Enable Personalized Indicator Alerts

Dashboard designers can enable a business user to create and edit a personal indicator alert. A personal indicator alert is sent only to the user that created the alert. Personal indicator alerts are sent in addition to any alerts that are created for an indicator by a dashboard designer.
To enable a user to create personalized indicator alerts, complete the following steps:
  1. In the SAS BI Dashboard designer, open the indicator for which you want to enable alerts.
  2. In the Properties pane, expand the Personalized User Settings section at the bottom of the pane.
    Personalized User Settings section
  3. Select Manage alerts.
  4. Select Limit selectable e-mail templates if you want to customize the templates that a business user can select to use for e-mail notifications of alerts.
    Template Type
    Description
    Link only
    The e-mail includes a link that opens the affected indicator in the SAS BI Dashboard viewer.
    Note: All indicator types support this template.
    Default
    The e-mail includes an image of the affected indicator and a link that opens the indicator in the SAS BI Dashboard viewer.
    Note: The following indicator types support this template:
    • bar chart with reference lines
    • KPI
    • line chart with reference lines
    • range map
    • scatter plot
    • targeted bar chart
  5. Click Save icon to save the indicator.
In the dashboard viewer, the Personalize Alerts selection appears in the Options menu menu.
Copyright © SAS Institute Inc. All rights reserved.