Scheduled reports and alerts reach people by bell and email
What moves
When a scheduled report is ready or an alert fires or clears, Insights tells Notifications, which sends the person a message with a link to open it.
Before you start
- Insights and Notifications in your plan
- A schedule or alert switched on
- Both modules in your plan
Step by step
Renders the report once per permission group at the planned time.
You see:Each group has its own file or reading.
Tells Notifications who the render belongs to.
You see:Only that person is addressed, not a role.
- Insights viewerNotification Centre
Gets a bell message and an email; a recovered alert is a bell message only.
You see:The message names the report and says how many rows were counted for what they can see.
Related
- Insights — Business Intelligence & Apps
- Notification Centre
- Social data in Insights
- Standards findings feed the compliance wall
- Stock and purchasing feed the stock report
- A ready-made report is installed once and read by people who see different numbers
- A report is shared by link with an outside auditor
- Connections between modules