My Notifications Overview
In the Notifications Editor, you can customize a number of essential features of Metric Insights, such as Alerts, Favorites, Bursts, Schedules, and your Personal Preferences.
Table of contents:
Video Tutorial
Accessing Notifications
Access User Menu > My Notifications
What Notifications am I Subscribed to?
Metric Insights offers several kinds of Notifications which give you freedom to choose what you would like to be informed about either immediately or in an email Digest.
My Notifications screen provides a way to see overall history and maintain email addresses.
- The Notifications table displays all of your subscriptions, their delivery schedule, email address they are sent to and the last sent date/time
- To subscribe/unsubscribe from receiving notifications toggle, them on or off. These preferences will be automatically saved
- You can configure Notification's settings by clicking a gear icon in the respective row
- Notification History is the list of all notifications previously sent to you
To simplify data entry for your subscriptions, you can set Alerts, both Immediate and Digest, and Expired Elements Digest independently, but changing any of the other email addresses will cause all of the other notifications to be reset to that email address.
Notifications Description
| Name |
Available Distribution Methods |
Description |
|---|---|---|
| Favorite Digest |
Email Digest:
|
If you open a Homepage and look at the upper section of the Left Sidebar, there is a list of your Favorite Folders. Alternatively, access My Notifications > Favorites. These Favorite Folders were either created by you or shared with you. You can choose to send updates per any or all of them on a specified schedule. Requesting a Favorite Digest |
| Daily Notification Digest | Email Digest |
One of the default options offered for subscribing to a Report Notification. Its essence is similar to a Burst: after you subscribe to a new Report using this Digest option, updates on this element (together with other ones per this Digest) are sent to you on a Schedule. Distribution schedules for these Digests are defined globally and cannot be changed according to personal User Preferences. For example, if Daily Notification Digest is set up to be sent "Daily (Every day at 0:00)" by the Admin, every User subscribed to it is going to receive it at the same time. But the content of such Email digest is going to vary depending on User's subscriptions to different Reports and his scope of element access. Same rules apply to: Weekly / Monthly Notification Digest. |
| Immediate Notification Digest |
Email Digest |
One of the default options offered for subscribing to a Report Notification. Once subscribed, a user is going to receive an email only in case the Report includes at least one new row after an update. If there are no new rows, an email will not be sent. |
| Burst (Optional) | Email Digest | Burst is a scheduled email notification with updates per selected element(s). (In contrast to Favorite Digests, it is an update sent to multiple users at once. For example, a weekly "Top Performers" Burst to a sales team.) Creating a Burst |
| Monthly Notification Digest |
Email Digest |
See: Daily Notification Digest above. |
| Weekly Notification Digest | Email Digest |
See: Daily Notification Digest above. |
| Immediate Alerts |
|
Alert Rules can be created for Metrics, Reports, and External Reports. For example, an Alert Rule can fire when a number of units sold reach the lower threshold level. All users subscribed to this Alert are going to get a notification via their preferred Distribution method. NOTE: When such Alert Rule is created, a default distribution method (immediate / email digest or browser only) is assigned to it, but when a user subscribes to this Alert Rule, he can choose his preferred method Setting up Alerts |
| Alert Digest |
Email Digest |
See: Immediate Alerts above Alert Digest is sent on schedule and includes updates for all Alerts fired since the last email. |
| Collaboration Notifications |
|
You can get either digests or immediate notifications for collaborative items:
|
| Expired Element Digest |
Email Digest |
Depending on your selection, this Digest can include:
|
How to Turn Notifications Off?
If you want to stop Notifications from being sent to you, you can either turn them off completely or unsubscribe from specific Types of Notifications, which are described above.
Turn All Notifications Off
At the top of My Notifications screen, you can toggle My Notifications are toggle, which will stop ALL of your notifications from being sent to you.
You will still be able to receive emails on elements or collaborative data that others have shared with you.
NOTE: Even if notifications are off, you can receive notifications related to Favorites and Bursts upon request by clicking [Send now] in the corresponding tab.
Turn Specific Notifications Off
If you are unsubscribed from specific Notification types (as shown in the picture above for Alert notifications), you are not going to receive such Notifications, even if you subscribe to them in the Element Viewer.
What Elements (Alerts) am I Subscribed to?
Open Alerts tab
In this tab, you can see all Elements with the Alert Rules you are subscribed to.
To delete multiple subscriptions, select the checkboxes of Elements and [Delete Selected subscriptions]. Alternatively, you can delete subscriptions one by one by clicking a trashbin icon on the respective row.
You can also set up Alert settings and create new subscriptions in this tab. To learn how to set up Alert, see Setting up your Alerts using Alert Editor
How to Manage Favorites?
Open Favorites tab
In this tab, you can see all your Favorite folders.
The functions performed here are explained in detail in Using Notifications: Favorites Editor to Maintain Favorites article.
Most Popular folder is a default system folder that cannot be deleted. It is populated with the elements which either have been recently added to some of your favorite folders or were viewed by you within the last days. The default number of tiles shown in this folder is 5.
NOTE: Even if all notifications are disabled, you can receive current information on elements contained in the Favorite folders by clicking [Send now] at the bottom of the Favorites tab
To learn how to configure your profile in My Settings tab, check My Settings article.