Scheduled Reports and Alerts

Overview

Turn dashboards into proactive monitoring: schedule reports to arrive by email, and set alerts that fire when a metric crosses a threshold. Explore the capability at scheduled reports.

Both features are reached from the dashboard toolbar under Analytics → Dashboards. Scheduled reports go out on a recurring cadence to a recipient list; dashboard alerts watch a metric and notify in-app, by email, or by webhook.

Before you begin

• Navigation path: top navigation bar → Analytics → Dashboards tab. The toolbar carries the Schedule button; the notification bell (top-right) opens the alerts panel.
• A scheduled report needs at least one recipient email address.
• Email delivery of reports and email/webhook alert channels depend on your workspace's outbound email and webhook configuration.

Step 1 — Schedule a report

1. In the dashboard toolbar, click Schedule. The Scheduled Reports dialog opens on the New Report tab.
2. Fill in the report:

3. Under Recipients, enter an Email (and optional Name) and click Add; repeat for each recipient. Added recipients appear as removable chips. At least one is required.
4. Click Schedule Report. The dialog switches to the Existing Reports tab.

Step 2 — Manage, preview, and send reports

On the Existing Reports (N) tab, each report row shows its title, an Active/Paused chip, the frequency, recipient count, last-sent and next-run times, and any last error. Per-report controls:

• Toggle active — the switch pauses or resumes the schedule.
• Preview — opens the rendered report HTML in a new browser tab.
• Send Now — sends the report immediately to its recipients.
• Edit — reopens the form pre-filled (the save button becomes Update Report).
• Delete — removes the schedule.

Step 3 — Open Dashboard Alerts

1. Click the notification bell in the dashboard toolbar. The dropdown lists recent notifications; use Mark all read to clear them.
2. At the bottom of the dropdown, click View All / Manage Alerts. The Dashboard Alerts panel opens.

Step 4 — Create an alert

1. In the Dashboard Alerts panel, click + New Alert. The New Alert form opens.
2. Configure the rule:

3. Click Create Alert. The alert appears in the list with a state chip — OK, Triggered, or Acknowledged — and a summary line of its metric, operator, threshold, scope, trigger count, and cooldown.

Step 5 — Test, acknowledge, and manage alerts

Each alert row has inline controls:

• Active / Inactive — toggles whether the alert is evaluated.
• Test — evaluates the rule against current data and shows a Test Result banner reporting the current value, the threshold, and whether it WOULD TRIGGER or is OK (not triggered).
• Acknowledge — shown only when the alert is Triggered; silences it until it recovers.
• Edit / Delete — modify the rule or remove it (delete asks for confirmation).

In-app notifications continue to surface on the notification bell, color-coded by severity, with an unread count badge.

Troubleshooting / Notes

• Can't save a report — you must pick a Persona and add at least one Recipient; you'll see "Please add at least one recipient" otherwise.
• Preview didn't open — allow pop-ups for the app; Preview opens the report in a new tab.
• Email/Webhook checkbox has no effect — enter the Email Address / Webhook URL after ticking the channel; empty channels are dropped when saving.
• Alert never fires — confirm it's Active, check the Cooldown, and use Test to see the current value versus the threshold.

Related articles

• Understanding Analytics
• Regression analysis
• Sharing and embedding dashboards
• Webhooks