(v24) Notification Options

Notification Options

This applies to: Managed Dashboards, Managed Reports

Symphony offers a number of managed dashboard, managed report, and other notification types. After you've selected your notification type, define your notification options to suit your organizational needs. Options may vary depending on the type of notification you're creating.

Define a Schedule

Select Define Schedule when creating your notification to set up a schedule rule. Use to define scheduled notifications, and to determine when data driven notifications poll for data.

1. Select Define Schedule when setting up a notification. The Schedule Rule work area opens.

2. Select or clear the Enabled checkbox to enable or disable this rule.

   • When enabled, the rule runs based on the options you define.

   • When disabled, the rule does not run until you enable it again.

3. Optionally, select a time zone and enable or disable the Daylight Saving Time checkbox. If you do not use this option, your rule is run at a constant interval between notifications (defined below).

4. Enter a Start Date and time to start the schedule.

5. Select a Repetition Pattern from thedrop-downto define a scheduled day to run the rule.

   • Daily - Select to run the rule every day or every nth day.

   • Weekly - Select to run the rule every week or every nth week.

   • Monthly - Select to run the rule once a month. Select months to include, and days of the month in multiple ways, including by use of a comma separated list of days.

6. To run a the rule multiple times a day, enable the Intra-Day Recurrence checkbox.

   • Change the drop-down from Not Set to Minutes or Hours to set up a regular Recurrence Interval .

   • Alternatively, select Add Occurrence to set specific times of day to run the rule. Delete an occurrence by selecting the trash can icon.

7. Optionally, set an End Date to stop the rule from running after a specific number of occurrences, or by a specific date.

Select Your Export Content

Notifications export the current view you have open to the formats of your choice and deliver it along with the notification.

1. Select Add export content when setting up a notification. The Notification Content work area opens.

2. Select a Format to pick an available file format option, which may include Excel, PDF, Image (PNG), CSV, or PowerPoint.

3. Optionally edit the Name for your content. This name is shown in the notification work area, but you can select to the enable Use Name for File Name checkbox to deliver your content using the defined Name.

4. Depending on the format, you can choose to export the entire view (e.g., dashboard) or a selected data visualization. For more details about export options for each format in Selection, see Share or export your work.

   Note: Dashboards designed in Responsive mode will be exported to PDF in Scale mode to better fit the selected page size.

5. Optionally, select Preserve Current Parameter Values to store the current parameter (filter) settings and use when this content is exported.

6. After you've defined an export content option, you can add more export content options if needed, for example, in a different format, for this notification.

Set Up Delivery Options

You have several delivery options to choose from for notifications and content.

• The default option is Email: your content is sent as one or more attachments to defined recipients.

• Optionally, select File to place the content in one or more file locations.

Email Notifications

1. Select Delivery options when setting up a notification. The Delivery Options work area opens.

2. The default, Email, is selected, and you are the first of the included Recipients. Select Add recipient to add users, groups, or email addresses to the email.

   Note: You can give your recipients an option to unsubscribe from the email notifications.

3. Add Message Subject and Message Body content. Optionally, select Edit template in advanced editor to apply formatting or add placeholders for generated content. See Email Notification - Advanced Editor.

4. Optionally, customize the export for each recipient (report bursting) as needed. See Report Bursting.

Email Notification - Advanced Editor

You can apply formatting and add placeholders to the message subject and body as needed.

1. Select the plus sign next to the Message Subject and Message Body fields, or right-click in the fields to select a placeholder to insert. Options include:

   • Recipient name: inserts the user name of the email recipient.

   • Creation date: inserts the date the notification was generated.

   • User name: inserts the user name of the notification creator.

   • View name: inserts the name of the view (such as dashboard or report).

   • View link: inserts a link to the view directly in your environment.

   • Embedded image: inserts the exported image. Only available if the export format is Image.

2. Add any other information you need into the provided fields.

Report Bursting

To customize the export for each user (also known as report bursting), you can use either of the following:

• When adding or editing a recipient, select Customize parameters to set specific filter settings for each. These parameter values will override any set on the dashboard or view.

• Or, to preserve row-level or other security already set up, select the option Export Using Recipient Account, which will use each recipient's account to access the view and its data when exporting.

  Note: Exporting different versions for each user will require generating reports separately, which may affect performance.

Create File

1. Select Delivery options when setting up a notification. The Delivery Options work area opens.

2. Select File to define the file delivery options as needed.

3. Enter a path where you want to deliver the file in the Folder field. This must be a location accessible to the server, such as a shared folder in your network.

4. Optionally, enter a prefix to add to the start of the file name in the File Name Template field.

5. Optionally, define a File Lifespan in hours. If a notification occurs before the file lifespan expired for the previous one, a new file is generated with a different name.

Data Driven Conditions

The Data Driven Condition dialog is displayed when you add a new condition to a data driven notification. A data condition specifies the criteria for detecting or evaluating changes in data.

Select a Condition Category to determine when to notify the recipients:

• Increases – An increase is detected in the target data.

• Continuously Increases – Regular increases are detected in the target data over a specified period.

• Decreases – A decrease is detected in the target data.

• Continuously Decreases – Regular decreases are detected in the target data over a specified period.

• Enters State – The target data has entered a specified state.

• Exits State – The target data has left a specified state.

• Stays in State – The target data remains in a specified state for the specified period.

• In State(s) – The data is in the specified state.

The state of the data is determined by checking the values against some conditions of your choice.

When monitoring for a value that Continuously Increases or Continuously Decreases, you can either set the Previous Number of Polls that should show a value increasing/decreasing, or set the Hourly Interval to the number of hours during which the value should increase/decrease.

Choose Data to Monitor

Choose the Visualization and the Metric Set you want to monitor out of the list of visualizations that are currently displayed.

Under Target Cells, select one of the two buttons to choose which numeric data to monitor for changes.

If you select Add target cell, the current data is displayed in a table and you can directly select the values to monitor. You can add target cells multiple times, or for some conditions select a column header to monitor an entire column of values when adding a target cell.

Select Add target cell manually to instead select numeric data to monitor according to the filters you set. Select which Measure values to monitor from the drop-down.

A filter will appear for each hierarchy currently displayed by the metric set & visualization, allowing you to choose filter values. For date/time data, you can click the token menu button to the right to choose relative time options that will automatically change over time, such as Today.

State Conditions

If you chose a state condition category, expand the States section below to choose the conditions to check the numeric data against.

You can drag states that were already defined as part of the metric set, or select Add custom state to define your own conditions.

Note: Use metric set states for any advanced condition of your choice such as when a value is lower than at this time last year, or when a value is detected as an outlier.

Multiple Data Conditions

Select the Submit button at the bottom of the Data Driven Condition dialog when finished.

You can add multiple data conditions for the same notification. With multiple conditions, use the Multiple Condition Operator to indicate whether all conditions (And) or just any condition (Or) must be met for the notification to occur.