Working with Alerts for Report Objects

Overview of Alerts

You can create alerts for a report object so that subscribers are notified via e-mail or a text message when the alert condition is met. You can specify how frequently the system checks to see whether the alert condition is been met.
You can add alerts to report objects using the Alerts tab. You can also add alerts when you create a display rule. For more information about display rules, see Adding Table-Level Display Rules.
Note: You can specify a preference for receiving alert notifications via e-mail or a text message in both the designer and the viewer. For more information, see Specify General Preferences for the Designer.

Add an Alert

To add an alert to a report object:
  1. If it is not already selected, select the report object in the canvas to which you want to add an alert.
  2. Do one of the following:
    • Right-click the report object, and select Add Alert. The Add Alert window is displayed.
    • In the right pane, click the Alerts tab. Click the New button. The Add Alert window is displayed.
  3. On the Expression tab, specify the criteria for the alert. You can create a new expression or use an existing expression.
  4. (Optional) Specify how often you want the system to check for the criteria. You can use the system default, which is set by your administrator, or you can limit the check to a minute or hourly increment.
    Add Alert Window
  5. On the Subscription and Notification tab, add or remove subscribers for the alert. You can specify how frequently alert notifications are sent. For example, suppose that you specify that you want alert notifications sent every five days. Then, it will be at least five days before you receive an alert notification.
    Note: Only users who have e-mail addresses stored in metadata are displayed in the Manage subscribers list on the Subscription and Notification tab.
    Note: The timing of when alert notifications are sent can vary depending on when the alert condition is met.
  6. Click OK. The details for the alert are displayed at the bottom of the Alerts tab.
Note: An alert notification has a blank subject. Some cellular carriers convert text messages to e-mail messages. When a subject is not specified in an e-mail, these carriers try to add a subject. Some carriers add the alert condition as the subject. Other carriers cannot add the subject, so the e-mail message has a blank subject.

Edit an Alert

To edit an alert:
  1. In the right pane, click the Alerts tab.
  2. Select the alert that you want to edit, and click the Edit button. The Edit Alert window is displayed.
  3. Update the alert criteria, and then click OK to save your changes.

Delete an Alert

Alerts are not automatically deleted when a report is deleted. You can delete an alert on the Alerts tab. Select the alert that you want to delete, and click the Delete button. Then, click Delete in the confirmation message that is displayed.
Last updated: January 8, 2019