Reporting/reporting/alerts

Alerts

Scheduled delivery of reports to the people who need them. Each alert wraps a saved report with a cadence, a channel, and a recipient list, daily or weekly, by email, and keeps a run history so you can prove it actually went out.

Alerts screenshot

What this does for you: Gets the analysis in front of a human without anyone logging in. An alert is a saved report plus a schedule, a channel, and recipients, and it keeps a delivery record.

What's on the screen:

  • Counters for active alerts, paused, total deliveries, and recipients: a fast health check on whether your reporting is actually running
  • A list of every alert showing cadence (Daily / Weekly), channel (Email), recipient count, and how many times it has run
  • Edit on every alert; View report to jump to the underlying analysis
  • Paused alerts stay visible rather than disappearing, so nobody assumes a report is live when it isn't

Why it matters: This is what several accounts are explicitly buying. Revolut India's requirement is a weekly Friday report plus a monthly summary that replaces their Sprout Social format; Numeric UPS wants custom report scheduling shared with a multi-stakeholder agency; Dabur wants an executive summary with email triggers for actionable items. In each case the schedule is the product.

Honest framing: Email is the delivery channel on the screen today. If a prospect asks for Slack, WhatsApp, or a push channel, take it as a requirement. Don't assume it.

When to come here: After building a report anyone needs to see on a cadence. When auditing whether stakeholders are actually receiving what you promised in the SOW.

Walkthrough · annotated

The click-path, step by step

How-To 53, full guide
  1. 1Alerts landing
    Reporting: Alerts: Alerts landing
  2. 2Alert card detail
    Reporting: Alerts: Alert card detail
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