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Alerts Are Useful for Executive Dashboards
An alert is a notification that a specified event has occurred, for example, that total sales have fallen below some critical level. You can set an alert based on highlight conditions in a report or Dashboard, or based on Dashboard Output component ranges.
To configure an alert for a report or Dashboard, follow the steps below:
1. Create a new scheduled task. See Create a Scheduler Task for instructions.
2. On the Conditions tab, set the frequency with which the alert conditions should be tested. (See Scheduler Conditions for more details on the available day and time conditions.) For example, if you want to test a report highlight condition every day, specify a 'Daily' condition.
3. On the Actions tab, specify the report or Dashboard that contains the alert condition you want to test.
4. Select the actions that you want to perform if the alert is triggered. Generally, you will at least select the 'Deliver To Emails' option. (See Scheduler Actions for more about the available actions.) Enter a 'Subject' and 'Message' appropriate for the nature of the alert.
The table lists highlight conditions for all chart, table, image, and text components, as well as range conditions for Dashboard Output components.
5. In the 'Alert' panel at the bottom of the Actions tab, check the 'Execute action only under selected highlight conditions' option. This displays a list of the available highlight and range conditions for the selected Dashboard or report. Note: This panel is only available if the report or Dashboard contains highlights or ranges.
6. In the table, select the highlight or range conditions that you want to trigger the alert. When any of the selected conditions test true, the actions you specified above (e.g., emailing) will be performed.
7. Press 'Save' to save the scheduled task.
See Schedule a Dashboard in Visualize Your Data or View a Report for information on how an end-user can set an alert. See Automated Alerts for information about setting an alert based on conditions that are not defined in a highlight.
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