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Add alert: Setting up notifications for key data triggers (3 minute read)

Updated over 4 months ago

The alert feature allows you to stay informed by sending notifications to your email when specific data triggers are met. Here’s how to set up an alert:


How to Create an Alert:

Step 1: Activate the Alert Tool:

  • Hover over one of the data boxes on the dashboard.

  • Click the bell icon that appears.

Step 2: Set Up the Alert Details:

  • In the popup window, enter a name for your alert.

  • Choose a category and apply any necessary filters.

  • Click ‘Next’ to proceed.

Step 3: Configure the Alert Frequency and Channel:

  • Select how often the alert should be triggered.

  • Create a Channel by entering:

    • Your email address.

    • The message that will be sent when the alert is triggered.

Step 4: Confirm Your Alert:

  • Finalize the setup.

  • Once the alert is created, you’ll see a notification icon with a “1” next to the bell symbol, indicating that your alert is active.


This feature ensures you stay updated with the latest changes or thresholds in your data, enabling you to take timely actions. For assistance with setting up alerts, feel free to contact our support team.

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