Creating an alert for a report

  1. On the Create Report action, Column tab, click Alerts > + (plus symbol) and select the alert type (red, yellow, green, blue).
  2. Select a condition from the list to trigger the alert. The available conditions are defined in the business class logic. Expand the list of modules to view and select the condition for the alert. The Depth and Relations selection lets you determine how many levels of related data to use for the condition. The default is two levels.
  3. Optional. Use the Negated field in conjunction to the Condition field. A checked value means the condition is negated.
  4. Optional. Specify mouse over text.
  5. Click OK.