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Set alerts based on conditional thresholds to notify key team members of action needed. 

In this article we will cover: 

• Defining Alerts
  • Existing Alerts Window 
• Editing or Deleting Alerts
• Related Topics

Defining Alerts

Select the 'Bell' icon in the upper right of the tile.

Define the conditions, delivery method and schedule of the alert.

Select "Save Alert" to save condition and schedule.

Existing Alerts Window

If you have already created alerts for a tile an existing alert window appears. This window shows the alerts that you have set along with information about each alert, such as destination and format. 

You can perform the following functions in the existing alert window:

• Select the three-dot menu to edit, duplicate, or delete an alert.
• Select Done to exit the window.
• Select New to set a new alert and window for delivery.

Editing or deleting alerts

You can edit only the alerts you have created. To edit an alert select the alert icon from the tile. 

In the existing scheduled window, select the three-dot menu that applies to the schedule that you want to edit. Choose Edit, Duplicate or Delete from the drop-down menu.

• • Edit: The conditions and send window appears for that alert. Make your edits in this window. Select Save when your edits are complete, or select Cancel to cancel your edits.
  • Duplicate: Create a duplicate of the alert and adjust as needed. 
  • Delete: A new window appears. Select Delete to delete the schedule, or select Cancel to keep the schedule.

Related Topics

• PREVIEW FEATURE: Insights and Reporting
• PREVIEW FEATURE: Downloading Insights Dashboards
• PREVIEW FEATURE: Scheduling Insights Reports