Alerts & Schedules

Alerts

Alerts and Scheduled Delivery are premium features available to bipp subscribers.

Alert Quick Start

  • Explore a data model.
  • Create/Save a Chart to add your exploration as a Report
  • Select Alerts from the Report options menu.
  • Create/Save the Alert.

Schedule Quick Start

  • Explore a data model.
  • Create/Save a Chart to add your exploration as a Report
  • Select Schedule Delivery from the Report options menu.
  • Create/Save the Schedule.

Creating an Alert

Alerts are set on Reports.

  1. Explore your Data Model.
  2. Create/Save a new report or open an existing report.
  3. Select Alerts from the options Options menu.
  4. Click New Alert.
    Alerts
  5. Enter the Name and optional Description.
  6. Create the Condition to trigger the alert:
    • Select the Column to watch.
    • Select the Aggregation Function.
    • Select the Comparison Operator.
    • Enter the value for the comparison.
  7. Add filters and nested filters to the condition:
    • Click the Condition options options and select Add filter.
    • Select AND or OR for the new filter.
    • Add additional Filters or Nested Filters as needed.
      additional filters
  8. Schedule the Alert, setting the frequency, time and time zone.
  9. Select the recipients. For private reports, you can only select the report owner.
  10. Select Advanced settings if you need to receive additional information:
  • Attachment type you can include an attachment to the Alert email. bipp supports multiple types, including excel, json, and csv.
  • Select Send when data generated to trigger the alert when the data is generated.
  • Select Send when data differs to trigger the alert with the data is changed.
  1. Click Create.

Managing Alerts

There are two ways to access existing alerts:

  • Select Alerts from the bipp Main Menu.
  • Open a Report when you are exploring your data model. Select Alerts from the options Options menu.

Alerts

The context options are different depending on where you open the Alerts list.

Modifying an Alert from the Alerts Menu

Click the Name of the alert to open the report or click options options and select View.

Available options options:

  • View opens the report. Use the Edit Alert to open the alert editor. You can view the alert history with the Run History feature.
  • Edit opens the alert editor.
  • Disable disables the alert.
  • Enable is available for disabled alerts.
  • Unsubscribe removes your user name from the Send to on the alert. If you are the only recipient, the alert is disabled.
  • Delete removes the alert.

Modifying an Alert from the Report

  1. Open the report.
  2. Select Alerts from the options Options menu.

Available options options:

  • Edit opens the alert editor.
  • Duplicate opens the alert editor with a copy of the alert. You can edit and save it.
  • Disable disables the alert.
  • Enable is available for disabled alerts.
  • Delete removes the alert.

Scheduling Delivery

Scheduled Delivery is set on Reports.

  1. Explore your Data Model.
  2. Create/Save a new report or open an existing report.
  3. Select Schedule Delivery from the options Options menu.
  4. Click Create Schedule.
    Create a Schedule
  5. Enter the Name and optional Description.
  6. Select the Schedule frequency, time, and timezone.
  7. Select the Schedule Visibility as either Public or Private.
  8. Enter the recipients.
  9. Select the File Format.
  10. Click Create.

The schedule is created.

Schedule

Managing Schedules

There are two ways to access existing schedules:

  • Select Schedules from the bipp Main Menu.
  • Open a Report when you are exploring your data model. Select Schedule Delivery from the options Options menu.

The context options are different depending on where you open the Alerts list.

Modifying a Schedule from the Scheduling Menu

  1. Click the Name of the schedule to open it or click options Options and select View | Edit.
  2. Make your changes.
  3. Click Update.

Hover over the Subscribed Unsubscribed and click to toggle your subscription. If you are the only recipient, you cannot unsubscribe from the report.

Click Delete to delete the schedule.

Available options options:

  • View | Edit opens the schedule editor.

Modifying a Schedule from the Report

  1. Open the report.
  2. Select Schedule Delivery from the options Options menu.

Hover over the Subscribed Unsubscribed and click to toggle your subscription. If you are the only recipient, you cannot unsubscribe from the report.

Available options options:

  • Edit opens the schedule editor.
  • Duplicate opens the schedule editor with a copy of the alscheduleert. You can edit and save it.
  • Delete removes the schedule.