Setting report alerts

You can set report alerts by applying conditions to trigger emails and notify one or more recipients.

To set report alerts, perform the following steps.

1. At the top-left of the page, click Reporting.

Reporting tab

2. On the Reporting page, select the report for which you want to set an alert.

Reporting page

3. On the Report page, hover over the top-right of any table, graph, or map.

The Filters Filter icon, Maximize Report Maximize icon, and vertical ellipses vertical ellipsis are displayed.

Three options at the top-right corner of the table

4. Click Vertical ellipses vertical ellipsis.

The Alert when, Export, and Refresh data options are displayed.

Three options under vertical ellipsis

5. Click Alert when.
6. On the Schedule Exports dialog box, update the conditions to trigger the alert.

By default, the Condition toggle button is turned on.

Schedule Exports dialog box

7. Verify the condition details. For more information, see Scheduling export of reports.
8. In the Export via email section, in the Recipients, add the email address of one or more recipients, separating each with a comma.

Export via email

9. Click Create.

The Schedule Exports dialog box is displayed with a list of schedule details such as Summary, Recipients, Status, and Actions.

Schedule Exports details