Objective

Create alerts in Advanced Analytics to inform you when a metric has exceeded a predefined threshold.

NOTE: Advanced Analytics is an add-on feature. Please connect with your Customer Success Contact to get started.

Before you begin

Alert requirements

The following requirements exist for creating a successful alert:

The dashboard tile for which the alert is being created includes at least one numeric measure or table calculation
The dashboard that includes the tile for which the alert is being created is not in edit mode
Whether the alert is based on a specific field/table calculation or any field/table calculation depends on the visualization type and fields present on the dashboard tile for which the alert is being created
The alert is not based on a table calculation that includes a row total

Alert types

How data is checked depends on the tile’s visualization type and fields included in the tile visualization. These dependencies result in three types of alerts:

Single value alerts

Single value alerts are used with single value visualizations. For this alert type, data is checked against the value used in the visualization.

Time series alerts

Time series alerts are used when query results include a date and/or time dimension. For this alert type, only new data is checked, based on the date and/or time dimension used in the query.

Categorical alerts

Categorical alerts are used when neither single value nor time series alerts apply. For this alert type, all data is checked, unless only a specific value is selected when creating the alert.

Steps

To create an alert:

From the navigation menu, click Analytics
Select the dashboard that includes the tile you want to set an alert for
Pass the cursor over the tile you want to set an alert for and note that an alert icon displays
- NOTE: Alerts can only be created for tiles that include one or more numeric measures or table calculations
Click the alert icon
Enter a name for the alert
From Condition, set the condition and threshold for the alert
Enter the email for the inbox you want to send the alert to
Set the frequency you want the condition to be checked
Click Save Alert

The alert is saved. Click the more actions (⋮) icon to edit, duplicate, or delete the alert. Click New to create a new alert. Or click Done to exit the confirmation dialog.

Use Case: Create a “% missed” alert

In this example, an organization wants to ensure that they have implemented an effective appointment notification strategy, and have identified missed appointments as one way to measure this. To support this exploration, an admin is going to create an alert for each time the number of missed appointments exceeds 25% of the total number of appointments scheduled at their organization. They will set this alert to email them daily at 5:00pm.

To do this:

From the navigation menu, click Analytics
From Dashboards, click Missed Appointments
Pass the cursor over the Percent of Total Appointments tile
Click the alert icon
Enter a name for the alert
From Condition, select Percent of Total Appointments, Is greater than, and enter 25
Enter the email for the inbox you want to send the alert to
From Frequency, select Daily and 17:00
Click Save Alert
Click Done