Setting Up Alerts and Notifications
Overview
Alerts help you stay informed about anomalies in specific channels. They act as notifications that trigger when certain conditions are met, ensuring you receive timely updates. Each alert is widget-specific, meaning it monitors the conditions set by the alert owner for a particular widget.
Setting up alerts and notifications allows for early anomaly detection and better strategic decision-making.
This guide will walk you through creating and managing alerts within your notification groups.
Note:
Alerts in Reports cannot be created for the following:
Comparison Chart
Forecast Chart
Sankey Chart
Cohort Chart
How to Create Alerts
You can create alerts directly from a widget. Follow these steps:
Go to the Reports Module
Navigate to the Reports section from the top navigation bar.
The Reports View page will appear.
Select a Widget
Choose the widget for which you want to receive alerts.
3. Manage Alerts
Click on the Options icon.
Select 'Manage Alerts' from the dropdown menu.
4. Add a New Alert
Click 'Add Alert' to create a new alert.
An 'Add Alert' form will appear.
5. Fill in Alert Details
Provide the necessary details to configure the alert:
Alert Name: Enter a name that clearly describes the alert.
Alert Description: Add relevant details about what the alert monitors.
Evaluation Type: Choose how the alert conditions will be evaluated:
Total Evaluation – Evaluates conditions across the entire data range.
Segmented Evaluation – Evaluates conditions within each block of aggregated data.
Conditions: Define the criteria that will trigger the alert.
Select 'Columns' from Funnel Stages, Funnel Metrics, or Standard Metrics.
Choose the appropriate operator and value.
Filters: Apply filters from the widget configuration or Global filters.
Data Range: Select a date range for calculations or set a custom date.
The 'Compare To' option is enabled based on widget configuration.
Select 'Apply.'
Frequency: Choose how often you want to receive alerts:
Daily
Weekly
Monthly
Weekdays (Monday–Friday)
Set a specific time for notifications.
For ex. You receive the Alert notification when the set condition is triggered on every Monday at 8:00 a.m.
Impact Type: Define how the alert should be interpreted:
Positive Impact – Indicates a beneficial trend.
Negative Impact – Highlights a concerning trend.
Notifications: Select the notification group that should receive the alerts.
Learn how to set notification groups here.
Once you've set up your alerts, they will automatically trigger based on the defined conditions. Ensure your notification group settings are correctly configured so that the right team members receive timely updates.