How to set up an Alert on Birdie Analytics

Please note: If you do not have access to these features and you are interested in learning more about Birdie Analytics, Please get in touch to talk to a member of our team!

We know how busy the care industry is which means that you don't have the time to always monitor things in real-time. Luckily, with Looker, you can create an alert so we will keep an eye out for you.

With alerts, you can specify conditions in your data that, when met or exceeded, trigger a notification to be sent to specific recipients at a desired frequency.

Why would I set an alert?

Setting an alert can be used in various cases, such as:

if you want to be notified that carers are checking in late;
if you want to be notified when a certain amount of tasks aren't completed;
if you want to be notified when a specific amount of alerts have been raised;

This is not an exhaustive list and one more reason why Birdie Analytics is truly a game-changing tool designed to save you time while upholding the highest level of care.

Step-by-step process

Select the report you want to create the alert for (ie. Care Delivery Trends)
Use the filters within the report to adjust the data (such as filtering for a specific care professional and setting the cadence of this alert)
Click the bell icon at the top right of the dashboard tile
If no alerts are currently configured for that tile, or if you do not have permission to see any existing alerts on that tile, hover over the dashboard tile to reveal the bell icon at the top right.

In the alert creation window, you can specify several components of your alert:

Custom title
Alert conditions
Recipients
Frequency

Setting alert conditions

In the Condition drop-down menu in the alert creation window, you can set the components that tell Looker how to check the tile data for changes and the kinds of changes that trigger an alert notification.

Setting alert notifications

Under the Where to send it section of the alert creation window, you can specify the destination of the alert notification.

Sending alerts to email

To send your alert notifications to email, select Email from the Where to send it drop-down. You can designate the recipients of the alert email notification. Your email will be listed by default, but you can modify the list of recipients as necessary. Your permissions determine which email domains you’re able to send alert notifications to.
Each recipient will receive an email with information about the alert and an option to unfollow the alert. If they choose to unfollow the alert, their email address will be removed from the recipient list.

Setting alert frequency

You can set the frequency at which Looker will check your data for changes (and to send an alert notification if the alert conditions are met) under the Frequency section of the alert creation window. The default frequency is Daily at 05:00. Start and End times are inclusive (for example, if you set Check every to 12 hours with a Start time of 05:00 and an End time of 17:00, Looker will check the data at 05:00 and 17:00.)

Setting alerts permissions

You can set your alert’s permissions by selecting the Public or Private options from the Permissions drop-down in the alert creation window.

If an alert is not unfollowable, it is marked Public by default, which means that any Looker user with the following permissions on the dashboard tile’s underlying content can see your alert and its settings on the alert view window. They can also follow your alert so that they can receive email notifications when your alert’s conditions are triggered.

Modifying alerts

To edit, duplicate, or delete an alert, click the bell icon on the dashboard tile to enter the Alerts View Window. Then click the three-dot menu to the right of the alert listed in the alert view window. Modifying your alert settings also changes those settings for users who follow your alerts.

To edit an alert, click Edit Alert to open a window where you can edit the existing alert settings; when you’re finished editing, click Save Alert.
To duplicate an alert, click Duplicate to open a window that is pre-populated with the existing alert settings, and then click Create Alert. Duplicating an alert creates a new alert with identical settings to the original alert. The duplicated alert query will check if conditions are triggered based on the dashboard and tile settings at the time the original alert was created. If any user has made changes to the dashboard or tile since the creation of the original alert, the duplicated alert will not reflect those changes.
To delete an alert, click Delete, and then confirm in the resulting window. Click Done to close the alert view window.