One of the powerful features of Metric Insights is its capability to alert you when a Metric needs attention. The Alerting feature can leverage the Stoplight parameters defined for a Metric and notify you if the Element has been "in the red" (underperforming) for too long. It can also advise you when the Metric has reached an all-time high or an all-time low. It can even send a notification if there is unusual activity based on the degree of Standard Deviation.
All of this functionality can be managed and configured using the Alert Rule Profile Editor. The system allows multiple Profiles to be established in order to finely tune alerting so that only the most relevant alerts are sent and to prevent the system from generating "spam". This is accomplished using thePrecedent Order field explained in Step 4. This setting allows the system to only alert on the highest level Alert encountered while ensuring that all relevant alerts are evaluated.
1. Select Alert Profiles from the Admin Menu
2. Add a New Profile
3. Give Your Profile a unique name
Save will display the Alert Rule Profile Editor
4. Configure the Alert Profile
The following four types of Alerts can be included in a profile:
- Include Stoplight Alerts: Alerts are triggered when a Metric goes 'in-the-red' for a specified number of consecutive values.
- Alert on "Best Ever" measurement: Alerts are triggered if a Metric reaches a new all-time "Best Ever" value
- Worst Evert Alerts: Alerts are triggered if a Metric reaches a new all-time "Worst Ever" value
- Alert on unusual value: A Metric value that falls outside the specified Standard Deviations from the Moving Average is flagged with an alert
- Alert invokes Web Service?: This option is used to send alerts to Twitter or invoke some other action for an alert
- Send broadcast email on every alert event: “Yes” causes the system to send a broadcast email on every alert event to the email address entered
- Include choice will determine how Scope values are set in next tab
- Precedent Order: Used to determine which of the Alert Profiles associated with a Metric are evaluated first. This setting is relevant only if a Metric is included in more than one Alert Profiles.
- NOTE: Only one alert fires for given measurement value of a Metric. By creating multiple Alert Profiles, each with a different Precedence Order setting, you can specify the sequence in which alerts are evaluated and control the action that the system takes for each alert condition.
4.1. Explanation of Stoplight Criteria
You can eliminate repetitive alerting for Metrics that stay in the red (i.e., "underperforming") for prolonged periods of time by specifying how many prior values the Metric was not in the red . The following two fields appear dynamically when "Yes" is selected in Option 1 above:
- Stoplight is red for ___ value(s) in a row: Indicates how many consecutive measurements a Metric must be 'in-the-red' in order for it to qualify for an alert.
- Stoplight was NOT red for ___ or more prior value(s): Used in combination with the Stoplight is red for count to determine whether an alert should fire.
5. Define Scope for Include: "All" option
In this example:
- An entire category of Metrics will be excluded from the alert rules in this Profile
- Individual metrics are also excluded
6. Define Scope for Include: "only selected metrics" option
7. Review List of Assigned Metrics
How to Connect a Report to an Alert
When a Metric triggers an alert, you might prefer to receive a Report instead of the Metric. For instance, if the Daily Sales metric falls below some threshold, you might prefer to receive a detailed report on sales activity, rather than simply receiving the Daily Sales metric itself. In fact, you can connect a single report to any number of metrics. If subscribed to Alerts for the report and any of the metrics triggers an alert, you may choose to receive an Alert notification containing the report, even if you aren't following any of the metrics. The email will identify the metric that triggered the alert, so that you will know why you are receiving the email.
1. Assign a metric to the report using 'Alerts Trigger by' section in Report Editor
Click Assign New Metric in the Alerts Triggered By section of the Report Editor
1.1. Select a Metric
- Metric Name's drop-down list contacts is based on the following RULE: Undimensioned reports can be connected to any Metric. Dimensioned Reports can only be associated with Metrics that share the same Dimension. Your choices in Metric Name drop-down will be limited by this rule.
- Alerts already defined for this metric will be include in the drop-down list; you may choose one or 'All'.
Save your selections
1.2. Alert is added to 'Alerts Triggered By' grid
Multiple alerts can be chosen by repeating this process.
2. Subscribe to alerts
For details on using this function, please see 'Setting Up Alert Subscriptions'