What Are Email Alerts in Sigma?
Email alerts allow you to automatically notify yourself or others when certain conditions are met in your data. For example, you can receive an alert when:
A number exceeds a threshold
A field changes
A total drops below a set value
Any custom condition you define becomes true
Alerts run automatically in the background and send an email only when your criteria are met.
Step 1: Open the Report You Want to Monitor
Navigate to the Reporting tab in Sigma.
Open the report that contains the data you want to trigger alerts from.
In the upper right corner of the report, click the bell icon. This is the alert setup button.
Step 2: Configure Your Alert Condition
Once the alert panel opens, you’ll see several configurable sections.
Choose Your Alert Type
Select the column or metric you want the alert to monitor—for example, “Total Amount,” “Status,” or any other field in the report.
Set the Condition
Define when the alert should trigger. Examples include:
Greater than a specific value
Less than a specific value
Equals / does not equal
Is blank / is not blank
You can select one or multiple conditions depending on the type of alert.
Preview Your Condition
Sigma highlights whether the current data meets your criteria, giving you confidence that your condition is configured correctly.
Step 3: Add Recipients
You can send alerts to:
Yourself
Any Sigma user
External recipients (people without Sigma accounts)
Just enter their email addresses in the Recipients section.
Step 4: Customize the Email Message
You can add an optional custom message to help recipients understand the context of the alert. This message appears in the alert email.
Step 5: Save and Activate Your Alert
Once everything is configured, click Save.
Sigma will confirm that your alert is active.
You’re all set! Your alert will now run automatically in the background.
When the alert conditions are met, all recipients will receive an email notification containing the relevant data from the report.
Managing or Editing Alerts
At any time, return to the bell icon in the upper right of the report to:
View existing alerts
Edit alert conditions
Add or remove recipients
Pause or delete alerts
You're Done!
Your alert is now live and will automatically notify you or your team whenever your defined conditions are met—no manual checking required.