Make It Yours - All About Customizations

Make It Yours - All About Customizations

FAQ - Make It Yours - All About Customizations


This feature allows you to create system generated email alerts around your data. There are two places in the dashboard where you can create these alerts, in the Alerts tab under Administration or on the individual widgets in a custom dashboard.


On Individual Widgets

  1. Go to the widget you want to set an alert for
  2. Click on the three dots in the top right corner of the widget
  3. Click Manage Alerts
  4. Name the Alert
  5. Set the rules for the Alert
  6. Select recipients for this email (these are users only)
  7. You can add multiple Alerts for each widget by clicking the plus sign
  8. When you are all done click Save


In the Alerts Tab

  1. Click on Administration
  2. Click on Alerts
  3. To add a new Alert:
    1. Click the Add Alert button in the top right
    2. Name the Alert
    3. Choose the Data Source, Service, or Category and the Data View
    4. Set the Rules for the Alert
    5. Select recipients for this alert (these are users only)
    6. Select the optional Associations - Business Unit, Client, Client Group
    7. Click Save