How to Create Alerts in TapClicks

What are Alerts?

The Alerts feature enables you to provide system-generated email alerts for your data. There are two places in the dashboard where you can create these alerts.

Where can I Create Alerts?

You can create one or more alerts from either:

• The Alerts link on the Reports menu under Performance Tracking, or
• On the individual widgets in a custom dashboard

Create an Alert From the Reports Menu

1. Click Reports on the left side menu.
2. Click Alerts.
3. Click Add Alert in the top right corner.
4. Give a name to the alert.
5. Choose the data source, service, or category, and choose the data view.
6. Set the rules for the alert.
7. Select the recipients for this alert (these are users only.
8. Select the optional associations: cluster, client, client Group.
9. Click Save.

Create an Alert on a Widget

1. Go to the widget you want to set an alert for.
2. Click the three dots in the top right corner of the widget.
3. Click Manage Alerts.
4. Give a name to 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.