Alerts and notifications are part of Infotools Harmoni reporting capabilities. This feature allows users to have access to the most up to date information as soon as it is available.
Any single number that is part of a saved view in a story or dashboard can have a threshold or significance setting applied to it. The trigger to this alert can be based on a data update, a significant change or a threshold being met.
When data is updated, and the threshold is met, a data alert will be sent to you and changes can be viewed via a mobile app or alerts dashboard view in Infotools Harmoni.
Personalization keys are used to enable alerts and notifications.
In this article
- Set an alert.
- Alert settings criteria.
- Set an alert on the latest time period.
- Edit alert settings.
- My Alerts.
- Share alerts.
- Notify - Send e-mail notification.
- E-mail notifications.
- Share and Notify.
- Share and Publish Project.
- Alerts dashboard.
1. Set an alert
You can set up an alert on a single number (datapoint) to be triggered based on a change in the data. When the trigger criteria are met, subscribed users will receive an alert and this will give direct access to see the results that triggered the alert.
The data points that have met the defined criteria will be visible in either a mobile (if accessed via mobile) or desktop view.
You can access the alerts that you have set up via My Alerts area in Infotools Harmoni.
a) Alert settings criteria
- Tell me when there is a significant change.
An alert is triggered when there is a statistically significant difference between the new data and a reference group.
- Tell me when data is updated.
An alert is triggered when data is updated in the project and relevant stories.
- Tell me when a target is met.
An alert is triggered when new data meets the defined targets.
b) Set an alert on the latest time period
You can set up data alerts to look at the last time period available, this can be retained and alerts will automatically refresh with each data update. When using a time axis, 'Last Time Period' displays as an option that can be selected for the alert. Do note that time periods must have a date flagLearn more about date flags. for this option to be available.
c) Edit alert settings
You can change the settings criteria for an alert and update as needed. You can also delete alerts that are no longer relevant to you or your audience.
2. My Alerts
"My Alerts" is a user specific area accessible via the browse menu. It is in this area where you can manage your alerts.
- You can load, view or edit your alerts.
- You can rename an alert and give a unique name. This is the name displayed in the mobile app.
- Delete existing alerts.
- Share alerts.
When a story or story view is deleted, any alerts associated with them are also removed to avoid blank alerts.
a) Share alerts
You can select the users with whom you want to share alerts with. The list of users will only include those who have been subscribed To subscribe to Alerts and Notifications please contact support@infotools.com to receive alerts.
Choosing to share an alert won't automatically send an e-mail notification.
b) Notify. Send e-mail notification
At any given point you can send an alert to users with whom you want to share alerts with, regardless of the trigger criteria being met or not. You need to choose the users you want to share the alert with and then select to Notify, this will send the relevant user an e-mail alert.
3. E-mail notifications
E-mail notifications can be generated in two ways.
a) Share and Notify
This requires the owner of the alerts to manually trigger them. After choosing to Share and Notify, an e-mail notification will be sent to the selected users.
b) Share and Publish Project
When data is updated, an automatic workflow allows for a notification email to be sent to subscribed and selected users when an alert has met the specified settings.
It is important to ensure alerts are shared prior to publishing the project.
- When publishing a project, the project owner is able to choose whether or not to trigger alert notifications. You have control of when these are triggered.
- Notification e-mails are combined so that when multiple alerts are triggered, the user only receives a single notification.
Example
Three alerts have been set up for a project which contains data for two sources. After adding a new source file with March data and publishing the project, all three alert notifications are triggered but only one e-mail notification is sent.
|
Alert |
Setting Options: |
|
Age Groups 60+ |
|
|
Top 2 - Customer Satisfaction |
|
| Top 2 - Overall Satisfaction |
|
4. Alerts dashboard
When a user receives a notification email and clicks on the link they will be taken to the alerts dashboard. They can identify and filter the alerts which have had the alert condition met by an orange circle in the top right-hand corner of the hexagon.
