A number crosses a line and the right person is told
Who is involved
| Role | What they do |
|---|---|
| Insights analyst | Sets the rule and who is told. |
| Finance controller | Receives the alert and acts. |
Step by step
- Insights analyst
Creates an alert on a saved question that counts overdue invoices: tell the finance controller when it goes above 20, three checks in a row, looking every morning.
What they see:The rule reads back as a sentence and says it will be sent once and again when it recovers.
- Finance controller
Waits. Nothing is sent while the number is in range.
What they see:The alert page says the check found nothing to report.
- Finance controller
Gets the alert when the third check in a row is over the line.
What they see:A bell message and an email give the number against the line.
- Finance controller
Works the overdue invoices in Accounting.
What they see:The next check reads a lower number.
- Finance controller
Gets a second message when the number is back in range.
What they see:A bell message says it is back within range.
Who is told what
Alerts are higher priority than reports. One message by bell and email when it fires and a quieter in-app message when it clears, both to the person whose own numbers crossed the line.
Related
- Insights — Business Intelligence & Apps
- Notification Centre
- A person presses a button in an app and a manager approves in HR
- 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
- A button in an app files a request in HR
- A ready-made sales pipeline report
- Team workflows