Subscriptions
If you have set highlighting conditions and created alerts on a report, you can subscribe to receive alert notifications. Subscriptions allow you to define recipients, trigger conditions, and customize messages associated with the alert.
Creating a Subscription
To create a subscription:
Go to Navigate > Notify > Notification.
Click the Subscribe Alerts button. The Add Subscription window appears.
General
Property | Description |
|---|---|
Alert Report | Select the report(s) that contain the alert(s) you want to subscribe to. |
Subscription Name | Enter a name to identify the subscription. |
Notify
Option | Description |
|---|---|
Me | Check to subscribe for yourself. |
Others | Check to subscribe on behalf of other users. A list of registered users appears for selection. |
Message
Property | Description |
|---|---|
Text | Choose Auto Generated to use system-generated content or select Custom Text to define your own message. |
Short Message | Enter a message up to 50 characters. |
Long Message | Enter a message up to 498 characters. |
Attach Report | Check to send the report as an attachment. If unchecked, only a report link is sent. |
Report Format | Select the report format to send (e.g., PDF, Excel). |
Alert When
Specify how frequently you want to receive alert notifications:
In Minutes
Every Hour
Every Day
Every Week
Every Month
When you select a frequency, related options appear. For example, if you select In Minutes, provide:
The interval (e.g., every 5 minutes).
Start time for sending alerts.
Alert Conditions
You can view and modify alert conditions while setting up a subscription. Click Customize Alerts to change the alert logic defined in the report.
You can define multiple alert conditions within a single subscription.
Example:
If the report highlights a row in red when Sales Value is below a threshold, you can add another condition to mark the Sales Person field with a red downward arrow when the same threshold is breached.
To apply different conditions for different users of the same report, create separate subscriptions for each user.
Viewing and Managing Subscriptions
After creating subscriptions, you can view them from the Notifications page under the Subscriptions tab.
Use the Filter option to view subscriptions based on who created them: All, Me, or Others.
Hover over a subscription to perform actions:
Edit – Modify subscription settings.
Unsubscribe – Remove your subscription.
If a subscription was assigned to you by another user, you will see an option to Block it. You can later Unblock it as needed.