Alerts
Overview
The Alerts feature allows you to monitor critical events by defining threshold conditions applied over specific metrics.
Located under Settings > Notifications > Alerts, this feature enables you to track when a metric goes above or below a chosen value.
Notifications are sent via dedicated channels like Email or Slack so you can respond immediately to data changes.
Viewing & Searching
The Alerts list displays the Alert name, Last modified date, Last modified by, and the current Enabled? status.
You can find specific alerts quickly by using the "Search digest" bar at the top of the interface.
Creating New Data
Fill in the form
Fields in the form
Name, a text field for providing a custom label to identify the alert.
Enabled Toggle, a switch used to activate or deactivate the alert without deleting it.
Metric Dropdown, a menu to select the primary data metric to monitor (e.g., Overall: Count).
Operator Dropdown, a selector to define the comparison logic (e.g., "above" or "below").
Threshold Input, a numeric field to establish the value that triggers the alert.
Timeframe Dropdown, a menu to set the duration of data to analyze (e.g., "last 30 days").
Filter, a button to append additional conditional layers to the alert logic.
Notification Frequency, a toggle button to select how often updates are sent (Hourly, Daily, Weekly, or Monthly).
Delivery Channel, a dropdown to choose the platform for receiving the alert (e.g., Slack).
To use channels in your alerts, please complete the configuration first. Reference this article for more information.
Modifying Existing Data
Modify the form
Fields in the form
Name, a text field for providing a custom label to identify the alert.
Enabled Toggle, a switch used to activate or deactivate the alert without deleting it.
Metric Dropdown, a menu to select the primary data metric to monitor (e.g., Overall: Count).
Operator Dropdown, a selector to define the comparison logic (e.g., "above" or "below").
Threshold Input, a numeric field to establish the value that triggers the alert.
Timeframe Dropdown, a menu to set the duration of data to analyze (e.g., "last 30 days").
Filter, a button to append additional conditional layers to the alert logic.
Notification Frequency, a toggle button to select how often updates are sent (Hourly, Daily, Weekly, or Monthly).
Delivery Channel, a dropdown to choose the platform for receiving the alert (e.g., Slack).
Removing Data
If an alert is no longer needed, it can be permanently removed by clicking the Delete icon (trash) in the Alerts list.
Advanced & Unique Features
Preview Alert Format
While setting up your alert, use the "Preview alert format" section to switch between Email sample and Slack sample to see how the notification will look.
Alert History Monitoring
Use the History tool to track every time an alert was triggered; this is essential for identifying cases where an alert might have failed to be sent or received.
Troubleshooting & FAQs
"I'm not receiving notifications" Solution: If an expected alert did not arrive, check the History to see if the threshold was met and if the delivery to your chosen channel was successful.
"Alert numbers seem incorrect" Soluction: Verify your "Add filter" settings to ensure only the intended records are being counted toward the metric.
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