Use watch rules to monitor user-defined events in saved HTML reports. When the report is saved and the watch rule is satisfied, you are alerted by email or news item.

You can view or edit the watch rules you create for reports by using the My Watch Items area of the portal. For more information, see My Watch Items.

Watch rules can be created only in saved HTML reports. For example, you cannot create watch rules in PDF report output.

You must have read and traverse permissions to the report output.

  1. In the Reporting Center portal, go to the saved HTML report and open it in Report Viewer.

  2. In the report, click a numeric data item, right-click, and then click Alert Using New Watch Rule.

  3. In the Specify the rule - Alert Using New Watch Rule page, in the conditional expression that appears, click the down arrow, click the expression you want for the watch rule, for example, >= (greater than or equal), and specify a value in the box.

  4. Under For the selected context, click the report items to which the rule applies.

  5. Click Next.

  6. In the Specify the alert type page, specify how you want to be alerted when the rule is satisfied:

    • To be alerted by email, select the Send the report by email check box. If you want to change the email options, click Edit the options.

    • To be alerted by news item, select the Publish a news item check box. If you want to change the news item options, click Edit the options.

  7. Click Next.

  8. In the Specify a name and description - Alert Using New Watch Rule page, specify a name, description, and location for the watch rule.

  9. You can organize watch rules in folders on the Rules tab of the My Watch Items area of the portal.

  10. Click Finish.

 
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