FAQ: How can I get a report when an alert is triggered?
The starting point for the generation of an Alert is always a Metric. Once you have set up a Metric to trigger Alerts, you can perform additional functions. This article describes how to extend an Alert to an External Report.
1. Send an internal (Metric Insights) Report
Open the Report's Editor and:
- Navigate to the Alerts Triggered By section.
- Click the Assign New Metric button
- Select a Metric
Now if the Metric triggers an Alert, the Report will behave as if it too had triggered an Alert. Users can subscribe to receive those Alerts, even if they're not interested in the Metric that triggered the Alert.
For more information, see Connecting a Report to an Alert
Reports can include formatted hyperlinks that link back to another Web application, where users can obtain further information.
Adding Links in Report Tables provides you with more information about this capability.
2. Send an External Report
An External Report is essentially a screen-shot plus a hyperlink. For instance, you can create an External Report based on a Tableau report.
The article Creating an External Report from Tableau continues procedures for this facility.
When you open the External Report, you'll either be taken to Tableau or to the Metric Insights Viewer, depending upon settings in the External Report Editor. Either way, you'll get the full functionality of Tableau.
External Reports include the same Alerts Triggered By feature as regular Reports. So if a Metric triggers an Alert, Metric Insights sends the External Report; i.e., essentially, the Tableau Report, to the user.