Reporting (Advanced): Creating & managing alerts

Configure alerts to notify you when your data's Key Performance Indicators (KPIs) meet specific threshold conditions or schedule reports hourly, daily, weekly, or monthly. Learn how to edit, view, delete alerts and manage subscribers.

Covered here:

• Alerts, explained
• Creating alerts
  • Alerts by threshold
  • Scheduled alerts (email)
• Editing alerts
• Managing subscribers
• Viewing alerts
• Deleting alerts

Alerts, explained

Alerts are email notifications about changes in your data’s KPIs. 

TaxDome allows you to set up two different alert types:

• Threshold alert – notification that you receive when your KPI hits a specified value.
  For example, you want to monitor your team workload and have KPIs for completed tasks per week and tasks assigned per worker. Then, you’ll need two threshold alerts: one is sent when the completed tasks number is lower than the minimum, and another is sent when you assign too many tasks to one team member.
• Scheduled alert – notification about changes in your KPIs over a set period.
  For example, you want to monitor your revenue each week. Then, you need to set a weekly scheduled alert that will show changes in data.

Creating alerts

You have two ways to create an alert:

• From the Dashboards page: Go to Reporting > Dashboards from the left menu bar and open any dashboard that contains a KPI chart. Hover over a KPI visualization and click the Create alert icon.

• From the Reports page: Go to Reporting > Reports from the left menu bar, open any KPI report and click Create alert from the three dots menu. 

Once you click  Create alert, select the alert type:

• Alerts by threshold
• Scheduled alerts (email)

Threshold alert

To set reports to be generated when KPIs meet or exceed certain thresholds, follow these steps:

1. Set alert condition and threshold value.

2. Set the alert name.

3. Add subscribers (optionally) and click Create alert.

Scheduled alert (email)

Set reports to be generated on a schedule and emailed to you or specific members of your team. Follow these steps:

1. Set alert schedule.

2. Set the alert name.

3. Add subscribers (optionally) and click  Create alert.

Editing alerts

To edit alerts, go to Reporting > Alerts from the left menu bar, select an alert and click Edit alert from the three dots menu.

You can edit your alert by:

• Changing its type
• Changing its name
• Changing its condition or schedule
• Adding or removing alert subscribers

Managing subscribers

Subscribers are your team members who receive particular alerts. For example, if there is an anomaly in your invoicing KPI data, some of your team members should know about it immediately.

When you create an alert, you automatically become a subscriber. You can add other subscribers from your team members using one of the following ways:

• In the Create alert/Edit alert window, add team members to the Add subscribers input field.

• Select an alert on the Reporting > Alerts page and click Add subscribers from the three dots menu.

To unsubscribe, click Unsubscribe in the alert list. 

Viewing alerts

To view the alert list, go to Reporting > Alerts from the left menu bar. To see alert details, click an alert and review its details on the right.

Deleting alerts

To delete an alert, go to Reporting > Alerts from the left menu bar. Select an alert and click Delete alert from the three dots menu.

If you delete an alert, its KPI will not be affected. However, if you delete a KPI with an alert connected, the alert will be turned off.