Skip to product menu
close
  • Recent Launches
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Recent Launches

New

Payroll software with automated tax payments and filing.

Try now
New

Robotic process automation software to automate high-volume, rule-based tasks.

Try for free
New

Low-code IoT platform and solutions for connected businesses.

Try now
New

Business formation service to launch and grow your businesses.

Try now
New

Privacy-friendly application analytics solution.

Try for free

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace

Zoho Analytics has been recognized in the 2024 Gartner® Magic Quadrant™ for ABI PlatformsRead more

Skip to main content

Data Alerts

In business, keeping track of changes in your KPIs and metrics is vital to stay ahead of the curve. Data alerts in Zoho Analytics notify you of key business events that you cannot afford to miss. This helps you quickly make informed business decisions.

  1. What are data alerts?
  2. Who can use data alerts?
  3. What are the various visualization types that support data alerts?
  4. What are the steps to create data alerts?
  5. How do I create data alerts over Threshold?
  6. How do I create data alerts over Anomalies?
  7. How do I configure email notifications for data alerts?
  8. How do I set up an In-App notification for data alerts?
  9. How do I configure a Slack notification for data alert?
  10. How do I set up a notification in Microsoft Teams for data alerts?
  11. How do I set up a webhook request for data alerts?
  12. Is it possible to create multiple alerts over a report?
  13. How do I edit data alerts?
  14. Who will be notified when the alert conditions are met?
  15. Is it possible to include the report in the notification email?
  16. How often will the data alerts conditions be verified?
  17. How do I view the alert's history?
  18. Is it possible to execute data alerts instantly?
  19. How do I delete a data alert?
  20. How do I manage all the alerts in the workspace?

1. What are data alerts?

To make informed business decisions, you need to track key changes in your business data. Manually monitoring all the important changes in business data is next to impossible. Data alert in Zoho Analytics helps you combat this problem. With data alerts you can:

  • Set up varying levels of conditions to be met for an alert.
  • Be notified in-app, or via email, Slack, or Microsoft Teams channel.
  • Create a webhook request to post alert messages in various messaging services, and even trigger workflows across integrated applications like ServiceDesk Plus, Endpoint Central, etc.

Data alerts give you an edge over regular analytics by letting you seize opportunities at the right time.

2. Who can use data alerts?

Any user of Zoho Analytics can configure data alerts.

3. What are the various visualization types that support data alerts?

You can create data alerts over the following views.

  • Charts
  • Pivot View
  • Summary View

4. What are the steps to create data alerts?

To create a data alert, follow the steps below:

  • Open the required view you wish to monitor, and click the Alert icon > Create Alert option.

  • In the dialog that appears, provide a name for the alert, and create conditions based on which the alert must be triggered. The data columns used for creating condition differ based on the selected view.

    • Charts utilize columns that are used in its axes.
    • Pivot tables use columns in the data section, use the row/column sub-totals, or the grand summary value.
    • Summary views use columns in the summarize section.

    To create a condition, select the required column and operator from the drop-down, and enter the value that the column has to be compared with. Click the + Add Condition link to add more conditions.

    Zoho Analytics allows you to create conditions with both AND and OR conditions. When you add multiple conditions, Zoho Analytics uses the AND condition by default. To switch between AND and OR, click on the corresponding condition. You can also edit the conditions by clicking the Edit link corresponding to the Condition Expression textbox.

  • Specify the frequency to perform the comparison with your data and to trigger the alerts using the How often? section.

  • Choose the channel on which you wish to receive alert notifications. You can choose to be notified through email, in-app notification, Slack message, Microsoft Teams message, or choose to configure a webhook request. Click the corresponding links to learn more about each option.

  • On configuring the necessary parameters, click Save to create your data alert.

5. How do I create data alerts over Threshold?

Zoho Analytics allows you to set up alerts based on thresholds for specific views. A threshold is a predefined value that acts as a benchmark for data points. When values exceed this threshold, an alert is triggered, facilitating the monitoring and response to significant changes. To create alerts over thresholds, follow the steps below.

  1. Open the desired view for which you need to create an alert.
  2. Add thresholds to the desired values. To learn about adding a threshold value, click here. Ignore this step if you have a threshold configured already. 

  3. In the View mode of a report, click the Alert icon > Create Alert.

  4. In the dialog that opens, provide a name for the alert.
  5. In the Reference Axis drop-down, choose the column name using which the threshold is created.
  6. Choose the Threshold option from the Alert based on drop-down menu.

  7. Using the How often? section, specify the frequency at which you want to compare your data and trigger the alerts.
  8. Choose the channel on which you wish to receive alert notifications. You can choose to be notified through email, in-app notification, Slack message, Microsoft Teams message, or choose to configure a webhook request. Click the corresponding links to learn more about each option.
  9. Upon configuring the necessary parameters, click Save to create your data alert.

 6.  How do I create data alerts over Anomalies?

Zoho Analytics allows you to set up alerts based on anomalies identified in a specific view. 

Anomalies in reports refer to unexpected or unusual data patterns that deviate from normal behavior or trends. These anomalies often highlight errors, outliers, or significant shifts in data, prompting closer examination to ensure accurate analysis and informed decision-making. Follow the steps below to create alerts over anomalies.
 

  1. Open the required view for which you need to create an alert.
  2. Configure anomaly detection on the report. To learn about setting up anomaly detection, click here. Ignore this step if you have a threshold configured already.
  3. In the View mode of a report, click the Alert icon > Create Alert.

  4. In the dialog that opens, provide a name for the alert.
  5. Navigate to the Based On Anomaly tab.
  6. Select the desired anomaly from the Choose Anomaly drop-down.
  7. Choose the required options from the Generated Timeline and To Alert sections. These options vary based on the data on the X-Axis.

    1. X-axis with date value:
      1. You can choose the Generated Timeline, based on the date values in the X-Axis.
      2. To Alert drop-down has All and Top anomalies options. Choosing the Top option allows you to generate alerts for the top 1, 2, or 3 anomalies.
    2. X-axis without date value:
      1. Generated Timeline option by default will be selected as All and cannot be changed.
      2. The To Alert option will also be selected as All by default and cannot be changed.

  8. Using the How often? section, specify the frequency at which you want to compare your data and trigger the alerts.
  9. Choose the channel on which you wish to receive alert notifications. You can choose to be notified through email, in-app notification, Slack message, Microsoft Teams message, or choose to configure a webhook request. Click the corresponding links to learn more about each option.
  10. Upon configuring the necessary parameters, click Save to create your data alert.

7. How do I configure email notifications for data alerts?

If you wish to get your alert notifications via email, follow the steps below:

  • Open the required view you wish to monitor, and click the Alert icon > Create Alert option.
  • In the dialog that appears, provide a name for the alert and create conditions based on which the alert must be triggered. Click here to learn about creating conditions.
  • Specify the frequency to perform the comparison with your data and to trigger the alerts using the How often? section.

  • Select the Email checkbox from the Action to Perform section.
  • In the notification configuration section that appears, configure the following options:
    • Select the Administrator & Workspace Admins checkbox to send data alerts to the Account admin, and workspace admin.
    • Enter the required email addresses to whom you wish to send an alert in the To Email ID field.
    • Add the Subject and Message as required.
    • Select the Include Report checkbox to add the report along with your alert email. The report can be added either as an attachment or inline within the email message. Choose the required option.
  • Click Save to create the data alert.

When the alert conditions are met, a notification email will be sent to the specified email addresses.

8. How do I set up an In-App notification for data alerts?

To get in-app notifications, follow the steps below.

  • Open the required view you wish to monitor, and click the Alert icon > Create Alert option.
  • In the dialog that appears, provide a name for the alert and create conditions based on which the alert must be triggered. Click here to learn about creating conditions.
  • Specify the frequency to perform the comparison with your data and to trigger the alerts using the How often? section.

  • Select the In - App notification checkbox from the Action to Perform section.
  • In the notification configuration section that appears, configure the following options:
    • Select the Administrator & Workspace Admins checkbox to send data alerts to the Account admin, and workspace admin. To send alerts to users with whom the report is shared, select the Shared Users checkbox.
    • Add the Subject and Message as required.
  • Click Save to create the data alert.

When the alert conditions are met, the notification will be sent to specified users. You can view the alert message by clicking the notification icon.

9. How do I configure a Slack notification for data alert?

Zoho Analytics enables you to post alert messages on the Slack channel. To do this, follow the steps below:

  • Open the required view you wish to monitor, and click the Alert icon > Create Alert option.
  • In the dialog that appears, provide a name for the alert and create conditions based on which the alert must be triggered. Click here to learn about creating conditions.
  • Specify the frequency to perform the comparison with your data and to trigger the alerts using the How often? section.

  • Select the Slack message checkbox from the Action to Perform section.
  • In the notification configuration section that appears, configure the following options:
    • Slack URL: Create and enter Slack's incoming webhook URL. Click here to learn more about creating a webhook URL in Slack.
    • Message Type: Choose the message type as either Standard or Custom.
      • Standard: For standard message type, provide the subject and message for the notification.

      • Custom: For custom message type, create your custom message card and paste it in the Provide your custom Message Card JSON text field. Click the Click here to create custom Message Card link to create your custom message in Slack.

  • Click Save to create your data alert.

When the alert conditions are met, a notification will be sent to the configured Slack channel.

10. How do I set up a notification in Microsoft Teams for data alerts?

With Zoho Analytics you can choose to receive your alert notification in the Microsoft Teams channel. Follow the steps below to do this.

  • Open the required view you wish to monitor, and click the Alert icon > Create Alert option.
  • In the dialog that appears, provide a name for the alert and create conditions based on which the alert must be triggered. Click here to learn about creating conditions.
  • Specify the frequency to perform the comparison with your data and to trigger the alerts using the How often? section.

  • Select the Microsoft Teams message checkbox from the Action to Perform section.
  • In the notification configuration section that appears, configure the following options:
    • Microsoft Teams URL: Create and enter the Microsoft Teams' incoming webhook URL. Click here to learn more about creating webhook URLs in Microsoft Teams.
    • Message Type: Choose the message type as either Standard or Custom.
      • Standard: For standard message type, provide the subject and message for the notification.

      • Custom: For custom message type, create your custom message card and paste it in the Provide your custom Message Card JSON text field. Click the How to create Message Card? link to create your custom message in Microsoft Teams.

  • Click Save to create your data alert.

When the alert conditions are met, a notification will be sent to the configured Microsoft Teams channel.

11. How do I set up a webhook request for data alerts?

Webhook request in Zoho Analytics enables you to post alert messages in various messaging services or trigger workflows in target applications when the data alert conditions are met (Click here to learn more about Webhooks). Follow the steps below to create a webhook request.

  • Open the required view you wish to monitor, and click the Alert icon > Create Alert option.
  • In the dialog that appears, provide a name for the alert and create conditions based on which the alert must be triggered. Click here to learn about creating conditions.
  • Specify the frequency to perform the comparison with your data and to trigger the alerts using the How often? section.

  • Select the Webhook request checkbox from the Action to Perform section.
  • In the notification configuration section that appears, configure the following options:
    • Webhook URL: Select the URL type as Post, Put or Patch from the dropdown, and specify the corresponding application's webhook URL. In this example, we are delivering the webhook request to a Zoho Cliq [A popular chat application from Zoho] channel. So we have added the corresponding webhook URL.
    • Headers: Specify the HTTP header which needs to be included in your webhook request.
    • Webhook Body: Choose any one of the following options to add your webhook message.
      • Form Data: Specify the Name and Value in the Parameters section.
      • Custom: Enter the required message in the Request body payload section in the following format: {"text":""}
  • Click Save to create your data alert.

An alert message will be displayed on the corresponding platform when the data alert conditions are met. In the above example, we have specified a webhook request to deliver the message to a Zoho Cliq (a popular chat application from Zoho) channel when the data alert conditions are met.

12. Is it possible to create multiple alerts over a report?

Yes, you can create any number of alerts over a report.

13. How do I edit data alerts?

Follow the steps below to edit data alerts:

  • Open the report over which the alert was created.
  • Click the Alert icon and select Manage Alert.
  • In the Manage Alerts page, navigate to the alert that you wish to edit, click the More Actions icon and select the Edit option.

  • In the popup that appears, make necessary changes and click Save.

14. Who will be notified when alert conditions are met?

Zoho Analytics enables you to notify users based on the channel selected to post notifications.

  • Email: This option allows you to notify the Account Administrator, Workspace Administrators, and any other user you wish to notify.
  • In-app notification: This option enables you to notify the Account Administrator, Workspace Admin, and the shared users of the respective report.
  • Slack or Microsoft Teams message: This option allows you to post notifications to a particular group in Slack or Microsoft Teams.
  • Webhook request: This option lets you post alert messages in various messaging services or trigger workflows in target applications.

15. Is it possible to include the report in the notification email?

Yes, you can choose to add the report by selecting the Include Report option. The report can be added either as an inline message or as an attachment using the corresponding options.

Note: The size of the attached report varies depending on the data in your current view. If the size exceeds 15MB, the notification mail will be sent to users without the report.

16. How often will the data alerts conditions be verified?

You can choose to verify data alerts in the following intervals, using the How often section while creating the data alert.

  • Hourly
  • Daily
  • Weekly
  • Monthly

17. How do I view the alert's history?

Follow the steps below to view when the data alert has been triggered in the past.

  • Open the required report over which the alert was created.
  • Click the Alert icon and select the Manage Alert option.
  • In the Manage Alert page, hover over the alert whose history you wish to access.

  • Click the Alert History icon. A calendar view appears, highlighting the days when the alert was triggered. Clicking on these highlighted days will display the alert runtime, triggered time, and the copy of the report when the alert was triggered.

18. Is it possible to execute data alerts instantly?

Yes. Follow the below steps to do this.

  • Open the required report over which the alert was created.
  • Click the Alert icon and select the Manage Alert option.
  • In the Manage Alert page, click the Run icon that appears on mouse over the required alert.

19. How do I delete a data alert?

Follow the steps below to delete a data alert:

  • Open the required report over which the alert was created.
  • Click the Alert icon and select the Manage Alert option.
  • In the Manage Alert page, click the Delete icon that appears on mouse over the required alert. Confirm your action in the popup that appears.

20. How do I manage all the alerts in the workspace?

To manage the data alerts in a workspace:

  • Click the Settings icon on the side panel, and navigate to the Alerts section.
  • Every alert created in the workspace will be listed on this page.

On mouse over a required alert, the following options will be available:

  • Status: This toggle button allows you to pause the data alert, and activate it when required. When the status is inactive, the conditions specified in the data alert will not be checked.
  • Run Now: This option allows you to run the data alert.
  • View Alert History: This option allows displays the various times the specific alert was triggered.
  • Info: This option displays the alert's created and modified times.
  • Edit: Select this option to modify the existing data alert.
  • Delete: Use this option to delete the required data alert.

You can also manage the various alerts created over a specific report by clicking the Alert icon on the top right corner of the report, and clicking the Manage Alerts icon.

x
Thanks for your interest. We shall get back to you shortly.