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 do I create alerts?

You can create one or more alerts in:

• The Alerts tab under Administration or,
• On the individual widgets in a Custom dashboard 

Create an alert in Admin tab

1. Click Administration
2. Click Alerts
3. To add a new Alert:
1. Click Add Alert in the top right corner 
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 the recipients for this alert (these are users only)
6. Select the optional Associations - Cluster, Client, Client Group
7. 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. 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