Data Alerts

Data Alerts

In business, keeping track of changes in your KPIs and metrics is vital to stay ahead of the curve. Data Alerts in Zoho Analytics notify you of key business events that you cannot afford to miss. This helps you to quickly make informed business decisions.

  1. What are Data Alerts?
  2. Who can use Data Alerts? 
  3. On what views can I create a Data Alert over?
  4. How does the Data Alert work?
  5. How do I create a Data Alert - Simple Flow?
  6. How do I create a Data Alert over Charts - Detailed flow?
  7. How do I create a Data Alert over Pivot Views - Detailed flow?
  8. How do I create a Data Alert over Summary Views?
  9. Can I create multiple alerts over a report?
  10. How can I edit the Data Alert?
  11. How are the Data Alert notification sent in different channels?
  12. Who can be notified when the alert conditions are met?
  13. Can I mail the report along with the notification?
  14. On what frequency the data alert will be verified?
  15. Can I see when the alerts that were triggered?
  16. Can I run the data alert instantly?
  17. Can I delete the Data Alert?
  18. How do I manage all the alerts in my Workspace?

 

1. What are Data Alerts?

To make informed business decisions, you need to track key changes in your business data. Manually monitoring all the important changes in business data is next to impossible. Data alert in Zoho Analytics helps you combat this problem. 
With Data Alerts you can: 

  • Set up varying levels of conditions to be met for an alert, 
  • Be notified in-app, or via e-mail. 

Data Alerts gives you an edge over regular analytics by letting you seize opportunities at the right time. 

2. Who can use Data Alerts? 

Any user of Zoho Analytics can configure  Data Alerts.

3. Over which view can I create Data Alerts?

You can create Data Alerts over the following views.

4. What are the steps to create a Data Alert?

To create a Data Alert:

  • Select the report that you wish to closely monitor.
  • Set a threshold limit for the metric of your interest and how often it needs to be compared with your limit.  (frequency).
  • Specify how you want to be notified and select a notification channel (E-mail or In-App notification).
  • Zoho Analytics will alert you each time the conditions are met. 

5. How do I create a Data Alert - Simple Flow?

6. How do I create a Data Alert over Charts - Detailed flow?

7. How do I create a Data Alert over Pivot Views - Detailed flow?

8. How do I create a Data Alert over Summary Views?

Creating a Data Alert over Summary Views is similar to creating them over Charts. The specified conditions are verified over the data that exists under the summary view. 

9. Can I create multiple alerts over a report?

Yes, you can create any number of alerts over a report.

10. How can I edit Data Alerts?

To edit Data Alerts:

  • Open the report over which the alert was created.
  • Click the alert icon and select Manage Alert.
  • In the Manage Alerts page, go to the alert that you wish to edit and hover over the hamburger icon.
  • Select Edit

  •  The Edit Alert section will open. Make necessary changes and click Save

11. How to set up Data Alert notification?

Zoho Analytics allows setting up email and in-app notifications as alert notification channels. 

Email 

You can send emails to notify Account Admin and Workspace Admin using the checkbox. You can also send notifications to a specific user by mentioning their email id under To Email ID

 You can choose to add the report in the notification mail by selecting the Include Report checkbox. The report can be included As Inline Message or As Attachment.

When the alert conditions are met, a notification e-mail will be sent to the specified e-mail addresses. 

In-App Notification
‌In-App Notification shows an alert within the Zoho Analytics application. 
You can choose to notify Account Admin, Workspace Admin and the Shared Users by selecting the respective checkboxes. 

 

When the alert conditions are met, the notification will be sent to specified users. You can view the alert message by clicking the notification icon. 

 

12. Who can be notified when alert conditions are met?

You can notify Account Admin and Workspace Admin by email. To notify other users via mail, you can mention their e-mail addresses and save the alert. In-app notification can be sent to Account Admin, Workspace Admin, and the Shared Users.

13. Can I mail the report along with the notification?

Yes, you can choose to add the report by selecting Include Reports. The report can be added either As Inline Message or As Attachment

Note: The size of the attached report varies depending on the data in your current view. If the size exceeds 15MB, the notification mail will be sent to users without the report.

14. How often will the Data Alerts conditions be verified to notify users?

The Data Alerts are verified with respect to the interval you have set.  
These are the available options: 

  • Hourly 
  • Daily 
  • Weekly  
  • Monthly

15. Where can I view the alert history?

To view the alert history:

  • Open the report on which the alert was created. 
  • Click the alert icon and select Manage Alert.
  • In the Manage Alert page, hover over the alert whose history you need to view. 

  • Click Alert History icon.
  • A calendar view will highlight the days in red when the alerts were triggered. Clicking this will list the alert runtime, triggered time, and the copy of the report when it is triggered.

16. Can I execute data alerts instantly?

Yes, you can run the data alert instantly. Follow the below steps to do so.

  • Open the report on which the alert was created. 
  • Click the alert icon and then select Manage Alert.
  • In the Manage Alert page, hover over the alert that needs to be run. 

  • Click the Run icon to execute the alert. 

17. How to delete a Data Alert?

To delete data alert:

  • Open the report on which the alert was created. 
  • Click the alert icon and select Manage Alert.
  • In the Manage Alert page, hover over the alert you want to delete. 

  • Click the hamburger icon and then select Delete
  • You will be prompted to confirm the deletion. Click Yes to confirm. 

  • The Data Alert will be deleted. 

18. How do I manage all the alerts in my Workspace?

Zoho Analytics allows you to manage Data Alerts of a Workspace from a single page.

To manage data alerts in a workspace: 

  • Open the Workspace Setting page. 
  • Click the Alerts tab. This will list all alerts created in this workspace. 
  • When you hover over an alert, a list of contextual options will appear. You can perform these operations using them.

  • Run - Click Run to instantly run the data alert verification. 
  • Edit - Click Edit to edit the Data Alert.
  • Delete - Click Delete to delete the Data Alert.
  • View History - Click this to view the alert triggered history.
  • View Alert - Click this to view the Data Alert.

Also, you can manage all the alerts created in a report from one place. 

  • Open the report on over which the alert was is created.
  • Click the Alert icon and then choose Manage Alert.
  • The Manage Alerts page will display all the alerts created over the report.

 

 

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