Tools → Alert Editor
About the Alert Editor
With the Alert Editor, you can define a data alert. A data alert is a scheduled job that evaluates an alert condition. An alert condition is an Aggregated Table or a Listing Table insight that you create using the Analyzer. If the alert condition evaluates to True, the scheduled job for a data alert sends an email data notification to one or more users, one or more group of users, or one or more email addresses.
Create a data alert with the Alert Editor
There are two ways to create a data alert with the Alert Editor:
- Set Alert
- Scheduler
Set Alert
You must have edit access rights to the given dashboard. For a given insight in a dashboard tab that allows for a filter expression, in the More Options menu (⋮ vertical ellipsis), select Set Alert.
- Define the properties for a data alert in the Alert Editor.
- From the Action bar, select Done to save the alert.
With the Scheduler, you can review the data alert.
Scheduler
To create a data alert from the Scheduler using the the Alert Editor, follow these steps:
- Select Data Notifications.
- In the Action bar, select +New → Create Notifications.
- Define the properties for a data alert in the Alert Editor.
- From the Action bar, select Done to save the alert.
Properties for a data alert
You can edit the following properties of a data alert in the Alert Editor:
Property | Control | Description |
---|---|---|
Name | text box | Enter the name of the data notification job you are creating. |
Description | text box | Enter a description for the data notification job. |
Type | radio button | Select the type of the attachment you want to send via email: ● HTML ● XSLX ● CSV |
Target | selection | Select the dashboard tab to export as the give type for the email data notification. |
Condition → (pen icon) | button | Select the edit button for the Condition section to open the Analyzer and create a condition for the alert. |
Condition | table | Displays the output of the condition you create in the Analyzer. |
Start by | date and time | Select the date and time for the alert to start working. |
Recurrence | radio button | Select the recurrence of the alert to be one of the following: ● Daily ● Weekly ● Monthly ● No Recurrence |
Recurrence → Every | increments and drop down menu | Select the number of recurrences per day, week, or month. This option is not available when you select the No Recurrence option. |
Recurrence → No End | radio button | Select to keep the alert active with no end date. |
Recurrence → End by | radio button | Select to set an end date for the alert to be completed. |
Send To | list | List of emails the dashboard is sent to. |
Send To → + | button | Select to open the Send to form. |
Send To → + → Add | button | Search names, groups, or emails, and then select Add to add them to the list of Send To emails. |
Send To → + → Cancel | button | (Optional) Select to close the Send to form and cancel any selection. |