Alerts In Data Tab

Alerts are notifications, usually emails, about the changes happening in your systems. Alerts in Grow make sure that you are informed about certain changes in the data automatically.

You can configure alerts at the dataset level; a maximum of three alerts can be set for each dataset.

Go to your Data Tab. Select Alerts in the left panel to view the alerts that are set in your system.

In this page, you can see the list of all alerts, along with details such as, the account information, the last updated time, the connected dataset, etc. You can select the Actions button beside each alert to edit or delete them.

Alerts don't work with datasets using DirectQuery.

Creating Alerts

To set up alerts:

  1. Go to the Dataset tab. Select the dataset you want to create the alert for.

  2. Select Edit. You can now see the Dataset Builder page.

  3. Select Alerts at the bottom of the left panel. The list of alerts already created for that dataset in the main panel is shown.

  4. Select Add Alert button in the main panel to create an alert. The Alert window opens.

  5. Enter a name for the alert, the conditions for the alert trigger, and the action to be taken if the alert triggers.

    Conditions: Use the fields Aggregation Type, Column, Operator, Target and Date Column to specify the condition for triggering the alert. For example, say, you want an alert if the deal amount crosses a threshold of 100 USD. In this case, set the Aggregation Type to Sum, Column to Deal Amount, Operator to Greater Than, and the Target to 100.

    Output: Here, select the email IDs for the recipients in the Recipents field, and the body in the Alert Message field. When the alert is triggered, the people mentioned in the Recipients field will get the message listed in the Alert Message field.

  6. You can select the refresh rate for the dataset at the bottom left panel. The email is sent once every 24 hours.

  7. Select Save to save the alert configurations.

Note that you can set up an alert only on the primary report, if you have multiple reports for the dataset.

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