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Custom alerts

Custom alerts enables you to monitor and receive notifications based on specific conditions set within saved reports and dashboards. Alerts are particularly useful for:

  • Timely monitoring: Stay informed about critical metrics or deviations from expected values as they occur.
  • Immediate action: Promptly respond to anomalies or trends that require attention without manually monitoring data continuously.
  • Enhanced efficiency: Automate the monitoring process, reducing the need for manual checks and enabling proactive management of business metrics.
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Custom alerts are currently enabled for Dashboards/Reports that have Count visualusation applied.

Custom alerts overview​

You can set up an alert in Insights:

  1. Report Builder: In Insights > Data Explorer > +Create Report, you'll find an alert button at the top right of the table. image

    To activate this alert, you must save the report with either count applied.

  2. Saved Reports: In Insights > Data Explorer, saved reports that use count visualizations have the alert option enabled.
  3. Dashboards: Hover over Insights > Dashboard (default/custom) items with count visualizations to access the alert option. image
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If you change the existing visualization, the set alert will be disabled. You can create a new alert.

Add custom alerts​

Set threshold condition​

Choose the operator and value to trigger an email alert when comparing KPIs at set intervals.

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The available conditions include:

  • Greater than <value>
  • Greater than or equal to <value>
  • Less than <value>
  • Less than or equal to <value>
  • Equal to <value>
  • Not equal to <value>
  • In between <value> and <value>
  • Changes by (%) <value>
  • Increases by (%) <value>
  • Decreases by (%) <value>

These alerts are aggregated alerts, meaning they are evaluated over a specified interval.

Select threshold frequency​

To check KPI changes at the selected frequency within the specified intervals, choose the alert threshold check frequency:

  • Minutes: Set alerts at 5-minute intervals.
  • Hourly: Set alerts every hour up to 23 hours.
  • Daily: Set alerts daily at a specific time. You can choose not to receive alerts on weekends.
  • Weekly: Set alerts on specific days of the week.

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  • Custom time configuration: You can choose to send alerts daily or on selected days. Alerts can be configured to be sent between specific times and on chosen days.

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Alert receipients & details​

Alert activitation​

When an alert is set for minutes, the first alert activates at the nearest multiple of 5 minutes. For example, if the alert is set up at 10:23, monitoring begins at 10:25 (with the first check at 10:25). Subsequent checks occur at the interval specified when setting the condition. Similarly, alerts set for hours activate at the next hour. For instance, if an alert is set at 10:23, the first check occurs at 11:00. The next alerts start as per the configured time.

Add receipients​

  • Role-based recipients: Select roles from the dropdown. All users assigned to the selected role will receive the alert.
  • Email ID configuration: Add individual email addresses to the list. Alerts will be sent only to these specified users.
  • Roles & email IDs: Alerts will be sent to individuals from both the selected roles and the added email IDs.

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Email format​

The body and subject of the email are predefined and cannot be changed.

  • Acknowledgement email: An email is sent to all recipients immediately when the alert is saved, containing all the details.

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  • Alert emails: Email alerts are sent when the threshold value is reached. These emails include detailed information and a redirect link to the report.

Scenarios where no alert is sent​

The alert does not get triggered if the below conditions are met:

  • No change in value: If the option Value between two condition checks remains the same, don't send email is selected, the alert won't be sent if the report or values haven't changed since the previous check. image
  • Widget updates: If an alert is live on a widget and the widget is updated, the alert will be disabled.

View existing alerts​

Dashboards and reports display an alert symbol, indicating that an alert is enabled.

Edit/delete alerts​

You can edit or delete the set alerts.

You cannot change the visualization, but you can create a new alert.

Examples of alerts​

Setup alerts if no calls are received in the last 30 minutes​

To set up this alert, follow these steps:

  1. Create a report and save a report using a default table.
  2. In Call details report apply Filters, Call direction as Inbound and Call start time as Last 30 minutes
  3. Get a count summarisation of the query and visualise it as a numeric value [Count].

  1. Setup the Alert:
    • Save the query.
    • Configure the alert to check every 30 minutes on specific days and within specific times.
    • The alert will start checking at 9 AM each day, in 30-minute intervals.
    • An email will be triggered if the count is 0 at any specific check.

Upcoming changes​

  • Pivot table alerts: The alert option will be enabled for pivot tables, allowing users to set custom alerts for dashboards and reports with pivot table visualization.
  • Pre-built alerts: Pre-built alerts will be available, enabling activation with a single button click without needing further configuration.