Alerts in Revlitix enable you to monitor specific metrics and receive notifications when certain conditions are met. This proactive approach helps in early detection of anomalies, ensuring timely decision-making.
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:
Step 1: Access the Reports Module
Log in to your Revlitix account.
Navigate to the Reports section from the top navigation bar.
Step 2: Select the Desired Widget
Within your report, identify and select the widget for which you want to set up an alert.
Step 3: Manage Alerts
Click on the Options icon (usually represented by three dots) on the selected widget.
From the dropdown menu, choose Manage Alerts.
Step 4: Add a New Alert
In the Alerts section, click on Add Alert to initiate the alert creation process.
Step 5: Configure Alert Details
Alert Name: Provide a clear and descriptive name for the alert.
Alert Description: Detail what the alert is monitoring.
Evaluation Type:
Total Evaluation: Assesses conditions across the entire data range.
Segmented Evaluation: Evaluates conditions within each data segment.
Conditions:
Select relevant columns from Funnel Stages, Funnel Metrics, or Standard Metrics.
Define the operator (e.g., greater than, less than) and the threshold value.
Filters: Apply any necessary filters from the widget configuration or global filters.
Data Range: Choose the date range for the alert evaluation.
The 'Compare To' option is enabled based on widget configuration.
Select 'Apply.'
Frequency:
Set how often the alert should be evaluated: Daily, Weekly, Monthly, or Weekdays.
Specify the exact time for the alert check (e.g., every Monday at 8:00 a.m.).
Impact Type:
Positive Impact: Indicates a favorable trend.
Negative Impact: Highlights a concerning trend.
Notifications: Select the notification group that should receive the alert.
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.