Tip of the Week: Monitor your Business with Data Alerts
Data alerts are the go-to solution when it comes to enhanced monitoring of a business. They help us identify the outliers, the anomalies, unusual potentially dangerous circumstances, and take decisions swiftly.
For example, using data alerts you can start tracking sales to see if the targets are getting achieved, number of projects or milestones exceeding deadline, number of overdue tasks, number of high priority support tickets received etc, and change your business processes accordingly
You can create a data alert by following the below steps.
-
In a report's
View Mode
, click the
Alarm
icon at the top right corner, and choose
Create Alert
.
-
Create Data Alert
dialog box opens.
- You can set the
Alert Name
, and add the criteria to check in the
Conditions
shelf.
-
You can also schedule the alerts based on the time-frame.
The Alerts created can be notified in-app, through an email, a third party app like Slack or Microsoft Teams, or through webhook.
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