Setting Data Alert
Introduction
Functions
For details of functions and application scenarios, see Data Alert.
Plan Description
This is a paid feature. For details, see Understand Your Account Usage and Limits.
Preview
If you set an alert, recipients will be alerted at the alert time when the data reaches the alert point. For example, recipients will receive reminders sent by the system as follows:
Recipients can click View details to check the alerted data.
Setting Procedure
Editing the Dashboard
Select the dashboard to be edited, click the settings button on the right, and select Edit from the drop-down list.
Then select a chart to enter the editing page.
Adding an Alert
When designing the chart, you can go to Settings > Data Alert to add an alert.
Data alert settings include the following:
Items | Description |
Alert Title | An alert title makes an alert recognizable, so that users can distinguish which dashboard the alert is coming from. |
Alert Condition | All added measure fields can be added. Alert messages will be sent when the alert conditions are met. |
Time | When the alert time is reached, dashboard alerts will be pushed to recipients. Alert time can be set by the specific time of a day, week, or month. |
Recipients | You can select recipients from departments, roles, and members. |
Method | You can set different alert methods. For details, see Setting Data Alert Notifications. |
Notes
- A maximum of five alerts can be set for each chart.
- The number of alerts that can be sent for each enterprise is 1,000 each day, and alerts exceeding the limit will not be sent. The business owner will receive SMSs/emails/in-site alerts and the system administrator will receive in-site notifications.
- When alert conditions are met, the measure value will be marked in red.
- The supported chart types include Indicator, Pivot Table, Line Chart, Column Chart, Combo Chart, Bar Chart, Scatter Chart, and Bubble Chart in the dashboard, and the option for Access in the chart should be All Form Data.