be shared only within the user(s) organization.

For sharing any HolonIQ data and/or content in any external communications, please be sure to get in touch with your Account Manager for approval and further instruction.

Any HolonIQ briefing or report is available for download on the platform.

Briefings can also be emailed to colleagues directly from the platform, with an option to add notes at the very top of the briefing. Please note, HolonIQ briefings can still be shared with colleagues who are not users; however, those recipients will not have access to the linked developments on the platform.

Any resource from our Reports index is available for download. This includes, but limited to, HolonIQ Annual Outlooks or HolonIQ Event/Webinar Slide Decks.

Any Chart published on the HolonIQ platform is available to share and download within your organization. For external use of HolonIQ data, please contact your Account Manager for approval and for instruction on including in external communications.

Whether you are using a HolonIQ pre-built market map with our preset categories/filters, or you have create a Custom Market Map from a Custom List - Market Maps can be saved as an image.

This would be a great visual to create in order to categorize an existing portfolio by region, market segment, or revenue/employee range. And to better understand an existing market landscape and key players.

The Table format in the Data Studio can be downloaded as a CSV for any external analysis required.
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​Please note: There is a 10000 row download limit for the Table view - so make sure you use the relevant filters to narrow your search. Please contact your Account Manager should you run into any issues.

Users have access to many different chart types that can be created and designed in the HolonIQ Data Studio, which can also be downloaded and shared. Whether you are trying to design a chart to understand the market concentration of a specific group of organizations, or if you are trying to map out deal/funding history over a specified period of time - these charts are available in the Data Studio. Be sure to check out some of the pre-built templates available for use in the Data Studio as well.

There are no limits to the number of dashboards a user can create. Users also have the option to "Publish" a dashboard, which can then be made another user's Default Dashboard. It only takes one person to create an optimal Dashboard for the rest of workspace to use as Default, to ensure all team members are seeing the same updates.

You could also make any HolonIQ pre-built dashbords your Default Dashboard. At the very least, HolonIQ Industry Dashboards can serve as inspiration for how you might want to set up your own.

Users can 'Bookmark' or 'Favorite' different charts, lists, briefings/reports, developments, and organizations - which can then be seen in the Workspace Favorites page of the platform.

On the Workspace Favorites page, you can isolate and filter for different data types based on your strategic focuses. Workspace Favorites are sorted by the most 'Favorite' count.