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Creating Alerts from a Dashboard


Because alerts are based on queries, you cannot create one for an entire dashboard — that is, you cannot be alerted when any result has changed on any tile for a given dashboard. Instead, with the appropriate permissions, you can create alerts on individual dashboard tiles and view and follow alerts created by other users.

Hover over the bell icon in the upper right of the dashboard tile to see the number of public alerts for that tile, even alerts that do not include you as a recipient and that you are not following. If there are no alerts visible to you for this tile, the icon will appear grayed out. 

Viewing Alerts

Clicking on the bell icon on the top right of the tile will display a list of its public alerts (you may need to scroll to see the entire list):

In the alert view pop-up, the default alert title indicates which conditions need to be true for the alert to be triggered. If an alert has a custom title, you can hover over the title to see the conditions trigger that alert. You can hover over the icons to the right of the alert title to see the method and frequency of that alert’s notification scheme. For example, the first alert listed in the image above has the alert condition Any # of Shipments' is greater than 10. When that condition is true, an email notification will be sent every day at 5 a.m.


Creating an Alert

To create an alert from a dashboard, hover over the bell icon in the upper right of the tile. Clicking the bell will list the public alerts and your own private alerts in a new pop-up window, and you can click the Create Alert button at the bottom. If no alerts currently exist for that tile, clicking the bell icon will open the alert creation pop-up:

At least one numeric field is required to set up an alert.

In the alert creation pop-up, you can specify several components of your alert:

  • Custom title
  • Alert conditions
  • Recipients
  • Frequency
  • Visibility

Naming an Alert

The default alert title indicates which conditions need to be true for the alert to be triggered. If you would like to rename your alert, click once on the alert title, enter a custom title, and click away from the field or hit the Enter key to save. Your custom alert title will appear in any public alerts listed in the alert view pop-up on that tile. The custom title will also appear in the alert email notification.

You can hover over the custom title of any alert in the alert view pop-up to see what conditions trigger that alert.

Setting Alert Conditions

In the Alert if drop-down in the alert creation pop-up, you can set alert conditions for any dimension, measure, or even cell in the query. These conditions include:

  • is greater than
  • is less than
  • is equal to
  • is greater than or equal to
  • is less than or equal to

If the query contains a date field, additional conditions are available:

  • increases by
  • decreases by
  • changes by

When using these comparison conditions with time series data, the alert query will compare the latest row of data with its previous row.

Setting Alert Notifications

Under the Notify by section of the alert creation pop-up, you can designate the recipients of the alert email notification. By default, your email will be listed, and you can add others as necessary. Each recipient will receive an email with a link to the dashboard for which you’ve set up the alert.

Setting Alert Frequency

You can set the frequency at which you’ll receive an alert notification — once the alert conditions are met — under the Send section of the alert creation pop-up. Frequency options include:

  • hourly
  • daily at a specified hour (the default is 5 a.m.)
  • weekly at a specified hour (the default is 5 a.m.) on a specified day of the week (the default is Sunday)
  • monthly at a specified hour (the default is 5 a.m.) on a specified day of the month (the default is the first of the month)

Click the tooltip next to your selected frequency options for a summary of how often your alert notifications will be sent.


Modifying an Alert

You can click the three-dot menu to the right of the alerts listed in the alert view pop-up to edit, duplicate, or delete alerts that you own.

Modifying your alert settings will also change those settings for users following your alert.

To edit an alert, click Edit Alert to open a pop-up to edit the existing alert settings; when you’re finished editing, click Update Alert. To duplicate an alert, click Duplicate to open a pop-up pre-populated with the existing alert settings, and then click Create Alert. To delete an alert, click Delete and then confirm in the resulting pop-up.

Click Done to close the alert view pop-up.

Receiving an Alert Notification

Your alert notification will include a link to the alert tile’s dashboard as well as options to unfollow. If you choose to unfollow the alert, you will be removed from the alert’s recipient list and will no longer receive notifications when the alert is triggered. If you unsubscribe on behalf of a group email address, no group members will receive that alert notification.